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US is only paying companies to locate. If you have to pay TSMC billions so that they build their factory in Arizona, US is not a competitive place. At least Ch
by nabla9 3y ago
US is only paying companies to locate. If you have to pay TSMC billions so that they build their factory in Arizona, US is not a competitive place.
At least Chinese are paying for technology development.
- alephnerd 3y ago> paying for technology development The US is not paying for that because that is already done in the US ecosystem. For example, DUV and EUV lithography is US DoE IP that was licensed to ASML to prevent anti-trust abuse by Canon in the 2000s. There's a reason why I said "an attempt to build a greenfield ecosystem" Basically, TSMC:SMIC Micron:YTMC Hong Ha:Tower There isn't an Nvidia, AMD, etc equivalent yet in the Chinese ecosystem, and that's why the Big Fund is so big (well, also because of graft as I mentioned)
- nabla9 3y agoNvidia are AMD are fabless design companies. US has very limited edge there.
- alephnerd 3y agoThe Big Fund also funds Fabless design vendors like Biren [0], Ingenic [1], and Zhaoxin [2] in order to build a domestic Nvidia or AMD. The Big Fund funds HUNDREDS of companies, not just SMIC. In fact, SMIC is basically the last man standing, as almost everyone else collapsed (YMTC and Hong Ha were restructured last minute to save Tsinghua Unigroup and other players), which is what triggered Xi's graft probe and hundreds of executives and government officials getting the ax. [0] - https://www.birentech.com/ https://www.birentech.com/ [1] - http://www.ingenic.com.cn/ http://www.ingenic.com.cn/ [2] - http://zhaoxin.com/ http://zhaoxin.com/