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sprite0022
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Re: It will be a while
sprite0022   7/31/2013 1:37:53 AM
TSMC 's real threat is itself, when M chang step down will it implode?

resistion
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Re: Taiwan not included in China?
resistion   7/31/2013 12:46:02 AM
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Thanks, Dylan, I believe that's a common view.

resistion
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Re: It will be a while
resistion   7/31/2013 12:44:35 AM
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SMIC has taped out 40 nm last year, but 28 nm still being expected for some time this year. We'll have to wait and see if they present any threat to TSMC then.

http://www.electroiq.com/blogs/chipworks_real_chips_blog/2012/03/semicon-china-smic-shows-off-28-nm-hkmg-development.html

resistion
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Re: Taiwan not included in China?
resistion   7/31/2013 12:34:14 AM
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US has "practical" relations with Taiwan and "official" relations with China. But US has also assisted China economically, though indirectly if not inadvertently.

sprite0022
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Re: It's also about IP
sprite0022   7/30/2013 11:09:33 PM
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there is a chinese engineer lead has spend most of the morning working hours booking a private vacation trip (on the phone). and managers don't feel anything abnormal here. this is how chinese working ethics stands for, it's ok to taobao(ebay) /stock trading etc while working.

anyone think they have any chance to take over any demanding task ?

sprite0022
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Re: It's also about IP
sprite0022   7/30/2013 8:36:51 PM
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chinese need deep spritual rivival to catch up.

so far it's not happenning yet.

If it happens mean deeper trouble for americans.

 

sprite0022
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Re: It's also about IP
sprite0022   7/30/2013 8:24:14 PM
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Ec. 2:26 To the man who pleases him, God gives wisdom, knowledge

and happiness, but to the sinner he gives the task of gathering

and storing up wealth to hand it over to the one who pleases

God. This too is meaningless, a chasing after the wind.

fabsurplus.com
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Re: Taiwan not included in China?
fabsurplus.com   7/30/2013 4:31:22 PM
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Regarding letters of credit, the buyer is basically giving you a good old fashioned I.O.U. and you are handing him over a very expensive item of technological equipment in exchange.

99% of the folks doing microchip production in China have government backing. So, if they decide they don't want to pay your letter of credit, you can forget ever collecting on it because the government there controls the legal system.

Most of the customers there try to get you to agree to CIF China consignment. That means they don't pay you till the goods get cleared by customs in China. At that stage, unless you have a Chinese subsidiary, they have complete control over the goods and can just take them without paying if they so wish.

A way to get round this is to open a company in China or Hong Kong.

Then, you can deliver the goods CIF China and the goods are still in your warehouse !

If adopting this strategy, it is important to do your best to make sure your warehouse security guard is not going to accept bribes......

mcgrathdylan
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Re: Taiwan not included in China?
mcgrathdylan   7/30/2013 2:45:38 PM
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Hi Stephen- thanks for weighing in. Nice to have the perspective of someone who actually sells fab equipment in China. What is the issue around letters of credit? Are you suspicious of those or you simply need to investigate them?

KB3001
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Re: Taiwan not included in China?
KB3001   7/30/2013 1:24:24 PM
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"Just trying to get a pulse, whether Taiwan is or is not included in China. Either or its opposite can be a politically tricky assertion."

 

Completely different. The US nurtured Taiwan and is the main reason behind its success (directly or through Japan).

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