It is just a delaying tactic. ASML is 5-10 years ahead in their technology so it will take a while for China to catch up. Which will grant the USA some extra time to build its own chip industry and not be dependent on two or three other countries.
Yes, though it's not only about delaying China so the US can catch up in semiconductors, but also about trying to delay China so that they miss their window of opportunity to invade Taiwan.
Xi's aim is to reunify Taiwan with the mainland sometime in the 2020s. The US is trying to deter that using a comprehensive deterrence strategy - military, diplomatic, economic. Hence new US bases in northern Philippines, US supporting Japan in changing its constitution to enable more military buildup, US increasing arms sales to Taiwan, US SSBN publicly docking in Korea, AUKUS, Quad, improved diplomatic relations with India, general derisking/decoupling and relocating of supply chains to Vietnam, Mexico, India, etc.
The ASML and Nvidia bans are just a part of an overall comprehensive delay and deterrence strategy, primarily aimed at thwarting Chinese ability to deploy advanced AI in the near term that could be useful in an attack on Taiwan and potential war vs the US & allies in the next few years.
Yes it does incentivize the Chinese to more quickly develop indigenous advanced chip manufacturing capabilities, but that was happening anyway and everyone including the US knows it can't be stopped at this point. But it's about throwing as many wrenches into Xi's invasion plans and 2020s timeline as possible, and this is just one of many.
Looking at the last 150 years, or even the most recent decades, it's us having a history of invading countries or conducting military operations to support different parties.
Yet, we are so blind of that. China has been mostly on the receiving stick (by European countries as well), not the offending one. Even when it comes to Vietnam or Korea it has been us who meddled in those internal conflicts first by sending troops.
Even when it comes to Taiwan, it's still us who have settled on a policy of ambiguity and defense of a country we legally recognize as a government of the same unique Chinese country, after avoiding to even recognize the PRC for 3 decades.
Even though we keep meddling and deciding the policies of half the world, we still keep demonizing any potential geopolitical entity and we keep pushing everyone in a vassal-attitude due to the unmatched economic, cultural and military power of the US.
Yet countries like China, Russia, and many others, will just never play fiddle to that.
This hawkish paranoia does nothing but further push China to defend its own geopolitical interests and further poke their aggression.
And where we needed a more hawkish paranoia, as in case of Russia, we failed and still keep failing to do so, because Russia has never really been in the economic and financial position to threaten our geopolitical interests to the extent that China can.
The way I see it, western countries and US should take a clear stand about Taiwanese statehood, and Taiwan needs to do it first on their own in order for the rest of the world to take a stand, as they legally still lay claim on the entirety of China (and beyond).
Without these sanctions, China will likely soon develop chip design talent that's at the cutting edge, but they'll fab with TSMC (and thus use the entire Western-dependant supply chain). This means that China's chip manufacturing ecosystem will remain poor, unpopular and underdeveloped.
With these sanctions, China's chip design talent can't fab cutting edge chips. But China's manufacturing ecosystem suddenly gets the market incentive to develop. I don't think they will reach EUV any time soon, and that hurts. But dominating the mature chip manufacturing sector in the mid term is an achievable goal, and mature chips are still absolutely essential even if they're not "sexy". Whereas before sanctions, there was no way they could dominate in chip manufacturing (nobody wanted to fab with Chinese manufacturers or wanted to buy Chinese chip manufacturing equipment), only in chip design.
What these sanctions did was trading one thing (cutting-edge chip design) for the other (mature chip manufacturing). The short-term blow to China sounds sexy, but they've created a long-term problem. Is this trade worth it? I wonder whether policymakers even realize they're making this trade.
China doesn’t need to replicate EUV in order to make competitive chips. China can already produce very advanced chips today and is maybe 2 years behind in the ways that actually matter.
SkyMarshal|2 years ago
Xi's aim is to reunify Taiwan with the mainland sometime in the 2020s. The US is trying to deter that using a comprehensive deterrence strategy - military, diplomatic, economic. Hence new US bases in northern Philippines, US supporting Japan in changing its constitution to enable more military buildup, US increasing arms sales to Taiwan, US SSBN publicly docking in Korea, AUKUS, Quad, improved diplomatic relations with India, general derisking/decoupling and relocating of supply chains to Vietnam, Mexico, India, etc.
The ASML and Nvidia bans are just a part of an overall comprehensive delay and deterrence strategy, primarily aimed at thwarting Chinese ability to deploy advanced AI in the near term that could be useful in an attack on Taiwan and potential war vs the US & allies in the next few years.
Yes it does incentivize the Chinese to more quickly develop indigenous advanced chip manufacturing capabilities, but that was happening anyway and everyone including the US knows it can't be stopped at this point. But it's about throwing as many wrenches into Xi's invasion plans and 2020s timeline as possible, and this is just one of many.
sofixa|2 years ago
Do you have a source on that?
> AUKUS
The one that is supposed to result in submarines getting delivered sometime in the 2030s at the earliest? Hardly relevant for the 20s.
epolanski|2 years ago
Looking at the last 150 years, or even the most recent decades, it's us having a history of invading countries or conducting military operations to support different parties.
Yet, we are so blind of that. China has been mostly on the receiving stick (by European countries as well), not the offending one. Even when it comes to Vietnam or Korea it has been us who meddled in those internal conflicts first by sending troops.
Even when it comes to Taiwan, it's still us who have settled on a policy of ambiguity and defense of a country we legally recognize as a government of the same unique Chinese country, after avoiding to even recognize the PRC for 3 decades.
Even though we keep meddling and deciding the policies of half the world, we still keep demonizing any potential geopolitical entity and we keep pushing everyone in a vassal-attitude due to the unmatched economic, cultural and military power of the US.
Yet countries like China, Russia, and many others, will just never play fiddle to that.
This hawkish paranoia does nothing but further push China to defend its own geopolitical interests and further poke their aggression.
And where we needed a more hawkish paranoia, as in case of Russia, we failed and still keep failing to do so, because Russia has never really been in the economic and financial position to threaten our geopolitical interests to the extent that China can.
The way I see it, western countries and US should take a clear stand about Taiwanese statehood, and Taiwan needs to do it first on their own in order for the rest of the world to take a stand, as they legally still lay claim on the entirety of China (and beyond).
FooBarWidget|2 years ago
Without these sanctions, China will likely soon develop chip design talent that's at the cutting edge, but they'll fab with TSMC (and thus use the entire Western-dependant supply chain). This means that China's chip manufacturing ecosystem will remain poor, unpopular and underdeveloped.
With these sanctions, China's chip design talent can't fab cutting edge chips. But China's manufacturing ecosystem suddenly gets the market incentive to develop. I don't think they will reach EUV any time soon, and that hurts. But dominating the mature chip manufacturing sector in the mid term is an achievable goal, and mature chips are still absolutely essential even if they're not "sexy". Whereas before sanctions, there was no way they could dominate in chip manufacturing (nobody wanted to fab with Chinese manufacturers or wanted to buy Chinese chip manufacturing equipment), only in chip design.
What these sanctions did was trading one thing (cutting-edge chip design) for the other (mature chip manufacturing). The short-term blow to China sounds sexy, but they've created a long-term problem. Is this trade worth it? I wonder whether policymakers even realize they're making this trade.
biotopia|2 years ago
[deleted]
unknown|2 years ago
[deleted]
unknown|2 years ago
[deleted]
gizmo|2 years ago