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.
Zaranthos So they're allowing them to export to China. TSMC is a Taiwan based company so they would be exporting to China not importing, but I guess you mean the fabs (in China) are importing but the headline wording could have been better. Reply
Gururu Zaranthos said: So they're allowing them to export to China. TSMC is a Taiwan based company so they would be exporting to China not importing, but I guess you mean the fabs (in China) are importing but the headline wording could have been better. Haha yes I had to read that a couple times to. Should read like: "TSMC fabs located in China allowed to import advanced equipment from Taiwan". Reply
SonoraTechnical So when it all falls apart then China just nationalizes those plants on the mainland and they have access to advanced node equipment without the uncomfortableness of actually invading Tiawan, no? The policies on this stuff is so up and down. One minute this tech can't be sold… then there is a lunch, a press conference with the iluminata.. and then it can.. it never feels like any of it is really concerned with national security… it's just what are the moves that will ultimately benefit the technocrats that are presently in good standing with the US current regime and their rise to commercial domination. Reply
derekullo For how much animosity there is between them, I'm surprised Taiwan does business with China and vice versa. Reply
shady28 SonoraTechnical said: So when it all falls apart then China just nationalizes those plants on the mainland and they have access to advanced node equipment without the uncomfortableness of actually invading Tiawan, no? The policies on this stuff is so up and down. One minute this tech can't be sold… then there is a lunch, a press conference with the iluminata.. and then it can.. it never feels like any of it is really concerned with national security… it's just what are the moves that will ultimately benefit the technocrats that are presently in good standing with the US current regime and their rise to commercial domination. Maybe try reading the article before commenting? The most advanced equipment they are getting can do 16nm. China already has this capability indigenously. Reply
Edlaw0704 Taiwanese are mostly Chinese nationalist parties, it’s like republican of China. Mainlanders are like democrats…. They are in real life buddies. It’s like northern Italian and Sicilians, having a party dispute but share the same history and heritage. Reply
Gururu derekullo said: For how much animosity there is between them, I'm surprised Taiwan does business with China and vice versa. China arguably has the biggest money pool in the world. Reply
retro77 SonoraTechnical said: So when it all falls apart then China just nationalizes those plants on the mainland and they have access to advanced node equipment without the uncomfortableness of actually invading Tiawan, no? The policies on this stuff is so up and down. One minute this tech can't be sold… then there is a lunch, a press conference with the iluminata.. and then it can.. it never feels like any of it is really concerned with national security… it's just what are the moves that will ultimately benefit the technocrats that are presently in good standing with the US current regime and their rise to commercial domination. You might have missed this part of the article: The U.S. does not allow EUV lithography machines with U.S. technology to be exported to China, even to companies like TSMC and Samsung that have Chinese factories. This means that these fabs are only limited to mature nodes of 16-nm and up. Meaning they wont have access to the really good stuff like 2nm and under. Reply
Shiznizzle SonoraTechnical said: So when it all falls apart then China just nationalizes those plants on the mainland and they have access to advanced node equipment without the uncomfortableness of actually invading Tiawan, no? The policies on this stuff is so up and down. One minute this tech can't be sold… then there is a lunch, a press conference with the iluminata.. and then it can.. it never feels like any of it is really concerned with national security… it's just what are the moves that will ultimately benefit the technocrats that are presently in good standing with the US current regime and their rise to commercial domination. 16nm tech. Quite old now considering we are approaching the release of 1.8 angstroms. In terms of time passed i would say at least 10 years. Alder Lake on intel side. So, like two gens ago. 2016 tech I still cant get my head around how much crap they pack into a small space. So many transistors packed into a square millimeter. However, a transistor is still a gate no matter the size, so if you just pack more of them onto a bigger space you can still compete, somewhat. Reply
SonoraTechnical Alright yall… I missed the 16nm piece… just glanced over it… my bad… I still feel like none of this is ever about national security and that ultimately technocrats benefit… Sorry for not being one of the faithful… 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/u-s-allows-tsmc-to-import-chipmaking-equipment-to-its-china-fabs-samsung-sk-hynix-likewise-receive-go-signal-from-commerce-department#main
- https://www.tomshardware.com
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- Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions
- Now Generally Available, NVIDIA RTX PRO 5000 72GB Blackwell GPU Expands Memory Options for Desktop Agentic AI
Informational only. No financial advice. Do your own research.