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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

#181

Post by junar »

markdog12 wrote: post #164
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…

> swam to Mainland China Really now?

https://www.theguardian.com/business/2008/jul/27/worldbank.c...

He swam from Kinmen, a small island about 2 miles from the mainland.

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

#182

Post by threeseed »

nafey wrote: post #148
birdyrooster wrote: post #141

Earlier quoted context omitted.

Their monoculture provides a lower ceiling for capability than the world at large. We aren't remotely fucked.

What you are calling monoculture is somewhere around 1/6th population of the world. If you take into the account the inroads that China has made into Africa, Middle East and Eastern Europe we might be seeing ourselves entering another phase of the cold war.

Those inroads are disintegrating.

The quality of the deliverables hasn’t been great, they have been poorly managed and have left many countries either in significant debt or with onerous obligations.

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

#183

Post by bigpumpkin »

markdog12 wrote: post #164
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…

> swam to Mainland China Really now?

"As a captain in the Republic of China Army in Taiwan, he defected to Mainland China on May 17, 1979, from the island of Kinmen off the coast of Fujian to the nearby island of Xiamen of Mainland China."[1]

[1]https://en.wikipedia.org/wiki/Justin_Yifu_Lin

I was also dubious. The swim was from Kinmen to Xiamen (~6 km)

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

#184

Post by threeseed »

sudosysgen wrote: post #69
rgbrenner wrote: post #68

Earlier quoted context omitted.

By what measure? They have less than half the revenue, and only 9b in profits last year.

Total phone sales, in number of units, which is what matters when figuring out how many chips to make, as well as market share as a proportion of units.

You are also going to need to factor in upcoming Mac sales as well.

And for all we know Apple may move to a multi-CPU strategy for its higher end products meaning you will get significantly more volume.

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

#185

Post by dragonelite »

knzhou wrote: post #30
mytailorisrich wrote: post #9

Earlier quoted context omitted.

> In the past they could get enough of the right people to move to China as they did with OLED. TSMC was founded by a "returnee" as well. Obviously he and his family were rather anti-communist (his father was a ROC official) so he fled from mainland China to Hongkong then the US during the Chinese Civil War. He built a career at TI then returned to China (Taiwan) and founded TSMC when the government was investing in…

> Then he returned to mainland China in 1955. It's worth remembering that he did that because he was pushed out, during the Red Scare.

You already see the same happening under the Yellow peril banner.

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

#186

Post by T-A »

markdog12 wrote: post #164
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…

> swam to Mainland China Really now?

https://www.theguardian.com/business/2008/jul/27/worldbank.c...

It's only a couple of kilometers from the Kinmen to Xiamen:

https://en.wikipedia.org/wiki/Kinmen

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

#187

Post by vsskanth »

actuator wrote: post #153
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.

Also, for a Chinese expat the path to permanent residency or citizenship is hard, so moving back would have that as a positive as well.

Curious, is it hard because of the backlog or other reasons ? I understand there is a 5-6 year wait for a green card for Chinese born.

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

#188

Post by pm90 »

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…

The US is neither a stable democracy (incredible levels of partisanship and voter suppression) nor does it have an independent judiciary (justices even in SCOTUS mostly vote around party lines on issues of voting ie power). The most popular media network is Fox News which is openly subservient to the President.

The uptick or racism is not minor either. Racism has been embedded in the American way of life and the fight against it has been long and painful. Being a minority in the US is absolutely a huge risk factor.

> China is routinely kidnapping and torturing anyone who disagrees with them

American police kill a lot of citizens, and incarcerate a large number of mostly POC.

And the current POTUS has repeatedly said he won’t leave office even if votes out, and has speculated openly on staying in office beyond term limits. So please don’t give me crap about China when our country is at the precipice of losing its status as a Democracy.

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

#189

Post by puranjay »

paulmd wrote: post #113
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.

the question is - how much of that "reason" is protectionism (patents, etc)? if you no longer care about pissing off the US and EU (because they're up in your business anyway) then maybe it doesn't matter so much if you violate those patents. Same thing as with Taiwan's "special trade status", Trump thinks that revoking their status will get China to leave them alone, because he has a very simplistic bullying-oriente…

The US under Trump is just far too unpredictable and unreliable. China appears more stable and predictable. Case in point: even post pandemic, when the US is withdrawing from the world, China doubled down on its commitment to Pakistan and initiated massive billion dollar projects last week.

If I were Pakistan and in desperate need of financial assistance, I would look to China instead of USA, simply because of the former's consistency (despite all the strings attached to these investments).

Predictability is highly underrated, in international politics and elsewhere.

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

#190

Post by threeseed »

FooBarWidget wrote: post #88
starfallg wrote: post #10

Earlier quoted context omitted.

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?

Because China is buying compliance.

Australia recently pushed for an investigation into COVID-19 and allowed Hong Kong citizens to obtain permanent residency. Both of which China strongly opposed. As retaliation they imposed tariffs on Australian imports, issued travel advisories telling students not to travel there and directly told the government to comply.

Now a country like Australia which is heavily dependent on China for trade and overseas students has in this case had to choose between ethics and economics. And China is doing the same thing with countries all around the world with smaller ones being forced to comply or risk severe economic harm.

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