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bighand69
Zeihan on Geopolitics
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Comments by "bighand69" (@bighands69) on "China and Semiconductors" video.
@Condor1970 Taiwan specializes in RISC based ARM chips and that is their biggest output. The US is still the world's leader when it comes to producing integrated circuits. Taiwan is putting some of their chip plants in the US for safety reason so that they can still produce them in the event of an invasion.
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If they were not so aggressive and dangerous they would be allowed to continue developing on the backs of Western industry and science.
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@dickthung945 It is more than just knowing and learning and requires that time to build out infrastructure, education and a creative industry that grows. There are several deep industrial areas that have to be developed to achieve what the US has done.
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@vision2080 He is not a fan of Trump or Biden but will look at what they do and praise some of it and criticize others efforts that are not good.
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It is simple China has no microchip industry and just has a series of plants that are based on investments. None of this is complex and does not require what you think matches up.
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Intel had one plant in China but it has already been closed. AMD have plants in china but I would suspect they are already planning those out.
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China does not produce any of the chips that are used in Apple phones. I will go one further they do not produce any of the complex components in the phones and are really the factory base were the phones are assembled.
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The US is Germany's biggest export market and they will have to decide what they value most.
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Designed in the UK but based on American designs and patents. ARM has their own patents as well.
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So tell us how you think countries are going to help China?
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@franciscobermejo1779 The reality is that the US could cut those countries off if it wanted to not that it nessarily would but it could.
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@HailAzathoth Oh yes it does.
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It would take 60 years to build a microchip industry like the US has. It is not something that can easily be planned.
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Yes there is a way. China would need to over the next 60 years build their integrated circuit manufacturing industry and then maybe they would be where the US is now.
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Volvo manufactures its cars in Europe and North America but are owned by a Chinese holding company. Not sure how that is going to play out though.
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Shilling? He has a plant there and simply stay out of any sort of actions there that are political. Very few CEO's have actually done anything in public to annoy China because it simply is not their job. It is up to the US presidential administration and Congress to do something not Elon Musk or Tim Cook.
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Pure nonsense.
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It is simple they will buy their goods from somewhere else or how should I put it they will get their goods manufactured somewhere else.
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The indication of this is that the US navy has been reducing the number of destroyers that would be needed to patrol the world's oceans. This is not something that has just happening the last few months but has been taking place over decades.
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@Acidfox86 That is not what is happening. US industry went into China back in the 1970s to try and make the Chinese more like the west and to keep them away from Russia. This approach failed hence why the US is now backing away from it.
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@Remigius0815 I think your view is nonsense and simplistic at best. China simply does not have a native microchip industry. It has a series of plants that are really investments from other countries. You rambling about 14nm is irrelevant to the discussion. China has no fine instrument industry to produce the components that make up transistor and integrated fabrication. The industry that China does have is specialized in low level microcontroller architectures that simply could even survive without external support.
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The US cut of Japan before WW2 because Japan was war mongering. People need to stop blaming the US reacting to things as if the US caused them to begin with.
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The internet of things is embedded computation and those simply systems are part of that overall concept. Digital watches are starting to become networked as are fridges, washing machines and coffee makers.
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@fluoroantimonictippedcruis1537 Dutch industrial Lithography industry is based on US industry.
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US federal debt is small compared to the US total asset base. Most of that debt is not actually monies that are owed as payment but are liabilities with most of it being an accounting exercise.
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It takes 60 years to build that sort of industry. It is not something that can just be wished into place.
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@incognitotorpedo42 You may not like Trump but it was under his administration that all of it started. The reason Biden is carrying it on is due to the fact the threat of China is now so obvious.
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Because China did not change. The reason why US industry was allowed to go to china in the first place was to try and bring China out of the cold and avoid war but that clearly has not worked.
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