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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

#81
post #76

Earlier 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?

HiSilicon is fabless too. They have to go to SMIC to get their designs manufactured which does presently not have as advanced processes as TSMC have.

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

#82

All 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

*CCP

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

#83
post #58
post #21

Earlier quoted context omitted.

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.

>China will figure out Or less: https://www.ft.com/content/6eab0c1c-167f-11ea-9ee4-11f260415...

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

#84

All 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

For things like this there isn't a "the U.S." there's groups of people, interest groups, political economy, political will, etc. If China were rapidly liberalizing and didn't have stains on their reputation like the HK protest lockdowns, minority subjugation, and horrible prison conditions it would be a lot harder to push any of these changes through. As it stands, democrats and republicans are both turning hawkish on China and the business interests that used to dominate have started to turn sour too.

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

#85

All 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

US to care about human rights is not necessarily a precursor condition for this set of events to be eventually better for human rights.

Exactly. US entry into WWII was mainly for reasons that had little to do with human rights. But the defeat of Nazi German and Imperialist Japan had huge, favorable results for human rights.

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

#86

Earlier quoted context omitted.

US to care about human rights is not necessarily a precursor condition for this set of events to be eventually better for human rights.

Exactly. US entry into WWII was mainly for reasons that had little to do with human rights. But the defeat of Nazi German and Imperialist Japan had huge, favorable results for human rights.

Back then the politics were a lot less polarized and you had sane domestic policy under FDR, these are different times. That was when U.S. understood that you can only attain so much by brute force.

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

#87

All 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

US to care about human rights is not necessarily a precursor condition for this set of events to be eventually better for human rights.

Exactly. I think Noam Chomsky said something along these lines: I cannot think of a case where a nation intervened in or influenced another country in a purely disinterested humanitarian fashion.

That doesn't mean national interests cannot coincide with good outcomes, though.

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

#88
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...

Yeah, but Russia is so isolated these days that pitting anything non-Russian vs. something else non-Russian is almost guaranteed to be advantageous to Russia. That also doesn't change the fact that long term, China is the biggest threat to liberal democracies. In terms of geopolitics, Russia is actually quite complementary to China due to its large area having an abundance of resources to feed Chinese factories and b…

Why would China be a threat to liberal democracies? I get that people don't like the fact that China is not democratic, but how does that suddenly turn into a threat?

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

#89
post #4

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

There is certainly some parallels but I doubt things will get so far.

It is in China's interest to stall for time. As their growth is higher than USA's, they will eventually have a bigger military and the US will be unable to fight a war over the South China sea.

Trump however is a joker. If he stands to loose the coming election he may choose to provoke a conflict.

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

#90

All 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

For things like this there isn't a "the U.S." there's groups of people, interest groups, political economy, political will, etc. If China were rapidly liberalizing and didn't have stains on their reputation like the HK protest lockdowns, minority subjugation, and horrible prison conditions it would be a lot harder to push any of these changes through. As it stands, democrats and republicans are both turning hawkish o…

But is it really? Were the people complaining about the war in Yemen or the atrocities of Saudi Arabia or the horrors of the Iraq War able to meaningfully change anything?

Or is it the case that the only time that human rights actually enact change is when there is an underlying material interest, making them little more than a veneer?

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