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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

#311
post #211

Earlier quoted context omitted.

The bully really stems of that some do not recognise "one China", which is not the point of view in Beijing. You cannot say it's bully if Taiwan is part of China. If you have doubt, search "1992 Consensus".

Stop spreading artificial history like "1992 Consensus". It was not even mentioned in the 1992 meeting.

The real history disagrees, they are widely available on the internet as well as plenty of history references in real libraries.

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

#312
I feel like this plays into China's hand. Now Huawei and China will build up their own microchip design and manufacture capabilities which will, at some point, rival the west. Strictly from a strategic standpoint, it seems like keeping China dependent on US technology is a good way to maintain hegemony

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

#313

Earlier quoted context omitted.

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.

Actually, you're right. American executives sold off their souls to cheaper prices, moved factories out of US and exploited cheap labor. It is still going on at a monumental scale - Apple for example.

So, it is capitalism at its worst. The government failed to keep American interests and now they're back peddling.

Furthermore, literally every developed country is at the helm of Chinese goods. Every nation in the world.

There is a giant Huawei office as soon as you get out of the Zurich airport housing probably 5000 people.

The Japanese sold off their local businesses and shut down factories, moved them to China for cheaper labor.

What IPAC is doing is to bring right government officials together to back peddle and put brakes on it because capitalism will bankrupt their host nations and enrich China.

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

#314
post #11

Apparently this is the result of a May 15 rule change[0] to the Export Administration Regulations[1], which affect anything exported from the US. The lesson here is that if you're a foreign company that buys US software and equipment, apparently the US government can tell you who you are and aren't allowed to do business with. [0] https://www.commerce.gov/news/press-releases/2020/05/commerc... [1] https://en.m.wikipe…

> The lesson here is that if you're a foreign company that buys US software and equipment, apparently the US government can tell you who you are and aren't allowed to do business with.

Sometimes referred to as sanctions. I don't think this is a revelation for anyone doing business internationally.

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

#315

Earlier quoted context omitted.

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.

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…

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

#316

Earlier quoted context omitted.

People are being drummed up into a cold war mentality left right and center. Its become increasingly obvious recently.

I suspect the people of Hong Kong or the Uyghurs will have a different view.

Even if those people have a beef with the CCP, and even if Adrian Zenz’ stories about Uyghurs are true (which still remain to be seen, as there are many flaws in his methodology), what does that have to do with the rest of the world? Do you think that the US’s Hong Kong “Human rights” bill really does anything to help the ordinary citizen of Hong Kong?

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

#317

Earlier quoted context omitted.

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…

Australia has been drumming rhetoric about China for a long time now. They’ve been talking about decoupling.

And now China is actually decoupling. Shouldn’t Australia be happy that they’re getting what they want? Why did it suddenly turn into “China is bullying us with tariffs”?

As for Hong Kong, are you aware that most of the protesters are young people with poor backgrounds and without higher education? And that many protesters are not so peaceful, and rioted? Yet Australia announced the other day that they will only accept people without a criminal record, and only people who are highly skilled. What?? Is Australia genuine in wanting to help Hong Kong citizen?

Do you believe Australia’s push for COVID-19 is genuine? Yes China did make mistakes in the beginning, but for more than a month after the Wuhan lockdown, at which point countries outside China had almost no cases, various countries neglected to take action despite obvious warning signs. So if an investigation is to be initiated, it should not only be about China’s mistakes, but everybody else’s mistakes too. Why does Australia not talk about investigating everybody? Do you think Australia would accept a bidirectional investigation?

Is Australia really as innocent as you believe?

Does China have no right to disagree?

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

#319

Earlier quoted context omitted.

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?

China is trying very hard to shut down all criticism of China and/or the CCP, worldwide. That makes China a threat to free speech worldwide.

Does freedom of speech mean freedom from consequences?

If you are my supplier, and I accuse you of various crimes (which may or may not be true), and as a result you stop supplying me, then are you shutting down my free speech? Do you have an obligation to keep doing business with me no matter what I say?

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

#320
post #281

Earlier quoted context omitted.

>The U.S. economy is nearly 2x larger than China's No, it's not. This is a flaw of using nominal GDP which doesn't take into account currency differentials, and therefore costs of production. China's GDP(PPP) is already bigger https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(PPP)

GDP(PPP) is useful for observing changes within domestic markets but not global economic power. As per the page you linked: "GDP comparisons using PPP are arguably more useful than those using nominal GDP when assessing a nation's domestic market . . . It is however limited when measuring financial flows between countries." When we are discussing a Taiwanese semiconductor manufacturer stopping shipments to Huawei due…

It depends on the type of economic power. US is a bigger market, by virtue of bigger real GDP. Chinese can produce more by virtue of bigger PPP GDP.

I agree that for TSMC, market size is more important, but the blanket statement about global economic power is a little bit excessive. If we want to have COVID19 PPE, mass-produce medical equipment, or rapidly build military equipment, China can out-manufacture the US.

I know 2 of those three will be controversial (esp. military equipment), but I think they're true. The US military is probably superior to China's today, but the US had an inferior military at the start of WWII as well. However, the US was a manufacturing superpower and produced a superior military quite quickly. If China were to focus its manufacturing and engineering prowess on military technology, I think it would pass the US rather quickly at this point too. Yes, I'm aware of US technological superiority, and yes, I've seen estimates of how long it would take China to bridge the gap. No, I don't believe those estimates. I think there are a lot of mistaken assumptions in them, and it's to everyone's benefit (US' and China's) to believe the US is further ahead than it is.

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