China Chip Market Dominated by Huawei: Janus' Porter

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."

[@happymelon7129]

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.

[@DC-qn4wz]

🤣😂🤣😂

[@user-vo6gn9to1y]

😂😂😂

[@LeMe-kv9jd]

😂😂😂😂

[@brianliew5901]

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. 😂😂😂😂😂

[@rubylaser8601]

China can't produce enough equivalent chips by 2027 to replace the imported.

[@danhusterd6376]

So confusing. USA dictates that china shouldn’t get advance chips, China says “oh well”. USA cry and complain that China not buying USA dictated chips 😂😂😂 is USA a clown nation?

[@haniahannslew4108]

😂😂😂 clown nation

[@whatyousaid1375]

Next week US will complain china chip industry overcapacity

[@josephguo6256]

no ASML machines, how come?

[@templar1694]

​@@josephguo6256China has its domestic equipment. Also China is good in reverse engineering technology that it has acquired before the sanctions.

[@happymelon7129]

% of the cars produced are exported. Germany: 75% South Korea: 70% Japan: 50% China: 15% U$ : China has overcapacity.

[@qake2021]

👍👍👍🤣🤣🤣👏👏👏

[@dachochiyo3992]

@@josephguo6256 Nederland PM was kicked out after against China.

[@amunra5330]

Ya no shit. The US did this to themselves

[@BebekGoreng88]

The US (Utterly Shameless), the only country that managed to turn its biggest consumer to its biggest competitor. Grats.

[@inlustrismedia]

Nice!

[@MetaView7]

Meanwhile, in Europe, they are turning their most reliable gas station into an enemy.

[@yuluoxianjun]

they did same thing last century to japan

[@jogana6909]

The United States has been shouting about decoupling from China. Isn't this progress?

[@DC-qn4wz]

🤣🤣🤣🤣

[@Trgn]

This is the kind of 'free market' and 'democracy' the US always wanted 😂

[@soonpohtay4794]

China is complying with US....US dont want to sell, China dont want to buy.😂😂😂

[@happymelon7129]

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.

[@user-it2wi4tz2u]

Then US complains.

[@nulnoh219]

I guess the plan was... The Chinese should only buy the less advanced chips from the US?

[@roro4787]

I admire China! Honestly, this is incredible what all they are able to achieve

[@ninersnation3298]

Chinese are crazy!!! I’m a Chinese American. My child is gifted by scoring 780/800 ACT math and 35/36 ACT math at the age 11. When we attended the grand ceremony to pick up the awards at Duke (Duke TIPS) and Johns Hopkins (CTY), I saw 50% of those gifted kids were of Chinese descent, then Indian at about 30% then the wht kids at 15% and the rest at 5%. That was when I know the wht society was doomed. Chinese kids are outperforming the world!! The wht kids are too lazy, and just compete anymore. USA math team, I’m like all Chinese Americans. Crazy!!!

[@haniahannslew4108]

Totally agree.

[@godzillamothra5983]

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.

[@dontaskmewhy100]

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？

[@happymelon7129]

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.

[@edkk2010]

no. The politicians just want to win the election. The US govt might not want to lose all the revenue. Just ask Qualcomm how it feels about losing out billions and billions of dollars.

[@templar1694]

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.

[@tondematongo32]

Isnt it what the US wanted???..... Dreams can come true....

[@fannyalbi9040]

because what you wish for. genie 🧞‍♀️ in a bottle

[@arslannizami]

Well-done China!

[@MrTnylam]

China doesn't need US chips.

[@bluefish7940]

Don’t say it out loud, you might hurt the Yankees feeling.

[@kumhoong]

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.

[@davidz7858]

Eventually China chips will dominate west market

[@fannyalbi9040]

china have more tasty food. chinese don’t want to be later labelled “chinese take away our lunch” 😂

[@xinyiquan666]

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

[@ateksudianto6237]

china is doing what U.S wants

[@irritatedanglosaxon1705]

Means they can made their own sophisticated chips

[@josephguo6256]

did already.

[@templar1694]

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😂.

[@gliu1431]

Any good words for Huawei and China? They never oppress, sanction other countries using Chinese patents and technologies.

[@AlfredoMoren]

I wasn't financial free until my 40’s and I’m still in my 40’s, bought my third house already, earn on a monthly through passive income, and got 4 out of 5 goals, just hope it encourages someone's that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing in the financial market is a grand choice I made.

[@FatimahSadiq-nh5ue]

yeah investment is the key to sustaining your financial longevity but venturing into any legitimate Investment without a proper guidance of an expert can lead to a great loss too

[@PorrunSigurd]

Hello, I’m 37 and I am not worth much yet , please help me out. Bought my first house last month and I can't seem to make any other smart investment.

[@AnneliaCoccu]

wanted to trade, but I got discouraged with the market price fluctuations

[@AnneliaCoccu]

Can you recommend a guide for me?

[@StephanieQuake]

Haven't you heard of Expert Chrissy Barymoer ?He gives excellent guide on the right stock with high dividend

[@greedyinvader9462]

Next qualcom will make patato chips

[@user-em5wy8zx7o]

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!

[@agamliandy7843]

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.

[@user-em5wy8zx7o]

@@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.

[@agamliandy7843]

@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.

[@jmg8246]

Yup, Brandon love MAGA project... Let's go Brandon...

[@JESUSANAKTUHAN-uj7on]

God bless you china

[@jacintochua6885]

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?

[@AlanXuHK]

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.

[@Maxinehawking]

I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Ronal’💯

[@Maxinehawking]

he’s mostly on Telegrams, using the user.

[@Maxinehawking]

@R o n a l f x 2.

[@mykegoh]

US is just a sore loser. 😂😂😂😂😂

[@gunsumwong3948]

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?

[@happymelon7129]

Next to phase out is Windows OS. Having backdoor for C;;;1'''A

[@vlhc4642]

Just a matter of time before China tells Apple to either support Huawei HarmonyOS apps on iOS or gets banned.

[@jilidkuminding7356]

Horry : CHECKED MATE! GAME OVER! Good Bye America! Keep your chips 😂😂😂

[@Headphones.on.Seals.]

5nm CPU, GPU AISC FPGA chips manufactured by china fab factories will be released rather soon.

[@blcsfo]

Is that lady Allison speaking English can barely understand her

[@reno0405g]

Finally US brought China down to their knees and China agreed to stop purchasing from US.... I envy you US

[@bench3885]

Next weeks new term is overwhelming

[@darek795]

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.

[@peterchin6759]

What do you expect when you sanction China and deprive them of foreign chips.

[@maxmaximo3940]

China is the US biggest chip market, I can see all US chip manufacturer asking for money to Uncle Sam cause their chip sales will plunge, and who they will sale their chips to? Latin America? Europe?

[@tedchandran]

Jai Hind. Indian investors could pick up Huawei stocks because their own chips are unlikely to be oversupplied.

[@ajmaeenmahtab8456]

🤣🤣🤣🤣🤣🤣🤣🤣

[@user-vo6gn9to1y]

😅😅😅

[@user-go2fl1ow2k]

Huawei is private company not public company

[@indian3021]

but china is not getting sub 5nm chips to improve their ai capacity it will ultimately ruin them in future

[@blooperking3838]

Good news to China and the world to see China is independent in their chips productions.

[@fujimamas]

what's that accent? I can't really understand a word she says...

[@Commandos12]

scottish

[@serriajohn]

she speaks perfect English, kids do not understand Newton because gravity theory is too difficult even if the language is not a problem.

[@fujimamas]

@@serriajohnnot a native speaker here, but guilty is charged, Officer

[@manjurhasanchisti2264]

China is falling, fine. Why are you worrying then? Actually they griping up more faster then your expectation. That's making you worried.

[@DevanAsher]

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?

[@JorgeVazquezT.]

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.

[@ChristopherS.Phillips]

I concur. Drawing from my own personal encounters collaborating with an investment consultant, I presently possess $1m in a thoroughly diversified portfolio that has encountered remarkable growth. It is not solely about possessing funds to invest in equities, but also about being well-informed, tenacious, and possessing the resilience to support your decisions.

[@RobbieGregoryjr.]

Please who's this advisor that guides you?

[@ChristopherS.Phillips]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've been stuck with *MARGARET* *KATE* *MARTINEZ* for about five years now, and her performance has been consistently impressive.

[@RobbieGregoryjr.]

Thanks for this. I just googled her name and found her webpage. I'm really impressed with her credentials and I reached out to her since I need all the assistance I can get.

[@TirrellKajder]

this song needs more views!

[@mettaworldpeace9836]

nice collaboration btw two governments. kudos to both

[@wongyoonchark5050]

Philadelphia, USA Bankrupt nationwide retailer closes several more stores The Philadelphia-based national retail chain will close more stores in bankruptcy.

[@JudAdela]

Weewu's presale is hot, but rumors of Coinbase interest are making it sizzle.

[@bluefish7940]

It ok, now we in overcapacity. Decouple and de-risking already fade out. Wonder what come next for the United States?

[@WinifieldYeri]

Coinbase and Weewu rumors add a layer of excitement to this already thrilling presale.

[@ChristianKnewstub]

Binance listing rumors make Weewu's presale the investment to watch.

[@elkanaajowi9093]

Now let the giants meet in the open markets, also.

[@LeMe-kv9jd]

💪💪💪💪💪

[@v-data6714]

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.

[@JinnyAmanda]

Weewu and Coinbase whispers could mean a big payday for early presale investors

[@jamesmiller4114]

As they say be careful what you wish for - US asked for this

[@fucjape2]

Can't understand a word this so called expert is talking about

[@BerakSeanM]

Good job Huawei !

[@computerjoy]

Thank you for the western propaganda Machibes for wasting Web space.

[@user-zd1wz7mn5s]

Huawei is hitting back…

[@jonwick7635]

murican chips = potato

[@chaz4609]

Jai Hind. Huawei has crossed the Yalu to break the blockage on telecom 5g chips.

[@andilemtshe9063]

Good 🇨🇳

[@Peter-ox8lj]

China always so obedient to usa order

[@bluefish7940]

😂😂😂 not always! They only say yes once everything come in to plan. China for the long run , US for the show

[@rubylaser8601]

China can't produce enough equivalent chips by 2027 to replace the imported. This is a decision without considering feasibility.

[@vegamoonlight]

😂😂😂😂 what a clown!

[@catinbootsnow4267]

Same as Germany declaring that it will not import Russian natural gas.

[@bluefish7940]

😂😂😂 damnit ! You must feel your butt hurt right now

[@knowledged8420]

America started game but will win China,

[@trumpbuddha1053]

Yellen: China must not make their own chips, if we ban u, u listen to us, or we will be mad😂

[@Thorium_2600]

You are all lying.

[@kanpakloykan7105]

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.

[@laikakhan1313]

gosh such rubbish............she knows nothing frankly

[@lengthao8424]

The US is a launching stuff these days.......!!!!!!!!!

[@bluefish7940]

Sure ! They going stuff in 2027 .

[@mikeliu5201]

Clueless