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Exactly, many Americans don't understand that，having trade deficit is not a bad thing. When the US imports goods from other countries，they are not being ripped off — contrary to Trump's rhetoric.
America export worthless paper（dollar） in exchange for real goods and services，that is good for the US
I'm not sure the current US protectionist policy will have any positive outcome. Remember that high tariff is a burden on the people，it force people to buy expensive local goods, it reduces people’s purchasing power，shrink people's wealth. The whole point of high tariff，is to protect domestic...
Techinsights kirin9010 report is available now, anyone have access to this report？
https://www.techinsights.com/blog/huawei-pura-70-ultra-teardown
https://www.techinsights.com/products/dfr-2404-802
In response to news that the Biden administration has directed $6.6 billion in subsidies to Taiwan Semiconductor Manufacturing Co’s (TSMC) Arizona subsidiary, as part of the U.S. CHIPS and Science Act, the American Economic Liberties Project released the following statement.
“TSMC, and its...
As you can see from this news. Huawei GPU is in woefully short supply in China，and Nvidia is not in competition with Huawei in Chinese market for well known reason
The high selling price(120000 RMB = 17000 USD) for Huawei GPU means that，it is absolutely enough to cover the fabrication costs...
Yield has it's maximum. When TSMC's 5nm reaches 99% yield, it has no room to improve anymore. They can only seat and watch others catching up on yield.
Unfortunately everybody is dragged into this semiconductor subsidy race now，with government all over the global giving out more and more subsidy as we speak.
Judging from this graph，DUV SAQP is around 30% more expensive than EUV single pattern. But fabs in China has lower operational costs than Taiwan in general，so SMIC 7/5nm might not be that expensive compare to TSMC Taiwanese fabs，let alone TSMC US fab（probably the most expensive fab for the same...
https://www.euronews.com/business/2024/03/07/dutch-government-tries-to-stop-asml-from-moving-out
The Netherlands is increasingly tightening its anti-migrant position. That could push out its largest company, ASML, because of its high dependence on foreign talent.
The Dutch government is...
https://www.bnnbloomberg.ca/samsung-sells-down-entire-asml-stake-to-expand-in-new-arenas-1.2037224
Samsung Electronics Co. sold its entire remaining stake in ASML Holding NV in the December quarter as part of its push to expand into new areas of chipmaking.
The world’s largest memory maker...
