x******g
发帖数: 33885 | 1 就是有人告诉他，是个傻逼才去禁中兴。
China’s new chip investment fund shows how US penalties on Chinese firms
can backfire
One of the challenges the US faces in its trade spat with China is how to
enforce penalties on Beijing for actions it perceives as anti-competitive,
without causing Beijing to double down on those behaviors to boost its
economic self-reliance. Case in point: China’s semiconductor industry.
Beijing is in the process of closing a massive fund for the development of
semiconductor technology, in an effort to foster domestic chipmakers that
can compete with US-based rivals. According to the Wall Street Journal (
paywall), the fund will be valued at about 300 billion yuan ($47.4 billion).
It will be the second fund for China Integrated Circuit Industry Investment
Fund Co., which counts the country’s finance ministry and a state-owned
development bank among its backers. Its first, launched in 2014, had 139
billion yuan (then $21.8 billion) in capital. Some of that money went into
Tsinghua Unigroup, a Beijing-based chipmaker best known for its failed
attempt to acquire US-based Micron Technology.
News of the second fund surfaced earlier this year. It looks set to close
just as US-China tension over technology and trade reaches a critical stage.
Last month, US authorities ordered American chip companies to stop
supplying components to ZTE, a Shenzhen-based maker of smartphones and
network equipment. They argued ZTE failed to comply with an agreement made a
year ago after the firm pleaded guilty to violating export sanctions placed
on Iran and North Korea.
The ban will cripple ZTE in the short term, primarily because it relies on
Qualcomm, a US-based chipmaker, for processors. While other vendors, either
Chinese or non-US, can replace some of the components in ZTE’s phones, no
Chinese chipmaker can come close to Qualcomm when it comes to making
competitive semiconductors.
Last month Chinese state media outlets ran editorials citing the decision by
US authorities as a reason for China to become more self-reliant when it
comes to technology. China consumes about 45% of the world’s semiconductors
. But nearly 90% of the chips used in the country (paywall) are imported or
made by foreign firms operating within its borders.
Most experts believe that China has not yet caught up to the United States
when it comes to semiconductor technology. But punishments like export
controls could expedite China’s efforts to get its domestic counterparts up
to speed with their rivals. And if they do catch up, then Qualcomm, Micron,
and other US chipmakers could lose access to a massive market in China, and
face stronger Chinese competition elsewhere. In the smartphone industry,
for example, China remains the largest market, and three of the world’s top
five brands hail from China.
Technology advisors to the Obama administration suggested in early 2017 (pdf
), before Trump took office, that Beijing’s heavy involvement in its
semiconductor industry, either through funding or forced technology transfer
, amounted to unfair competition. It also warned that Chinese leadership in
chips would “increase national-security risks for the United States and
other countries and, to the extent that Chinese policy allows firms to sell
below cost of production, raises risks of overcapacity, which threatens
direct competitors.” | x******g
发帖数: 33885 | 2 关键句子：
if they do catch up, then Qualcomm, Micron, and other US chipmakers could
lose access to a massive market in China, and face stronger Chinese
competition elsewhere. | s*x
发帖数: 8041 | 3 这就是问题本质，Trump也许不相信中国人能catch up，觉得中国的技术都是偷的。只
要不让中国人偷到技术，就永远不能catch up
【在 x******g 的大作中提到】
: 关键句子：
: if they do catch up, then Qualcomm, Micron, and other US chipmakers could
: lose access to a massive market in China, and face stronger Chinese
: competition elsewhere.
| n***j
发帖数: 1747 | 4 中兴这个巴掌打得挺好的
你开再多会，发再多文件鼓励搞核心技术，
也没有美帝一巴掌来的有效 | h****n
发帖数: 3447 | 5 非常正确，整天喊狼来了也不如眼睁睁看一个人被狼吃了有效果。
现在兔子任何企业还计划依赖美帝芯片的只剩下傻子了。
【在 n***j 的大作中提到】
: 中兴这个巴掌打得挺好的
: 你开再多会，发再多文件鼓励搞核心技术，
: 也没有美帝一巴掌来的有效
| x******g
发帖数: 33885 | 6 所以说忒狼脯就是深海同志
【在 h****n 的大作中提到】
: 非常正确，整天喊狼来了也不如眼睁睁看一个人被狼吃了有效果。
: 现在兔子任何企业还计划依赖美帝芯片的只剩下傻子了。
| m****o
发帖数: 4654 | 7 川普是沃顿毕业，人家对经济和贸易比毛儿论们了解，你以为他不知道这些？
称兄道弟纯粹是政治手段，跟怂不怂没关系 | l*******2
发帖数: 1 | 8 他的沃顿是不是和包子的清华博士一个性质的？
【在 m****o 的大作中提到】
: 川普是沃顿毕业，人家对经济和贸易比毛儿论们了解，你以为他不知道这些？
: 称兄道弟纯粹是政治手段，跟怂不怂没关系
| m****o
发帖数: 4654 | 9 当然不是，人家是正经读下来的，就算没到博士，对于经济金融的基本知识肯定是了解的
【在 l*******2 的大作中提到】
: 他的沃顿是不是和包子的清华博士一个性质的？
| D*****0
发帖数: 1143 | 10 所以中兴一定是被世贸楼了。
【在 h****n 的大作中提到】
: 非常正确，整天喊狼来了也不如眼睁睁看一个人被狼吃了有效果。
: 现在兔子任何企业还计划依赖美帝芯片的只剩下傻子了。
| m*******7
发帖数: 189 | 11 天天yy整自己的是自己的潜伏朋友，那不是斯德哥尔摩综合症是什么？
【在 x******g 的大作中提到】
: 所以说忒狼脯就是深海同志
| x******g
发帖数: 33885 | 12 没有深海同志，邓产党会大力发展高科技吗？
【在 m*******7 的大作中提到】
: 天天yy整自己的是自己的潜伏朋友，那不是斯德哥尔摩综合症是什么？
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