Posted by IDQWE001 > 2023-03-18 06:44 | Report Abuse

The United States has proposed a "Chip 4" alliance with South Korea, Japan and Taiwan to build a semiconductor supply chain, the Seoul Economic Daily reported, citing anonymous South Korean government officials and industry sources. The move is also part of U.S. efforts to curb the growth of China's chip industry. According to Observer Network, on May 11 last year, 64 companies including the United States, Europe, Japan, South Korea, Taiwan, and other places announced the establishment of the Semiconductors in America Coalition (SIAC). These companies cover almost the entire semiconductor industry chain, and the first thing they organize together is to urge the US Congress to pass the $50 billion semiconductor incentive plan proposed by the Biden administration. lthough it seems that SIAC's top priority is to "request money" from the US government, the Hong Kong English-language media "South China Morning Post" still linked the matter to mainland China, with its report hyping that "the establishment of SIAC may make mainland China more It is difficult to escape the U.S.-led global semiconductor supply chain.” A press release issued by SIAC's official website states that the organization is an alliance of semiconductor companies and semiconductor downstream users. Currently, SIAC has 64 members, including technology giants such as Amazon, Apple, AT&T, Cisco, General Electric, Google, Verizon, AMD, Analog Devices, Broadcom, NVIDIA, Qualcomm and other chip design companies, GF, IBM , Intel, Micron and other chip manufacturers, as well as semiconductor upstream IP, electronic design automation (EDA) software and equipment suppliers such as Applied Materials, Kaideng Electronics, Synopsys, etc. It is worth noting that SIAC members also include many semiconductor companies in Japan, South Korea, Europe, China Taiwan and other places. For example, chip manufacturers TSMC, Samsung, SK Hynix, Infineon, equipment manufacturers Nikon, ASML, Tokyo Electronics, chip IP giant ARM, etc. On the day of its establishment, SIAC members jointly sent a letter to U.S. House Speaker Nancy Pelosi, Senate Majority Leader Chuck Schumer, Senate Minority Leader McConnell, and House Minority Leader McCarthy. "We call on congressional leaders to allocate $50 billion for domestic chip manufacturing incentives and research programs," the letter said. SIAC's mission is to advance federal policy that promotes U.S. semiconductor manufacturing and research to strengthen the U.S. economy, national security, and critical infrastructure".

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135 comment(s). Last comment by IDQWE001 2023-05-10 23:35

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-15 09:23 | Report Abuse

(April 13): US purchases of machines to make computer chips from Taiwan rose to a record in March, as the Biden administration works to reinvigorate the domestic semiconductor industry.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-15 09:23 | Report Abuse

Taiwan, a global hub for silicon fabrication advances, saw its chipmaking machine exports to the US rise 42.6% in March from a year earlier, reaching a new high of US$71.3 million (RM314.01 million), according to data from its Ministry of Finance. Exports to China, on the other hand, plummeted 33.7%, marking the ninth straight month of decline.

Home to Taiwan Semiconductor Manufacturing Co (TSMC) and several other major players in the chip sector, Taiwan plays a central role in the global supply chain. Concern about over-reliance on the island, which China claims as part of its territory, prompted steps by US officials to bring more advanced chipmaking within American borders. TSMC is setting up two fabrication plants in Arizona, promoted by subsidies and local government support.

US efforts to limit China’s access to key semiconductor gear, know-how and products are starting to bifurcate the chip supply chain. Taiwan’s diminishing exports of chip machines to China are one sign of that, while last month, Japan also announced plans for new restrictions on exports of chipmaking gear, seemingly taking aim at the world’s second largest economy.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-20 11:44 | Report Abuse

Italy Eyes Taiwan Chip Deals Ahead of Decision on China Pact

(Bloomberg) -- Italian officials hinted in private talks with Taiwan that they may be willing to pull out of a controversial pact with China as they sought to secure help with semiconductors, according to people familiar with the issue.6

Giorgia Meloni
Chiara Albanese and Alessandro Speciale
Thu, April 20, 2023 at 1:12 AM GMT+8·3 min read
In this article:

Giorgia Meloni
Italian politician (born 1977), prime minister of Italy
(Bloomberg) -- Italian officials hinted in private talks with Taiwan that they may be willing to pull out of a controversial pact with China as they sought to secure help with semiconductors, according to people familiar with the issue.

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Officials from Rome’s industry ministry discussed plans to increase cooperation on the production and export of semiconductors during recent meetings in Taipei, said the people who asked not to be named as the talks are not public. The officials told their Taiwanese counterparts that Italy may scrap its participation in China’s Belt and Road Initiative (BRI), a massive global infrastructure program.

stockraider

31,556 posts

Posted by stockraider > 2023-04-20 11:50 | Report Abuse

China should work closely with Russia, North Korea and Iran on Chips loh!

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-20 12:07 | Report Abuse

already from the start, the ones that suffers are American , Korean, Japanese and Dutch chips companies while SMIC, Hua Hong is doing very well.

and Huawei has started mass manufacturing 14 nm chips.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-20 15:27 | Report Abuse

whatever USA do in anti free trade regulations, there will be blow backs, consequence. USA do things on political calculations. China do things after careful considerations, experts inputs.

China has started the counter attack on export controls on rare earths and magnets. There will be consequences for USA for the world.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-20 16:27 | Report Abuse

China do well when challenges are more difficult.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-20 18:23 | Report Abuse

TAIPEI: Taiwanese chipmaker TSMC posted a 2% rise in first-quarter net profit on Thursday beating market expectations but still the smallest quarterly growth in almost four years as global economic woes dented demand for chips.

Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, saw January-March net profit rise to T$206.9 billion ($6.76 billion) from T$202.7 billion a year earlier.

That compared with the T$192.8 billion average of 21 analyst estimates compiled by Refinitiv.

Without China market who said TSMC go bankrupcy ?

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-20 19:38 | Report Abuse

u are very chap.......america started the war, China did not start the war.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-20 20:41 | Report Abuse

qqq47660, you forgot your own race and culture. you are very cheap.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-20 21:07 | Report Abuse

I thought rule of law means the accused has a right to be heard.

But, if it comes to China as the accused, China is always bad bad and evil as long as somebody accuses China of some thing.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-20 21:26 | Report Abuse

Can We Trust China's GDP Data?

https://youtu.be/6Lhmd-_ATWc

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-20 21:27 | Report Abuse

qqq47660, you forgot your own race and culture. you are very cheap.

foongsh

1,378 posts

Posted by foongsh > 2023-04-21 18:47 | Report Abuse

台积电提供奖学金 欢迎大马学生申请赴台念硕士学位

(吉隆坡21日讯)全球半导体龙头企业台积电提供奖学金,欢迎马来西亚学生到台湾国立阳明交通大学就读“半导体领域硕士学位”。

为了培养半导体产业年轻新血以及吸引更多优秀人才加入相关产业的行列,台积电特别和阳明交通大学合作,提供奖学金鼓励大马学生实现自我目标和人生梦想。申请者一旦被录取,台积电每月将提供新台币1万5000元(折合马币约2175令吉)的奖学金长达两年,合计新台币36万元(约5万2213令吉)。另外,获奖者也可优先获得台积电暑期实习机会。

TSMC provides scholarships for Malaysians. Good job.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-23 17:30 | Report Abuse

China’s Largest Chipmaker Faces Delays, Imports Drop As U.S. Sanctions Bite

merican sanctions against China aimed at slowing down the growth of the Chinese semiconductor industry are starting to bear fruit as equipment imports by the Asian country dropped heaving in 2022, according to data from China's General Administration of Customs. At the same time, they have also constrained China's largest chipmaker, the Semiconductor Manufacturing International Corporation (SMIC), ability to build a new manufacturing plant in Beijing, creating a potential six-month delay for mass production, according to the firm.China's SMIC Struggles To Expand Production In Light Of U.S. Chip Sanctions
China's General Administration of Customs is responsible for taxing and managing the imports and exports within the country. Its data for 2022, released earlier this month, outlined that total semiconductor equipment imports in the country stood at $35 billion, which marked a 15% annual drop. In 2021, Chinese firms and related entities had imported $41.7 billion, with last year's imports dominated by chip manufacturing equipment. Data shows that out of the $35 billion in imports, more than half, or $19 billion, accounting for equipment import. The data comes after U.S. sanctions restricted the sale of certain chipmaking equipment to China, and a ban by the Dutch semiconductor manufacturing machine manufacturer ASML from selling advanced extreme ultraviolet (EUV) machines to the country as well. These restrictions have also contained SMIC from expanding its manufacturing capacity, with another report from JW Insights quoting the firm's management about a new plant in Beijing.

SMIC, which plans to make chips on the 7-nanometer chip manufacturing technology, is building three new plants in Shenzhen, Shanghai and Tianjin. At the same time, it is also installing chip manufacturing equipment in a new Beijing fab, and according to the company, American sanctions have delayed this facility.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-23 17:31 | Report Abuse

According to the details, delays in equipment deliveries have postponed the fab's timelines, and the statements made on the 6th of this month follow up on earlier comments in January in which SMIC's management had outlined that equipment "bottlenecks" would delay the fab's progress by as much as six months.SMIC has faced the worst of both worlds recently, as in addition to the U.S. sanctions, it has also had to deal with a slowdown in the global semiconductor industry. This slowdown is expected to harm the Taiwan Semiconductor Manufacturing Company's (TSMC) revenues as well, and caused firms such as Advanced Micro Devices, Inc and NVIDIA Corporation to report massive revenue drops as consumers continue to digest excess shipments made in the wake of the coronavirus pandemic.

While Chinese chipmaking equipment imports dominated trade for the semiconductor sector, the country also exports to regions such as India and Taiwan. Yet, at the same time, estimates suggest that the local semiconductor industry is also facing a talent shortage alongside a lack of equipment.

Estimates suggest that up to 700,000 skilled workers are required in the chip sector, alongside 40,000 qualified individuals. This shortage has hampered chip design and development efforts, even as officials vow to develop indigenous chip manufacturing at part with global firms such as TSMC, Intel and Samsung.

Recent data released by the Semiconductor Industry Association (SIA) covering global chip sales for January shared that they had dropped by 18.5% - with China being the hardest hit region as sales fell by 32% annually.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-26 13:56 | Report Abuse

U.S. precision attack on the Fatal flaw in China's AI development/Wave of chip companies collapse

https://youtu.be/xJXjnZdNGAo

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-26 20:17 | Report Abuse

precision attack............the whole point of having a multi polar world, multi polarity, rule of law is to stop further american uni polar precision attack. ............

as for China....what don't kill China will make China stronger, so I am optimistic for China.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-26 20:19 | Report Abuse

China has faced many difficulties in last 70 years and over come all of them and will over come current difficulties.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-26 22:12 | Report Abuse

short of nuclear war, nothing american can do to stop China rising.

foongsh

1,378 posts

Posted by foongsh > 2023-04-27 08:43 | Report Abuse

Posted by IDQWE001 > 18 hours ago | Report Abuse

U.S. precision attack on the Fatal flaw in China's AI development/Wave of chip companies collapse

https://youtu.be/xJXjnZdNGAo

Those investors in technology stocks should take notes.

nicholas99

9,919 posts

Posted by nicholas99 > 2023-04-27 09:31 | Report Abuse

shit 4 got la.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 09:39 | Report Abuse

Necessity is the mother of all inventions...and China is a very innovative country with plenty of scientists

nicholas99

9,919 posts

Posted by nicholas99 > 2023-04-27 09:53 | Report Abuse

they don't know 1 la. they better immigrate go to US or UK.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-27 09:54 | Report Abuse

Posted by foongsh > 1 hour ago | Report Abuse

Those investors in technology stocks should take notes.

Silly evil wolf warriors pushing all countries to form an alliance against them, just let wolf warriors carry on their good job.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 09:57 | Report Abuse

China is not a country that panics and give up.
China is a country that finds solutions ....Chinese chip companies are already making record profits and sales while America chip companies sales and profits already collapsed.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-27 10:01 | Report Abuse

The Era Of China’s World Factory Has Come To An End

https://youtu.be/N_xpwTZL3Yk

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:02 | Report Abuse

This idq is supposed to Malaysian, hatred for China and Chinese is disgusting

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:05 | Report Abuse

Idq..China already moving out of making toys and into high value products . All these already in China 5 year plans

foongsh

1,378 posts

Posted by foongsh > 2023-04-27 10:11 | Report Abuse

Posted by IDQWE001 > 5 minutes ago | Report Abuse

The Era Of China’s World Factory Has Come To An End

https://youtu.be/N_xpwTZL3Yk

CCP is not China. All high technology products moving out due to global chain restructuring. With the end of most favour nation and developing country status, tariff hike factory order is much reducing cause factories closed down and jobless increasing.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:17 | Report Abuse

The real China and the China of haters are very different things

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-27 10:29 | Report Abuse

I have never met a Malay don't know Bahasa. I have never met an Indian don't know Indian language. I have never met a American don't know English. But there are many Malaysian Chinese could not master own language. qqq definitely one of them. qqq never respect own culture and mother language but keep on talking about real China. what a shame.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:52 | Report Abuse

Demonising China do nobody any good....and it's very powerful force in mainstream media of the West...but it's based on lies fabrications and wrong

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:54 | Report Abuse

The more u know the more u realise the mainstream media is not what they pretend to be.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:56 | Report Abuse

Not only is CPC part of China...the CPC has got approval of 95% in China.....that should mean something.

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:57 | Report Abuse

Whatever it is.... It's just disgusting for a Malaysian to hate China

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 10:59 | Report Abuse

China future and Malaysia future is one and the same. What is good for China will be good for Malaysia...and the opposite is also true. China sneezes, the world catch the cold

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:01 | Report Abuse

It's very simple....it's call CPC in China but they insist on calling it CCP ....this is so impolite

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:02 | Report Abuse

But there is nothing China can do about it.o

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:03 | Report Abuse

Is it because Chinese communist sounds more evil than communist party of China?

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:07 | Report Abuse

Chinese culture is more accommodating, western culture is more confrontational...where Chinese look for harmony the westerner look for fights.

It's good Vs evil all the time and they are always the good guys...that is what they think....but every where people are the same and have the same desires

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:10 | Report Abuse

To me, America has lost it already... America is by far most dangerous most destructive force out there

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:12 | Report Abuse

Ukraine war has push Europe closer to America but I don't see it sustaining....they will soon realise Europe has to have a more independent policy

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:29 | Report Abuse

A fertile ground for content creators to make money creating anti China propaganda...but these are not experts. These are just people making money and producing misleading propaganda

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:32 | Report Abuse

All the anti China narratives, Xinjiang, HK, etc etc no different from Saddam weapon of mass destruction...all agenda driven based on falsehoods

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:36 | Report Abuse

Not everything from America is bad....the anti war groups from America have been very good . Just too bad the anti wars groups and alternative narratives cannot influence government policies in America

qqq47660

9,062 posts

Posted by qqq47660 > 2023-04-27 11:52 | Report Abuse

Chinese culture is more accommodating, western culture is more confrontational...where Chinese look for harmony the westerner look for fights.

It's good Vs evil all the time and they are always the good guys...that is what they think....but every where people are the same and have the same desires

foongsh

1,378 posts

Posted by foongsh > 2023-04-27 12:10 | Report Abuse

Posted by IDQWE001 > 1 hour ago | Report Abuse

I have never met a Malay don't know Bahasa. I have never met an Indian don't know Indian language. I have never met a American don't know English. But there are many Malaysian Chinese could not master own language. qqq definitely one of them. qqq never respect own culture and mother language but keep on talking about real China. what a shame.

qqq is only a pet of evil CCP to bad mouth US without knowing his own culture and language. But forgot there are many countries against CCP.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-27 12:18 | Report Abuse

China Jan-Mar industrial profit slump underlines slow economic recovery

BEIJING: China's industrial firms' profits shrank at a slightly slower pace in January-March but the decline remained in the double-digits as the economy struggled to fully recover despite the country's exit from its zero-COVID policy.Profits at these firms fell 21.4% in the first three months from a year earlier, cumulative data released by the statistics bureau showed on Thursday, as the factory sector remained underpowered by the crippling pandemic.

The decline compared with a 22.9% slump in industrial profit in the first two months, data from the National Bureau of Statistics (NBS) showed.

In March alone, industrial profits fell 19.2%, according to a rare data breakdown provided by the NBS.


Industrial earnings fell 4.0% in 2022, and the latest data underline the gloomy conditions facing China's vast factory sector as global demand is hit by slowing world growth.

The Thursday announcement followed a raft of indicators showing an overall patchy recovery at the start of the year.

Retail, services and infrastructure spending have gathered pace, while factory output has lagged amid weak global growth. An unexpected surge in China's exports in March was considered unlikely to sustain due to the weakening global outlook.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-04-27 12:18 | Report Abuse

The economy expanded by 4.5% year-on-year in the first three months of the year, beating market expectations and marking the strongest growth in a year but its resilience looks likely to be tested by rising unemployment and debt risks.

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