Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
cp0x No surprises here: As in countless other industries, China has been recruiting heavily in this space from ASML and other companies, and obtaining proprietary information using other means, to attempt to catch up. Reply
alrighty_then I've learned not to believe any claims coming out of China. Western media will declare China creates the most solar panels – and they PRODUCE many – but they happen to create higher carbon emissions than anyone and build more coal plants than anyone. Obviously they steal IP (F-35 anyone?), released COVID on the world and are led by a scummy repressive government. Bleh. Reply
bimo_tok alrighty_then said: I've learned not to believe any claims coming out of China. Western media will declare China creates the most solar panels – and they PRODUCE many – but they happen to create higher carbon emissions than anyone and build more coal plants than anyone. Obviously they steal IP (F-35 anyone?), released COVID on the world and are led by a scummy repressive government. Bleh. I've learned to not believe any news about politics coming out from western media. Also there are anti China propaganda. Even when many America youtubers visit China, many America still denied the facts. Reply
bimo_tok cp0x said: No surprises here: As in countless other industries, China has been recruiting heavily in this space from ASML and other companies, and obtaining proprietary information using other means, to attempt to catch up. Taiwan investigated previous TSMC employee who currently worked for Intel with accusation to steal secret information from TSMC. Industrial spy, hijacked employees are common, not only in China. Anti China propaganda detected. Reply
nookoool cp0x said: No surprises here: As in countless other industries, China has been recruiting heavily in this space from ASML and other companies, and obtaining proprietary information using other means, to attempt to catch up. Okay, thats literally the behavior of every human on earth and how every new business is started Reply
cp0x bimo_tok said: Taiwan investigated previous TSMC employee who currently worked for Intel with accusation to steal secret information from TSMC. Industrial spy, hijacked employees are common, not only in China. Anti China propaganda detected. It's the Internet, so sure, accuse me of whatever. I happen to be American, but spent time in China, and had a great team there. I love China, both for how amazing a place it is (like my own country), but also despite of the flaws I see there. It's so much like the USA in both its good and bad sides. You do know how the USA got big industrially? By stealing IP from the UK, for example. China and the USA will some day hopefully be great friends and real international leaders — not attempting to take from others, but helping the world stay sustainable and peaceful. It may be hard to imagine today, but there are some truly brilliant and good and kind people in both of these countries, and as powerful as they are, we need them both to be good leaders. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/china-begins-mass-production-of-domestic-immersion-duv-lithography-machines#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.