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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

#51

Post by mc32 »

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...

The description of that book reads like it was penned by a highschooler who went on a camping trip took some acid and wrote down how they’d conquer the world by channeling their version of Stalin.

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

#52

Post by sudosysgen »

ajross wrote: post #32
singhrac wrote: post #2

Doesn't seem to worry them too much: https://www.thestreet.com/investing/tsmc-posts-record-q2-pro...

Yeah, exactly. TSMC has the premier process right now and is at capacity making chips for Apple, Qualcomm and other high margin (i.e. well-paying) customers. Cutting off the oddball folks for PR reasons costs them nothing at the moment.

Huawei is bigger than Apple. It's not exactly an oddball.

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

#53

Post by mc32 »

mullingitover wrote: post #43
yumraj wrote: post #26

Earlier quoted context omitted.

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.

It’s shocking how far they’ve fallen. But they let corruption take hold of everything, gov, economy, etc., so no one in their right minds would want to invest.

They weren’t going to be the second economic power, but no reason they couldn’t have been number four behind Japan. But they could not help it, they squandered it.

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

#54

Post by freehunter »

bgee wrote: post #23
ArkVark wrote: post #4

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

> months before WW2 What's the definition of WW2 here? US supplied oil and metal to Japan until 1941 [0], 3 years after Japan invaded China [1]. [0]: https://en.wikipedia.org/wiki/Events_leading_to_the_attack_o... [1]: https://en.wikipedia.org/wiki/Second_Sino-Japanese_War

From a US perspective when it comes to Japan, the definition of WWII is typically “Pearl Habor” since Japan was not at war with the US until that point. From your first link in the first paragraph it says “ In 1940 Japan invaded French Indochina... This move prompted the United States to embargo all oil exports”. The Pearl Harbor attack was in 1941 and at least partially caused by the US cutting off oil to Japan.

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

#57

Post by trsohmers »

0xFFC wrote: post #49

Excuse my ignorance, why Huawei just does not ditch TSMC (snapdragons) and only improve/use HiSilicon Kirin?

"Snapdragon" is a core designed by Qualcomm (based on ARM IP), which is a fabless semiconductor company, and has no relation to Huawei. TSMC is a semiconductor foundry (fab) company that does not design any chips but manufacturers them for other companies. Kirin is currently being manufactured by TSMC for Huawei, but will not be in 2 months.

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

#58

Post by dharma1 »

ttul wrote: post #21
kurthr wrote: post #5

Earlier quoted context omitted.

We do seem to be in a secular upswing in semiconductor demand, while TSMC remains the last foundry standing at the 7nm node. It seems like Samsung and Intel alternatives are bit too captive (internally competitive) for a large mobile phone producer. I don't think it's about actual 5G chips themselves, it's about ARM processors and mobile SoCs. It's doubtful to me that UMC and Global Foundries will catch up, but I do…

The next shoe to drop will be if ASML cuts off Chinese chipmakers. ASML absolutely dominates fab tech.

They already did beginning of the year - https://www.reuters.com/article/us-asml-holding-usa-china-in...

China will figure out The US has essentially put on the brakes on Chinese tech dominance for a few years but they can't stop the inevitable.

I just hope the competition will be peaceful. Maybe the next generation of leaders will be better on both sides.

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

#59

Post by mytailorisrich »

xxpor wrote: post #27
ttul wrote: post #21

Earlier quoted context omitted.

The next shoe to drop will be if ASML cuts off Chinese chipmakers. ASML absolutely dominates fab tech.

Or the Dutch government bows to pressure from the US and makes the decision for them.

They already have.

https://www.reuters.com/article/us-asml-holding-usa-china-in...

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

#60

Post by onepointsixC »

ArkVark wrote: post #4

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

Considering that we already have genocide being committed[1], the comparison is apt.

[1]:https://foreignpolicy.com/2020/07/15/uighur-genocide-xinjian...

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