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TSMC plans to halt chip supplies to Huawei in 2 months

asia.nikkei.com

41–50 of 433 posts

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

#41

Earlier quoted context omitted.

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.

China has been making great progress on Chinese built EUV patterning machines.

Do you have some articles on this? I read one article[1] which indicated 22nm with a cheap EUV lamp, but that's not cutting edge.

1. https://www.ww01.net/en/archives/62932

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

#42

If China didn't hate Taiwan enough...

I'm sure the feeling is reciprocated.

Taiwan is being bullied 24/7 by China. They even have Chinese military jets doing "military exercises" in the Taiwan fly zones.

https://www.voanews.com/east-asia-pacific/voa-news-china/chi...

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

#43
post #26
post #6

Earlier quoted context omitted.

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...

Interesting, had never thought from that angle, especially since Russia and China for most part seem chummy. But in reality, they are neighbors and China has (or is in the process of) replacing Russia as the #2 power. So, while US has a lot to be careful for, it does indeed make sense that Russia has a more immediate threat. If China becomes more powerful, it will start flexing muscle as the Russia-China border also,…

> But in reality, they are neighbors and China has (or is in the process of) replacing Russia as the #2 power.

China is well beyond replacing Russia as a world power. Russia's GDP is ~1.658 trillion USD, which puts it below Canada. China's GDP? ~13.61 trillion USD.

Russia is pretty much a washed up has-been with nukes.

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

#44

What this means is that TSMC stops producing Huawei designed chips. Huawei has to buy third party designed and manufactured chips, most likely MediaTek. Manufactured in TSMC factories but not Huawei designed or Huawei owned IP.

As I understand it, Huawei has engaged SMIC.

https://www.theburnin.com/industry/huawei-new-supply-deal-sm...

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

#45
post #40
post #6

Earlier quoted context omitted.

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 is grossly overrated, it's a second rate power compared to US and China.

Economically, yes. But they are still strong in defence tech. They are not that easy to push around just by threat of a war.

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

#48
post #18
post #6

Earlier quoted context omitted.

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 destabil…

The interesting thing is how they're succeeding. We haven't exactly seen a resurgence of the Klan of late, you might notice.

What's happening instead is that anything that can even be vaguely construed as racist, even if it doesn't hold up under scrutiny -- especially then -- becomes the subject of mob focus and attack.

Because if you can convince the mob to "righteously" attack innocent targets then you get fireworks. The mob is told that they're on the side of the angels and the target is a despicable fascist who should burn in hell, so they cross every line to take out the intolerable evil. Then it turns out the target wasn't, in actual fact, the literal devil, and that gets other people hopping mad at the mob over the real perils of mob justice. But by that point the mob has moved on to the next target who we're again assured is a very bad person, this time for real, promise.

It's tempting to go too far with this and come up with some kind of conspiracy theory where BLM as a whole is nothing but a Russian plot, but there are far too many real people in it for that.

What seems more likely is that you have an existing movement with many well-intentioned people but no strong leaders, and all it takes is an adversarial propaganda effort to whip enough of them into a frenzy and point them at a false target that will purposely generate a backlash.

Then you've got two huge camps of honest people fighting each other over a manufactured conflict which isn't even at the root of their genuine concerns.

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

#50
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.

The equipment from ASML will not be sold to them will it, so it’s double the problems.
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