Dan Wang of Gavekal Dragonomics says China will have a “hard road to walk” as Chinese semiconductor production and lithography technologies fall behind.
We are all hyped about AI. This will fall like a big domino for US and its fake allies (actually they are coerced those so called allies will run away the moment US lets them)
Now, the US and its allies are scrambling to find gallium and germanium, the ingredients needed for semi-conductors, EV batteries, solar panels, MRI, iPhone, missiles radar systems, LED, F-35 fighter jets…so, everybody is losing😂😅😂😅
Most of the so-called China experts and media in the West do not understand Chinese and have not been to China before.
The Western Media will tell you that China is doing very poorly without mentioning that the Western countries are doing worst.
China’s share of Global GDP is 50% higher than US in 2022. The US’s share of the Global GDP has dropped to 12.4%, lower than China’s.
China contributed over 40% of global IPO fundraised Q1 this year. It has been the largest IPO market in terms of fundraising for more than four quarters. Its GDP of Q1 2023 grew 4.5% yoy, while Q1 2022 GDP growth was 2.9% yoy.
Q1 2023, UK GDP was 0.1% growth, South Korea GDP was 0.3% growth, USA’s GDP was 1.3% growth, India’s GDP was 1.9% growth, and Canada was 0.8% growth. Yet, the Western Media said China is doing badly.
China has already banned Micron chips and that speaks volumes about China’s capability to produce its own chips.
Furthermore China is transitioning towards quantum chips, carbon based chips and photonic chips that are far more powerful than silicon based chips.
Moreover China has already announced to restrict the exports of gallium and germanium that are extremely crucial for producing chips and even lithography equipment. Therefore even if other countries are far stronger in the production of lithography machine and advance chips, without these crucial metals from China, they are not able to produce these high tech products.
China never banned micron chips completely , It just restrict it on key infrastructure area , Micron is totally free to sell their products in many field .
@Nicholas L
But Micron posted a whopping $2.3 billion loss, its largest ever. In a case of extremely bad timing, China’s Cyberspace Administration has told operators of crucial information infrastructure in China to stop purchasing products from Micron.
That’s enough to speak for China’s capability of self development of semiconductor chips.
@Nicholas L
China’s self sufficiency in semiconductor chip productions is seen in latest data.
According to the data published by the Chinese customs department, the country’s chip imports fell by 27% in January and February 2023. It is unsurprising that imports have declined, considering that China experienced a 15% decrease in semiconductor imports last year, the first drop of this magnitude in two decades.
China is replacing foreign chips with domestic semiconductor chips.
In other words China is telling US and allies that don’t bother with your chip sanctions, we’re able to produce our semiconductor chips.
@Lionel Wong Yes , Just crucial infrastructure ; Us ban Huawei 100%; it is quite a difference . With international economic growth staggering and Us’ Small yard ,high wall policy ,causing disruption of International supply chain ,Many countries would saw big concern in Their economy especially semiconductor sector .
@Nicholas L
That’s enough to cause billions of dollars of losses for Micron.
A warning shot to all other US semi conductor companies.
Furthermore from the latest data, imports of foreign semiconductor chips into China keep falling. Why?
Because China is capable of producing its own semi conductor chips and telling US not to bother with their stupid chip sanctions that’s back firing at themselves.
there are only two global peers, taiwan and south korea, US can not make chips, it pay taiwan and south korea to make chips for them, china is 3rd largest chip maker in world
For the time no doubt china gonna bleed for some time for this tech restrictions but if somehow china mastered this critical techs then will see how future escalates. As if west cornered china too much, just like any living being it will also grow a resistance for survival at the moment crucial as necessity is the mother of innovation.
Yeah, the guy is right, but he was talking about China vs the West, not China vs US, US is even more behind by itself. And China is mainland China in his remarks, but PRC+RoC is absolutely dominant.
If you are able to track back 10 – 15 years ago, you will understand why Chinese now is behind in chip industry
1. China was gainer and believer of “globalization “ and trusted they will have no issue to get chip supplies.
2. Chip industry is capital intensive, Chinese firms had no desire to take that risk.
3. Chip industry is high tech, China needs a lot of catch-up to do if wants to take a good share of market.
Now the US has solved the road block for China to grow their chip industry:
1. The US has killed globalization and blocked China from sourcing necessary chips.
2. The US’s ban to China on chips clear out the risk of competition from foreign chip manufacturers, it becomes much easier for Chinese firms to grow their own chip industry.
3. Capital is no longer an issue, Chinese government is willing to invest hundreds of billions to chip industry.
Thanks to Biden.
The European Union and America never abandon their colonialism, harming the property of other nations and never providing them with the same benefits.; they still think like colonialists and have no intention of changing. They act like donkeys and see other countries the same way. China should or could diversify its economy and establish a new international financial order.🙄🙄 China should or could approach Act like Tit for Tat, there is nothing new in this conflict which America calls the Cold War!” there’s nothing wrong with this new outcome, which we all see what’s going on in the real field, which we all predict, and it’s happening, if the US pushes China so hard, then China will return it same circumstance, Which are we all predict and assume it’s happening, all those things!🙄🙄 And there’s nothing wrong with that, You may know one thing, if you love someone, then What kind of love do you have? If you don’t fight for this love, the same thing goes to war also!”
This is the same thing we said about, airplane, space, ai , quantum technology etc
😂😂😂haha
TSMC sand supplier is China. No sands NO CHIPS 😂
How far? Less than 10 year gap obviously and catch-up fast through STEM+brain drain due to recent US discrimination toward Chinese origin american. 🎉
Dont forget EV as well
Nowadays USA loves to say anything they want and don’t care if anyone believes it.
We are all hyped about AI. This will fall like a big domino for US and its fake allies (actually they are coerced those so called allies will run away the moment US lets them)
Ai is going to stay because it will engage with people more and so it makes a good business for them to influence u from childhood
Now, the US and its allies are scrambling to find gallium and germanium, the ingredients needed for semi-conductors, EV batteries, solar panels, MRI, iPhone, missiles radar systems, LED, F-35 fighter jets…so, everybody is losing😂😅😂😅
Chat gpt use drops 8% in June.
must be a lie
only US gdp droped 800%
Most of the so-called China experts and media in the West do not understand Chinese and have not been to China before.
The Western Media will tell you that China is doing very poorly without mentioning that the Western countries are doing worst.
China’s share of Global GDP is 50% higher than US in 2022. The US’s share of the Global GDP has dropped to 12.4%, lower than China’s.
China contributed over 40% of global IPO fundraised Q1 this year. It has been the largest IPO market in terms of fundraising for more than four quarters. Its GDP of Q1 2023 grew 4.5% yoy, while Q1 2022 GDP growth was 2.9% yoy.
Q1 2023, UK GDP was 0.1% growth, South Korea GDP was 0.3% growth, USA’s GDP was 1.3% growth, India’s GDP was 1.9% growth, and Canada was 0.8% growth. Yet, the Western Media said China is doing badly.
Why he said “you American”?
cus he is chinese
@Roger Lee So he is not a tech analystior
@Just Soso Nationality and profession are two different things.
no kidding. huawei dominating 4G phones.
👍🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦➕️👏👏👏👏👏👏👏👏✌️
Remember Space Station 😂
China has already banned Micron chips and that speaks volumes about China’s capability to produce its own chips.
Furthermore China is transitioning towards quantum chips, carbon based chips and photonic chips that are far more powerful than silicon based chips.
Moreover China has already announced to restrict the exports of gallium and germanium that are extremely crucial for producing chips and even lithography equipment. Therefore even if other countries are far stronger in the production of lithography machine and advance chips, without these crucial metals from China, they are not able to produce these high tech products.
China never banned micron chips completely , It just restrict it on key infrastructure area , Micron is totally free to sell their products in many field .
@Nicholas L
But Micron posted a whopping $2.3 billion loss, its largest ever. In a case of extremely bad timing, China’s Cyberspace Administration has told operators of crucial information infrastructure in China to stop purchasing products from Micron.
That’s enough to speak for China’s capability of self development of semiconductor chips.
@Nicholas L
China’s self sufficiency in semiconductor chip productions is seen in latest data.
According to the data published by the Chinese customs department, the country’s chip imports fell by 27% in January and February 2023. It is unsurprising that imports have declined, considering that China experienced a 15% decrease in semiconductor imports last year, the first drop of this magnitude in two decades.
China is replacing foreign chips with domestic semiconductor chips.
In other words China is telling US and allies that don’t bother with your chip sanctions, we’re able to produce our semiconductor chips.
@Lionel Wong Yes , Just crucial infrastructure ; Us ban Huawei 100%; it is quite a difference . With international economic growth staggering and Us’ Small yard ,high wall policy ,causing disruption of International supply chain ,Many countries would saw big concern in Their economy especially semiconductor sector .
@Nicholas L
That’s enough to cause billions of dollars of losses for Micron.
A warning shot to all other US semi conductor companies.
Furthermore from the latest data, imports of foreign semiconductor chips into China keep falling. Why?
Because China is capable of producing its own semi conductor chips and telling US not to bother with their stupid chip sanctions that’s back firing at themselves.
The US is definitely FAR, FAR AHEAD in buiding homeless tents than China! No competition!🤣🤣🤣
🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣
🤣🤣🤣the US is so delusional
China wrote The Art of War they also had the largest economy for 17 centuries w out needing to conquer the world w wars
They will navigate this idiotic move by a jealous country who is declining
Soon they will b able to get around the sanctions & that’s when the western chip makers better look out
Gotta love the Chinese American experts 👌
Eh, China will catch up. Mainly because the US crippled itself by neglecting to fix their own social economic issues.
Great China would succeed like the DRAGON period .
He’s so fluent in the English Language……. 🤣🤣🤣🤣🤣🤣🤣
there are only two global peers, taiwan and south korea, US can not make chips, it pay taiwan and south korea to make chips for them, china is 3rd largest chip maker in world
For the time no doubt china gonna bleed for some time for this tech restrictions but if somehow china mastered this critical techs then will see how future escalates. As if west cornered china too much, just like any living being it will also grow a resistance for survival at the moment crucial as necessity is the mother of innovation.
Yeah, the guy is right, but he was talking about China vs the West, not China vs US, US is even more behind by itself. And China is mainland China in his remarks, but PRC+RoC is absolutely dominant.
Of course, China reeks at everything and the USA USA USA is the best at everything.
If you are able to track back 10 – 15 years ago, you will understand why Chinese now is behind in chip industry
1. China was gainer and believer of “globalization “ and trusted they will have no issue to get chip supplies.
2. Chip industry is capital intensive, Chinese firms had no desire to take that risk.
3. Chip industry is high tech, China needs a lot of catch-up to do if wants to take a good share of market.
Now the US has solved the road block for China to grow their chip industry:
1. The US has killed globalization and blocked China from sourcing necessary chips.
2. The US’s ban to China on chips clear out the risk of competition from foreign chip manufacturers, it becomes much easier for Chinese firms to grow their own chip industry.
3. Capital is no longer an issue, Chinese government is willing to invest hundreds of billions to chip industry.
Thanks to Biden.
The European Union and America never abandon their colonialism, harming the property of other nations and never providing them with the same benefits.; they still think like colonialists and have no intention of changing. They act like donkeys and see other countries the same way. China should or could diversify its economy and establish a new international financial order.🙄🙄 China should or could approach Act like Tit for Tat, there is nothing new in this conflict which America calls the Cold War!” there’s nothing wrong with this new outcome, which we all see what’s going on in the real field, which we all predict, and it’s happening, if the US pushes China so hard, then China will return it same circumstance, Which are we all predict and assume it’s happening, all those things!🙄🙄 And there’s nothing wrong with that, You may know one thing, if you love someone, then What kind of love do you have? If you don’t fight for this love, the same thing goes to war also!”
When MSM says one thing it must mean the other. This screams damage control🤣