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The US sanctions impacting the Chinese chip industry

standardparts

Diamond
Joined
Mar 26, 2019
China gets a cold,Australia gets pneumonia......terminal ...........this country has become supremely lazy to the extent almost anyone can do as they please.......dont want to work.....then dont.......want to be a play acting green climate activist...........then be one...............want be a LBTIQ?? in your face angry woman....then be one.............want to paint yourself up like a Hottentot ,and be anti everything .....just do it............this country is a Fools Paradise ,how long it lasts ,who knows....................probably should say ..Disclaimer....I dont work either ,havent worked for around 14 years .....but Im a rich boomer ,so I have a good excuse.
Best is to sit back, shake your head, and watch the show.
 

dcsipo

Diamond
Joined
Oct 13, 2014
Location
Baldwin, MD/USA
Man.....forgive me for this...but you 'dcsipo' sound just like Trump did regarding foreign trade....and we all know how that turned out.
Maybe Joey will be more successful.
Like I said before...give it a few weeks and see if after the midterms we don't have some new topic spun up by media and the White House to talk about.......
This chip embargo is devious compared to that simple-minded slap-a-tariff-on shit. The main difference is that we already paid the price for the Trump-era China "trade wars." The Chinese retaliated by putting tariffs on ag products and ran out of effective trade options. We will see what is next. I also think the timing is suspect, but it will take more than six months to play this right, so elections matter a bit less.
 

Trueturning

Diamond
Joined
Jul 2, 2019
Interesting discussion.

Security Adviser Jake Sullivan said in a speech in September that “we have to revisit the long-standing premise of maintaining ‘relative’ advantages over competitors” in which the U.S. “maintained a ‘sliding scale’ approach that said we need to stay only a couple of generations ahead.” But, he went on, “that is not the strategic environment we are in today. Given the foundational nature of certain technologies … we must maintain as large of a lead as possible.”

And in remarks earlier this month, he explained that the chip restrictions “are premised on straightforward national-security concerns.”

I was not very surprised that it has come down to this reall given all of the conflicts of technology transfer from innovators to China and given the fact that many Chinese spy’s have been caught. The decline in manufacturing for decades was a notable problem also.

There are strategic considerations still in effect and can eventually be presented because our system of Government seems able to protect a strategic necessity.

We are talking about a critical section of the security of our country and even Biden agrees. That does not really surprise me either.
The above quote is from this article and gives insightful feedback on the move.

This all should be worked out by meeting together and negotiating. I can read the article here where there was concern over microchips of the advanced nature. We will always be linked in business as we have worked so much to foster trade.
 
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standardparts

Diamond
Joined
Mar 26, 2019
This chip embargo is devious compared to that simple-minded slap-a-tariff-on shit. The main difference is that we already paid the price for the Trump-era China "trade wars." The Chinese retaliated by putting tariffs on ag products and ran out of effective trade options. We will see what is next. I also think the timing is suspect, but it will take more than six months to play this right, so elections matter a bit less.
Yeah...Biden's is tough on chips. Totally new and fresh approach.

"The U.S. campaign began in 2018, after the Dutch government gave semiconductor equipment company ASML, the global leader in a critical chip-making process known as lithography,"

"National Security Advisor Charles Kupperman raised the issue with Dutch officials during the visit of Netherlands Prime Minister Mark Rutte, who was given an intelligence report on the potential repercussions of China acquiring ASML's technology,"

"Shortly after the White House visit, the Dutch government decided not to renew ASML's export license"

"details of the U.S. pressure campaign have not previously been disclosed." Likely the U.S. and much of the EU media refused to carry the story because it would have been complimentary to the Trump Administration.

Just my opinion but the current Administration is simply doing the same but now it's almost 4 years wasted. Keep in mind the current chief executive has been in D.C. making policy decisions for going on 40 years, 8 of which were in the White House as VP---along with those in Congress and the Senate from BOTH sides who have been in office making policy regarding China for decades....and....no doubt who along with families and cronies have greatly benefited due to influence over trade policies.

(the link if from a archived Guardian article)
 
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mrSanders62

Hot Rolled
Joined
Jan 8, 2022
Interesting discussion.

Security Adviser Jake Sullivan said in a speech in September that “we have to revisit the long-standing premise of maintaining ‘relative’ advantages over competitors” in which the U.S. “maintained a ‘sliding scale’ approach that said we need to stay only a couple of generations ahead.” But, he went on, “that is not the strategic environment we are in today. Given the foundational nature of certain technologies … we must maintain as large of a lead as possible.”

And in remarks earlier this month, he explained that the chip restrictions “are premised on straightforward national-security concerns.”

I was not very surprised that it has come down to this reall given all of the conflicts of technology transfer from innovators to China and given the fact that many Chinese spy’s have been caught. The decline in manufacturing for decades was a notable problem also.

There are strategic considerations still in effect and can eventually be presented because our system of Government seems able to protect a strategic necessity.

We are talking about a critical section of the security of our country and even Biden agrees. That does not really surprise me either.
The above quote is from this article and gives insightful feedback on the move.
appreciated thanks. somewhat one-sided. if the Americans forbid the use of Comac C919, then for Russia it will be a gift, since we will be happy to sell our planes to him)) also thanks to American politicians who are doing things in such a way that even countries like Saudi Arabia turn their backs on the states.
 

standardparts

Diamond
Joined
Mar 26, 2019
appreciated thanks. somewhat one-sided. if the Americans forbid the use of Comac C919, then for Russia it will be a gift, since we will be happy to sell our planes to him)) also thanks to American politicians who are doing things in such a way that even countries like Saudi Arabia turn their backs on the states.
...If your not with us your against us sort of thing shaping up.

 

dcsipo

Diamond
Joined
Oct 13, 2014
Location
Baldwin, MD/USA
Yeah...Biden's is tough on chips. Totally new and fresh approach.

"The U.S. campaign began in 2018, after the Dutch government gave semiconductor equipment company ASML, the global leader in a critical chip-making process known as lithography,"

"National Security Advisor Charles Kupperman raised the issue with Dutch officials during the visit of Netherlands Prime Minister Mark Rutte, who was given an intelligence report on the potential repercussions of China acquiring ASML's technology,"

"Shortly after the White House visit, the Dutch government decided not to renew ASML's export license"

"details of the U.S. pressure campaign have not previously been disclosed." Likely the U.S. and much of the EU media refused to carry the story because it would have been complimentary to the Trump Administration.

Just my opinion but the current Administration is simply doing the same but now it's almost 4 years wasted. Keep in mind the current chief executive has been in D.C. making policy decisions for going on 40 years, 8 of which were in the White House as VP---along with those in Congress and the Senate from BOTH sides who have been in office making policy regarding China for decades....and....no doubt who along with families and cronies have greatly benefited due to influence over trade policies.

(the link if from a archived Guardian article)
I am not going to make it a Trump vs. Biden dispute. But you have to admit this is an escalation, and not just in rhetoric.
 

SeymourDumore

Diamond
Joined
Aug 2, 2005
Location
CT
So your saying the EU, especially Germany no longer has an energy crisis involving Russia?

So yeah, desperation may lead to motivation but you failed to mention a lasting solution with a positive outcome
What I am saying is that what was predicted to take years to replace the dependence on Russia's gas has largely ( not completely, just largely ) been done in just a few months due to innovation, reduction in consumption and cooperation.
The last two btw. IS a positive outcome. Even the Germans are seriously rethinking their previous stance on nuclear power. May take a few green heads to roll, but hey ...
 

standardparts

Diamond
Joined
Mar 26, 2019
I am not going to make it a Trump vs. Biden dispute. But you have to admit this is an escalation, and not just in rhetoric.
Hey, can only go two ways.
The U.S. regains it's position as Big Dog in the world of chip production. Or, China pulls some kind of chip production miracle out of it's ass flips us the finger.
Think I will take a wait and see stance on this.
 

michiganbuck

Diamond
Joined
Jun 28, 2012
Location
Mt Clemens, Michigan 48035
I think the USA would be better off if the FBI, DOJ, and IRS kept an eye on what government Bozos were/are getting in side and under-the-table money.
The premise was that we pay them high money so they might not be corrupt..and they/some still are.
They should be fined 10x the side money amount when caught. whistleblowers should get 2x the amount of reward for providing evidence.
 

Mark Rand

Diamond
Joined
Jul 9, 2007
Location
UK Rugby Warwickshire
Hey, can only go two ways.
The U.S. regains it's position as Big Dog in the world of chip production. Or, China pulls some kind of chip production miracle out of it's ass flips us the finger.
Think I will take a wait and see stance on this.
The US is currently the worlds 7th largest exporter of integrated circuits by value. Those days are as far gone as the UK's dominance in steam engine exports.
 

standardparts

Diamond
Joined
Mar 26, 2019
The US is currently the worlds 7th largest exporter of integrated circuits by value. Those days are as far gone as the UK's dominance in steam engine exports.
Funny thing is your politicians are like our politicians and would have no problem selling some voters on a return to steam power dominance using solar power or some such thing.

The sun has set on more than one empire I guess----
 
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Trueturning

Diamond
Joined
Jul 2, 2019
appreciated thanks. somewhat one-sided. if the Americans forbid the use of Comac C919, then for Russia it will be a gift, since we will be happy to sell our planes to him)) also thanks to American politicians who are doing things in such a way that even countries like Saudi Arabia turn their backs on the states.
It would be sad to see that plane grounded. I do think a country can become very cautious especially with chip shortage and supply issues at hand. It is likely the case many might agree that the large trading partners which definately includes China have experienced very similar challenges. It is my opinion that they have.
 

mrSanders62

Hot Rolled
Joined
Jan 8, 2022
It would be sad to see that plane grounded. I do think a country can become very cautious especially with chip shortage and supply issues at hand. It is likely the case many might agree that the large trading partners which definately includes China have experienced very similar challenges. It is my opinion that they have.
I heard the opinion that in order to loop the economy, you need about 800 million people to be self-sufficient. I think the world is moving towards this. the process of deglobalization was launched even before the conflict in Ukraine, as experts say, there will be several currency zones, the monopoly of the dollar as an international reserve currency will become a thing of the past
 

standardparts

Diamond
Joined
Mar 26, 2019
It would be sad to see that plane grounded. I do think a country can become very cautious especially with chip shortage and supply issues at hand. It is likely the case many might agree that the large trading partners which definately includes China have experienced very similar challenges. It is my opinion that they have.
The c919 will likely service China's domestic routes while they still are partnered with Boeing. Last update was the Boeing 737MAX returns to service in China this weekend.
 

Ries

Diamond
Joined
Mar 15, 2004
Location
Edison Washington USA
You guys are killing me here. The Chinese Comac 919, in 15 years of development has made SIX planes, of which one of which is actually finalized enough to fly demonstrations. The idea that they will be a world contender anytime soon is laughable.
And which, exactly of the six MC21 Irkut Airliners that have been built since 2007 will Putin be selling to foreign carriers?
In the years 2005 to 2013, the entire Russian commercial aircraft industry made 27 planes. Boeing makes that many 737's alone, every single month.
The idea that Russia has any viable abiltiy to make and export commercial aircraft is a joke.
They are currently buying stolen swedish traffic cameras to put in their military drones, so the Ukrainians can shoot them down.
A very large sector of the Soviet Aircraft Industry was Antonov, located in....Ukraine.
The war is proving that the Putin reliance on using petrochemicals and raw materials exports for over 75% of the GDP has hollowed out russian manufacturing capacity to near nothing.
 

dcsipo

Diamond
Joined
Oct 13, 2014
Location
Baldwin, MD/USA
appreciated thanks. somewhat one-sided. if the Americans forbid the use of Comac C919, then for Russia it will be a gift, since we will be happy to sell our planes to him)) also thanks to American politicians who are doing things in such a way that even countries like Saudi Arabia turn their backs on the states.
Do you truly believe that? Is that what ВГТРК tells you to believe? Have you asked Tupolyev and Sukhoi how many chips are in their plains sourced from TMSC, Samsung, or Intel :)?, Because as long as Putin is F'n up in Ukraine, those are totally Verboten to both you and now to China. Not sure the troops can pillage enough washing machines in Ukraine to solve that problem.
 

standardparts

Diamond
Joined
Mar 26, 2019
You guys are killing me here. The Chinese Comac 919, in 15 years of development has made SIX planes, of which one of which is actually finalized enough to fly demonstrations. The idea that they will be a world contender anytime soon is laughable.
And which, exactly of the six MC21 Irkut Airliners that have been built since 2007 will Putin be selling to foreign carriers?
In the years 2005 to 2013, the entire Russian commercial aircraft industry made 27 planes. Boeing makes that many 737's alone, every single month.
The idea that Russia has any viable abiltiy to make and export commercial aircraft is a joke.
They are currently buying stolen swedish traffic cameras to put in their military drones, so the Ukrainians can shoot them down.
A very large sector of the Soviet Aircraft Industry was Antonov, located in....Ukraine.
The war is proving that the Putin reliance on using petrochemicals and raw materials exports for over 75% of the GDP has hollowed out russian manufacturing capacity to near nothing.
"You guys are killing me here"....Relax Ries. Boeing still has be BIG business presence in China, and China will need a shit-ton of commercial airliners. Last word was the Boeing's 737MAX would return to service in China this weekend, so if China built airliners won't crash and burn and kill everyone on board there is always Boeing to fill the need.
 








 
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