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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (107544)	1/30/2010 3:26:59 PM
From: John McCarthy	Respond to of 116555

Mish Some thoughts .... (not seeking debate) I would expect it to blow over. We bailed out on Poland - Missle Shield ... THUS - Putin sees (Obama and Clinton) as pussies Big pussies .... google China might pick up this ... and ignore -or- get foolish If China and Taiwan unite (which I think is inevitable) They might ... have to. I don't KNOW their culture. While China trends to their APEX we are trending to our NADIR which doesn't help. look at what China will immediately have access too. UH-60M Black Hawk Helicopters Patriot Advanced Capability-3 Missiles Osprey Class Mine Hunting Ships Information Technology Not a chance - unless we re-elect Carter or Carter-Clone in office But - The Real Hurt - imo The worlds balls would change with respect to semi-equipment manufacturing processing and R&D. China would become an INSTANT knowledge-based semiequipment IC's and Dram maker ,,,, + MORE. with monopolistic possibilities .... via sell below cost ... Net net - more exports + INFO + RD expertise ... or do something stupid or both -- Taiwan has been for decades known as an international semiconductor powerhouse. It is home to Taiwan Semiconductor Manufacturing Co. and United Microelectronics Corp., the world’s largest and second largest made-to-order chipmakers, respectively, as well as famous IC design houses, DRAM chipmakers and IC testing and packaging firms. chinapost.com.tw Taiwan's Semiconductor Industry Output to Shrink by 13% Compared to 2008 The Taiwanese semiconductor industry is expected to reach NT$1.14 trillion (US$35.14 billion) in 2009, declining approximately 13% compared to 2008, reports the Taipei-based Market Intelligence & Consulting Institute (MIC). cellular-news.com So far, the government only allows mainland-bound investment projects that produce 8-inch wafers using the 0.18-micron production process. But following a meeting last month between President Ma Ying-jeou and Michael R. Splinter, head of Applied Materials Inc., this looks set to change. Ma said in accordance with the Wassenaar Arrangement on Export Controls for Conventional Arms and Dual-Use Goods and Technologies, his administration is considering the possibility of letting local wafer makers with the capability to produce 12-inch wafers set up foundries across the Taiwan Strait. As cross-strait relations improve, the Ma administration is seeking to increase and expand economic ties with the mainland. This would see a further relaxation on investments, including those from the semiconductor industry into the mainland. taiwantoday.tw regards John