Two problems in the Chip War: we need China to build semiconductors, and we need China to buy them
Korean tech companies are examples of the issues we face in our semiconductor export bans with China. China is dominant in key chokepoints of the supply chain, especially high-grade polysilicon and wafers, and certain rare earth elements necessary for the production of the newest-generation chips.
Korean firms also are heavily exposed by their own factory production, which is concentrated in China for the manufacture of intermediate components.
Most of all, though, is the chips firms’ reliance on China as a sales channel. China is by far the biggest buyer of semiconductors, and the rest of the world simply cannot replace Chinese firms as buyers. So to comply with US and EU demands for further chip restrictions is to imperil the survival of our own companies.
Resources and links:
Bloomberg, US Asks South Korea to Toughen Export Curbs on China Chips
Japan Times, South Korea wants U.S. ‘carrots’ for embracing China chip curbs
Waferpro, China’s Dominance in the Global Silicon Supply
The Global Semiconductor Supply Chain: Key Inputs
Korea Times, Korean chipmakers’ reliance on Chinese raw materials deepens
Bloomberg, China Warns Japan of Retaliation for Possible New Chip Curbs
Rabobank, Mapping Global Supply Chains – The Case of Semiconductors
Closing scene, Fuxian Lake, Yunnan province
1 view
7
2
3 days ago 00:07:04 1
Two problems in the Chip War: we need China to build semiconductors, and we need China to buy them
3 days ago 00:02:58 1
bülow - Sweet Little Lies
3 days ago 00:02:46 1
Sukhoi Su-30 - Thrust Vectored Beast
3 days ago 00:12:28 1
Lian Li LANCOOL 207 - Full Build! [NEW CASE!]
3 days ago 00:04:54 1
Notorious . & Lil’ Kim (Junior .) - Get Money [EXPLICIT]
4 days ago 00:09:25 1
Boss RC-505 Loop Station - Multi-Instrumental Live Looping - Reinhardt Buhr
4 days ago 00:03:23 1
PefCrash: Tom Pryce, Jansen Van Vuuren Accident Of Formula One - 1977 South African Grand Prix
4 days ago 00:04:08 1
DJ EIDOZ & Don Omar - Danza Kuduro ft. Lucenzo | (DJ EIDOZ Remix)
4 days ago 00:08:13 1
Alpha Blondy- Peace in Liberia - LIVE at Afrikafestival Hertme 2018
4 days ago 00:09:13 1
Boxing Masterclass : Dmitry Bivol (RUSSIA) VS Lenin Castillo (MEXICO) Full Fight Highlights
5 days ago 00:52:05 1
Life By Reinhardt Buhr Live Performance (FULL ALBUM 2022)
5 days ago 00:08:15 1
Sleepless in Seattle: Finally Meeting (TOM HANKS, MEG RYAN ICONIC LOVE SCENE)
5 days ago 02:43:42 1
Coming Great Depression? - How To Survive & Thrive The Great Reset | Arthur Hayes
6 days ago 00:20:56 1
Silverwing Long Tip: Diamond Series: The Cut / Modeling
6 days ago 00:51:46 1
FORGED a “Sunshine Bowie Knife“ from Rusty Ball Bearing - Shop opened
6 days ago 00:04:01 1
Problem-Solving in the Saga
6 days ago 00:06:06 1
Resistance is futile; why white flight to the British countryside is no longer an option
6 days ago 00:11:58 1
’Beyond imagination’: Helene devastates western North Carolina
6 days ago 00:00:37 1
Synodontis Ornatipinnis
7 days ago 00:23:01 1
Trump’s UFOs and Starships to Mars
7 days ago 00:15:10 1
UK “GHOST TOWN“ has been “DECIMATED“ locals claim - I investigate UK’s Worst Towns
7 days ago 00:02:45 1
$UICIDEBOY$ x GERM - CENTER CORE NEVER MORE (Lyric Video)
7 days ago 00:03:18 1
Because of a Teacher (A Tribute to All of Those Making a Difference)
7 days ago 00:00:19 1
Train hits tank, truck in Goose Creek, South Carolina