China is now telling its manufacturing entities that USA
made chips are to be avoided and not safe. This is telling, and a game
changing move by China that is going to affect USA chipmakers and those
foreign semiconductor entities like TSMC, Samsung and others having
manufacturing facilities in the USA.
China is a big market for
chip makers. The loss of this market is detrimental for foreign
chipmakers doing business with China. High-end chips are only a fraction
of their business with China, that the USA is banning. For other legacy
chips, this sounds like the death knell for them. China is now
confidently able to provide the alternative supply chain. Otherwise,
China will not be so decisive in making this decision and warning
domestic manufacturing to avoid USA chips altogether.
For EVs,
solar panels, wind turbines and consumer products, legacy chips are
sufficient to power them. No big deal which China is not able to
overcome.
I was astonished to read that there are more than a
hundred EV makers in China today. That is truly madness and unbelievable
if true. Making a car is no small effort, which we have seen in
Malaysia. It is not as simple as issuing a COE that costs as much as a
car, that the Government is able to collect with just a piece of paper
and some ink.
Anonymous
3 comments:
USA and Europe, being shut out of the car market, should migrate to just issuing certificates for car ownership. It is so simple and cheap. No need to fear competition and no big investment building factories.
Yes you are absolutely right Anon9.35
Paper for monies just like those Insurance Agents.
NOT even manufacture a screw or nut and revenue hundred times fold than the cost of the vehicles.
Sinkies are just NUTs to rush and have these also their BTO pigeon holes flats.
Daft daft indeed.
Yeap! Allow entry of Chinese EVs and just issue COEs. No need tariffs. No punishing of Chinese EV makers, just collecting money.
Post a Comment