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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

#431
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…

That's why President Tsai Ing-Wen propose https://en.wikipedia.org/wiki/New_Southbound_Policy Hopefully such movements can reduce the business interests in Taiwan towards China in the long run, and establish multilateral-ism with many identities other than China. > Taiwan seems to be heading to be the next Hong Kong. Don't remember we have military forces and it happens to be Han-Kuang Military Exercise recently: htt…

Nope. The new southbound policy won't succeed. You could see the report in the following link.

[0] https://www.trade.gov.tw/english/Pages/Detail.aspx?nodeID=92...

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

#432
post #252

Earlier quoted context omitted.

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.

So what you are saying is that A who buys less from them is a bigger customer than B who buys more? Huawei buys more SoCs than apple hence they are a bigger customer. So that would make Apple small fry in your world. Not very likely.

Except as just stated in the above comment, Huawei does not actually buy more SoCs than Apple.

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

#433
post #274

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.

IIRC, if you want to use 5G/4G with MTK chip, you need to pay license fee to QCOM? and US can still ban this.

No. MediaTek customers don't pay incenses fro QCOM.

US has not prevented Intel, AMD, or Qualcomm from selling their chips to China. Why it would prevent Taiwanese companies doing so?

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