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What does the U.S. and Japan's chip restriction plan for China aim for?

by the Logistics TransportIn the Category: Logistics

United States of America and the History of Japan, It is chinesee the Chip Chip technology has reached the final stage in an important agreement to restrict its exports. But Japanese companies are concerned about possible threats of retaliation from China following these export restrictions. Well, China's chip production share of market What is it? What are the main objectives of the agreement? China USA and Japan The chip industry What are the possible retaliation strategies against export controls on it? China chip productionWhat are their strategic goals and what policies are they implementing to achieve them? What can be said about China's long-term chip production strategy? the Turkish Asian Center for Strategic Studies⁇ nden (TASAM) Prof. Dr. Sedat Aybar Thoughts on the subject Sputnik ⁇ e (disambiguation) He told me privately.

China is considering reducing its dependence on the outside in manufacturing in chip-using industries

Prof. Dr. Sedat AybaIndicating China's role in the global chip industry, he said that the country is considering reducing its dependence on outside production in chip-using industries.; “People of China⁇ in (disambiguation) the Chip IndustryIts global share has risen considerably, especially recently. China, which dominated 3 percent of the global chip market in 2010, increased its share to 5 percent as of 2022. Industries and products that use chips Considering the prevalence of the basis of China's production, this rate is not very much.. What this reality reveals is that the import dependence of the chips used in Çin ⁇ in products is high. Therefore, China will increase its chip production capacity from $10 billion in 2020. It aims to increase to 100 billion dollars by 2025. Thus, it considers reducing its dependence on imports and external dependence in the industries and production of products using chips. While China is reducing its import dependence, it wants to be a major player in the global chip supply chain by making such a serious breakthrough, especially to compete with Taiwan and South Korea in its region..”

China is implementing a series of policies to take over the scientific field in which the West is unquestionably superior.

Aybar, Talking about the Chinese government's incentives to the chip industry, “China is implementing a series of policies to take over the scientific field in which the West is unquestionably superior. He completes his thoughts on the subject with these words:

In order to achieve the goals of the Chinese government, In 2021, it invested $150 billion in the chip industry. Chinese companies producing chips were provided with tax reductions and Since 2020, large amounts of incentives have been provided for R&D studies through the Semiconductor Industry Development Fund. Chip production covers capital-intensive, high-tech production and labor processes. The sustainability of the technological infrastructure to carry out such production requires academic/scientific/intellectual advanced processes. This imposes a capacity building. The formation of such capacities, which are very expensive, and the scientific infrastructure did not exist in China until recently. The Chinese government is working to make breakthroughs in digital breakthroughs, technological applications that can land on the dark side of the moon, the use of Big Data, robotics, artificial intelligence, etc. In addition, he has recently made serious attempts to create a scientific/academic infrastructure. The resources allocated to R&D studies and efforts to transfer scientific publications to China should always be seen as part of these incentives. China is implementing a series of policies to take over the scientific field in which the West is unquestionably superior. China predicts that their output will produce a series of results for chip production.

The main issue of China is to be able to manage a very large economy without overthrowing it.

Prof. Dr. Sedat Aybar, China's long-term strategies “It aims to meet 70 percent of semiconductors with domestic production by 2025“ He stated in his sentence and “China's most important strategic goal, which feeds its appetite for such an increase in chip production, is to reduce external dependence on its production and thus to maintain its cost advantage in international competition. In particular, due to the increasing wages in the country, there is an effort to make its own economic internal and external balances sustainable behind its orientation to products with high technological added value. It is part of the desire to prevent the surplus economy from evolving into the deficit economy due to the increasing reality of total consumption at home. The main reason for the drive to promote chip production should be seen as a smaller part of the economic policy package to harmonize internal and external balances. This is different from the explanations that are emphasized too much in the West and emphasize the efforts to achieve a global leverage of power. The main problem of China is to be able to manage a very large economy with a very large population without overthrowing it. In addition, global power projections can possibly be explained in scenarios involving international relations. While all these scenarios are being set up It should be noted that Çin ⁇ in pursues policies such as supporting domestic companies in chip production, encouraging technology transfer and especially establishing international collaborations.“ He said it.

⁇ US and Japan's agreement to restrict Chinese exports causes a contraction in China's chip industry ⁇

Aybar, The U.S. and Japan said the agreement to restrict China's chip technology exports would cause a significant contraction in the Chinese chip industry if it came into force.

The fact that ABD ⁇ limits the export of high-tech semiconductors inevitably causes a significant contraction in China's chip industry. The main objective of this type of U.S. trade strategy towards China is to limit its military and strategic capabilities by blocking the access of high-tech semiconductors to China. In this way, Çin ⁇ in considers to control the situations where it can strengthen the semiconductor industry and reduce the impact of trade sanctions that can be imposed on it. ⁇

The U.S. predicts that if the deal is completed, China could lead to a contraction of up to 30 percent in the chip industry.

Prof. Dr. Sedat Aybar stated that the main goal of the new export controls planned by ABD ⁇ is to cause a contraction in the Çin ⁇ in chip industry and stated the following on the subject:

“The United States foresees that sanctions and trade controls could lead to a contraction of up to 30 percent in China's chip industry and does not want to lose this advantage. Therefore, the It also wants countries such as its allies South Korea, Taiwan and Japan to cooperate with it and restrict the export of high-tech semiconductors.. The U.S. provides financial and R&D support to help maintain the competitiveness of companies in this country, which is likely to be adversely affected by this situation. As a result of such supports, global chip supply times are projected to increase by 20-30 percent. Thus, further regional decomposition of the chip industry and the creation of independent semiconductor markets should be expected. ⁇

⁇ Cost ⁇ dispute in Iraq-Turkey oil pipeline ⁇

by the Logistics TransportIn the Category: Logistics

Iraqi Prime Minister Mohammad al-Shia al-Sudani said that the operation of the Iraq-Turkey oil pipeline was postponed due to disagreements over the cost.

Speaking to Bloomberg International in Baghdad, Prime Minister Baghdad could not agree on how much he would pay for the production of international oil companies operating in the north of the country. While the federal government's budget allows it to pay $8 per barrel, the Iraqi Kurdish Regional Government pays $26 to companies. The dispute has hit oil production in the region and delayed the pipeline's re-operation.

The suspension of operations in the Iraq-Turkey oil pipeline, where nearly half a million barrels of oil are put on the market per day, causes billions of dollars in lost revenues. However, the opening of the pipeline could lead to a dilemma for Iraq, which has repeatedly said it will compensate for overproduction and does not adhere to the OPEC+ production limit due to urgent financial needs. Failure to comply with the production limit has become a matter of debate with Saudi Arabia, the de facto leader of OPEC+. We are committed to complying with OPEC decisions and maintaining prices to balance the interests of users and producers.

Oil shipments from the Kirkuk-Ceyhan pipeline were halted in March last year after International Arbitration fined Ankara-Erbil for violating Baghdad's rights under the 2014 oil export agreement.

In October, the Turkish government said it was ready to restart the pipeline.
However, financial and legal problems arose regarding the payment of fees to companies for costs:
International firms also demanded past debts of $1 billion for production between September 2022 and March 2023.

With the suspension of exports, companies are producing crude oil on a local basis. Iraqi officials have reported that this production has caused problems in complying with the OPEC quota. According to data compiled by Bloomberg, Iraq produced 4.32 million barrels last month, exceeding the daily production limit of 4 million barrels. It is stated that the country will gradually increase its production limits from December.

Sudani aims to increase production in the long term due to the damage caused by the years-long war in the country. In August, energy giant BP signed an agreement to support production growth in Kirkuk. Iraq is also repairing and developing damaged refineries to help reduce fuel imports.

Because of the wars that have been going on for the last 40 years, we have been late in using the wealth we have in terms of Iraq's natural gas and oil in the right way. Now we are looking at how we can effectively use the wealth we have. ⁇ He spoke in the form.

Sudani said his administration is considering using about 40 percent of Iraq's oil revenues as investments to revive the non-oil sector. Sudani added that a planned trade corridor extending from the city of Basra in the south of Irak ⁇ to Turkey ⁇ and from there to Europe ⁇ is a dream ⁇ for his country.

Turkey's new domestic car is coming

by the Logistics TransportIn the Category: Logistics

Hüseyin Urkun, General Manager of HABAŞ Otomotiv, stated that they are planning an investment of approximately 1 billion euros in commercial and passenger vehicle production and we will use the production factory of Honda ⁇ purchased by ⁇ HABAŞ ⁇ for passenger car production. We plan to produce two different models of vehicles, sedan and crossover. We will have three versions on the bike: hybrid, plug-in hibtrit and gasoline.

Hüseyin Urkun made statements to AA ⁇ ya about the brand's goals and investment plans at the IAA Transportation Fair held in Hannover ⁇ .

Urkun, who stated that they started their R&D activities in İzmir Çiğli ⁇ at the beginning of 2021 as HABAŞ, said that they established a factory for mass production in an area of 100 thousand square meters in Manisa ⁇ da organized industrial zone.

Stating that the factory in question will start mass production at the beginning of 2025, Urkun said, ⁇ We make the pre-productions of the vehicles we show at the fair in two factories in Çiğli Organized Industrial Zone, in our own factory. Then we will move all of them to the organized industrial zone of Manisa. With the acquisition of the Honda plant, we put it into operation. For example, we use the cataphoresis lines from there, we do all the paint sub-processing of these vehicles there. Then we collect them in the organized industrial zone in İzmir ⁇ . ⁇ he said.

There are three versions ⁇ Binekte ⁇ hybrid, plug-in hibtrit and petrol ⁇

Stating that they have plans to produce cars, Urkun said:

We will use the production plant of Honda ⁇ 's Şekerpınar ⁇ , purchased by ⁇ HABAŞ ⁇ , for the production of passenger cars. We plan to produce two different models of vehicles, sedan and crossover. We will announce the passenger car towards the end of 2025. We will have three versions on the bike: hybrid, plug-in hibtrit and gasoline. We created our own designs. As far as the engine is concerned, we're using a Volvo engine. We will continue with Renault in light commercial. ⁇

Urkun, who explained that they bought the battery to be used in the vehicles to be produced from the Far East as a cell, ⁇ So HABAŞ brand batteries. All the cars you see now have a battery on them. We have the certificate, the type, the approval. So that's where we make the batteries and bring them. We're packing it up. Here we make packaging and other components. ⁇ spoke in the form.

⁇ Investment amount can reach 1 billion euros with commercial vehicles ⁇

Urkun pointed out that investments in automobile production continue, and said that the investment so far has reached approximately 250-300 million euros, including cars, and that the total investment amount can reach 1 billion euros with commercial vehicles.

Urkun stated that they will increase the production capacity at the Honda factory to 75 thousand for the car, ⁇ When we bought it from Honda ⁇ before, it was 50 thousand capacity. Now we are increasing the capacity between 75-100 thousand. We're renewing all the tapes now. Manisa ⁇ da will also have a production capacity of 20 thousand commercial vehicles, including light commercial vehicles.

Stating that they are slowly starting to work on creating a dealer network, Hüseyin Urkun said that affordable prices and competitors are constantly Under the He added that he was considering going to the market for a price.

Dutch government expands chip restrictions

by the Logistics TransportIn the the General Assembly

The Dutch government has expanded restrictions on the export of equipment used in chip production.

The government said in a statement that national export control measures for advanced semiconductor production equipment, which have been in force since September 1, 2023, have been expanded.

According to the statement, additional restrictions published in today's official newspaper will come into force from tomorrow and from that date, exports of more types of chip production equipment will be allowed.

According to this, companies that will send chip machines outside the European Union (EU) should obtain an export license from the government in advance.

NATIONAL SECURITY SIGNATURE

In the statement, it was emphasized that chip production machines play an important role in the production of advanced military technologies, and the uncontrolled export of these equipment affects the security interests of the Netherlands.

Reinette Klever, Minister of Foreign Trade and Development Cooperation, pointed out that the new chip machines are used in the production of advanced military vehicles, and because of our national security, these machines can only be exported by license. This is how the Council of Ministers controls who gets their hands on these machines. Even old machines can now produce sophisticated chips. That's why the government is expanding the list. From now on, export licenses will be required for old chip machines. ⁇

The ASML is: NO SERIOUS CHANGES

Dutch-based ASML, one of the world's leading companies in chip production equipment manufacturing, said in a statement on the government's restriction policy that this will not cause a serious change in the company's financial situation and long-term policies.

CHINA AND RUSSIA WILL AFFECT EXPORTS TO BE MADE

In the news of public broadcaster NOS ⁇ un, it was stated that Europe and the USA were afraid of establishing economic and military superiority as the advanced chips of manufacturers such as ASML fell into the hands of Çin ⁇ .

The report emphasized that Chinese companies importing chip machines from the Netherlands are both ahead of their European competitors and gaining superiority with supercomputers and artificial intelligence-powered weapons.

According to the research of the Trouw newspaper, it was stated that Russia produced the microchips used in the production of weapons with the old machines of the Dutch chip machine manufacturer ASML ⁇ .

According to the report, Russian arms companies provide the necessary spare parts for these machines mostly through intermediaries in China.

In the Dutch press, it was claimed that microchip machines sent from companies in the country went to Russia collectively through the penetration of sanctions.

bigpara.hurriyet.com.tr

Positive climate in exports in the 8th month

by the Logistics TransportIn the Category: Logistics

Istanbul Chamber of Industry (ICI) Turkish Manufacturing Export Climate Index was realized above the threshold value of 50.0 in August. The index, which was 50.8 in July, was 51.3 in August. In August, economic activity increased in the majority of the main export markets of Turkish manufacturers. While U.S. production continued to increase markedly, Germany remained in the contraction zone.

The U.S. remains one of the main sources of improvement in demand. Production in France and Italy, which constitute a total of 9 percent of the Turkish manufacturing industry export market, has started to grow again. While the weak outlook in Central and Eastern Europe continued as of the middle of the third quarter, generally supportive demand conditions continued for a significant part of the Middle East. In August, the strongest production increase in all countries and regions followed by the PMI survey was recorded in India.

Production in the USA increased strongly in August

In August, economic activity increased in the majority of the main export markets of Turkish manufacturers. In Germany, which is the largest market, there was a contraction for the third month in a row, contrary to the general trend. This contraction was significant and at the highest rate since March. The U.S. remains one of the main sources of improvement in demand. While production increased strongly in August, it also gained momentum compared to July. In the UK, the pace of economic activity growth has strengthened to its highest level in four months. Production in France and Italy, which constitute a total of 9 percent of the Turkish manufacturing industry export market, has started to grow again. Especially in France, production increased for the first time in the last 15 months and this increase was realized at the highest speed since March 2023. In Spain, another major economy in the Eurozone, economic activity maintained a strong upward trend.

Strongest production growth recorded in India

In Central and Eastern Europe, the weak outlook continued as of the middle of the third quarter. Manufacturing industrial production contracted in Romania, Poland, the Czech Republic and Austria. In the same period, Russia recorded a moderate increase in economic activity for the second month in a row. For a significant part of the Middle East, conditions for generally supportive claims continued. Non-oil economic activity in the United Arab Emirates and Saudi Arabia also increased rapidly in August. While Qatar continues to grow, Egypt has recovered for the first time in three years. In Lebanon, on the other hand, production continued to contract. In August, India recorded the strongest production increase in all countries and regions followed by the PMI survey. At the other end was Myanmar, which recorded the fastest decline in production in the last 20 months.

Commenting on the Istanbul Chamber of Industry Turkey Export Climate Index, Andrew Harker, Economy Director of S&A P Global Market Intelligence, said: ⁇ August was generally positive for the important export markets of Turkish manufacturers. As the most important exception to this trend, Germany's continuation in the contraction zone also played a role in the weakness in Central and Eastern Europe. Exporters will expect a strong growth trend in major export markets such as the U.S. and the U.K., as well as a positive resumption in France and Italy.