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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

#121

Post by systemvoltage »

AsyncAwait wrote: post #64

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

Can you name a nation that does not care about their own interests? US or not, replace it with France or Brazil or India.

It’s not just US, - Japan, EU, SK, APEC, India, Australia, NZ, everyone is piling up on the CCP’s regime that it has built up by abusing its own citizens, iron grip over the society, surveillance and extreme form of asymmetry in trade.

Look up: http://www.ipac.global

So bashing on US is convenient and easy but you’re turning away from the actual geo political climate against China, clouding your own judgement perhaps with prejudice but I won’t go that far.

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

#123

Post by mlindner »

sudosysgen wrote: post #105
jacquesm wrote: post #67

Earlier quoted context omitted.

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 th…

Half the stuff you just mentioned China has not actually developed. Fancy demonstrations are not actually products. I don’t get why so many people on hacker news are falling for obvious propaganda.

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

#124

Post by themodelplumber »

euix wrote: post #116

The founder of SMIC on the mainland is actually Taiwanese and a former TSMC executive. Loyalties cut across the strait both ways, westerners overemphasis attachment to values and ideology over bloodlines and ancestry. It's true for some but not for others. There are quite a lot of foreign engineers working on the mainland, especially Taiwanese engineers. If you are a industry vet or got some kind of special talent yo…

The old idea that westerners, particularly Americans, overemphasize values and ideology is a great example of a perspective that leads others to underestimate their competitors.

Sure, economic impact and power are huge. And that's far from a settled zone of conflict, I would add. But when a values-based culture leans into its strengths once again, in the famous United sense, one must ask how well its competitors can compete, or if they can compete at all, in that specific arena.

The idea that adopting repression is the only recourse here is in effect directly advising against the deployment of established strengths. (By the way, did all those millions of Hong Kongers in the streets suddenly disappear, or...?)

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

#125

Post by vorpalhex »

sudosysgen wrote: post #92
mclightning wrote: post #74

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.

Yes. But I don't think that giving more power to the US Empire will be better for human rights long term. The US and it's client states also kill millions of people for profit.

Do.. you have a citation for that?

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

#126

Post by carierx1 »

reducesuffering wrote: post #78
mc32 wrote: post #53

Earlier quoted context omitted.

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.

Russian GDP is frequently touted as why they're overrated. However, the Russian kleptocracy believes real power is now coming from mastery of the cyberspace: disinformation, cybersecurity, offensive hacking capabilities, AI superiority[0]. This is a likely accurate understanding, and Russia has immense experience. [0] https://www.theverge.com/2017/9/4/16251226/russia-ai-putin-r...

Making everyone else worse... the true Balkan curse.

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

#127

Post by systemvoltage »

euix wrote: post #116

The founder of SMIC on the mainland is actually Taiwanese and a former TSMC executive. Loyalties cut across the strait both ways, westerners overemphasis attachment to values and ideology over bloodlines and ancestry. It's true for some but not for others. There are quite a lot of foreign engineers working on the mainland, especially Taiwanese engineers. If you are a industry vet or got some kind of special talent yo…

This doesn’t make sense.

> On the mainland if you are a leading expert in this field or that, or belong to specific establishments (such as public security or state security) you cannot exit the country without permission from higher up the food chain.

That alone will be enough to deter people from moving to China for even 10x salary. Getting locked into an insane Han-supremacy regime is walking into the dragon’s mouth with a torch.

Intellectuals get attracted to more than just money. Especially industry experts.

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

#128

Post by actuator »

IgorPartola wrote: post #108
actuator wrote: post #45

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…

Yeah, you are right. Wars between these three are going to be proxy or economic.

I think actual war is unlikely between any two of these three but I think skirmishes are very likely. Russia and China/US I doubt as Russia doesn't seem to have a concern which overlaps with the interest from other two on ground except Syria I guess, but between US and China, South China Sea might become a flashpoint if they both keep pushing each other there out of ego.

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

#129

Post by vorpalhex »

AsyncAwait wrote: post #86
RcouF1uZ4gsC wrote: post #85

Earlier quoted context omitted.

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.

> Back then the politics were a lot less polarized

I count 4 political assassinations in the years around WWII[^1]

[^1]: https://en.wikipedia.org/wiki/List_of_assassinated_American_...

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

#130

Post by mlindner »

sudosysgen wrote: post #75
ajross wrote: post #70

Earlier quoted context omitted.

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.

Huawei needs more chips than Apple, and are moving to produce all of their own chips. As a TSMC fab customer it's at least of the same scale as Apple.

Repeating the same lie in a reply doesn’t make it true. Recently there’s been an influx in the past few days of tons of sinophiles.
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