Barron's : China can't win the chip war as. It is decades behind... - Printable Version
+- SG Talk (https://sgtalk.net)
+-- Forum: SG Talk (https://sgtalk.net/Forum-SG-Talk)
+--- Forum: Market Talk (https://sgtalk.net/Forum-Market-Talk)
+--- Thread: Barron's : China can't win the chip war as. It is decades behind... (/Thread-Barron-s-China-can-t-win-the-chip-war-as-It-is-decades-behind)
+- SG Talk (https://sgtalk.net)
+-- Forum: SG Talk (https://sgtalk.net/Forum-SG-Talk)
+--- Forum: Market Talk (https://sgtalk.net/Forum-Market-Talk)
+--- Thread: Barron's : China can't win the chip war as. It is decades behind... (/Thread-Barron-s-China-can-t-win-the-chip-war-as-It-is-decades-behind)
Barron's : China can't win the chip war as. It is decades behind... - sgbuffett - 11-04-2023
https://www.barrons.com/articles/china-cant-win-chip-war-against-us-8de7d088
RE: Barron's : China can't win the chip war as. It is decades behind... - sgbuffett - 11-04-2023
The machines to make the chips created by Japanese players and ASML cannot be easily replicated ..
The process technology difficulty lies in scaling. Many of the breakthrough report is just for making handful of chips but to reach the yields of TSMC and Intel is a multi decade long refinement of process.
https://www.dailymaverick.co.za/article/2023-04-05-us-japan-alliance-to-do-great-harm-to-chinas-chip-ambitions/
RE: Barron's : China can't win the chip war as. It is decades behind... - sgbuffett - 11-04-2023
Just like hype surrounding dedollarisation which is hampered by massive debts of countries demninated by US dollars (23 trillion) and securities traded in US dollar (>100T) China many deals with many weak currency countries like Brazil, Argentina, Venezuela etc will backfire badly as it increase the amount of offshore Yuan that will make it's way to speculators who can use it to weaken the Yuan.
China will waste alot of capital investments to reinvent what is done in semi conductors elsewhere fo catch up. This will weaken China as it cuts investments in other areas to fund the semiconductor catch up.
Like all western strategies they lay the traps and let you walk into it...
RE: Barron's : China can't win the chip war as. It is decades behind... - Bigbluedot - 11-04-2023
Are china's space programs hypes too?
RE: Barron's : China can't win the chip war as. It is decades behind... - sgbuffett - 11-04-2023
(11-04-2023, 07:16 AM)Bigbluedot Wrote: Are china's space programs hypes too?
I am not familiar with Space programme but China has lead in EV batteries
RE: Barron's : China can't win the chip war as. It is decades behind... - grotesqueness - 11-04-2023
if the chai=na is good
they dont have to lick russia backside hole
RE: Barron's : China can't win the chip war as. It is decades behind... - ArielCasper - 11-04-2023
(11-04-2023, 05:38 AM)sgbuffett Wrote: Just like hype surrounding dedollarisation which is hampered by massive debts of countries demninated by US dollars (23 trillion) and securities traded in US dollar (>100T) China many deals with many weak currency countries like Brazil, Argentina, Venezuela etc will backfire badly as it increase the amount of offshore Yuan that will make it's way to speculators who can use it to weaken the Yuan.Just like Dr M keep threatening sinkie land to stop water supply, lky build plant to recycle water. Sinkie land wasted alot of capital investments to get something that is supposed to be free.
China will waste alot of capital investments to reinvent what is done in semi conductors elsewhere fo catch up. This will weaken China as it cuts investments in other areas to fund the semiconductor catch up.
Like all western strategies they lay the traps and let you walk into it...
While it could be Dr M's strategy to lay traps and let us walk into it, Dun walk into it can meh?
RE: Barron's : China can't win the chip war as. It is decades behind... - sgbuffett - 11-04-2023
(11-04-2023, 07:51 AM)ArielCasper Wrote: Just like Dr M keep threatening sinkie land to stop water supply, lky build plant to recycle water. Sinkie land wasted alot of capital investments to get something that is supposed to be free.
While it could be Dr M's strategy to lay traps and let us walk into it, Dun walk into it can meh?
The other strategy Dr. M use is saber rattling to make us spend more an defense vs solving social issues. This destabilise Singapore from the inside out.
He likely copied the strategy from US cold war where Soviet spendlt so much on weapons its society just collapse from the inside.
RE: Barron's : China can't win the chip war as. It is decades behind... - Bigbluedot - 11-04-2023
Unfortunately both sgp and China are showing no sign of collapsing.
.
RE: Barron's : China can't win the chip war as. It is decades behind... - grotesqueness - 11-04-2023
(11-04-2023, 01:29 PM)Bigbluedot Wrote: Unfortunately both sgp and China are showing no sign of collapsing.
.
media ranked 160th below will not tell you any collapse collapse
they will blamed the people for their mistakes
RE: Barron's : China can't win the chip war as. It is decades behind... - Omnipresent88 - 11-04-2023
https://youtu.be/Z1i-5hhgZ7https://media.tenor.com/G-ZgZnCDIjAAAAAM/stephen-chow-laughing-hysterically.gif
RE: Barron's : China can't win the chip war as. It is decades behind... - Omnipresent88 - 11-04-2023
https://youtu.be/Z1i-5hhgZ7M
RE: Barron's : China can't win the chip war as. It is decades behind... - Omnipresent88 - 11-04-2023
https://media.tenor.com/DgdiLkQcPFEAAAAM/hillary-clinton-bill-clinton.gif
https://media.tenor.com/G-ZgZnCDIjAAAAAM/stephen-chow-laughing-hysterically.gif
RE: Barron's : China can't win the chip war as. It is decades behind... - WhatDoYouThink! - 11-04-2023
China so backward why ermaos and assmarycunt daddy hv to worry about china everyday?