Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
erazog The sanctions have made China try to polish some of its chip production capabilities but it remains to be seen who will use them other than the Chinese market forced to buy Chinese made. Actual experts on semi-conductor manufacturing like Dr Ian Cutress explain that most of what Huawei announced was nothing new just a rebranding of technologies that already are in use, only one of the things they talked about was market leading if they pull it off. China is still 10-15 years behind TSMC and Intel for chip production who are not standing still, even if you catch up to were TSMC is now where will TSMC be in another 10 years. Reply
Zaranthos You're welcome, but you were already developing your own production. A lot of what you have is just stolen tech, or spun off from deals with other companies like AMD. The games you play are obvious as you ban or say you don't want Nvidia chips and then smuggle them in illegally because you know full well you need them to truly be competitive. Good luck catching up, but even at that you play dirty as you fund and fuel anti data center sentiment in the US because the best way to slow us down is to generate outrage internally. I'm all for more production, more diversity, and more competition. I think any country that's reasonably large enough should have some level of semiconductor production locally because this stuff is now used in almost everything anyway. The more people working on this stuff the better because there will always be someone who looks at something differently and goes, hmm, I think we can change this and make it better. Bluster and bloviate all you want but you're still sneaking in the best tech you can get your hands on even when you act like you're not. Nobody wants to be left behind in the AI race. 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/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/huawei-chairman-thanks-the-us-for-supercharging-chinas-semiconductor-industry-washingtons-export-controls-encouraged-chinese-firms-to-invest-in-r-and-d-and-build-their-own-tech-stack-competing-with-american-technologies#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.