BangaliBabu
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that's extreme skulduggery on their part (the Chinese). Taiwan is going to annihilate those ASML machines before they annihilate any Chinese landing anywhere near their soil. Then that's all over for the Asian semiconductor industry.I might be wrong. But something is going to happen with respect to Taiwan very soon in my opinion.
China might invade Taiwan very soon. Not just for the territory but for another reason. Most of you know Trump imposed sanctions on companies supplying any technology to Huawei. Chinese were biding their time building and learning to become self reliant in Semi conductor manufacturing. The timeline was 2030 to become self reliant. To that effect they planned to invest $1 Trillion in Semi conductor industry. They used to source chips from TSMC which is Taiwanese company. Now TSMC has announced they won't be supplying any chips to Huawei and other Chinese companies. Chinese semiconductor foundry SMIC is still not upto the mark. TSMC was their lifeline. But now that is gone.
And in order to manufacture high performance chips you need EUV machines which ASML a Dutch company makes. They have 100% market share. US persuaded Netherlands not to supply EUV machines to China even after Netherlands gave the export licence to ASML in 2018. They outright banned the sale of any EUV machines to China. This is a direct threat to Chinese high tech industry and their companies which they call high tech Champions like Huawei, ZTE. With everyone now shy of adopting Huawei in their 5G networks, denying Huawei semi conductor chips is a double whammy to Chinese technology companies. Taiwan which hosts TSMC is a single point of failure in global supply chain in the Semi conductors. If anything happens to TSMC fabs in Taiwan we all would be toast as well. Apple, Nvidia, AMD, Qualcomm, Broadcomm all depend on TSMC to deliver their silicon chips. That is why Taiwan is diversifying their assets. They have planned to build a fab facility in Arizona.
Without the high performance chips Huawei and ZTE are screwed. Huawei said they have only 1 year stock of chips. I believe Chinese want to invade Taiwan soon otherwise their tech juggernaut might as well come to a halt if they don't take action now.