| morenoingrato said: Are they? I feel that is an industry where the U.S. can obliterate China. America holds almost complete dominance on foundry equipment with Lam Research and Applied Materials and their export ban against Fujian Jinhua will probably set back Chinese DRAM ambitions a decade. Not to mention Chinese reliance in American semiconductors brought ZTE to its knees and it was only saved by surprising mercy from Trump. |
For the most part the US is already ahead of China in semiconductors. What China wants most is to obtain further independence in their semiconductor foundry industry and the semiconductor foundry industry is more than just foundry equipment for DRAM ...
America does not have dominance in the semiconductor foundry industry anymore. Intel fell off the wayside over the years in terms of cutting edge logic fabrication, the countries which lead are now Taiwan with TSMC and South Korea with Samsung. Given the fact that the former shares a language with China, I imagine in the extended future it won't be long before China sees more success in logic fabrication by poaching the engineers behind TSMC's talent because lord knows that Taiwan can't compete in the money race any longer and China doesn't have to worry about a blockade either in that case since it's ASML who dominates in the logic foundry equipment department which is based in the Netherlands. Yangtze Memory Technologies Corporation will soon enter the flash memory technology fabrication market with the clear leader being Samsung ...
You think that an export ban will somehow stop Fujian Jinhua from entering the DRAM fabrication market when the state backing the enterprise has a $22B war chest ? If China are desperate then they'll probably just buy SK Hynix from the SK Group which is farther ahead than the best the US already has to offer in DRAM fabrication which is Micron Technology ...
America can't hold China in it's shackles for high end technology any longer. If China does ever become competitive in aerospace technology or pharmaceutical research there's possibly no turning back when the world is headed upside down ...
The US already lost dominance in the semiconductor foundry industry to other countries in east asia but it'll get really ugly when China starts making inroads in passenger aircraft's or drug candidates ...
Last edited by fatslob-:O - on 10 November 2018
