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China Hits Pause on Giant Chip Spending Aimed at Rivaling US

How accurate is Bloomberg reporting regarding the industry?
For general reference, OK. For true truth, not OK.
The big medias cannot comprehend the complexities and nuances of the semi industry.
For example, "Instead, they’re seeking alternative ways to assist homegrown chipmakers, such as lowering the cost of semiconductor materials, the people said, asking not to be identified revealing sensitive negotiations". Seriously?? That will change the tide for china's semi industry?? and "sensitive" in what way?
 
Both Singapore Taiwan and Korea's high tech industry were kicked off during dictatorship era. The Chaebol in Korea didn't even want to touch semiconductor at the beginning,it was the dictator Park Chung hee forced these Chaebol to get into semiconductor businesses. If they were a democracy at the time,today they would be no different with Latin America banana republic

And back then, getting into semi was infinitely more easy. Even a country like Pakistan had a fab back then.

Samsung Semi only got anywhere in early 200X. Daewoo semi is nowhere, Lucky Gold Star reverted to analog, Hyundai also wrapped its semi attempts.
 
Both Singapore Taiwan and Korea's high tech industry were kicked off during dictatorship era. The Chaebol in Korea didn't even want to touch semiconductor at the beginning,it was the dictator Park Chung hee forced these Chaebol to get into semiconductor businesses. If they were a democracy at the time,today they would be no different with Latin America banana republic

"Both Singapore Taiwan and Korea's high tech industry were kicked off during dictatorship era."

In the case of the Republic of China (Taiwan), the dictatorship (for lacking a better term to describe it, if you will) was ended long before Taiwan's high tech industry started.

That's one of the major reasons why Taiwan can achieve what they are today while mainland China has gone through several failed campaigns to advance its semiconductor industry since 1950s.
 
"Both Singapore Taiwan and Korea's high tech industry were kicked off during dictatorship era."

In the case of the Republic of China (Taiwan), the dictatorship (for lacking a better term to describe it, if you will) was ended long before Taiwan's high tech industry started.

TSMC started in 1986,the dictatorship in TW ended in 1990. The establishment of TSMC was the effort of then dictatorial KMT regime
 
TSMC started in 1986,the dictatorship in TW ended in 1990. The establishment of TSMC was the effort of then dictatorial KMT regime

Taiwan's journey in developing democratic system was a bumpy one but I don't know if there is any country in the world that implemented their own democratic system in a quick and easy fashion. Nevertheless Taiwan started various democratic elections in 1950s.

By 1960s and 1970s, Republic of China in Taiwan (ROC) already had many routine elections that constantly saw non KMT candidates got elected. Yes, those elections were not perfect and the direct voting for president was still many years away. But it clearly shows that Taiwan's high tech industry was built on a democratic environment (again, not a perfect one) that Chairman Xi and CCP don't want to learn in the second decade of the 21st century!

The CCP asserted full control of mainland China since 1949, a long long 73 years ago!

Sadly, just like the difference in the capabilities of semiconductor industry between the mainland China and Taiwan, mainland China is years behind Taiwan in democracy.

If CCP hadn't abused (and still abusing) its own people on mainland China, we could have seen a robust and world leading semiconductor industry long time ago in mainland China.
 
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If CCP hadn't abused (and still abusing) its own people on mainland China, we could have seen a robust and world leading semiconductor industry long time ago in mainland China.
Well, technology transfer to China happed because of human/workers rights abuse.

By the way, which part of industry in Japan/Korea/Taiwan is fully home-grown? Lot of it was transferred/stolen thanks to loose IP protection. Off course, they heavily expanded on that but again, thanks to fact that EU gave up. What would happed if companies like ASML decided to support local industry instead of east?

Main difference is that these countries are allied, while China/Russia/Iran.... is actively trying to destroy USA/west to assert new world order or something... Trump realized that this might be problem... Luckily Biden is continuing.
 
Well, technology transfer to China happed because of human/workers rights abuse.

By the way, which part of industry in Japan/Korea/Taiwan is fully home-grown? Lot of it was transferred/stolen thanks to loose IP protection. Off course, they heavily expanded on that but again, thanks to fact that EU gave up. What would happed if companies like ASML decided to support local industry instead of east?

Main difference is that these countries are allied, while China/Russia/Iran.... is actively trying to destroy USA/west to assert new world order or something... Trump realized that this might be problem... Luckily Biden is continuing.

Far more technology transfer to China was done by Taiwan, Korea, Japan and, disproportionately, Singapore than USA, or any European country.

And they benefited from economic exploitation in China enormously in comparison to US, or Europeans.

However, it was USA who greenlighted relations with the mainland as legit in nineties. Before businesses from all these Asian countries have set up shops in the mainland, it were US companies who leaped into China first, thus raising a legitimate question: If Americans themselves can trade with China, why can't we? Japanese went in to China shortly after, and US did not sanction them any more.
 
Mrs Greenbaum's medical records are better protected than our transceiver IP. Can you imagine what China can do if they found out about Mrs. Greenbaum's kidney stone?!!
 
Well, technology transfer to China happed because of human/workers rights abuse.

By the way, which part of industry in Japan/Korea/Taiwan is fully home-grown? Lot of it was transferred/stolen thanks to loose IP protection. Off course, they heavily expanded on that but again, thanks to fact that EU gave up. What would happed if companies like ASML decided to support local industry instead of east?

Main difference is that these countries are allied, while China/Russia/Iran.... is actively trying to destroy USA/west to assert new world order or something... Trump realized that this might be problem... Luckily Biden is continuing.

@Jozo035

"Lot of it was transferred/stolen thanks to loose IP protection"

Do you mean those technology transfer (such as RCA/ITRI/UMC/TSMC and Phillips/TSMC) are shady and dirty activities? If your answer is "yes", then you probably need to read many good articles that described how Taiwan built its semiconductor industry. Semiwiki.com is a good starting point.

Without a robust IP protection, TSMC can't build its ecosystem and can't find companies who are willing to partner with them. Intel, AMD, Apple, Nvidia, Qualcomm, Amazon, Google, and Broadcom have been TSMC's and/or UMC's customers for a while that's partially due to the trust they have on Taiwan's IP protections.
 
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Yes.


But it was not my point.

Point is that autocracy in china is not reason for their failure. Autocracy and human rights abuse is actually reason, why they attracted so many customers.

Reason for chinese failure is nationalism.

And i don't mean only in semiconductors...
 
Top down ‘encouragement’ of industrial development rarely ever works out as envisioned anyways.

The more interesting question to ponder is whether a bottom up approach, with some strategic nudges from Beijing at the right time, might actually be the superior approach.
 
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