61–70 of 170 posts
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Most likely MediaTek for the lower end and Qualcomm's Snapdragons for flagship phones. Huawei still needs license from BIS to use Snapdragons but it should be easier to get.
But Qualcomm is an American company. How would they be able to sell to Huawei?
This is a clear loss for consumers world wide. The Kirin SOCs were competitive with Qualcomm, and now they practically have a monopoly again.
And a clear win for democratic governments who do not send dissenters to re-training camps. From a competitive landscape, yes it sucks. But Huawei / China needs to be punished for its blatant IP theft, I think this is a great place to start.
China is despicable but I think that the moral ground of the US regarding this kind of issue is quite shaky.
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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...
US military presence is sort of a paradox for Taiwan. It both protects Taiwan, as well threatens it, in the sense that China feels threatened by the US military and thus is incentivized to militarize out of self-defense. Taiwan's geography makes it a natural fortress, and even Taiwan's own military can defend the island pretty well entirely on its own. A mainland invasion will be very, very expensive, so it won't hap…
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> Western nations would be smart to try and decentralise some of that production capacity (also easier said than done) before that could come to be, but does anyone think the Western nations current or foreseeable leadership really have the strategic foresight to do so? TSMC actually plans to set up shop in Arizona: https://www.tsmc.com/tsmcdotcom/PRListingNewsArchivesAction....
Only time will tell whether that shop is valuable. The only reason they started doing that was because the US pressured them into it — it wasn't for economic reasons.
The US getting cut off from TSMC supply by a China move was unacceptable economically and politically. On the other side, the political relationship with the US has all sorts of economic ties for TSMC and Taiwan.
So you can plainly see, the economics of it are connected all up and down the context. They cannot be separated.
Earlier quoted context omitted.
US military presence is sort of a paradox for Taiwan. It both protects Taiwan, as well threatens it, in the sense that China feels threatened by the US military and thus is incentivized to militarize out of self-defense. Taiwan's geography makes it a natural fortress, and even Taiwan's own military can defend the island pretty well entirely on its own. A mainland invasion will be very, very expensive, so it won't hap…
This is obviously false on its face. China would have invaded Taiwan from the get for if not for the US. And blaming china’s self defense fears on their building up the military is just communist apologist nonsense
Also, regarding "communist"... they're not really communist, haven't been for a long time now. 80% of the businesses in China are privately owned, and people have private property. Though socialist elements still exist; my wife's grandparents recently received new houses from the government, as reimbursement for tearing down their old houses (which were in much worse shape than the new ones) for redeveloping the land. As Mahbubani says, the CCP is more accurately described as the Chinese Civilization Party.
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…
This is a clear loss for consumers world wide. The Kirin SOCs were competitive with Qualcomm, and now they practically have a monopoly again.
And a clear win for democratic governments who do not send dissenters to re-training camps. From a competitive landscape, yes it sucks. But Huawei / China needs to be punished for its blatant IP theft, I think this is a great place to start.
Earlier quoted context omitted.
+1 to this, China has never made anything real themselves. It is all stolen property from countries who actually play fair. Until the general U.S population realizes that china's end goal is to eat them alive and unanimously supports putting china in its place, nothing will change and by then I fear it will be to late.
The assumption that any country, especially the successful ones, plays “fair” is ludicrous. IIRC the CIA (or was it NSA?) was giving state-gathered intel to American arms And aerospace manufacturers in the 1980s so that they could outbid European rivals. The Chinese might be playing by different rules than those “established” over the last few decades by the west; but no one is playing “fair”.
"In 1994, Airbus lost a $6 billion contract with Saudi Arabia after the NSA, acting as a whistleblower, reported that Airbus officials had been bribing Saudi officials.."
Earlier quoted context omitted.
US military presence is sort of a paradox for Taiwan. It both protects Taiwan, as well threatens it, in the sense that China feels threatened by the US military and thus is incentivized to militarize out of self-defense. Taiwan's geography makes it a natural fortress, and even Taiwan's own military can defend the island pretty well entirely on its own. A mainland invasion will be very, very expensive, so it won't hap…
This is obviously false on its face. China would have invaded Taiwan from the get for if not for the US. And blaming china’s self defense fears on their building up the military is just communist apologist nonsense
“Taiwan’s ‘silicon shield’ makes it the 51st [US] state,” FT quoted Dan Hutcheson, a chip analyst and chairman of VLSI research, as saying. He stressed the need for the U.S. to protect Taiwan, saying “it can’t afford to lose it to China.”
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.
US restrictions are all about Huawei’s ability to use U.S. technology and software to design and manufacture semiconductors abroad. BIS made targeted rule "to impose a new control over certain foreign-produced items, when there is knowledge that such items are destined to a designated entity on the Entity List."
> (i) Items, such as semiconductor designs, when produced by Huawei and its affiliates on the Entity List (e.g., HiSilicon), that are the direct product of certain U.S. Commerce Control List (CCL) software and technology; and
> (ii) Items, such as chipsets, when produced from the design specifications of Huawei or an affiliate on the Entity List (e.g., HiSilicon), that are the direct product of certain CCL semiconductor manufacturing equipment located outside the United States. Such foreign-produced items will only require a license when there is knowledge that they are destined for reexport, export from abroad, or transfer (in-country) to Huawei or any of its affiliates on the Entity List.
https://www.commerce.gov/news/press-releases/2020/05/commerc...