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China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

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41–50 of 118 posts

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#41

Artificially restricting yourself to inferior silicon is a great way to boost your economy. /s

They are pouring lots of effort into their own EUV lithography tools. Given the complexity of the ASML approach, I bet China will have the best (cheapest at leading nodes) litho tools on earth in 15 years. They'll also have world class designs based on RISC-V. They are playing a long game.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#42

Earlier quoted context omitted.

China is in a weird place that is hard to predict. They have some troubling economic and demographic problems as you said, but also have built up strong tech and manufacturing capabilities. We could easily see China continue to grow in power, even if the middle class continues to be poor.

China also has large swaths of it's population still in a lower income bracket, especially the further you get from the coasts (though the demographics there are not much better). It's going to be very interesting to see what happens over the next few decades (and by interesting I hope in not a terrible way). One of the theories of China's recent, intense sabre rattling is that demographically they'll be in no positi…

*its population

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#43

In a surprise to no one. This is just tit for tat in the Trump-Biden trade war with China.

>>This is just tit for tat in the Trump-Biden trade war with China

Or maybe something more strategic as they ramp up hostilities With Taiwan.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#44
post #5

I really just hope consumers will have access to both sides. I know people freak out about hardware backdoors but some of the cheap tech coming out of China sure is cool

The cheap tech (the cool stuff at least) is massively subsidized by the CCP which is attempting to enter the market. Normal strategy but it will not and can not last.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#45
post #11

Earlier quoted context omitted.

...What? There is a spectrum of importance to national security, food and energy are very much on the side of more important, so not sure why you chose those as an example. It's extremely reductive to say any country that imposes limits on trade for its own strategic benefit is an autocracy.

Autarky , not autocracy. It’s an economic goal of having an economy that can continue to operate fairly well even if foreign trade is restricted. It’s associated (perhaps not exclusively) with fascist movements, which emphasized national independence from the broader world. (I don’t agree that hedging against potential action by a single major strategic adversary is a strong move toward autarky, however—if, say, Cana…

Not having your country days away from starving if international shipping were disrupted isn't fascism, it's just common sense. Every country that can practically manage to have sufficient domestic food production will do so.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#46

Artificially restricting yourself to inferior silicon is a great way to boost your economy. /s

In the short term, it's a disaster.

Long term though, this enables them to flood the world with previous-gen chips at 1/4th the price.

Oh, and invade Taiwan.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#48
post #35

Artificially restricting yourself to inferior silicon is a great way to boost your economy. /s

China's economy seems to be doing just fine https://thenextrecession.wordpress.com/2024/04/10/chinas-unf...

This week's cover of The Economist: https://www.economist.com/the-world-this-week/2024/04/04/thi...

> This week we had one worldwide cover. China’s famously industrious workforce is shrinking, its property boom has ended and the system of free trade that helped it grow rich is disintegrating.

https://www.economist.com/leaders/2024/04/04/xi-jinpings-mis...

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#49

Artificially restricting yourself to inferior silicon is a great way to boost your economy. /s

RockChip's ARM SoC's are quite fast actually. I run a couple of OrangePi 5Bs which work quite nicely. Mind you these are 4+4 bigLITTLE systems with 35 degrees C idle without any tuning and passive cooling. Huawei is also quite improved on hardware reliability and design department in the last years, so there's no need for concern for them. They still need a Infiniband equivalent network layer for HPC, though.

I think the poster above was referring to the node size, to which China will not have access because TSMC & Samsung prefer to sell to the West.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#50
post #34

What are they going to use? RISC-V?

I don't have access behind the paywall. But from the title, if it is only telecom carriers devices, basically RISC-V and ARM chips. Telecom giants like Huawei and ZTE use their own network processor on data plane for a long time, replacing control plane CPU (usually x86 or ARM) is not a big task. Smaller companies who relies on Broadcom solution may have a tough time, but 3 years to find a replacement and finish adap…

Big Chinese carriers like China Mobile, China Telecom and China Unicom rely on networking gear from Cisco, Nokia, Ericcson etc alongside Huawei, just like European/US carriers do/used to. All those vendors are going to feel losing this market.

Personally, I think 3 years to change the hardware at the heart of your product is a huge ask. Although of course it depends on the quality of the replacement.

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