US slapping China with more chip export limits

Hanno Labuschagne

Hanno Labuschagne

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US slapping China with more chip export limits

The Biden administration plans to announce new restrictions on China’s access to U.S. semiconductor technology, according to people with knowledge of the situation, an escalation of Washington’s efforts to stifle Beijing’s industrial ambitions and a risk to growth for the $550 billion sector.

[Bloomberg]
 
...while forgetting the USA has how many manufacturing plants in China because of cheap labour?
I don't give a fig about China, but they would be in a position to limit the USA there too.
 
OhYeah84 said:
...while forgetting the USA has how many manufacturing plants in China because of cheap labour?
I don't give a fig about China, but they would be in a position to limit the USA there too.
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The thing is, China doesn't really have cheap labour anymore.

A lot of companies have been moving production to other South East Asian countries where labour is cheaper and where IP is more respected too. China has reached the apex of their growth. A lot of factors will now start to negatively affect them, including a shortage of labour force actually which would affect their competitiveness even more.
 
Hmm, so not bigoted redneck rightwing moves when it is the Biden Administration doing it :unsure:
 
What are you going on about, Trump was doing this as well.
 
OhYeah84 said:
...while forgetting the USA has how many manufacturing plants in China because of cheap labour?
I don't give a fig about China, but they would be in a position to limit the USA there too.
Click to expand...
No they won't, only one, een, (1) company on Earth makes EUV lithography systems required by fabs to produce advanced CPUs, ASML, Dutch (Western) company. The Dutch sure as hell aren't going to ditch favor with the US for your tjommies in China.

The biggest fab currently is TSMC, which is Taiwanese, and contrary to "popular" belief, is not in fact, China.

US is aggressively investing in moving fab capabilities internally making them the dominant source of fabrication globally, and whatever the US wants, they will get.
 
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BlackStatic said:
No they won't, only one, een, (1) company on Earth makes EUV lithography systems required by fabs to produce advanced CPUs, ASML, Dutch (Western) company. The Dutch sure as hell aren't going to ditch favor with the US for your tjommies in China.
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Except smaller chips that control and regulate power, smaller chips that handle little things aren't made by the big guys, but in China.
 
Lupus said:
Except smaller chips that control and regulate power, smaller chips that handle little things aren't made by the big guys, but in China.
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100%, China is welcome to make all the rudimentary processors they like, ASML are restricted to selling only old lithography units to Chinese, but it's hands off to modern stuff made with the EUV process.

I'm surprised actually that China with all its resources hasn't been able to replicate these EUV lithography machines, apparently it's absurdly advanced, hence only one company and very narrow set of Western suppliers capable of doing it.

I think a lot of this has to do with military applications of advanced processing and limiting China's capability of "borrowing" that tech which they are well known to do.
 
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