華爾街日報原文

Raimondo Says Holding Back China in Chips Race Is a ‘Fool’s Errand’

Investment, more than export controls, will keep the U.S. ahead of Beijing, Commerce secretary says

President Biden has made industrial policy the cornerstone of the administration’s economic revitalization and China competition strategy, and earlier this month boasted that the Chips Act and other related legislation amounted to “the most significant investment in America since the New Deal.” The administration has also pushed forward with efforts to block Chinese companies from buying chips from American firms or semiconductor-making components, and urged U.S. allies, including Japan and the Netherlands, to join in the effort to restrict Beijing’s access to the technology.

Raimondo, who has responsibility for executing Biden’s industrial strategy, has lobbied lawmakers to pass mammoth bills that underwrote the plan, ramped up export control enforcement and pushed to remake the Commerce Department from a plodding bureaucracy to the primary driver of efforts to expand the U.S. chip industry.

Those efforts have led Raimondo to the conclusion that efforts to keep sensitive technologies out of Beijing’s hands remain important, but export controls amount to little more than “speed bumps” for China’s own push toward global technological dominance. “The only way to beat China is to stay ahead of them,” she said. “We have to run faster, out innovate them. That’s the way to win.”

Raimondo’s comments, in her final weeks in the job, come as the incoming Trump administration is expected to change course on at least some aspects of the Chips policy. The first Trump administration also took aggressive steps to limit Beijing’s access to Western technology, particularly targeting Huawei Technologies, the Chinese telecommunications giant, but the president-elect has signaled he is likely to turn away from Biden’s embrace of industrial policy.

“That chip deal is so bad,” President-elect Donald Trump said in October. Instead of subsidies, Trump suggests imposing tariffs “so high that they will come and build their chip companies for nothing.” Kush Desai, a spokesman for the Trump transition, said the president-elect’s plans for a second-term economic strategy include “enacting tariffs, cutting taxes, slashing regulations and unleashing American energy.”

Trump has also proposed expediting permits for companies that plan to invest at least $1 billion in the U.S. economy that could potentially see reviews like environmental studies waived. The policy may have contributed to SoftBank’s pledge to invest $100 billion on artificial intelligence and other cutting-edge technologies in the U.S.

Raimondo said she agrees there are regulations hindering American competitiveness, but “giving a blank check to companies to do whatever they want, like you’re waving a wand, I think that’s a huge mistake.”

Still, the Biden administration’s rollout of the Chips Act is facing hurdles. Much of the funding intended to boost manufacturing has gone to large chip makers, including Intel, which qualified for nearly $8 billion in federal grants. But Intel has been struggling to catch up with foreign manufacturers, and after a series of bad quarterly results, Intel Chief Executive Pat Gelsinger was ousted early this month.

Raimondo says the Commerce Department has built protections into its contract: If Intel doesn’t do what it says it will do, the funds will stop flowing. “We believe they’ll be successful and we want them to be successful,” she said. At the same time, “we’re going to hold them accountable.”

Some analysts question whether the U.S. focused too much on chip manufacturing and not enough on research and development. “There’s some frustration about the R&D ambition being less than the ambition on the incentives side of the house,” said Chris Miller, a professor at Tufts University’s Fletcher School and author of the book “Chip War.”

That imbalance, Miller suggested, was understandable since 80% of Chips Act funding was earmarked for production purposes. But the Commerce Department, now central to U.S. national-security policy, may need to emphasize research to stay on the cutting edge of technological progress.

Meanwhile, China has continued to acquire or locally build machines that make chips despite the export controls placed on many of the country’s companies, including 140 new ones earlier this month. Biden administration officials, however, insist Chinese chips perform worse than American-designed ones, giving the local companies and the U.S. military an edge.

As Raimondo was visiting China last year, Huawei released a splashy new smartphone, an announcement U.S. officials saw as a boast by Beijing that American export controls weren’t slowing the country’s progress. 

The Commerce chief had another takeaway: The chips powering the devices weren’t as powerful as U.S. semiconductors. 
“It’s not a very good phone,” she said. 

晶片法只能阻止華為在全球賣手機，對大陸的進步毫無幫助，這是大家都知道的事實。太空科技、軍火工業、超級電腦等先進科技，誰用得上2奈米製程?晶片法只有讓美國少賺大陸很多錢，讓貿易逆差更大而已，真正的爽到你、艱苦到我思蜜達。

美貿易代表戴琪宣布對中國大陸半導體舊製程啟動301調查
https://ustr.gov/about-us/policy-of...lated-targeting

同時拜登政府已經對中國半導體課徵 50% 關稅，1月1日生效，加強管制先進人工智慧半導體、記憶體晶片和製造設備的出口

雷蒙多表示，商務部研究顯示，美國約有2/3產品都有用到中國舊製程晶片，半數美國企業並不知道晶片來源，其中不乏國防企業，這顯然相當令人擔憂

調查最終結果，可能導致用於汽車、洗衣機和其他電子產品的晶片被課徵更高的關稅

中國商務部在一份聲明中表示，美國晶片調查是大行保護主義，將損害美國公司並擾亂全球晶片供應鏈。聲明指出，北京將採取一切必要措施堅決維護自身權益

不過川普先前也是援引同樣的貿易法第301條，在2018年和2019年對約3700億美元中國進口商品徵收最高25%關稅，引發了華府與北京長達三年的貿易戰

反過來説也是正好凸顯了華爲國企化, 也是大家都知道的事實.

國企化不可恥，打不贏才可恥，這是廢物所不知道的事實

對 某廢物說買得到499人民幣的華為mate 70

從對岸手機搞自己那套，看一些大陸人就雙槍俠，另一隻可能買蘋果或是國際版手機，出國也比較方便
之前看用華為鴻蒙就講出國超難用

https://www.removepaywall.com/searc...imondo-b98c2606

“The only way to beat China is to stay ahead of them,” she said. “We have to run faster, out innovate them. That’s the way to win.”

As Raimondo was visiting China last year, Huawei released a splashy new smartphone,...........

The Commerce chief had another takeaway: The chips powering the devices weren’t as powerful as U.S. semiconductors.

“It’s not a very good phone,” she said.