THREAD: The US government's new export controls are wreaking havoc on China's chip industry.
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Scustin Bieburr
Baby baybee baybee UUUGH
Facts. The switch to electric cars and renewables is not just about fighting climate change, it's about protecting your economy from being held hostage.
If the euro zone had committed 20 years ago to investing aggressively in solar, wind, tidal, and geothermal energy with petroleum alternatives for manufacturing goods they'd look at Russia like
when they threatened to stop the pipelines.Now because they didn't treat it seriously enough people in the UK are about to go broke trying to pay to heat their homes. This is going to be the thing that gets the conservative govt out the paint
Black Mamba
Superstar
Good make these bytches crumble
DrBanneker
Space is the Place
China's chip self-sufficiency hasn't worked out and the advanced equipment to make semiconductors is US and Dutch so they are kinda screwed in the short run. Granted, in the long run they can probably develop it but it will take huge state effort (and espionage).
This really is about slowing down China's next generation tech, AI, and defense stuff. This is full force containment in action.
China’s chip shortage is so bad a woman was just caught smuggling semiconductors inside a fake baby bump
Chinese customs officials arrested a woman last week for attempting to smuggle hundreds of semiconductor chips into Zhuhai, China, from Macau under a fake pregnancy bump.
China’s chip shortage is so bad a woman was just caught smuggling semiconductors inside a fake baby bump
Sophie Mellor
Fri, December 2, 2022 at 7:59 AM·3 min read
VCG via Getty Images
Chinese customs officials arrested a woman last week for attempting to smuggle hundreds of semiconductor chips into Zhuhai, China, from Macau under a fake pregnancy bump.
Border officials said on Thursday the woman was arrested on Nov. 25 carrying 202 processors and nine smartphones under a large pregnancy prosthetic, Bloomberg reported. She initially aroused suspicion after claiming to be “about five or six months pregnant but had a big belly that looked like she was in the third trimester.”
The combination of high domestic demand and an extremely constricted supply of semiconductors has created a bustling underground market for microchips in China, where secondhand or out-of-date chips can fetch 500 times their original cost.
Semiconductor chips have been in acute shortage in China since 2020 when a global scarcity of chips caused by COVID-19 supply chain disruptions upended every aspect of the Chinese tech industry. The shortage has worsened since October 2022, when the U.S. imposed sweeping curbs on the export of semiconductors made with U.S. technology. The export curbs were designed to cut off China's supply of critical technology that it may have been using for advanced computing and weapons manufacturing.
While China’s secondary chip market existed before the semiconductor crunch, it has ballooned in recent months as more people have sensed an opportunity to profit. “Everyone’s a speculator,” an unauthorized broker of semiconductor chips told Bloomberg.
Kneecapping China's industry
China consumes more than three-quarters of the world's semiconductors but produces only about 15% of global output. With the decline in the trade of semiconductor chips, this imbalance is most noticeable in China’s car industry.As car manufacturers attempt to pivot from internal combustion to electric engines, substandard chips are infiltrating the supply chain, putting quality and safety at risk. According to one unauthorized broker who spoke to Bloomberg, the “conventional system whereby auto suppliers place an order through an authorized agent and wait for distribution from an original chipmaker no longer works.”
With China’s semiconductor crisis only looking to worsen in the coming year, the U.S. chip ban is being described as a “massive escalation” in the trade and geopolitical tensions between the U.S. and China, according to Bill Bishop, a seasoned China analyst and author of the Sinocism newsletter.
Research analyst firm GlobalData said the U.S. chip ban “transcends the semiconductor industry” and is about nothing less than the leadership of the world economy. “This is about [artificial intelligence] dominance,” said Josep Bori, the firm’s thematic research director.
China, which has called the American decision to tighten export controls a violation of international trade rules that will “isolate and backfire” on the U.S., may now be looking at taking charge of Taiwan's booming semiconductor industry.
“You can argue that by depriving the Chinese of access to semiconductors, we up the risk that they seize Taiwan,” Hedge fund Citadel CEO Ken Griffin said in a recent interview.
This story was originally featured on Fortune.com
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VoxSphere74
Banned
The crackdown on chip exports is the US trying to get China to attack Taiwan so they can have a war with China that they'll lose since the US doesn't fight countries that can actually hit back. They even ran from Germany in WW2 but jumped at the chance to fight Japan because they were easier to beat.
Peculiar and foolish.
And this will end like the US banning China from the International Space Station. China just created their own Space Station and kept it moving.
As for chips, they're easy enough to acquire and when they have a steady supply the US will have led to China decoupling itself from US influence and being totally independent.
Cacs really don't think their plans through
Peculiar and foolish.
And this will end like the US banning China from the International Space Station. China just created their own Space Station and kept it moving.
As for chips, they're easy enough to acquire and when they have a steady supply the US will have led to China decoupling itself from US influence and being totally independent.
Cacs really don't think their plans through
I really can’t see America losing a war to a country with such a paltry navy thoughThe crackdown on chip exports is the US trying to get China to attack Taiwan so they can have a war with China that they'll lose since the US doesn't fight countries that can actually hit back. They even ran from Germany in WW2 but jumped at the chance to fight Japan because they were easier to beat.
Peculiar and foolish.
And this will end like the US banning China from the International Space Station. China just created their own Space Station and kept it moving.
As for chips, they're easy enough to acquire and when they have a steady supply the US will have led to China decoupling itself from US influence and being totally independent.
Cacs really don't think their plans through
Where did you learn your history? The US was fighting on two fronts, the European Theater and the Pacific Theater. Do you know what D-Day is? How about all of those Sherman Tanks being destroyed by Tiger Tanks. Also, Japan attacked the US first at Pearl Harbor. That is what drew the US into the war. This revisionist history does no one any good.The crackdown on chip exports is the US trying to get China to attack Taiwan so they can have a war with China that they'll lose since the US doesn't fight countries that can actually hit back. They even ran from Germany in WW2 but jumped at the chance to fight Japan because they were easier to beat.
Peculiar and foolish.
And this will end like the US banning China from the International Space Station. China just created their own Space Station and kept it moving.
As for chips, they're easy enough to acquire and when they have a steady supply the US will have led to China decoupling itself from US influence and being totally independent.
Cacs really don't think their plans through
1. China would not start a war over this chip embargo... shyt China wouldn't start a war over anything but a direct attack on their soil...
2. what country could even attempt to hit back at the US? every country is the U.S.'s son
3. you know nothing of geopolitics
Jean toomer
Superstar
This is very poor reasoning.The crackdown on chip exports is the US trying to get China to attack Taiwan so they can have a war with China that they'll lose since the US doesn't fight countries that can actually hit back. They even ran from Germany in WW2 but jumped at the chance to fight Japan because they were easier to beat.
Peculiar and foolish.
And this will end like the US banning China from the International Space Station. China just created their own Space Station and kept it moving.
As for chips, they're easy enough to acquire and when they have a steady supply the US will have led to China decoupling itself from US influence and being totally independent.
Cacs really don't think their plans through