china's semi-conductor industry collapses overnight as all American execs and engineers resign

[butters]

“Every American executive and engineer working in China’s semiconductor manufacturing industry resigned yesterday, paralyzing Chinese manufacturing overnight,” wrote Twitter user @lidangzzz, translated by Rhodium Group analyst Jordan Schneider.

“One round of sanctions from Biden did more damage than all four years of performative sanctioning under Trump.”

What happened: Yangtze Memory Technologies Co, a company owned by China, and 30 other semiconductor companies in China have been put to the Unverified List by the Bureau of Industry and Security, a division of the U.S. Department of Commerce.

Sanctions imposed by the Biden administration also prevent businesses from sending the cutting-edge processors required to run or train the most efficient AI algorithms to China.

Why Did American Execs Resign? One of the provisions of President Joe Biden's executive order is that any U.S. citizen or green card holder working in China cannot work in the Chinese semiconductor industry or risk of losing American citizenship.

According to the @lidangzzz thread, it is not just affecting Americans.

“Everyone from Lam Research Corporation (NASDAQ: LRCX) at Yangtze Memory left today, and on the 12th the Applied Materials, Inc. (NASDAQ: AMAT) folks will leave as well — not just Yangtze, but also HLMC [Shanghai Huali Microelectronics], ICRD’s [Shanghai Integrated Circuit R&D Center Co], Jiading fab, [and] Hefei’s CXMT DRAM fab.”

https://www.msn.com/en-us/money/new...sedgntp&cvid=eb8835cd7df24c589eac59ed8a93b30e

 

[SubzeroGirl]

Prepare yourself for another accidental lab leak.

 

[butters]

Prepare yourself for another accidental lab leak.

seriously? wtf

 

[SubzeroGirl]

Apologies, it wasn’t accidental

 

[butters]

Apologies, it wasn’t accidental

so they thought they'd deliberately release a potentially uber-lethal virus into their own population

that... doesn't really make a whole lot of sense. i'm out of here for tonight.

 

[SubzeroGirl]

so they thought they'd deliberately release a potentially uber-lethal virus into their own population

that... doesn't really make a whole lot of sense. i'm out of here for tonight.

So many things don’t make sense. Have a good night and a good rest.

 

[rainsol]

Apologies, it wasn’t accidental

We may never know for sure, but one thing is certain, it came from the Wuhan Lab no matter what the Chicoms say

 

[rainsol]

so they thought they'd deliberately release a potentially uber-lethal virus into their own population

that... doesn't really make a whole lot of sense. i'm out of here for tonight.

People like you have no idea how evil the dictators of this world are. What bothers me is that liberals think giving them a bone here and there, WTO and Olympics come to mind, will make them more pliable which they are not. They are playing the long con not the short one

 

[SubzeroGirl]

We may never know for sure, but one thing is certain, it came from the Wuhan Lab no matter what the Chicoms say

I agree. Butters seems to think us plebs matter. We do not. If China has to destroy their overpopulated cities to decimate us, yes I believe they will. What better way than to say “it was an accident and we have suffered heavy losses as well”. Victimhood works.

 

[phrodeau]

Please post evidence.

 

[jaF0]

LieSol has no evidence. It's just repeating stuff found on Gab.

 

[jaF0]

This whole story seems to be based on one Twit regurgitated word for word across multiple sites, but with no corroboration or validation that I can find.

 

[Chobham]

Starting with the allegation being spread, exactly how many is "All?" 5? 10? How many? Virtually all of them left China when the lock downs started and they aren't going back.

That being said, there is no doubt that the sanctions are going to hurt China. Technologically they are 15 years behind and these measures are just going to drop them back further. Current extreme state of the art is 2nm technology while China is basically stuck at 28nm tech. The 28nm tech IS where the volume is, but the profit margins are skinny, real skinny. Further, TSMC, Intel, and AMD are gearing up their older foundries to satisfy that market without relying on China.

 

[ffish1]

Parallel issue:
This just reminded me of one of the MH370 conspiracy theories, that some of the deceased were either KL-03 micro-chip patent owners, or engineers working for a Freescale semiconductors company
I wonder what came out of that.

 

[John_von_Neumann]

Starting with the allegation being spread, exactly how many is "All?" 5? 10? How many? Virtually all of them left China when the lock downs started and they aren't going back.

That being said, there is no doubt that the sanctions are going to hurt China. Technologically they are 15 years behind and these measures are just going to drop them back further. Current extreme state of the art is 2nm technology while China is basically stuck at 28nm tech. The 28nm tech IS where the volume is, but the profit margins are skinny, real skinny. Further, TSMC, Intel, and AMD are gearing up their older foundries to satisfy that market without relying on China.

You're out of date again, boomer. China has been working a 7nm process since last year.

 

[Dribble]

Apologies, it wasn’t accidental

You are as ignorant as ignorant can be. Do you know how many times we have genotyped this virus....especially early on? You do know we raise viruses...in labs...not as viruses....but as fragments of RNA inserted in bacteriophages. You know why we do this? To mitigate mutation. So...guess what...that means you have BOTH restriction and ligation fragments that must be present. Now...you go and BLAST those millions of genotypes for those restriction and ligation fragments. And they don't fucking exist. So basically...you are stating China has invented a new way of raising viruses in a lab.

But....Republicans have shown China you won't wear a mask. So fuck....I do hope they have created a new process for raising viruses. Next time....instead of having a mortality of 1.3%....they should aim higher. Wipe you fucking Fascist traitors off the planet

 

[butters]

https://www.benzinga.com/markets/as...ppliers-stocks-plunge-after-us-curbs-on-china

Chip-related stocks, including Apple Inc

AAPL-0.22%+ Free Alerts
-supplier Taiwan Semiconductor Mfg. Co. Ltd.

TSM-0.38%+ Free Alerts
and Samsung Electronics Co Ltd
SSNLF
, tanked on Tuesday morning as traders and investors returning from holiday digested the Biden administration’s new curbs on China’s access to U.S. semiconductor technology.

still looking to find the actual orders about americans working in the semiconductor industry in china

clearly the chinese have their own experts and their own progressive fields of manufacturing the s.cs but, it would seem, the idea behind these sanctions is the sudden blow which will hamper china's domination of the industry while boosting america's self-reliance at home. I don't think anyone believes this will prevent the chinese from continuing to make and develop sc's, just throws a great big spanner into their works and so creates delays and all manner of logistical problems for them.

 

[butters]

https://www.china-briefing.com/news/us-china-relations-in-the-biden-era-a-timeline/

Day 625 to 631: October 7 – 13, 2022: US Department of Commerce implements new export controls on advanced computing and semiconductors to China.

The US Department of Commerce has implemented sweeping new export controls that will require companies to receive a license to export US-made advanced computing and semiconductor products to China. According to a release issued by the Bureau of Industry and Security. The release states that the purpose of the export controls is to “protect U.S. national security and foreign policy interests” and will “restrict the People’s Republic of China’s (PRC’s) ability to both purchase and manufacture certain high-end chips used in military applications”.

The export controls will affect both US companies and companies from a third-party country that sells US-made items to China. Moreover, it also “restricts the ability of U.S. persons to support the development, or production, of ICs [integrated circuits] at certain PRC-located semiconductor fabrication “facilities” without a license”.

In response to the ruling, ASML Holding, a maker of equipment for producing semiconductors, has told US employees to stop servicing Chinese customers, according to a report by Bloomberg. Meanwhile, leading Taiwanese chipmaker TSMC has been granted a one-year license to continue using US-made components for its operations in China.

 

[butters]

https://fortune.com/2022/10/10/chin...trols-joe-biden-nvidia-lam-applied-materials/

 

[jaF0]

to both purchase and manufacture certain high-end chips used in military applications”.

Seems kind of limited in scope in the grand scheme of things.

 

[butters]

here's the government file about the new implementations that will take place over a staggered time-period

https://www.bis.doc.gov/index.php/d...miconductor-manufacturing-controls-final/file

7.) Restricts the ability of U.S. persons to support the development, or production, of ICs at certain PRC-located semiconductor fabrication “facilities” without a license

Under these authorities, BIS possesses a variety of tools to control the export of U.S.-origin and certain foreign-produced commodities, software, and technology as well as specific activities of U.S. persons, for national security and foreign policy reasons. These tools include issuing federal regulations, as well as using the licensing and regulatory process to take party-specific actions.

not seeing any direct reference to americans losing their citizenships/greencards, but i did see from some of the other sites that various american companies operating in china in the industry are already bringing home their staff.

 

[butters]

from that government file:

“As I told Congress in July, my north star at BIS is to ensure that we are appropriately doing everything in our power to protect our national security and prevent sensitive technologies with military applications from being acquired by the People’s Republic of China’s military, intelligence, and security services,” said Under Secretary of Commerce for Industry and Security Alan Estevez. “The threat environment is always changing, and we are updating our policies today to make sure we’re addressing the challenges posed by the PRC while we continue our outreach and coordination with allies and partners.” “The PRC has poured resources into developing supercomputing capabilities and seeks to become a world leader in artificial intelligence by 2030. It is using these capabilities to monitor, track, and surveil their own citizens, and fuel its military modernization,” said Assistant Secretary of Commerce for Export Administration Thea D. Rozman Kendler. “Our actions will protect U.S. national security and foreign policy interests while also sending a clear message that U.S. technological leadership is about values as well as innovation."



the other day i saw footage of a chinese manufactured robot doglike creature armed with a gun. Was it a genuine creation, manipulated footage or a gimmick? i don't know. But it really feels the overall aim is to hold china back in its race developing AI for miltary use and all that could mean in warfare and human rights. Guess we all know it's kind of inevitable that all advanced countries are going that route: America clearly sees it needs to put the brakes on china's advances.

 

[jaF0]

^^ Pretty sure I've seen some US cops using armed robots.

 

[butters]

^^ Pretty sure I've seen some US cops using armed robots.

none of it would surprise me.

 

[ffish1]

is there even one official Democrat talking point that you disagree with?
like, having your own opinion?