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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.”

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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.”

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48 Comments

48 Comments

  1. @eddylee3826

    April 12, 2024 at 5:07 pm

    Congrats china , american chips only for american military complex only , nobody in world want expensive american junk like boeing

  2. @amunra5330

    April 12, 2024 at 7:42 pm

    Ya no shit. The US did this to themselves

  3. @whatyousaid1375

    April 12, 2024 at 8:39 pm

    Next week US will complain china chip industry overcapacity

  4. @acuantjahyadi7393

    April 12, 2024 at 8:57 pm

    West idiot 😂😂

  5. @MrTnylam

    April 12, 2024 at 9:01 pm

    China doesn’t need US chips.

  6. @jogana6909

    April 12, 2024 at 9:08 pm

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

  7. @Jeff-sm8of

    April 12, 2024 at 9:13 pm

    The mighty dragon in a few years will not need products or yankee markets and the yankee dollar. Likewise for the rest of the global south.

  8. @kecacademy4625

    April 12, 2024 at 9:13 pm

    Now, both US and China governments work together to prevent US chip companies from selling chips to Chinese companies. Lol.

  9. @peterwilliams7335

    April 12, 2024 at 9:13 pm

    How stupid the U.S. media is. Why don’t you mention who started all this mess? It is your government who prevented Chinese companies from buying chips that China needs, banned Chinese EVs and telecom products from entering the U.S. market and you don’t expect China to react to all the unfriendly moves from the U.S. government toward to China? You can just go to hell and leave China alone.

  10. @peterwilliams7335

    April 12, 2024 at 9:15 pm

    Once again U.S. created its own mess and blames on others. It is the U.S. government who came up with all sorts of restrictions to prevent sale of chips that Chinese companies need. Now China is able to make them by herself so no need to buy more expensive ones from the US. The U.S. government also banned Chinese hi-tech products from entering the U.S. market under the baseless national security excuses…The control freak, domination and dictatorship mentality of the U.S. need to go!

  11. @Jeff-sm8of

    April 12, 2024 at 9:15 pm

    All these yankees are in denial. They are delusional. They scewed themselves.

  12. @Maxinehawking

    April 12, 2024 at 9:25 pm

    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’💯

  13. @user-pw4du1rq8t

    April 12, 2024 at 9:26 pm

    China trade with the west is decreasing. China trade with global south is increasing.
    One of these days, west is going to find out china is not into them anymore. West will become like other nation. Just a humble member of the world. No previledges to point finger at others.

  14. @user-ew5eh2co5p

    April 13, 2024 at 7:44 am

    The ways things are going, in 20 years Africa will be ahead of the West in terms of infrastructure, AI, and economy; because they follow the China lead. The rest will fall behind because we follow the Americans, quagmire in wars and stupidity.

  15. @kanpakloykan7105

    April 13, 2024 at 8:10 am

    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.

  16. @reno0405g

    April 13, 2024 at 8:29 am

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

  17. @Headphones.on.Seals.

    April 13, 2024 at 8:32 am

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

  18. @damingchan3840

    April 13, 2024 at 8:48 am

    Talk is cheap🥱 China is a doer to de-risk.

  19. @JudAdela

    April 13, 2024 at 9:00 am

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

  20. @AnnabellaNight113

    April 13, 2024 at 9:00 am

    If Binance lists Weewu, presale investors could see unparalleled returns.

  21. @NellieBillsberrya

    April 13, 2024 at 9:00 am

    Coinbase might be looking to list Weewu – don’t miss this presale.

  22. @Joellenss

    April 13, 2024 at 9:00 am

    The crypto community is abuzz with rumors of Weewu landing on Binance.

  23. @WinifieldYeri

    April 13, 2024 at 9:00 am

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

  24. @UnaMoster

    April 13, 2024 at 9:01 am

    Rumors suggest Weewu is on Coinbase’s radar – an exciting prospect for presale investors.

  25. @BritHolly

    April 13, 2024 at 9:01 am

    Investing in Weewu’s presale might just pay off big if Binance rumors are true.

  26. @ChristianKnewstub

    April 13, 2024 at 9:01 am

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

  27. @JinnyAmanda

    April 13, 2024 at 9:01 am

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

  28. @billlee8670

    April 13, 2024 at 9:45 am

    Both Trump and Biden have created the big tech competitors in China against the US tech companies. You vote for the elderly fools, you get what you want.

  29. @frankliu7118

    April 13, 2024 at 10:48 am

    US gets what it deserves, being kicked out of the China market.

  30. @gunsumwong3948

    April 13, 2024 at 10:55 am

    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?

  31. @Jkl62200

    April 13, 2024 at 11:20 am

    2nm, 7nm, 100nm… Does not matter. Plenty of countries will still do business with China with its 1.4B people, 18T economy. Not everything ‘good’ must come from the west.

  32. @jacintochua6885

    April 13, 2024 at 11:24 am

    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?

  33. @jacintochua6885

    April 13, 2024 at 11:27 am

    Chiha has been banned by the west. What resuts did anyone expect ?
    When China is banned, it has to produce its own. One reaps what one sows.

  34. @godzillamothra5983

    April 13, 2024 at 11:27 am

    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.

  35. @asiaone999

    April 13, 2024 at 2:33 pm

    do you know how American companies will fare if China fully uses only home made chips? Go figure. But remember US was the one who impose CHIP sanctions on China , now the CHIP has become a subject of discussion. why? Not 10 years ago.

  36. @jonnyye

    April 13, 2024 at 5:48 pm

    美国伟大的胜利,中国屈服于美国强大的压力下,不敢再违逆美国的意愿使用美国伟大民主的芯片。

  37. @rubylaser8601

    April 13, 2024 at 7:06 pm

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

    • @vegamoonlight

      April 13, 2024 at 7:32 pm

      😂😂😂😂 what a clown!

    • @catinbootsnow4267

      April 14, 2024 at 8:24 am

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

  38. @chaz4609

    April 13, 2024 at 8:00 pm

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

  39. @EM-ce5xs

    April 14, 2024 at 12:04 am

    Us sanctioned China, now the US want to blame China from using their own chips? WTF

  40. @blooperking3838

    April 14, 2024 at 2:04 am

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

  41. @BebekGoreng88

    April 14, 2024 at 2:09 am

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

  42. @Morehu-sf8wh

    April 14, 2024 at 3:35 am

    Well done China, they banned you from chips in 2021. 3 years later, wow ,amazing. You show them whos the boss, crush them for the racism and unfair sanctions they put on you. From poverty to Superpower, what a achievment, China your heading for the stars and beyond, love respect from New Zealand

  43. @ds-kj8fq

    April 14, 2024 at 8:01 am

    i can see china will block apple tesla and all western tech companies

  44. @maxmaximo3940

    April 14, 2024 at 8:02 am

    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?

  45. @gliu1431

    April 14, 2024 at 9:22 am

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

  46. @xinyiquan666

    April 14, 2024 at 7:04 pm

    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

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ClearBridge Investments senior research analyst, Hilary Frisch, discusses how AI demand is benefitting earnings results from companies like Google and Microsoft. She speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Caroline Hyde in New York and Ed Ludlow from San Francisco.

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