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TSMC plans to halt chip supplies to Huawei in 2 months

asia.nikkei.com

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Re: TSMC plans to halt chip supplies to Huawei in 2 months

#11

Post by knolax »

Apparently this is the result of a May 15 rule change[0] to the Export Administration Regulations[1], which affect anything exported from the US.

The lesson here is that if you're a foreign company that buys US software and equipment, apparently the US government can tell you who you are and aren't allowed to do business with.

[0] https://www.commerce.gov/news/press-releases/2020/05/commerc...

[1] https://en.m.wikipedia.org/wiki/Export_Administration_Regula...

PS. Some hilarious quotes from the DoC announcement:

> "Huawei and its foreign affiliates have stepped-up efforts to undermine these national security-based restrictions through an indigenization effort. However, that effort is still dependent on U.S. technologies,” said Secretary of Commerce Wilbur Ross. “This is not how a responsible global corporate citizen behaves. "

Maybe it's just me but the term "global corporate citizen" just seems so absurd and dystopian.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#13

Post by chvid »

SMIC, the mainland supplier expected to replace TSMC, successfully IPOs with a massive jump:

https://www.cnbc.com/2020/07/16/smic-chinas-biggest-chipmake...

JUL 15 2020

SMIC, China’s biggest chipmaker, saw its shares surge 245% at the open on its first day of trade in Shanghai.

SMIC issued issuing 1,685,620,000 shares at 27.46 yuan per share, raising 46.28 billion yuan ($6.62 billion). Shares were trading at 95 yuan at the open.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#14

Post by robert_foss »

chvid wrote: post #13

SMIC, the mainland supplier expected to replace TSMC, successfully IPOs with a massive jump: https://www.cnbc.com/2020/07/16/smic-chinas-biggest-chipmake... JUL 15 2020 SMIC, China’s biggest chipmaker, saw its shares surge 245% at the open on its first day of trade in Shanghai. SMIC issued issuing 1,685,620,000 shares at 27.46 yuan per share, raising 46.28 billion yuan ($6.62 billion). Shares were trading at 95 yuan…

SMIC isn't close to the same node as TSMC. A competitive high-end SOC could not be manufacured by them.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#15

Post by yannikyeo »

knolax wrote: post #11

Apparently this is the result of a May 15 rule change[0] to the Export Administration Regulations[1], which affect anything exported from the US. The lesson here is that if you're a foreign company that buys US software and equipment, apparently the US government can tell you who you are and aren't allowed to do business with. [0] https://www.commerce.gov/news/press-releases/2020/05/commerc... [1] https://en.m.wikipe…

Wondering if America government has the power to forbid foreign companies or countries from using open source software such as Go, Rust, React, Kubernetes, Docker, Ubuntu etc especially those with strong stewardship by US corporations.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#16

Post by andy_ppp »

ArkVark wrote: post #4

Why does this feel like the USA cutting Japan off from metal and oil shipments months before WW2?

The Chinese need more reasons to invade Taiwan right :-/

Can someone please bring up and discuss with world leaders that we are potentially heading toward terrifying conflicts. I'm very concerned about nuclear war over things like this.

I liked the world much better when we did our best to level the playing field (not always successfully) but which caused huge growth and prosperity for maybe billions of people.

We need a world forum on how we can move back to everyone playing by the rules - a new Bretton woods for our time that tries to prevent this technology arms race the Western governments and Chinese government want to fight with each other.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#17

Post by chvid »

robert_foss wrote: post #14
chvid wrote: post #13

SMIC, the mainland supplier expected to replace TSMC, successfully IPOs with a massive jump: https://www.cnbc.com/2020/07/16/smic-chinas-biggest-chipmake... JUL 15 2020 SMIC, China’s biggest chipmaker, saw its shares surge 245% at the open on its first day of trade in Shanghai. SMIC issued issuing 1,685,620,000 shares at 27.46 yuan per share, raising 46.28 billion yuan ($6.62 billion). Shares were trading at 95 yuan…

SMIC isn't close to the same node as TSMC. A competitive high-end SOC could not be manufacured by them.

I guess time will tell.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#18

Post by ArkVark »

sambull wrote: post #6
ArkVark wrote: post #4

Why does this feel like the USA cutting Japan off from metal and oil shipments months before WW2?

If foundations of geopolitics is anything real, then pitting the US vs China would be the ultimate best outcome. The book believes China is the true threat to Russia and "must, to the maximum degree possible, be dismantled". As secondary goal would be the disruption of the US which also has been propping China up. https://en.wikipedia.org/wiki/Foundations_of_Geopolitics#Con...

"Russia should use its special services within the borders of the United States to fuel instability and separatism, for instance, provoke "Afro-American racists". Russia should "introduce geopolitical disorder into internal American activity, encouraging all kinds of separatism and ethnic, social and racial conflicts, actively supporting all dissident movements – extremist, racist, and sectarian groups, thus destabilizing internal political processes in the U.S."

They seem to be getting that part right...

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#19

Post by robert_foss »

chvid wrote: post #17
robert_foss wrote: post #14

Earlier quoted context omitted.

SMIC isn't close to the same node as TSMC. A competitive high-end SOC could not be manufacured by them.

I guess time will tell.

The patterning machines used for the leading node isn't exported to China due to export restrictions. Only the Dutch company ASML is able to manufacture these patterning machines.
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