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To: Pravin Kamdar who wrote (33776)	10/31/2019 9:25:42 PM
From: neolib	Read Replies (1) \| Respond to of 73510

Yeah, not new, that is just the 2nd tranche of the ongoing semi fund they have. But yeah, they clearly have more urgency now. There was a link I posted recently about Xilinx and Huawei. It appears Xilinx has not gotten any waivers, so they are out at Huawei (who appears to have a stockpile still). So it will be interesting to see what Huawei does for their networking gear. I don't know of any significant non-USA FPGA player, and there is a lot of software involved in the toolchains for programming them. I have not seen articles claiming China is backing FPGA startups, but I imagine they are. That strikes me as a tougher slog than DRAM or NAND, both of which they are getting in hand. They could do dedicated ASIC but that would lack the reconfiguration that seems very popular in lots of new generation network gear as they ramp 5G equipment. The other problem would seem to be the RF chips which are still dominated by a few US companies. Again, I'm sure the Chinese are working flat out to replace those as well. I think some of those companies however do have waivers currently.

To: Pravin Kamdar who wrote (33776)	11/1/2019 7:34:06 AM
From: dvdw©	Respond to of 73510

Outtake From the article: "the fund's capital is coming from state organizations and the Chinese government, with China's Ministry of Finance pouring about 22 billion yuan into the fund. The China Development Bank invested another 22 billion yuan, while the fund has also attracted monetary support from other "local governments and state-owned enterprises." Just know this. These are the same central planners who built ghost cities. Market directions are informed by applications with imagination at their core. Its fun to watch all the bluster and certainty, meanwhile the ghost cities stand there, rusting unused and red flagging the wanton misuse of resources, so that the few that got richer can repeat another operation without regard for the errors by misappropriation of the recent past. Ask if any of the vendors of the expenditures forecasted therein, will be accepting any of that 22 billion Yuan as payment for goods to be delivered? that is the leading edge of this unfolding.