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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

#31

Post by FooBarWidget »

ed25519FUUU wrote: post #21
mytailorisrich wrote: post #9

Earlier quoted context omitted.

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.

And will “will” is the US imposing on Taiwan? Keeping it from being annexed by China?

Well for one, giving TSMC the ultimatum that either they stop doing business with Huawei, or stop doing business with the entirety of the US. This happened just a few months ago.

And here I thought US would like to recognize Taiwan as an independent country. But then it goes ahead and tells a Taiwanese company that they can't make their own decisions on who to do business with?

Re: Huawei CEO: After September 15 No More Kirin Chips

#33

Post by simonblack »

mytailorisrich wrote: post #9
ulfw wrote: post #6

Earlier quoted context omitted.

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.

As we can see the US can impose their will on them.

You can have all the will in the world, but that is not necessarily going to win out every time.

"Oops, looks like there's a bad fire in that Taiwanese fab. Pity about that. They'll be out of production for years."

By then of course, that fab would have been so obsolete that it's really not worth fixing.

Re: Huawei CEO: After September 15 No More Kirin Chips

#34

Post by Steltek »

fakeslimshady wrote: post #15
mytailorisrich wrote: post #3

China 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…

The world is reliant on TSMC even Intel is capitulating and going to use TSMC

The West has been unwilling to use its economic levers to preserve competition and a healthy market. China has no problem using state control and doesn't care much for fair competition either. The West isn't doomed but we're not in a very defensible position either.

Re: Huawei CEO: After September 15 No More Kirin Chips

#35

Post by paulsutter »

mytailorisrich wrote: post #9
ulfw wrote: post #6

Earlier quoted context omitted.

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.

This is super naive. China has a huge military, is much closer to RoC, and has absolute popular support that RoC is already a province of China. Whereas the US can barely muster popular support for wearing masks.

https://www.telegraph.co.uk/news/2020/08/06/china-deploys-am...

Re: Huawei CEO: After September 15 No More Kirin Chips

#36

Post by chvid »

bildung wrote: post #22
chvid wrote: post #14

I thought that SMIC were producing Kirin chips: https://www.globaltimes.cn/content/1187993.shtml

When rereading the article with this in mind, Yu only announced the end of "Kirin high end chips", not of the complete Kirin line. So I assume those are still alive?

I don’t know this particular website but it seems like the article was angled in a certain manner.

Here is the same story from Gizmo China:

https://www.gizmochina.com/2020/08/07/huawei-mate40-last-fla...

Re: Huawei CEO: After September 15 No More Kirin Chips

#37

Post by chvid »

mytailorisrich wrote: post #3

China 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…

It has been a potential threat to China for a decade and they have invested massively to counter it.

Re: Huawei CEO: After September 15 No More Kirin Chips

#38

Post by euix »

Kirin's probably source something from U.S. designs right? Hence it's production run must end. I am guessing this means Huawei needs to switch to a design that is wholly originating from China (with possible input from Japan and Korea) but right now they are not up to the level of the Kirins.

This may really just mean Xiaomi or Oppo gains an advantage over Huawei and takes the top crown.

Re: Huawei CEO: After September 15 No More Kirin Chips

#39

Post by mytailorisrich »

paulsutter wrote: post #35
mytailorisrich wrote: post #9

Earlier quoted context omitted.

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.

This is super naive. China has a huge military, is much closer to RoC, and has absolute popular support that RoC is already a province of China. Whereas the US can barely muster popular support for wearing masks. https://www.telegraph.co.uk/news/2020/08/06/china-deploys-am...

I'm not sure how what I wrote is 'super naive'...

It is obvious that the US would have a problem if the mainland took over Taiwan. But short of that happening they don't because Taiwan is reliant on them.

Re: Huawei CEO: After September 15 No More Kirin Chips

#40

Post by katbyte »

paulsutter wrote: post #35
mytailorisrich wrote: post #9

Earlier quoted context omitted.

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.

This is super naive. China has a huge military, is much closer to RoC, and has absolute popular support that RoC is already a province of China. Whereas the US can barely muster popular support for wearing masks. https://www.telegraph.co.uk/news/2020/08/06/china-deploys-am...

What support that Taiwan is part of China outside China? Everyone I’ve ever talked to about it considers Taiwan independence and under threat from China.
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