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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

#171

Post by actuator »

sergeykish wrote: post #160
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.

Really second tier [1], just holding nuclear weapon [2] and good brainwashing by state media. Economically far behind [3]. Nothing to gain with direct confrontation, no TSMC in Crimea, wars for prestige should be successful. [1] https://en.wikipedia.org/wiki/List_of_countries_by_military_... [2] https://en.wikipedia.org/wiki/List_of_states_with_nuclear_we... [3] https://en.wikipedia.org/wiki/List_of_countries_by_GDP_…

Compared to US, maybe. But you are not doing justice to them just by looking at the USD expenditure since they produce almost everything within Russia and it might be far cheaper to produce stuff there. Here is what GFP ranks their military at: https://www.globalfirepower.com/countries-listing.asp. Even an economically more powerful country like China still has defence imports from Russia.

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

#172

Post by coliveira »

systemvoltage wrote: post #121
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…

That's completely hypocritical. The US was just fine with the exploitation of workers in China while it made economical sense. Now that the US is losing its grip on power, they want to create this nonsensical narrative.

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

#173

Post by LatteLazy »

dang wrote: post #150
LatteLazy wrote: post #46

I feel bad for the hard working people at huawei. But also, fuck the CCP.

Please don't. You may not owe the CCP better, but you owe this community better if you're posting to it. We want curious conversation, not denunciatory rhetoric. Those two are mutually exclusive. The idea is: if you have a substantive point to make, make it thoughtfully; if you don't, please don't comment until you do. https://news.ycombinator.com/newsguidelines.html Here's another way to look at it. When posting, as…

I'm sorry, maybe I didn't fully explain my point or was too blunt about it? It seems its too late to delete the root comment now so in future I'll try to be a bit more detailed and not just post a one line conclusion...

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

#174

Post by dirtyid »

teknologist wrote: post #159
systemvoltage wrote: post #127

Earlier quoted context omitted.

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 mou…

> Getting locked into an insane Han-supremacy regime is walking into the dragon’s mouth with a torch. I think he's referring to Han people studying/working overseas returning to their ethno-state. I can't imagine many non-Chinese would move to China instead of choosing to live in a fairer, rule of law Western democracy where the work is often better paid.

The reality is the opposite, western expats in China get paid much more and are afforded much greater legal latitude. They get paid like kings and mostly live like kings. Make money in China and retire elsewhere has been going on since the 90s. It's how China developed with western expertise.

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

#175

Post by sudosysgen »

mlindner wrote: post #130
sudosysgen wrote: post #75

Earlier quoted context omitted.

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.

Is it true or not that Huawei sells more devices than Apple? : https://www.forbes.com/sites/bensin/2020/12/30/huawei-still-...

Is it true or not that Huawei wanted to use HiSilicon for all of their phones? That is obviously true.

The consequence is that Huawei needs more chips than Apple, that would have been sourced from TSMC. Therefore, they had the intention to be a customer of at least equal size as Apple to TSMC.

How is any of this a lie? I fail to see how much money Huawei makes from this or that changes that Huawei needs more processors than Apple.

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

#176

Post by threeseed »

michaelyoshika wrote: post #147
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…

Other than the money, you also need to count in the fact that as an Asian/Chinese you are not really that secure/free in the US especially now with a president saying Chinese Virus all the time.

US is a stable democracy with an independent media and judiciary. And Trump’s unpopularity (~60%) means that his world view is not shared by the majority of Americans.

So this idea that it is not that secure/free because of a minor uptick in racism is ridiculous. China is routinely kidnapping and torturing anyone who disagrees with them - citizen or not. And we still don’t know where many missing journalists have ended up.

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

#177

Post by AsyncAwait »

narrator wrote: post #134
systemvoltage wrote: post #127

Earlier quoted context omitted.

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 mou…

Also, if you are a billionaire the government can take everything away from that person in the blink of an eye if decides it doesn't like what that person says. In the west there are far more protections and due process rights.

If you're a billionaire, yes. If you're a person of color of not so great means, education etc. in the U.S. from a somewhat infamous area like Chicago, am not so sure. Just see the ongoing protests right now.

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

#178

Post by GekkePrutser »

Nokinside wrote: post #28

What this means is that TSMC stops producing Huawei designed chips. Huawei has to buy third party designed and manufactured chips, most likely MediaTek. Manufactured in TSMC factories but not Huawei designed or Huawei owned IP.

Wouldn't that put Mediatek on the radar of the US for getting similar measures taken against them?

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

#179

Post by draw_down »

themodelplumber wrote: post #124
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…

No idea what this is trying to say

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

#180

Post by AsyncAwait »

threeseed wrote: post #176
michaelyoshika wrote: post #147

Earlier quoted context omitted.

Other than the money, you also need to count in the fact that as an Asian/Chinese you are not really that secure/free in the US especially now with a president saying Chinese Virus all the time.

US is a stable democracy with an independent media and judiciary. And Trump’s unpopularity (~60%) means that his world view is not shared by the majority of Americans. So this idea that it is not that secure/free because of a minor uptick in racism is ridiculous. China is routinely kidnapping and torturing anyone who disagrees with them - citizen or not. And we still don’t know where many missing journalists have end…

> independent media

Actually the mainstream TV & newspaper media are overall owned by a very few holding companies and there's plenty of stories of people being subtly or overtly pressured to either change tune or be forced off the air if they ie spoke extensively against the Iraq War pre-invasion.

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