空売り族の株仲間（優良銘柄はBuy＆Hold）の掲示板

空売り族の株仲間（優良銘柄はBuy＆Hold）の掲示板

まだまだカブは抜けません。(全体相場･個別銘柄。売買双方OK) / 23907

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23907
ishi 2022/10/16 (日) 18:21:06 修正

ASMLが中国本土でのサービスを停止したらしいです
これで半導体産業「消滅」だと

Many people don’t understand why this is annihilation.

ASML has stopped providing services and support to mainland China. pic.twitter.com/AvT31p9qvk

— Jordan Schneider (@jordanschnyc) October 14, 2022

通報 ...
  • 23908
    ishi 2022/10/16 (日) 18:35:15 >> 23907

    どうやら、中共政府は台湾侵攻を
    「仮に欧米から制裁を受けても自国で半導体を作れる状態になったら」
    と考えていたフシがあるらしい。

    その前に先手を打って米国が「詰めろ」の一手を打ってきたってことか

    I have been doing interviews & research on the question of “when would Beijing decide to pull the trigger on Taiwan, and why then?”

    The most convincing argument I encountered for “not for a very long time” was essentially “they can’t afford to be cut out of chip supply chain.

    — T. Greer (@Scholars_Stage) October 14, 2022

    They will wait until they have finished building up a semiconductor complex that can survive being cut off from the West. They will not trade a century of technological dominance for the sake of an early war with Taiwan, unless forced into it.”

    — T. Greer (@Scholars_Stage) October 14, 2022