Comments by "David Wong" (@davidwong5197) on "Chip ban: A Chinese retaliation could be ‘disastrous’ for U.S. companies, analyst says" video.

@tammystewart10 Patent have an expiration date. 15 years. I am not aware of any one paying Stanford for their transistor patent.
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@msimon6808 TSMC has two fab in China
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@tammystewart10 China will be behind any way with the tech embargo even without the CHIP act. The CHIP act is a pork act. It will do nothing as all the semiconductor companies are cutting capex.
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@Nik-ik8mv Not really. Micron 30% of sales go to Huawei. Huawei is now buying from Samsung. China will still be getting some chips from other sources. Long term will be a bigger problem. What US is doing is to force China to produce chips locally. This could cause US to lose market share permanently. Also the hegemony is causing Korean and Japanese to consider sources outside US. The most severe problem is disallowing US citizen to work in China. I do not believe it's constitutional. Many of these engineers will likely denounce their citizenship to make a living. At a time that US needs semiconductor talent, they just close a source of talent pool.
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Yes I think the domestic consumption is 53%. But it is still bad. The question I have is what if China decided to only ship polysilicon to only manufacturer that will sell them chips?
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War us coming regardless. Wait for the Taiwan Strategy Act. That is the declaration of war.
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The CHIP is a pork bill. We still don't know how they are going to spend the money. We tried this in the 80s against Japan and it was a disaster.
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