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TSMC plans to halt chip supplies to Huawei in 2 months

asia.nikkei.com

101–110 of 433 posts

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

#101

Earlier quoted context omitted.

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?

Well yeah, of course. Pretty much every US city is buried in homeless populations because human decency is off the table if there isn't a profit motive behind it.

You can look at the glass is half full view of this, though - thanks to selfish interests an evil regime is being cut off from market access to spy on people around the world. Its of mutual benefit to the capitalists that saw this happen and the people whom China would have invaded the privacy of.

Of course that begs the question what Oppo, Xiaomi, etc are still doing in US markets... just because they are using international SoCs doesn't mean their assembly in China is trustworthy. But if you start asking those questions you start wondering about all the phones assembled in China by external companies like Apple or all the chips added to Samsung phones sourced from China, etc.

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

#102
post #83
post #58

Earlier quoted context omitted.

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...

Gonna be hard without EUV lithography

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

#103

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.

>US entry into WWII was mainly for reasons that had little to do with human rights.

Reasons? There were no reasons, the US entered WWII when Japan bombed Pearl Harbor!

And then Germany declared war on the US.

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

#104
post #63

Earlier quoted context omitted.

I don't think it will take long to surpass ASML if the state commits to it and decides the ASML patents don't matter any more. There's enough public knowledge about EUV to clone the machines if starting with unlimited financial resources and no legal constraints.

That's so funny. ASML holds the market for a reason, this is not so simple. You could probably do it on a Friday night but the Chinese may take a bit longer than that.

This is essentially a Manhattan project like initiative. It doesn’t have to happen overnight. China now has some of the best universities doing research in optics.

If it happens in 5 years what will ASML do then ? The west’s monopoly on this sector would be finished.

At this point China has no choice but to develop the tech or be forced to not have processors. Time will tell.

Given that hard power is being used to punish China they will use every means at their disposal from massive investments and manpower to poaching talents and even espionage.

If North Korea can make nukes then this shouldn’t be impossible for a power like China.

I have a sneaking suspicion that they are much further ahead than they are revealing in public which explains their confidence and refusal to back down. Time will tell.

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

#105
post #63

Earlier quoted context omitted.

I don't think it will take long to surpass ASML if the state commits to it and decides the ASML patents don't matter any more. There's enough public knowledge about EUV to clone the machines if starting with unlimited financial resources and no legal constraints.

That's so funny. ASML holds the market for a reason, this is not so simple. You could probably do it on a Friday night but the Chinese may take a bit longer than that.

China has been able to develop advanced stealth technology, quantum computing, supersonic combustion engine, and more, after the state decided that they were priorities that had to be developed.

I don't see why EUV would be impossible for them to replicate. The list of times when we (and I too) thought that they could not catch up in a certain technology is long, and I won't make that bet anymore.

The resources of the Chinese state are incredibly vast. If they decide that they absolutely must get something done, that will most likely happen. It would be a Manhattan Project level initiative, but even more important.

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

#106
post #91

Earlier quoted context omitted.

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.

Less polarized? Huey Long got shot for FDR to get in, and actual socialism was a thing in the United States. Assassination attempts were regularly made against union busters.

What I meant was that there was a better sense of what left or right actually means on an international scale.

Nowdays centre-right presidents like Barack Obama or Biden get called socialist, somebody on the international centre left like Sanders is apparently a communist and Chomsky is an out of his mind, left of Mao crazy person. Pink haired college kids are apparently a serious threat and there's a "culture war" or something.

It seems fairly abnormal, especially considering Medicare for All is apparently still crazy, even in the middle of a deadly pandemic the U.S. is currently doing terrible at.

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

#108
post #40

Earlier quoted context omitted.

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.

Is anybody going to go to war with Russia, China, or the US though? All three of these countries are too big and difficult to invade. You would quite literally have to decimate any one of them to keep hold of it. And economically it would be extremely unprofitable to the US and China. Russia could theoretically gain quite a bit if it managed to annex China but there is the whole issue of how would you even go about that? Nuclear war because it turns into an asshole measuring contest seems more likely but that is a straight doomsday scenario.

No I think future wars between these three will all be proxy and economic. It’s easier to do the asshole measuring in the Middle East than on your own turf. And economy is ultimately what matters.

I think the main issue is that Russia has a lot of tendrils in the US at this point starting with the one they have up Trump’s cloaca. They can do a lot of damage with cyber attacks and propaganda but ultimately it’s all about weakening the economy, not about annexation.

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

#109
post #3

article conveniently doesnt mention the fact that huawei's 5g chip isnt sourced from an American design, rather its the Balong 5000 which has been around since january of 2019. the 16 nm chipset can easily be cranked out from Semiconductor Manufacturing International Corporation (SMIC) in mainland china, which is capable of 14nm runs. barring that, GlobalFoundries as they havent expressed any serious interest in Amer…

GlobalFoundries is a US company, no extra leverage needed to block them from doing business with Huawei.

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

#110

Earlier quoted context omitted.

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

Is anybody going to go to war with Russia, China, or the US though? All three of these countries are too big and difficult to invade. You would quite literally have to decimate any one of them to keep hold of it. And economically it would be extremely unprofitable to the US and China. Russia could theoretically gain quite a bit if it managed to annex China but there is the whole issue of how would you even go about t…

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