Chinese reunification with Taiwan to devastate US, Commerce Sec. says
Raimondo, showcasing that the US is only interested in Taiwan’s “security” because of its importance in the microchip sector, highlighted the critical role of Taiwan in microchip supply and production, stressing the decades-long collaboration between Taipei and Washington in this domain.
In the List of Critical and Emerging Technologies released by ASPI, a well-known Australian think tank, China takes the lead in 53 categories of cutting-edge technologies. At the same time, the USA claims the remaining 11. Notably, according to the list, China dominates in areas like advanced materials and manufacturing, energy and environment, and advanced information and communication technologies and enjoys a sizable advantage in defense, space, robotics, transportation, and quantum technology.
2023 Review: China vs US, Who is Winning in Key Tech Domains?
In other words, China is eating our lunch! 😉
US tightens rules on AI chip sales to China in blow to Nvidia
Nvidia chief executive Jensen Huang told the Financial Times earlier this year that the 2022 controls had left the Silicon Valley company with its “hands tied behind our back” by barring sales of its most advanced chips to China. He has said further restrictions could seriously harm US chipmakers by eating into their ability to finance investment.
H/T: Jason Hunt
Related:
China ups export curbs on key EV battery component, safeguarding graphite amid US tensions
The TSMC Arizona chip plant is behind schedule, over budget, and the subject of contention in online forums – and now an analyst says that it will be little more than a useless paperweight, even when it does finally begin production.
Not only will it only make chips for older Apple devices, but it can’t even complete the process of making those without sending them back to Taiwan for final assembly …
TSMC Arizona chip plant will be a paperweight, says analyst
Our previous article explained the importance of the Taiwanese firm TSMC as a critical link in the global semiconductor supply chain. Although it is not the only firm with the ability to manufacture cutting-edge logic chips, TSMC is the only viable choice for chip design companies in many situations, and under normal market conditions is likely to remain so for years to come. Control of TSMC’s foundries in Taiwan might thus appear a decisive factor both in Beijing’s readiness to risk attempting unification through force, and for other states deciding whether to take a strong stance against this.
Would China Invade Taiwan for TSMC? (archived)
The Biden administration unveiled tight restrictions on new operations in China by chipmakers that get federal funds to build in the US, potentially hampering efforts to expand in the world’s largest semiconductor arena.
Biden Stunts Growth in China for Chipmakers Getting US Funds
There is a 20% chance of military confrontation
How America can win the Chip Wars
The new discovery is the second largest in the world, amounting to almost a tenth of the world’s lithium.
Iran claims to have discovered 8.5 million-ton lithium deposit
After the US levied sweeping restrictions against China’s semiconductor manufacturing industry last autumn, opportunities are emerging for other countries to bolster their positions in the supply chain for this critical component of the global economy and linchpin of future technologies like artificial intelligence (AI) and next-generation computing.
Emerging Markets Aim To Capitalize On Shifting Semiconductor Supply Chains
Only one U.S. semiconductor plant! 😠
Ms. Cat’s Chronicles 
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