I'm actually cautiously excited about new competition in high end semiconductor fabrication. Huawei and China won't just sit around twiddling their thumbs, they've got to manufacture chips somehow/somewhere.
What you missed is the massive global interconnected supply chain that goes into building the fab (not the building, but the process equipment and software). China’s isolationism will cause massive pains to do it all in house. If they can, we are all fucked.
TSMC plans to halt chip supplies to Huawei in 2 months
241–250 of 433 posts
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#242Earlier 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…
One of the best things I feel like I've learned in systems eng is that this stuff is just too disorganized and difficult. It's not enough to steal all of the plans - you're not going to make sense of them and they don't have the rejiggered edition Jimmy's WAR from last Tuesday.
IP theft occurs because employees are owned for years at a time and are able to slowly push useful tidbits across the proprietary barrier.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#243Earlier quoted context omitted.
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 figh…
Tell that to hundreds of thousands of Indian, Japanese, Korean, Vietnamese, Philippino, Taiwanese, etc immigrants that work here in the tech industry. I am a little bit speechless at all this vile of anti-US propaganda. It is insane .
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#244Why does this feel like the USA cutting Japan off from metal and oil shipments months before WW2?
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...
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#245Earlier quoted context omitted.
Assuming when you say China you mean the UN recognized "China", then they do not have any control over TSMC.
UN views Taiwan as a province of PRC
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#246Earlier quoted context omitted.
In China, even a billionaire can be crushed by the state - for corruption, for being a power rival or for speaking out against state policy. In the US, a certain level of person has nearly carte blanche against scandal, against being accused of crimes or pursuing pathological policy positions. Of course, in the US, a small person's life can be snuffed out if they annoy the wrong cop and their life can be made miserab…
Oh come on man (woman?), this comment is completely disingenuous. You're comparing 2 completely different things. Is US / the West fair? Not by a long shot. Tons of shitty stuff happening, from George Floyd, to Harvey Weinstein, to Jeffrey Epstein, to Julian Assange. But at least we know about them. But compared to China? You won't even hear about the "small person's life". I'm sure life in China can be great, unless…
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#247Earlier quoted context omitted.
They aren’t directly controlled by the government though. And you have plenty of organisations like NPR and PBS which are truly independent. Also anyone can create a news site or blog without worrying about it being blocked.
PBS and NPR are in fact directly controlled by the government. It’s interesting that those are your two examples of gold standard independent media.
Not sure through what mechanism you think they are directly controlled.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#248Earlier quoted context omitted.
It's ranking countries by an opaque "power index" (sorry, "PwrIndx", because vowels cost more or something?), and there is no description of what this entails other than "over 50 individual factors". The only thing I could find to drill down on contains effectively a bare listing of things such as army size, population size, number of tanks, oil reserves, etc.--which emphasizes quantity over quality. So you might und…
Yeah, not sure about that power index calculation myself. But I think it would be very hard to compare things on quality. Like take the example of air power. Sure F-22, F-35, B-2/B-21 combination probably beats any other force. But after that, it gets murky as every country will hype its own inventory. I think PRC still purchases some of the planes and parts from them, so I guess Russian made planes might have an edg…
I'm not sure how modern Russia and China fare in this regard, compared to each other or to Western powers. Both countries have definitely showed signs in the past decade or so of trying to push through military reforms and adding more junior officers compared to senior officers.
[1] Classic case study: first Gulf War, where the casualty ratio was a lopsided 100:1, despite the Iraqi military having rough numerical parity and access to modern kit.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#249Earlier quoted context omitted.
What you missed is the massive global interconnected supply chain that goes into building the fab (not the building, but the process equipment and software). China’s isolationism will cause massive pains to do it all in house. If they can, we are all fucked.
Guys you are really panicking here. No way China is going to do everything in-house. Crucial technology? For sure, but definitely not everything. China's isolationism is imposed on it by the United States (and not only to China, but to other countries as well as businesses everywhere is forced to NOT do business), and it is going to use all weights to find ways to do business with other countries.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#250Earlier quoted context omitted.
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.
> They get paid like kings and mostly live like kings. Careful with present tense, things have taken a stark turn for the worse in terms of the day-to-day reality of western foreigners in China, and it already was not spectacular (minders checking in on your domicile every couple weeks or month, basically zero standing in legal disputes including routine contract disputes).