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US blocks shipments of semiconductors to Huawei

cnbc.com

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Re: US blocks shipments of semiconductors to Huawei

#81

Post by jotm »

adventured wrote: post #7
geogra4 wrote: post #5

How many foreign companies actually use US Chipmaking equipment? Will this stop european chipmakers like ASML from selling to china too?

> How many foreign companies actually use US Chipmaking equipment? In the semi industry, nearly all of them. You can hardly make anything in the semiconductor industry without using several of the major US companies. The US still dominates the semiconductor equipment industry. Of the six major players, half of them are US companies. > The $412bn global semiconductor industry rests on the shoulders of just six equipme…

> You cannot build a semiconductor facility without using the big major equipment companies, none of which are Chinese

Yet.

Eh, you know what, bring it on. The CCP needs to chill the fork out, but new sources/manufacturers for this kind of technology are always welcome.

I bet prices would go down a lot, like it happens every time AMD brings out something that can actually compete with Intel.

Re: US blocks shipments of semiconductors to Huawei

#82

Post by emiliobumachar »

ilaksh wrote: post #57

What is it that is actually preventing this from escalating to a hot war? It feels like we are just waiting for China to manufacture enough warships and nukes or killer drones or AGI with spiking neural networks or whatever can give them an edge so that a real war can start. It's even a war in the comments section. I don't think it's safe. How do we really know it can't progress to some kind of overt military activit…

I'm all for colonizing Mars, but it will remain less hospitable than Earth even if we descend into total nuclear war.

Re: US blocks shipments of semiconductors to Huawei

#83

Post by jotm »

brennanpeterson wrote: post #21
adventured wrote: post #7

Earlier quoted context omitted.

> How many foreign companies actually use US Chipmaking equipment? In the semi industry, nearly all of them. You can hardly make anything in the semiconductor industry without using several of the major US companies. The US still dominates the semiconductor equipment industry. Of the six major players, half of them are US companies. > The $412bn global semiconductor industry rests on the shoulders of just six equipme…

Mostly true, but you could come pretty close with ASML, ASM, TEL,ebara, hitachi and a couple others (particularly the Korean companies) I don't think it is quite so widely understood that there are close seconds in every market. It is pretty easy to imagine ASML giving up on Intel, cutting HMI, and all the chipmakers going outside of Lam, Applied, and KLA for their next tools. The industry would be a bit disrupted bu…

Yeah, it looks like more of a way to make China break whatever dependence on the US it had and become an even bigger competitor :/

Re: US blocks shipments of semiconductors to Huawei

#84

Post by jotm »

logicchains wrote: post #80
ilaksh wrote: post #57

What is it that is actually preventing this from escalating to a hot war? It feels like we are just waiting for China to manufacture enough warships and nukes or killer drones or AGI with spiking neural networks or whatever can give them an edge so that a real war can start. It's even a war in the comments section. I don't think it's safe. How do we really know it can't progress to some kind of overt military activit…

>What is it that is actually preventing this from escalating to a hot war? The same thing that's always prevented nuclear-armed countries from going to war: https://en.wikipedia.org/wiki/Mutual_assured_destruction

Uh, yeah, as long as it's not on their own lands, they could fight some real wars...

Re: US blocks shipments of semiconductors to Huawei

#85

Post by jotm »

madengr wrote: post #19

Huawei is screwed for RF front end components, specifically integrated PA, switching, and BAW filtering. I don’t believe there is a domestic supplier of those.

Yet. That's the good news about this. New competition will just bring affordability and innovation.

Re: US blocks shipments of semiconductors to Huawei

#86

Post by jjoonathan »

predictmktegirl wrote: post #36

I think we should all keep something in mind before we go celebrate the end of globalization. If we go on a rampage pulling manufacturing and capital out of China while simultaneously blaming them for the pandemic, in a few years we’ll end up seeing a nation with a shattered economy, a pissed off populace, and the largest and most well supplied army on Earth. Rhetoric tends to devolve into a limited decision matrix w…

The problem was ignored for years in the name of diplomacy. It festered and metastasized.

Re: US blocks shipments of semiconductors to Huawei

#87

Post by luckylion »

spangry wrote: post #50
predictmktegirl wrote: post #36

I think we should all keep something in mind before we go celebrate the end of globalization. If we go on a rampage pulling manufacturing and capital out of China while simultaneously blaming them for the pandemic, in a few years we’ll end up seeing a nation with a shattered economy, a pissed off populace, and the largest and most well supplied army on Earth. Rhetoric tends to devolve into a limited decision matrix w…

On the other hand, it's difficult to be diplomatic when one side is so belligerent, sensitive and petty. China has started imposing trade sanctions on my country (Australia) because our Prime Minister had the audacity to suggest there should be an independent inquiry into the origin of COVID-19. Meanwhile, they see fit to interfere in our domestic and political affairs through various front organisations, bribery and…

That's fair-ish for Australia (but then again, Australia is part of the five eyes, so essentially a part of US global policy), but less so for the US.

I believe most people see US China in conflict, they don't really consider China Australia, Vietnam or Japan.

Re: US blocks shipments of semiconductors to Huawei

#88

Post by jtdev »

boomboomsubban wrote: post #60
jtdev wrote: post #23

With the perspective of COVID19, China seems like a threat to the global community. I support any efforts to restrict China’s ability to expand their footprint, global reach, ability to reach into and influence the affairs of other nations. I’m completely exhausted with the deeply flawed “Golden Arches” b.s. at this point.

>With the perspective of COVID19, China seems like a threat to the global community This does not make any sense to me. Though I do not approve of all of the actions China took at the start of the pandemic, I can not understand how you can consider them a threat over it. Also McDonald's?

Have you not considered that China made an exerted effort to withhold information about COVID19 from the world... How is that not an act of aggression? Hundreds of thousands dead...

Golden Arches Theory: https://en.wikipedia.org/wiki/The_Lexus_and_the_Olive_Tree

Re: US blocks shipments of semiconductors to Huawei

#89

Post by JohnTClark »

ilaksh wrote: post #57

What is it that is actually preventing this from escalating to a hot war? It feels like we are just waiting for China to manufacture enough warships and nukes or killer drones or AGI with spiking neural networks or whatever can give them an edge so that a real war can start. It's even a war in the comments section. I don't think it's safe. How do we really know it can't progress to some kind of overt military activit…

It is better to hold them down while we, the west get stronger. They can escalate tensions all they want they still need warships, nukes, microchips, etc. to do something and as long as we stay better then them they won't do anything. In my opinion the best way to avoid a war is to have the bigger stick

Re: US blocks shipments of semiconductors to Huawei

#90

Post by DyslexicAtheist »

boomboomsubban wrote: post #31
VWWHFSfQ wrote: post #11

This after previous indictments of Huawei for RICO violations and theft of trade secrets from USA companies T-Mobile, Qualcomm, and Cisco. Including theft of 5G technology that is now being used in equipment sold to EU countries. [0] https://www.justice.gov/opa/pr/chinese-telecommunications-co... [1] https://www.justice.gov/opa/pr/chinese-telecommunications-de... Whatever happened to arresting Huawei’s Chief Financia…

>This after previous indictments of Huawei for RICO violations and theft of trade secrets from USA companies T-Mobile, Qualcomm, and Cisco Refusing to sell chips to them incentivizes further theft of intellectual property. If these two things are linked, this seems like a terrible strategy.

we shouldn't punish a thief because they might steal even more? that doesn't sound right.
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