US chip industry worried it may lose out to rivals over China ban US companies that build chipmaking equipment have been told to tough it out as they face a ban on selling to customers in China, while their rivals elsewhere in the world currently have no such restrictions. According to reports, US Secretary of Commerce Gina Raimondo told makers of chip manufacturing kit that they may need to …
Rather like the bullshit "we will withhold intelligence information from the UK if you allow Huawei".
We saw the value of American intelligence. Long term view of Afghanistan - the Afghans should hold out several months at least. Short term immediate intelligence - innocent family is a bunch of Taliban. Yeah. We should have told them to eff off and shut down Menwith Hill.
Not one semiconductor company or supplier has agreed with this moronic Trump Biden Nancy Kerrigan Kneecapping policy of these stupid politicians. Now that losses are in play, it does indeed get serious. This is how Gov protectionism destroys your industrial base.
NINE months... companies can fold in nine months.
Everyone sees through this lunacy. The US is falling behind. It is now of the few western countries that have never produced 7nm fab or even 10 nm. Trump Biden trade policies are ruinous to US companies. What Chinese phone maker or Asian phone maker is going to take a chance on a phone with US components that can be blocked by pea-brained politicians? The global move now is to remove all US components from all consumer products and servers. And now the US wants its poodle allies to join them? For what? Why should Europe or Japan or other nations sacrifice their businesses to til the fields for John Wayne's benefit?
China has 28 nm litho now, home grown that can do 7nm in multiple passes. This is in record speed. In areas of NAND, you don't need exotic litho since most is 40 nm. Who was the dope that convinced Biden to think narrow gated fab was the answer to all Murica's problems? Six years out! The Semiconductor landscape will be unrecognizable in six years and I guarantee, China, and Korea, are not going to play nursemaid to the sick old USA.
Semiconductors were doing fine without Trump and Biden's meddling; Ever since market share has fallen and now after three years of this crap earnings are now being impacted.
"Not one semiconductor company or supplier has agreed with this moronic Trump Biden Nancy Kerrigan Kneecapping policy of these stupid politicians."
Correct, up to "these stupid politicians"
Stupid politicians only carry out orders, they don't make policy. Before Trump became president, do you think he had heard of Huawei and knew what they did? Chances are that even among Reg readers, a non-insignificant fraction didn't know much about Huawei at that time.
When a new president moves into the WH they are presented with an agenda of the things they should achieve during their term. If they are good and can tick off most of it they're allowed a 2nd term. If they are bad and actively oppose it then they might find themselves disgraced like Nixon. If they're really bad then they might be JFK'ed.
I hear some U.S. delegation is about to put the screws on the Dutch to force them to halt the export of ASML DUV (deep UV) chipmaking machines to China.
Oooouuuch!!
The U.S. is basically saying to chipmakers: "If you want to make chips, fine, but don't make them in China. Make them somewhere else. Relocate!!!"
The problem is, American chip equipment suppliers can just about survive on the US domestic market without the Chinese market. Other non-American chip equipment companies cannot survive just on their own domestic market. And there are also indirect effects; the sanctions policy on China affects S. Korea, Taiwan, and even Japanese end users of semi-equipment. The US is asking its own companies to go on a voluntary diet while at the same time asking non-American semi-equipment companies to commit suicide by voluntary hunger strike.
The presumption in the US government is that anyone who's not 'them' is automatically 'us', an 'ally' and therefore ready to implement our policies. This isn't how diplomacy works, its just assuming that everyone who's not 'them' is a vassal state, part of our Empire. This is a bit insulting to other countries; they might follow along if it suits their interests (the UK just bows and says "Yes Sir" but that's the Special Relationship) but there's no guarantee that it will if it hurts their economies. We can always make good with freshly minted dollars but even that's getting a bit old since we've been knocking them out so fast in recent years that dollars aren't that attractive any more, they're just another fiat currency.
You do not compete by trying to hobble the other team. We got ourselves into this mess by putting finance as the be all and end all of business -- it was about making money regardless of how it was done. Fixing this -- assuming we actually have the will to do so -- is going to take some time.
Ive yet to hear what the rational is behind banning China having advanced chip making equipment, other than protectionism for US based chip manufacturers.
If its to do with the Chinese human rights or some other threat to western democracies why are the US so reluctant to explain how China being able to fab their own chips is going to effect those thing?
But still Team America, world police. Fsck Yeah!!!
The root of the US' (and many of it allies') problem is that they have become consumer-heavy economies, and lost exporting skills.
So it is odd, in a way, to sanction own exports first.
How about adding more tarrifs to imports from China - which would starve them of the funding they need to advance their high end R&D?
The consumer lobby and the industries around importing for consumers have a very strong lobbies (e.g., Amazon, Walmart).
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