You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!




Results 1 to 4 of 4

Thread: Semis, China's Next Target

  1. #1
    Expert
    Join Date
    Apr 2013
    Location
    East SF Bay Area
    Posts
    1,503
    Thumbs Up
    Received: 437
    Given: 406

    Semis, China's Next Target

    China is already spending large sums to get into the semi fab game and this is a roadmap that they have used to dominate manufacturing of just about everything. This is not a fair and level playing field and if we are to compete, IP protection use and strategies are going to be far more important than they are now. I have been following this for my investment in TSMC and their two large court battles here years ago, one in Santa Clara county and the other in Alameda county. TSMC won both. The link below covers critical expansion strategies people in the semi/nanotech industries might not even be aware of. Comments solicited and wanted on this. This also relates to my post on how Apple is handling the development of micro led screens.

    https://www.forbes.com/sites/peterph.../#35cf14d84ac8

    2 Not allowed!
     

  2. #2
    Member
    Join Date
    Oct 2013
    Posts
    16
    Thumbs Up
    Received: 14
    Given: 5
    Not that I know anything, but it looks like China has duped western leadership better than anyone else in history, and I'm not sure why that would change now. Our gov't/Wall St is blinded by the profits reaped by the move to Chinese labor and manufacturing. Obsessive free market thinking suggested that once China got a taste of the fruits of consumerism, access to a massive untapped market would follow. Now that we've laid the foundations for their economy, it can evolve from its manufacturing base and they can afford to act on what they really think about western ideologies, as evidenced by Jinping's recent power grab.

    Idealistically, I want to believe that modern innovation can only be incrementally (as opposed to disruptively) forced by such a ruthless, single-minded culture. A strength rooted in the foundation of American culture is the capacity to tell our boss to go $#@! themselves when they stand in the way of progress and to give it a shot on our own. This is unfathomable to those indoctrinated by authoritarian regimes.

    Practically, if our gov't could get China to play ball with our IP then we would have no excuses. But they already tried that with TPP, which was in turn destroyed for political gain by our own great leader, one who also seeks to undo the immigration policies that originally made America great (how fitting). So given that whole situation, I'm not banking on any innovative solutions in the near future. Probably more protectionism and perhaps even subsidization of our industry, as it does with agriculture and energy, or as Korea does with its tech. Not pretty, but it aligns with the only consistent strength of our leadership over the past decades, which is to hand taxpayer dollars over to their near-sighted cronies.

    2 Not allowed!
     

  3. #3
    Admin Daniel Nenni's Avatar
    Join Date
    Aug 2010
    Location
    Silicon Valley
    Posts
    4,504
    Thumbs Up
    Received: 969
    Given: 2,447
    Here are the top China semi companies. One thing I can tell you is that China design starts outnumber US 10:1 based on my recent work with FPGA prototyping companies.

    Semis, China's Next Target-top-ten-china-chip-companies.jpg

    0 Not allowed!
    Now available in print or Kindle: "Mobile Unleashed: The Origin and Evolution of ARM Processors In Our Devices"

  4. #4
    Expert
    Join Date
    Apr 2013
    Location
    East SF Bay Area
    Posts
    1,503
    Thumbs Up
    Received: 437
    Given: 406
    This is a no brainer, look at the situation. Look how far China has come in thirty years. Look at how their progress in almost everything is picking up speed. They are adding skilled workers in everything at a pace FAR exceeding every other country on earth. So in the next thirty years baring some disaster, human or natural, they should far surpass everyone else easily and by a large margin. Combined with the "Big Brother" systems I have written about in other forums, this presents a future of concentration of power and wealth unmatched in human history. The Chinese have developed a predatory "Great Acceleration" of unprecedented size, scope and willingness to steal the modern gold of the future "IP". The rest of the world needs to wake up now and cope with this trend and use it or become totally dominated and subservient to it. Remember, the Chinese empire has risen three times in history and this rise will be the fourth. The Chinese are very smart and industrious an example of which is steel which they invented in approximately 200 BC, when everyone else was using bronze and iron. They have been the supreme technology leader several times in the past and soon will be again. We should learn to value intelligence, industriousness and determination as they do or they will soon have the capability of becoming our masters.

    We are already in a trade war and most don't even realize it and Trump can't start something that is already taking place on a massive scale world wide. Predatory practices abound and we better wake up and quickly, for the power of compounding can also work in reverse and is the greatest power in science according to Albert Einstein and economist and will tear down our economic edge at an ever accelerating rate. Basically China has taken a no holds barred stance to future economic domination of the world and is well on their way to achieving it. This has serious implications for the rest of the world which should firmly establish the rule of law well before this becomes a physical conflict when circumstances have taken the imbalances to far. Cooperation and the rule of law will benefit both sides, while a war, trade or military will hurt all with no real winners.

    U.S. Can't Win a Trade War Against China By Itself - Bloomberg

    0 Not allowed!
    Last edited by Arthur Hanson; 03-22-2018 at 06:09 AM.
     

Tags for this Thread

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •