Comments by "tooltalk" (@tooltalk) on "China’s Micron Probe Is Fresh Offensive in Chip War With US" video.

@cocamilo22 : China accounts for about 20% of all chips consumption.
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That already failed a couple of years back. Apple, America's sweetheart, was a major backer of a Chinese chip company YMTC and helped recruit American engineers to improve their yield -- until about when the company was blacklisted last year.
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>>Shifting to other memory chips would take years<< The memory chips are all commodity chips. It doesn't take years, much less days, to replace them. >> there is only a limited amount of Capacity at Samsung.<< Samsung's warehouse is practically overflowing with unsold chips from the recent crash in memory chip demand/price.
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@jackzhou4813 :>>China also has its own manufacturer of flash memory particles<< South Korean + the US accounts for about 95% of all memory chips. China's own manufacturers are tiny.
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@TSRHelios : both. They are in a commodity market where the real differentiator is their volume.
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Micron has only 20+% of the market share..
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@meepotello626 : or maybe not. Not all of their customers are Chinese.
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@directxxxx71 : he's referring to the US sanction on the Imperial Japan's aggression in Asia. You wumao still have no idea what this all about.
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>> If Huawei made 5G mobile phone causes security risk to US, << Not mobile phones, 5G base stations used in infrastructure. Huawei's smartphone were selling very poorly in the US since their introduction in 2012. >> the similar "National Security" logic. ... << You seem to be unaware of the fact that Chinese were able to develop hypersonic missiles with American software and chips intended for civilian use only.
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@WSOJ3 >>My understanding is that China is less than 2 years away from completing its own EUV machine << They need to have almost finished product with all the key components ready to go for that to happen. The fact is they don't. Otherwise, they are at least 15+ years away.
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@TSRHelios : Your nonsense YMTC market/capacity number doesn't matter in China as the demand for YMTC's chp is artificially driven by the CCP's state planning/industrial policy.
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@TSRHelios : If there is a mismatch between market share and capacity, you are not being efficient and quickly will be driven out of business, as have many companies been forced exit the business before during the memory chip down cycles before. YMTC and other Chinese companies don't fit into this model as demand for their product is artificially driven by the CCP's state industrial policies that favor domestic companies and their supply-chain artificially limited by equipment sanction by the US. In free-market, YTMC and its parent company wouldn't have existed beyond the first a few years.
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