China Chip Market Dominated by Huawei: Janus' Porter
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- Опубликовано: 20 сен 2024
- Janus Henderson Portfolio Manager Alison Porter discusses the state of the chipmaking industry amid reports of China's push to drop foreign chips with Bloomberg's Ed Ludlow and Caroline Hyde. She speaks on "Bloomberg Technology."
China officials tell telecom carriers to phase out foreign chips by 2027.
This is U$A dream come true ..
China helping U$A to stop chip companies from supplying Chinese companies.
So great to see the two governments working together.
🤣😂🤣😂
😂😂😂😂
China is now helping its best buddy Uncle Sam to impose sanctions on the Chinese. By right, Uncle Sam should be extremely happy like he just won the Superbowl. 😂😂😂😂😂
China can't produce enough equivalent chips by 2027 to replace the imported.
@@rubylaser8601when China did that, it means China already has it. You forgot about how NASA prohibited China to join the ISS. But then China built its own and is more advanced.
Ya no shit. The US did this to themselves
Next week US will complain china chip industry overcapacity
no ASML machines, how come?
@@josephguo6256China has its domestic equipment. Also China is good in reverse engineering technology that it has acquired before the sanctions.
% of the cars produced are exported.
Germany: 75%
South Korea: 70%
Japan: 50%
China: 15%
U$ : China has overcapacity.
👍👍👍🤣🤣🤣👏👏👏
@@josephguo6256 Nederland PM was kicked out after against China.
The US (Utterly Shameless), the only country that managed to turn its biggest consumer to its biggest competitor. Grats.
Nice!
Meanwhile, in Europe, they are turning their most reliable gas station into an enemy.
they did same thing last century to japan
Geopolitically I wish CCP would have done a better job in damage control.. esp the Espionage allegations
@@ssuwandi3240 What damage control? What espionage ????
The United States has been shouting about decoupling from China. Isn't this progress?
🤣🤣🤣🤣
This is the kind of 'free market' and 'democracy' the US always wanted 😂
Huawei founder, Ren Zhengfei, is a self made man, who have sailed through much turbulence in his life before he found success with Huawei. If you look at his biography, you will see that this current American blockade against Huawei is the least challenging event in his life. This is the guy who survived Cultural revolution as former Kuomintang's child. This is the guy who suddenly got cut off from the comfort and stability of state employment when China opened up and discarded the iron bowl. This is the guy who got cheated and fell into debts when he started his business. This is the guy who is left by his wife after he lost every thing. This is the guy who has to restart every thing at forties from zero. This is the guy who founded Huawei and brought Huawei from nothing to be a global giant in telecommunication in less than two decades, obliterated other much established telecommunication giants.
USA's plan to ban US chip from China is working😂. But it will be worse for the USA as China is gaining self-reliance.
The US govt should congratulate themselves. Finally China stopped depending on USA on chips, so the same goes with USA no longer depends on the China chips market.
Isnt that what the US govt wants？
This is U$A dream come true ..
China helping U$A to stop chip companies from supplying Chinese companies.
So great to see the two governments working together.
Isnt it what the US wanted???..... Dreams can come true....
because what you wish for. genie 🧞♀️ in a bottle
China is complying with US....US dont want to sell, China dont want to buy.😂😂😂
This is U$A dream come true ..
China helping U$A to stop chip companies from supplying Chinese companies.
So great to see the two governments working together.
Then US complains.
I guess the plan was... The Chinese should only buy the less advanced chips from the US?
Well-done China!
what I worry that in the future when china makes headway in semiconductor fabrication, the only chips that the west can sell to china is fish & chips.
Eventually China chips will dominate west market
china have more tasty food. chinese don’t want to be later labelled “chinese take away our lunch” 😂
Fish & chips 😂
that lady knw nothing about chinas chip industry, huwei has produced tens of millions 7nm chip last year and 5nm and now is doing 3nm chips, the US is the one has no smaller chip than 28nm, the smallest chip intel can do is 28nm, all smaller chips are imported from taiwan and south korea
china is doing what U.S wants
China doesn't need US chips.
Don’t say it out loud, you might hurt the Yankees feeling.
Means they can made their own sophisticated chips
did already.
China is already producing capable 12nm chips. And now they will be producing smaller nm chips. Isn't this what the USA wanted, so USA wins😂.
Next qualcom will make patato chips
Any good words for Huawei and China? They never oppress, sanction other countries using Chinese patents and technologies.
God bless you china
The title "China's push to drop foreign chips" should be corrected as "China was pushed to stop using US chips sanctioned by the US". These main stream media are always not honest.
If true, then this situation is very good not only for the USA, which wants its chip technology innovation not to be used by China, and obviously not only good for China, which can finally start to be independent from dependence on chip technology innovation from the USA, but also very good for other countries, because they will actually get a real choice of chip options. Thanks MAGA project!
Yeah the US manage to gain the coming biggest competitors while at the same time losing the biggest consumers.
Talking about killing 2 birds with 1 stone.
@@agamliandy7843 For other countries, why do I think about it? America and China have benefited the most from the free market. They have both been the world's largest economies for years on the back of the free market!
So it's only natural that other countries now benefit even more from the sharp and ruthless competition between America and China. Let them attack each other, impose sanctions on each other, tap each other, lock each other up, etc.
@user-em5wy8zx7o I'll agree with your points if both countries engaged in fair competition.
Currently the US government is using every means to disrupt the Chinese growth progress which might impact the supply chains, trade flows, geopolitical stability etc.
Global economics are interlocked with each others these days, with all the conflicts going on right now - we might see a very long of dark tunnel before any light comes out.
Yup, Brandon love MAGA project...
Let's go Brandon...
Huawei is the largest. SMIC the next and there are many more. Sanctions are hurting American chip companies, which used to earn huge percentage of their income in China. Why impose sanctions only to hurt American companies?
SMEE is thrid
US is just a sore loser. 😂😂😂😂😂
Finally US brought China down to their knees and China agreed to stop purchasing from US.... I envy you US
I don't see any relevancy of which company dominates Chinese chip market as long as it isn't American.
The US doesn't want China to have American chips, right? So China has agreed and stops using them. Best of both world so the American should be grateful for the cooperation. Why bother with who is replacing the American chips?
China is falling, fine. Why are you worrying then? Actually they griping up more faster then your expectation. That's making you worried.
Next to phase out is Windows OS.
Having backdoor for C;;;1'''A
Just a matter of time before China tells Apple to either support Huawei HarmonyOS apps on iOS or gets banned.
5nm CPU, GPU AISC FPGA chips manufactured by china fab factories will be released rather soon.
Horry : CHECKED MATE! GAME OVER! Good Bye America! Keep your chips 😂😂😂
This is a lot more broad process that it's discussed here : it's also about export of airplanes, space research, agriculture exports, using American financial system or creating alternative financial system with different reserve currency. From the point of view of countries like China and others it's dangerous to use American financial system because it's used as mechanism of war. So it's obvious that other countries must diversify from relying on imports from the US.
Is that lady Allison speaking English can barely understand her
Next weeks new term is overwhelming
Currently, the situation appears peculiar. While the US dollar is depreciating because of inflation, it is gaining strength when compared to other currencies and assets such as gold and real estate. Due to the perception of safety, individuals are flocking to the dollar. I am worried that the increasing inflation could result in a decrease in the value of my retirement savings. Are there any other viable options for us to invest our money?
In my opinion, having a mentor is essential. While finding an experienced mentor may be challenging, especially if you have limited knowledge of the market, it is definitely worth the effort.
What do you expect when you sanction China and deprive them of foreign chips.
Back to basics -- in a world where the US and China have absolutely stopped doing business with each other, which is likely to be OK, the one with a 340 million-strong domestic market, or the one with 3.4 billion consumers?
Good 🇨🇳
Good news to China and the world to see China is independent in their chips productions.
Thank you for the western propaganda Machibes for wasting Web space.
Good job Huawei !
what's that accent? I can't really understand a word she says...
scottish
@serriajohnnot a native speaker here, but guilty is charged, Officer
Next the US will start complaining that China doesn't buy US chips or practice unfair business by stop buying US chips while over manufacturing domestic chips.
Jai Hind. Indian investors could pick up Huawei stocks because their own chips are unlikely to be oversupplied.
🤣🤣🤣🤣🤣🤣🤣🤣
Huawei is private company not public company
nice collaboration btw two governments. kudos to both
The world will soon be able to enjoy cheap high end chips 👍
this song needs more views!
Philadelphia, USA
Bankrupt nationwide retailer closes several more stores
The Philadelphia-based national retail chain will close more stores in bankruptcy.
It ok, now we in overcapacity. Decouple and de-risking already fade out.
Wonder what come next for the United States?
but china is not getting sub 5nm chips to improve their ai capacity it will ultimately ruin them in future
Huawei is hitting back…
murican chips = potato
Difficult to understand Irish accent .... too much of mangling of words
As they say be careful what you wish for - US asked for this
Now let the giants meet in the open markets, also.
How naive this woman looks 😢😢😢
imagine 2 ladies talking about tech related topics... BORING.
USA propaganda 🤣
Jai Hind. Huawei has crossed the Yalu to break the blockage on telecom 5g chips.
💪💪💪💪💪
China always so obedient to usa order
😂😂😂 not always! They only say yes once everything come in to plan. China for the long run , US for the show
Yellen: China must not make their own chips, if we ban u, u listen to us, or we will be mad😂
America started game but will win China,
China can't produce enough equivalent chips by 2027 to replace the imported. This is a decision without considering feasibility.
😂😂😂😂 what a clown!
Same as Germany declaring that it will not import Russian natural gas.
😂😂😂 damnit ! You must feel your butt hurt right now
You are all lying.
gosh such rubbish............she knows nothing frankly
Well the nationalist yanks(NY) r good at consuming chips with their meal, so this an alternative way for US to boast up the market. Beside, with the way hopefully the chip can drive those NY to eork faster.
The US is a launching stuff these days.......!!!!!!!!!
Sure ! They going stuff in 2027 .
Clueless
Can't understand a word this so called expert is talking about