Huawei CEO: After September 15 No More Kirin Chips
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Huawei CEO: After September 15 No More Kirin Chips
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Re: Huawei CEO: After September 15 No More Kirin Chips
#2Another victory for the World's Playground Bully.
Re: Huawei CEO: After September 15 No More Kirin Chips
#3China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem.
They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance of the Taiwanese semi industry because mainland China will have its own, with all the potential strategic consequences that this might mean.
Re: Huawei CEO: After September 15 No More Kirin Chips
#4China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem. They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance…
I don't think it's a mistake. It's more that they don't have a choice. There are very few (maybe even only one?) foundries in the world with advanced processes. Building a foundry is not trivial. For how long has Intel stuck with 14nm now? The Dutch ASML lithography machine is one of the most advanced machines in the world, and it's pretty much the only one of its kind. China has been investing heavily in domestic foundries for years now, but it takes time.
Re: Huawei CEO: After September 15 No More Kirin Chips
#5Long term I feel China is going to work around these sanctions and such and end up completely independent of US tech.
Re: Huawei CEO: After September 15 No More Kirin Chips
#6China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem. They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance…
And who do you think the US of A is reliant on?
Re: Huawei CEO: After September 15 No More Kirin Chips
#7China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem. They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance…
I don't think it's a mistake. It's more that they don't have a choice. There are very few (maybe even only one?) foundries in the world with advanced processes. Building a foundry is not trivial. For how long has Intel stuck with 14nm now? The Dutch ASML lithography machine is one of the most advanced machines in the world, and it's pretty much the only one of its kind. China has been investing heavily in domestic fo…
This is reason US needs to ensure that a US company can make the latest and greatest technology. You never know what geopolitical issue might cut your supply off.
Re: Huawei CEO: After September 15 No More Kirin Chips
#8China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem. They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance…
When you have a billion people + unlimited funds + some industrial espionage I am sure china will get their chip manufacturing industry built up quickly.
Re: Huawei CEO: After September 15 No More Kirin Chips
#9China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem. They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance…
And who do you think the US of A is reliant on?
The US are also reliant on TSMC but since Taiwan is reliant on the US that's fine. As we can see the US can impose their will on them.
Re: Huawei CEO: After September 15 No More Kirin Chips
#10This is a clear loss for consumers world wide. The Kirin SOCs were competitive with Qualcomm, and now they practically have a monopoly again.