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Exactly this...and since the US is by far the biggest revenue source for semiconductors it would be stupid to ignore this rule. Taiwan in general wants to main

Exactly this...and since the US is by far the biggest revenue source for semiconductors it would be stupid to ignore this rule. Taiwan in general wants to maintain favor with the US because of the invasion threat of China as well (although I'm not 100% confident the US would get involved in that fight).

joshuaissac 2y ago
> US is by far the biggest revenue source for semiconductors It's actually China, where sales account for 29% of global semiconductor sales, compared to 26% for the Americas (NA & SA). https://www.semiconductors.org/wp-content/uploads/2024/10/SIA_2024_State-of-Industry-Report.pdf https://www.semiconductors.org/wp-content/uploads/2024/10/SI... (PDF)
- oskarkk 2y ago
  I guess this doesn't take into account semiconductors that go to China to be used in devices manufactured there, and then sold to other countries? I'd have thought that wealthy and IT-heavy USA together with other countries in the Americas (1B people) are buying more end products with semiconductors than China. Also, Europe (wealthy 9% of world pop) probably buys more semiconductors (in end products) than 11%.
  - londons_explore 2y ago
    Remember the population of China is huge. I could totally imagine China out-buying the USA in consumer electronics.
- newprint 2y ago
  thank you for posting this link, very interesting reading. If you have more of the similar materials, I would be very interested. Thank you !
  - joshuaissac 2y ago
    Other than reports from the Semiconductor Industry Association (SIA), which represents the American semiconductor industry and published the above report, there are also the reports with past data and forecasts from World Semiconductor Trade Statistics (WSTS): https://www.wsts.org/76/PRESS-ARCHIVE https://www.wsts.org/76/PRESS-ARCHIVE These are not as frequent or detailed as the SIA reports, but they are another source for comparison. You can also check import/export/re-export statistics by industry and country using the International Trade Centre's Trade Map tool: https://www.trademap.org/Index.aspx https://www.trademap.org/Index.aspx This does not include goods that are produced and used domestically.

joshuaissac 2y ago

> US is by far the biggest revenue source for semiconductors It's actually China, where sales account for 29% of global semiconductor sales, compared to 26% for the Americas (NA & SA). https://www.semiconductors.org/wp-content/uploads/2024/10/SIA_2024_State-of-Industry-Report.pdf https://www.semiconductors.org/wp-content/uploads/2024/10/SI... (PDF)

oskarkk 2y ago
I guess this doesn't take into account semiconductors that go to China to be used in devices manufactured there, and then sold to other countries? I'd have thought that wealthy and IT-heavy USA together with other countries in the Americas (1B people) are buying more end products with semiconductors than China. Also, Europe (wealthy 9% of world pop) probably buys more semiconductors (in end products) than 11%.
- londons_explore 2y ago
  Remember the population of China is huge. I could totally imagine China out-buying the USA in consumer electronics.
newprint 2y ago
thank you for posting this link, very interesting reading. If you have more of the similar materials, I would be very interested. Thank you !
- joshuaissac 2y ago
  Other than reports from the Semiconductor Industry Association (SIA), which represents the American semiconductor industry and published the above report, there are also the reports with past data and forecasts from World Semiconductor Trade Statistics (WSTS): https://www.wsts.org/76/PRESS-ARCHIVE https://www.wsts.org/76/PRESS-ARCHIVE These are not as frequent or detailed as the SIA reports, but they are another source for comparison. You can also check import/export/re-export statistics by industry and country using the International Trade Centre's Trade Map tool: https://www.trademap.org/Index.aspx https://www.trademap.org/Index.aspx This does not include goods that are produced and used domestically.