Sawfish kirjoitti 3.3.2024 klo 18.49:
On 3/3/24 2:50 AM, TT wrote:
Biden is worried that Chinese electric cars pose a national security
risk, investigation has been launched...
https://www.reuters.com/business/autos-transportation/us-says-investigate-national-security-data-risks-chinese-vehicles-2024-02-29/
That's just ridiculous. US doesn't even really have Chinese electric
vehicles due to 25% tariffs.
US claims Chinese EVs, Huawei, Laptops, Phones, tiktok etc are a
security threat. Basically all Chinese technology. Also selling to
China latest semiconductors or their manufacturing equipment is banned
worldwide because "security threats". By what right...
Meanwhile China is manufacturing American Iphones & Teslas...
Fun fact: Xiaomi phone has 5nm "banned" chip from American Qualcomm.
Apparently some US firms can sell 5nm chips to China after all. But
Taiwanese TSMC can't sell them to China & Dutch firm ASML can't sell
lithography machines to manufacture them...
US is simply evil market manipulator.
What companies based in the US can manufacture at 5nm critical
dimensions? I think companies like ARM and Nvideo are probably fabless, farming out the foundry stuff to TSMC.
Yes. No US firm can make 5nm. Only Intel can make 7nm.
The only ones able to make 5nm are South Korean Samsung & Taiwanese
TSMC. Chinese SMIC can also make 7nm chips using older 50% more
expensive technology, and will apparently be able to make 5nm this year
but again using the more expensive technology.
TSMC is working on moving to 3nm technology. Apparently they're 5 years
ahead of mainland China. But I don't know if with Chinese technology it
is even possible to manufacture 3nm - as Dutch lithography machine
company ASML can't sell the latest machines to China - Pretty ridiculous
isn't it, the Dutch & EU serving US interests here...
I don't see how that's fair. Certainly not good for ASML or TSMC either. Chinese markets are massive. Not to mention the inexistent shipping
costs for TSMC...
---
If you're interested in diversification of your portfolio and at the
same time conservative investing on semiconductor manufacturing industry there's this etf called "iShares MSCI EM Asia"...
https://www.ishares.com/uk/individual/en/products/253723/ishares-msci-em-asia-ucits-etf
27% China (including A-shares) - incredibly undervalued atm
23% India - currently expensive but maybe growth potential
21% Taiwan - high tech etc
16% South Korea - high tech
2.5% Indonesia (apparently massive growth potential)
+Thailand (massive ladyboy potential), Malaysia, Other
...10% of it is TSMC & 5% Samsung... which are not overly expensive at
all. Certainly not at US AI-tech prices...
Some other small positions on Asian chips such as 1% on Korean SK Hynix
which is making memory chips.
So I think a rather good diversification fund with a touch of
semiconductor boom... unless you're afraid that China attacks Taiwan...
which I don't think will happen, but if it did, would anyway crash all
world mar
