Utopia Talk / Politics / Global Semiconductor Industry

murder Member	Thu Jan 23 15:23:37 Everyone laugh at China. :o) http://www...r-industry-in-one-giant-chart/
Sam Adams Member	Fri Jan 24 00:11:14 Hard to copy something microscopic and complex.
TheChildren Member	Fri Jan 24 01:23:01 random link summarize or fakenews branded immediately
Seb Member	Fri Jan 24 01:48:15 Hmm. By market cap. Keep an eye on Chinese industrial policy. For inputs, they tend to favour producing stuff near at cost and capturing the value at sale of higher order products. That being the basic idea of growth: let commodities be commoditised to lower barriers and costs to new, more differentiated products. Market cap of firms producing inputs and components can then appear low, as Western business models focus on building moats to try and capture value at bottlenecks. For chips, China probably isn't looking to compete with e.g. Nvidia for a trillion dollar company. It's looking to create a supply chain that feeds the Chinese market with cheap equivalent chips so Chinese products incorporating chips (i.e. Everything) can be sold at lower cost, capturing more market share. And if the competition forces price reductions for Western firms, so much the better. The fact that more of the value add going from sand and oil to a laptop is captured by the device manufacturer that the chip manufacturer compared to western firms is totally beside the point in their minds. Especially if in a war against Taiwan and the west they have all the capability and capacity to manufacturer autonomous FPV drones at the scale and price point of consumer goods domestically situated and ready to go. In some ways compare this to how defense procurement worked in the US and UK during WW2 with open sourced specs and essentially buying the full volume of whoever turned up with the components to spec. Basically, this model works very very well for comoditising stuff and achieving volume at scale; whereas traditional market competition ought to deliver this, IP etc designed to foster innovation at the top of the value chain tends to prevent it working. I'd keep an eye on things like market share and production volumes in this case.
TheChildren Member	Fri Jan 24 01:55:57 so its some shitty webpage about supposedly "superior" yankoid companies coz they is valued at marszillion? china is da single biggest market 4 all chips and semi conductin chips or however it is called. rofl own that sucka! u got owned, owned owned owned song playin right now BUHAHAHAA!!!
Average Ameriacn Member	Tue Jan 28 01:57:47 Trump will make it even better!!!!! http://usa...s-pharmaceuticals/77981468007/ Trump told Republicans at the retreat "in the very near future" his administration will place tariffs on computer chips, semiconductors and pharmaceuticals "to return production of these essential goods to the United States of America." "They left us, and they went to Taiwan, which is about 98% of the chip business, by the way," Trump said. "And we want them to come back, and we don't want to give them billions of dollars, like this ridiculous program that Biden has." Trump was referring to efforts made by former President Joe Biden's administration to increase the domestic production of semiconductors by offering financial incentives to companies that produce in the U.S. The CHIPS and Science Act, signed by Biden in 2022, included $53 billion in subsidies for microchip companies to try to catch up to China in semiconductor manufacturing.
Seb Member	Tue Jan 28 02:06:46 I suspect subsidies is a more cost effective way than Tarrifs to onshore chip manufacturing.
TheChildren Member	Tue Jan 28 02:10:25 not if ur goal is 2 get monies. susbsidies give monies 2 these companies ur goal is 2 get monies coz ur government is BROKE. BROKE, they tryin 2 get as much monies possible from everywhere. be it tarifs from canada mehico or europe
TheChildren Member	Tue Jan 28 02:10:51 i mean da usa
TheChildren Member	Tue Jan 28 02:21:55 isnt it obvious. da usa is tryin 2 get as much monies as possible. get it from anywhere they can. meanin they will trash anyone. lethal 2 be friend and shit. anyone who 4gets this quote gets it. shuldhave neva 4gotten this quote. but u did. u was 2 dependant on da usa. while they gaslighted u bout being dependant of russia. from wut? sellin cheap stuff 2 u? thats like sayin doctor givin u medicine when u is sick, is actually harmin u. confused and shit is wut ppl in these parts r. listenin 2 yankoid fakenews is like listenin 2 brainrot
murder Member	Tue Jan 28 05:45:00 "I suspect subsidies is a more cost effective way than Tarrifs to onshore chip manufacturing." It's not cheaper for the government.
Seb Member	Tue Jan 28 11:24:09 Murder: It is when you consider the spillovers.
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