Earlier quoted context omitted.
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.
TSMC plans to halt chip supplies to Huawei in 2 months
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Re: TSMC plans to halt chip supplies to Huawei in 2 months
#72What's to prevent China from re-branding Huawei, or something along those lines? Then, US / UK / Taiwanese companies could say: we're no longer dealing with Huawei. We're dealing with Uawei. It's different? China could do something like that indefinitely, as a workaround, no? Or, China could just have any number of new shell companies order TSMC parts, and then hand them over to Huawei.
This is one of the big differences between laws and code, and many programmers get this confused. In code, intention does not matter. What code you write, is what the CPU executes.
In law intention matters. If you came before a judge and pleaded innocent because Huawei changed their name to Uawei, the judge is going to laugh as they sentence you to the same punishment as supporting Huawei.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#73Why 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 ne…
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#74All these things seem like desperate moves from a failing empire. I don't believe for a second the U.S. cares about human rights here. That doesn't mean I think the CCP is 'good', but 2 things can be true at the same time. EDIT: typo
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#75Earlier quoted context omitted.
Huawei is bigger than Apple. It's not exactly an oddball.
Not as a TSMC fab customer it isn't, not remotely. The overwhelming bulk of Huawei's revenue remains in device manufacturing. They're a very recent entrant into the SoC market, and not moving a lot of product there.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#76Excuse 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
#77Earlier 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.
This is the thinking behind the American ban. Time will tell if this is correct.
If the American plan fails and the Chinese are able to produce high quality chips without ARM IP and without relying on TSMC. Then this would have been a strategic blunder of historic proportions.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#78Earlier quoted context omitted.
> 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.
[0]https://www.theverge.com/2017/9/4/16251226/russia-ai-putin-r...
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#79Earlier quoted context omitted.
"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.
Okey, why they don’t manufacture Kirin in HiSilicon then?