China stole some TSMC tech secrets, which implies they are trying to duplicate the technology. If successful, TSMC (and Taiwan) will lose much of their relevance. It seems like a conservative-prudent move.
Nah.
China is always stealing, and has been trying super hard to break into high end semiconductor manufacturing for many years now, and always failed.
AMD/Nvidia/Intel/Apple design the chips.
TSMC manufactures them.
ASML - a Dutch company - is the only company in the world capable of making the machines which TSMC buys and uses to actually make the chips.
Here is an archive link of a Vox (I know) short video explaining why China has no shot at breaking into high end chips any time soon: https://youtu.be/Uh4QGey2zTk
The tldr is that (1) actually developing these capabilities is insanely hard and known only to a handful of people spread across multiple western countries, (2) you can't just steal 1 step, you need ALL the steps, and (3) every time China steals shit, it gets nut punched with sanctions which make its further attempts much more difficult.
The United States could basically shut down the whole Chinese tech economy with a word. It has already done so for some individual Chinese companies, crushing them. If the US imposed a chip ban on China, basically every Chinese tech company would implode and become 100% dependent on importing foreign finished products and services with 0 hope of escaping dependency. This is going to be the true future and the true flex that the US has never fully used yet. It's been partially done against Russia, but Russia is getting around it through China. If the US does it to China, China is fucked.
China has made US investors its bitch. Blackrock is a subservient pawn to the CCP. The bastards on Wall Street and the retarded CEOs (read, ALL CEOs) have built an economy so dependent on Chinese manufacturing that China could crush the US by stopping all pharmaceutical exports to the US.
The US is in an economic cold war with China, though US politicians and the elite seem to be more than happy to bend over for Chinese funny money. They have no problems allowing China to destroy the environment around the world as long as the pooh-bucks keep rolling in.
China could crush the US by stopping all pharmaceutical exports to the US.
That's nonsense. China is only a minority of US pharma imports, and even that is only for generics, which are very low profit margin since they can be made by anyone, and consequently super easy to replace with other countries. All US pharma imports from China could be easily replaced by India, for example. The US imports a lot from China, India, Mexico, and Canada. China has no special pharma leverage over the US.
though US politicians and the elite seem to be more than happy to bend over for Chinese funny money.
That is changing. Biden has not repealed Trump's tariffs against China, and Pelosi visited Taiwan. While the Democrats are generally soft on China, a Republican will win in 2024 and I expect him to crack down on China.
Nah.
China is always stealing, and has been trying super hard to break into high end semiconductor manufacturing for many years now, and always failed.
AMD/Nvidia/Intel/Apple design the chips.
TSMC manufactures them.
ASML - a Dutch company - is the only company in the world capable of making the machines which TSMC buys and uses to actually make the chips.
Here is an archive link of a Vox (I know) short video explaining why China has no shot at breaking into high end chips any time soon: https://youtu.be/Uh4QGey2zTk
The tldr is that (1) actually developing these capabilities is insanely hard and known only to a handful of people spread across multiple western countries, (2) you can't just steal 1 step, you need ALL the steps, and (3) every time China steals shit, it gets nut punched with sanctions which make its further attempts much more difficult.
The United States could basically shut down the whole Chinese tech economy with a word. It has already done so for some individual Chinese companies, crushing them. If the US imposed a chip ban on China, basically every Chinese tech company would implode and become 100% dependent on importing foreign finished products and services with 0 hope of escaping dependency. This is going to be the true future and the true flex that the US has never fully used yet. It's been partially done against Russia, but Russia is getting around it through China. If the US does it to China, China is fucked.
China has made US investors its bitch. Blackrock is a subservient pawn to the CCP. The bastards on Wall Street and the retarded CEOs (read, ALL CEOs) have built an economy so dependent on Chinese manufacturing that China could crush the US by stopping all pharmaceutical exports to the US. The US is in an economic cold war with China, though US politicians and the elite seem to be more than happy to bend over for Chinese funny money. They have no problems allowing China to destroy the environment around the world as long as the pooh-bucks keep rolling in.
That's nonsense. China is only a minority of US pharma imports, and even that is only for generics, which are very low profit margin since they can be made by anyone, and consequently super easy to replace with other countries. All US pharma imports from China could be easily replaced by India, for example. The US imports a lot from China, India, Mexico, and Canada. China has no special pharma leverage over the US.
That is changing. Biden has not repealed Trump's tariffs against China, and Pelosi visited Taiwan. While the Democrats are generally soft on China, a Republican will win in 2024 and I expect him to crack down on China.