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tooltalk
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Comments by "tooltalk" (@tooltalk) on "China Bars Purchases of Micron Chips" video.
There is really no Chinese competitors with mass production capacity. Besides, the two South Korean giants with 70+% of the global market share have warehouses overflowing with unsold memory chips.
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this is baffling me a bit, Micron has no competition in China. There is no Chinese memory chip maker with capacity nearly enough to match Micron, Samsung, or SK Hynix. China accounts for less than 5% of all memory chps produced globally.
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@xinyiquan666 : LOL China is #3 largest chip maker by weight, not by actual # of transistors or value. China makes older, low-value, low-tech chips for toasters and refrigerators. Micron is a commodify memory maker and there is no competing Chinese counterpart. This is so pathetic.
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@huggybear441 >> How does that hurt China more? << South Korea and the US dominate 95+% of the global memory market. If SK stop selling to China, you guys are just screwed. And as more contract manufaturers and US tech companies move out of China, SK won't have to depend on China for sales anymore. >> China may have already announced its breakthrough, and self-sufficiency in tech.<< LoL. It'd take at least several years for China to catch up. Until then you can go back to playing with papers and pencils.
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@BillY-tw8xc :>> The US have unintentionally helped the Chinese develop their own chip<< LOL. That already happened years ago. Remember Tsinghua Unigroup that collapsed after Trump coughed, losing to tune of $20B? It's really pathetic to just fall apart even after everything had already been handed to them.
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@BillY-tw8xc >>Companies fail all the time. SMIC is killing it.<< LOL. Yes, you so smart! companies fail all the time with $20B in loss even before they open a plant -- only in China. Yes, SMIC is next on the chopping block!
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I think Micron already did -- the US trade reps requested South Korean competitors to stop sales to China if there is any ban on Micron -- which sounds a bit stupid.
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@EricChien95 : Ironically that's what China said to SK when South Korean EV battery makers tried to enter the Chinese market in 2015. The South Koreans remember very well -- China said "no entry" no permit unless you give up all your core technologies and patents in exchange.
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@EricChien95 :>> Ah I see sorry didn't knew that SK was the 51st state that they have to take order from US<< Sure, this is all in violation of WTO rules which China pledged to comply back in 2001. Better organizat and act together with victims of China's unfair/anti-competitive practices/policies, than to fight alone. Left uncheck, China would continue to use their large domestic market and unfettered access to the world's market granted under the WTO to abuse their competitors and ultimately weaponize them in all things geopolitical, military affairs . >> Shoulda known considering they had to pay their own comfort women victim<< What's comfort women?
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@amos325 : >>Just as US targeting Huawei<< Nah, it's business as usual in China. I remember when Samsung was #1 in smartphone sales in China circa 2013 (still #1 global smartphone sales) and Hyundai with 10% Chinese market share (#3 globally); then they were forced out of China to make room for Chinese domestic companies -- they now have less than 1% in China.
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@helloworld5334 :>>lol china did not ban samsung, << LOL. consumer preferences don't change overnight, especially when the said product is still #1 in global smartphone sales. Nobody is under illusion that Chinese smartphones are so good that nobody, less than 1%, wants Samsung smartphones. The same can be said for Hyundai/Kia cars -- especially now they jumped from #5 in global sales to #3 while their Chinese sales plummeted from 10% to 1%.
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@blokin5039 >> Chinese cars are booming in sales so what are you even talking about lol.<< What's the best selling Chinese car in the world, again? Further, this has been going for almost a decade now. Let's face, most Chinese vehicles on the roads were partially crippled cars, unsuitable for driving outside China. Today's small boom in Chinese cars is largely driven by EVs, especially from the likes of Tesla's Beijing operation -- and their sales figure is no match for Hyundai/Kia motor's.
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