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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

#421

Post by rstuart4133 »

PopeDotNinja wrote: post #205
bgee wrote: post #23

Earlier quoted context omitted.

> months before WW2 What's the definition of WW2 here? US supplied oil and metal to Japan until 1941 [0], 3 years after Japan invaded China [1]. [0]: https://en.wikipedia.org/wiki/Events_leading_to_the_attack_o... [1]: https://en.wikipedia.org/wiki/Second_Sino-Japanese_War

My dad's uncle fought for the USA in the Pacific. At one point during the war, he was close to a Japanese bomb when it exploded. He survived. The interesting part of this story is that some scrap metal from the bomb had a stamp that said "Framingham, Massachusetts". He was from Northampton, MA, and he'd almost been kill by scrap metal made at a factory less than 100 miles from his home. https://goo.gl/maps/npoRDeSFHK…

> His battalion had 250% turnover during the war,

Ye gods. That reminds of Felix, a character from the book Armor, by John Steakley.

> It turned out the Japanese had stuffed the hill with explosives

Well, there you go. Nothing is new under the sun. Beneath Hill 60 [0] is a movie about the Allies doing the same thing to the Germans in WWI. The explosion was heard in London, about 250km away. It killed around 10,000 Germans [1], but according to the movie had very little effect on the eventual outcome.

I thought it must have been pretty unique event. Apparently not.

[0] https://en.wikipedia.org/wiki/Beneath_Hill_60 [1] https://www.military-history.org/articles/world-war-i-hill-6...

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

#422

Post by thefounder »

SECProto wrote: post #234
thefounder wrote: post #216

Earlier quoted context omitted.

You don't know what you are talking about until you live in a communist country. Just making a joke at the wrong time about the "emperor" could put you in jail for a long time. U.S has its flaws but you can't compare it with China. See how the minorities are treated there(i.e the muslims) and the talk about racism in the US

Don't make a bomb joke in a US airport either! They weren't comparing the US to China, they were explaining the flaws with American democracy/judiciary/media. The US is not a shining beacon to be held up in those categories compared to eg New Zealand/Germany (proportional representation), Denmark (judicial independence - the US doesn't crack the top ten[1]), or most of the rest of the West (see how far you have to sc…

Offending a politician and making bomb jokes in airport are different things in US but not in China. This is pretty much my point.

Of course they were comparing US with China, implying the US has its own flaws and shouldn't lecture China. That's like saying US had its own racisim in 1930 so it had no right to interefere in Nazi Germany's internal policies.

US may not be a shining beacon of democratic values but it's a country that can do something about China's rise as a world super power(unlike Denmark, NZ or Germany).

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

#423

Post by LargoLasskhyfv »

thu2111 wrote: post #391
2OEH8eoCRo0 wrote: post #383

Earlier quoted context omitted.

>the US public, is unwilling and has been demonstrably unable to muster any kind of support for significant military force over any issue that is complex and intangible Americans would be directly affected by a conflict. Where do all of these electronics come from?

A lot come from US fabs! People here are talking like Intel fabs have all ceased to exist or something. They haven't. It's really Europe that needs to panic about China/Taiwan (where there are NO firms that can manufacture semiconductors at scale), but, they aren't of course.

But...vee häff ze mächinz which make ze chips! (ASML)

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

#424

Post by LargoLasskhyfv »

peteretep wrote: post #341
0xy wrote: post #325

Earlier quoted context omitted.

The US will defend Taiwan by any means necessary, including nuclear options. If they don't, they've already lost to China. Chip superiority is everything. If the US can't manufacture or source modern chips then it's over for them. US leaders and the military know this to be true. Taiwan is not Hong Kong. The US doesn't need Hong Kong. The US needs Taiwan.

> The US will defend Taiwan by any means necessary Under a normal president, sure. Under this one, who can’t decide if he hates China or loves Xi? All fucking bets are off

I find your lack of faith disturbing.

[0] https://taskandpurpose.com/news/navy-aircraft-carriers-south...

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

#425

Post by LargoLasskhyfv »

Miraste wrote: post #401
dirtyid wrote: post #273

Earlier quoted context omitted.

EU is trying to enter the game as well. https://ec.europa.eu/commission/presscorner/detail/en/SPEECH... >But putting a halt to a decrease is not enough. Now we must invest massively, with the objective to produce in Europe high performance processors (with a 2 to 3nm of feature size) and reach 20% of the world capacity in value.

That's a nice speech, but it's only an aspiration. It also says all Europeans should have 1gbps internet by 2025, which suggests some fantasy is occurring.

Hm. Given the development of DSL/Cable/LTE/5G/whatnot speeds in the last few years, and more and more FTTC/FTTH roll outs it's not total unrealistic. I could have it, but I'm too cheap for that :-)

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

#426

Post by peacefulhat »

0xy wrote: post #325
_7fvc wrote: post #260

I see this news as a loss for the US. It has to resort to regulations to stop TSMC from doing business with Huawei. When you can't incentivize your ally, that means your opponent's business is still very attractive. Regulations will only cripple your ally. Taiwan may comply on the outside. But inside, they'll cut under-the-table deals with China. They'll find loop holes to skirt regulations. Taiwan seems to be headin…

The US will defend Taiwan by any means necessary, including nuclear options. If they don't, they've already lost to China. Chip superiority is everything. If the US can't manufacture or source modern chips then it's over for them. US leaders and the military know this to be true. Taiwan is not Hong Kong. The US doesn't need Hong Kong. The US needs Taiwan.

Sure kill billions to save exclusive access to a foundry. It’s not worth it.

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

#427

Post by GiantSully »

justicezyx wrote: post #334
GiantSully wrote: post #326

Earlier quoted context omitted.

“ Necessity is the mother of invention and nowhere else is there the capital, political will and now sheer necessity as there is on the Mainland.” It’s also the mother of the GFW, which greatly impede the innovation. For example, many latest IT technology cannot be speeded effectively.

Really? GFW definitely helped a lot of newer internet company take off by shifting the market from a US directed tastes to a more domestic. I.e. one would not immediately think Instagram is cooler than douyin. (As a result, Instagram like photos sharing were never main stream) GFW by itself is no small engineering feat either. It's technology is widely relevant in many technical areas related to traffic control and n…

Baidu has worse UX after google search exited the mainland china. The many so called newer internet companies are actually copying and localizing. Blocked by the GFW, the inaccessible instagram can never be the main stream. Instead of the detecting intrusion, DPI plays a huge role in controlling the freedom of speech. And with the help of ML, DPI is even smarter than before. Fewer people of new generation in China know Google, Facebook and Twitter, and they only know the second-class analogue of these service providers.

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

#428

Post by caycep »

ttul wrote: post #204
caycep wrote: post #38

Earlier quoted context omitted.

That's what I am wondering about. Is ASML the weak point? Would a US, Taiwan, or other company be able to develop and manufacture comparable lithography or EUV machines, or do they essentially have a chokehold on the market for now?

You can't fast-track the technology developed by ASML. We're talking about a company with 4,000 engineers (correct me if I'm wrong btw) who have been working on lithography magic for decades. EUV took decades of dedicated research to finally become a reality just in the past few years. They literally vaporize tin into a plasma in order to create the EUV light, which then has to pass through incredibly complex optics…

What's odd to me is that - why is it just one group in the Netherlands doing this? vs. interest in other academic or industrial groups?

Vs. say FinFETs or other groundbreaking tech - I remember Intel coming out with the paper however many decades ago and fast forward a few years later, TSMC and Samsung came out with their own products utilizing it.

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

#429

Post by 0xy »

rstuart4133 wrote: post #420
0xy wrote: post #325

Earlier quoted context omitted.

The US will defend Taiwan by any means necessary, including nuclear options. If they don't, they've already lost to China. Chip superiority is everything. If the US can't manufacture or source modern chips then it's over for them. US leaders and the military know this to be true. Taiwan is not Hong Kong. The US doesn't need Hong Kong. The US needs Taiwan.

> Chip superiority is everything. The Chinese didn't get to their current position via chip superiority. They got there by being a low cost producer of a whole pile of other things. Clearly chip superiority wasn't everything to them. In fact also by definition most countries don't have chip superiority. Not the UK (home of ARM), not Japan, not Germany, not Canada, not Australia (who happens to be a medical powerhouse…

China has always had access to state of the art chips though, as has the UK, Japan, Germany etc.

When I say chip superiority, I'm implying China will move to starve the US of modern chip fab capacity. That's huge. The US needs them for military, intelligence and productivity purposes.

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

#430

Post by chrischen »

president wrote: post #259
chrischen wrote: post #168

Earlier quoted context omitted.

Hard to tell with a free press, since people just find the news they want to hear anyways. I guess our situation with getting news from Facebook is voluntary censorship. Maybe that’s better than forced censorship? What if the controller of news is benevolent? I think the situation is that the Chinese government is mostly benevolent to its own citizens, which is why it has fairly good political support domestically. T…

So silencing the original Covid-19 whistleblower allowing the virus to devastate Wuhan and propagate to the rest of the world is better than free press? How is that benevolent?

Our free press didn't do much to help prevent the spread of the virus here either... It looks like it's also going to turn out much worse.
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