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.
shady28 China's silicon independence moves are indeed more an attack on Taiwan's "silicon dome" than having to do directly with the US – aka Taiwan is currently too important to destroy (China), and too important to let it be destroyed (US & others). Oddly these moves by both China and the US all lead to one ending sooner or later. Once this silicon dome is mostly removed by one side or the other… Reply
FunSurfer Taiwan should invest in protective measures anyway, not related to China, as the new future threat from the skies is falling satellites, that can cause the said damage if it crushes on the wrong place. Reply
pug_s I find propaganda like this about China taking over the Taiwan Island so that they can take over TSMC's plants completely laughable. In 2024, China spent $10.9 billion buying ASML's DUV equipment. This accounts 36% of ASML's revenue which is bigger than the Taiwan Island. TSMC's chips affects the western nations more than it affects China. Reply
shady28 pug_s said: I find propaganda like this about China taking over the Taiwan Island so that they can take over TSMC's plants completely laughable. In 2024, China spent $10.9 billion buying ASML's DUV equipment. This accounts 36% of ASML's revenue which is bigger than the Taiwan Island. TSMC's chips affects the western nations more than it affects China. That's a poor way to rate things on multiple levels. Taiwan produces 3X the number of chips as China. More importantly, they are much better. I've read China's claims to have indigenous ability to make 7nm class lithography, but I've also read analysts who I believe are more trustworthy state that China's domestic ability is more along the lines of 16-20nm. Most fabs are nowhere near any of these numbers. The majority are > 150nm. This would include China. Here's the breakdown / ranking of the worlds biggest chip producers: #1 : Taiwan – 60% #2 : China – 20% #3 : S. Korea – 17-20% #4 : Europe – 9-10% #5 : US – 10% Europe is ranked higher than the US simply due to the presence of ASML. The US is likely passing up Europe's volume to a significant degree now. Source: https://waferprocess.com/artificial-intelligence/who-makes-the-worlds-chips-top-5-semiconductor-producing-countries-ranked/ Reply
pug_s shady28 said: That's a poor way to rate things on multiple levels. Taiwan produces 3X the number of chips as China. More importantly, they are much better. I've read China's claims to have indigenous ability to make 7nm class lithography, but I've also read analysts who I believe are more trustworthy state that China's domestic ability is more along the lines of 16-20nm. Most fabs are nowhere near any of these numbers. The majority are > 150nm. This would include China. Here's the breakdown / ranking of the worlds biggest chip producers: #1 : Taiwan – 60% #2 : China – 20% #3 : S. Korea – 17-20% #4 : Europe – 9-10% #5 : US – 10% Europe is ranked higher than the US simply due to the presence of ASML. The US is likely passing up Europe's volume to a significant degree now. Source: https://waferprocess.com/artificial-intelligence/who-makes-the-worlds-chips-top-5-semiconductor-producing-countries-ranked/ I never said China is the biggest chip manufacturer, but China has been building capacity by buying more Lithography machines than Taiwan Island in the recent years. Since they couldn't buy the latest EUV ones, ASML probably overcharges Chinese companies on the older DUV ones. Second the link below don't make much sense as the percentages of #1 added thru #5 is more than 100%. Reply
phead128 What's up with these weird titles and articles. Is Tomshardware becoming like TWZ clickbait. "one well placed North Korean missile can end South Korean semiconductor dreams, Tom Clancy says" 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/taiwan-to-up-defense-spending-and-develop-iron-dome-inspired-missile-protection-expert-warns-one-well-placed-chinese-missile-could-make-it-impossible-to-get-a-new-iphone-for-three-years#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.