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

wsj.com

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

#61

Post by swed420 »

2OEH8eoCRo0 wrote: post #48
swed420 wrote: post #35

Earlier quoted context omitted.

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...

My reply was in the context of the parent comment.

> 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.

Unsurprising, using capitalist interpretations of what's "good" and "bad" as reported by capitalist media, but those are increasingly ridiculous things to value in a human sense, particularly with the rise of complex automation and who should benefit from it.

https://thenextrecession.wordpress.com/2024/03/08/chinas-nex...

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

#62

Post by ajb »

0x00_NULL wrote: post #53
Tiktaalik wrote: post #37

Seems like a signal that they see the trade consequences of invading Taiwan, and they're going to put things in motion such that they'll be prepared to be able to handle them.

That’s a hilarious directive since their homegrown CPU is 900 MHz. They are on something like a 30nm die. There is just no way they can transition to those chips in modern devices. This sounds like exactly the sort of order that would come from Xi. He’s living in his information bubble and is excited to go to war.

No, they are not that far behind. You're thinking of Longsoon I guess, but they have a 7nm process at SMIC and Hisilicon designing ARM-based server processors on it[1]. Sure, ARM is western, but guess what, they have the IP anyway, as they required ARM to do business through a subsidiary in China.

China is serious about semiconductors. Hisilicon is competitive in many markets.

[1]https://www.tomshardware.com/pc-components/cpus/huaweis-new-...

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

#63

Post by hackerlight »

2OEH8eoCRo0 wrote: post #29

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

It makes sense if you assume they are planning to invade Taiwan by about 2027 like some foreign policy and military people are saying. That's supposed to be the year at which they're at maximum relative military strength after which they'll decline relative to the US.

As does their massive investments in renewables and nuclear, they need to get off imported natural gas if they're going to invade since natural gas imports from middle east will be blockaded.

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

#64

Post by lowenergyphoton »

0x00_NULL wrote: post #53
Tiktaalik wrote: post #37

Seems like a signal that they see the trade consequences of invading Taiwan, and they're going to put things in motion such that they'll be prepared to be able to handle them.

That’s a hilarious directive since their homegrown CPU is 900 MHz. They are on something like a 30nm die. There is just no way they can transition to those chips in modern devices. This sounds like exactly the sort of order that would come from Xi. He’s living in his information bubble and is excited to go to war.

> Meanwhile, SMIC has increased its current 7 nm production capacity to make more Kirin chips and AI GPUs, said two people familiar with the matter.

https://arstechnica.com/gadgets/2024/02/china-close-to-shipp...

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

#65

Post by tromp »

0x00_NULL wrote: post #53
Tiktaalik wrote: post #37

Seems like a signal that they see the trade consequences of invading Taiwan, and they're going to put things in motion such that they'll be prepared to be able to handle them.

That’s a hilarious directive since their homegrown CPU is 900 MHz. They are on something like a 30nm die. There is just no way they can transition to those chips in modern devices. This sounds like exactly the sort of order that would come from Xi. He’s living in his information bubble and is excited to go to war.

They're down to 7nm albeit with low yield and questionable legalities [1].

[1] https://www.scmp.com/tech/big-tech/article/3256321/chinese-c...

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

#66

Post by swed420 »

toasterlovin wrote: post #56
swed420 wrote: post #35

Earlier quoted context omitted.

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

FWIW, my limited anecdotal evidence is that they're going through a rough patch. Friends with family in China report that they are very much in a recession. And every Chinese factory we know (copper wire) is building factories in other SE Asian countries (Thailand, Vietnam, Malaysia) so they can be tariff-free for American customers. Which I take as a sign that the tariffs have been painful for them.

See related reply

https://news.ycombinator.com/item?id=40015029

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

#67

Post by blitzar »

cynicalsecurity wrote: post #51

It's time for the West to wake up and stop nurturing authoritarian regimes.

You are right, banning foreign equipment in your telecoms are the sign of authoritarian regimes.

2020: Telecoms providers must stop installing Huawei equipment in the UK's 5G mobile network from September, the government has said. https://www.bbc.co.uk/news/business-55124236

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

#68

Post by hackerlight »

algem wrote: post #3
shortsunblack wrote: post #2

What use are chip factories in the United States when you cannot sell them to the largest market of chips that only will become even more larger as Chinese middle class and their consumption grows?

The point is to have a domestic supply chain independent of other nations. It’s becoming vital for security purposes.

Or at least within your sphere of influence, e.g Mexico.

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

#69

Post by nyokodo »

tromp wrote: post #65
0x00_NULL wrote: post #53

Earlier quoted context omitted.

That’s a hilarious directive since their homegrown CPU is 900 MHz. They are on something like a 30nm die. There is just no way they can transition to those chips in modern devices. This sounds like exactly the sort of order that would come from Xi. He’s living in his information bubble and is excited to go to war.

They're down to 7nm albeit with low yield and questionable legalities [1]. [1] https://www.scmp.com/tech/big-tech/article/3256321/chinese-c...

> questionable legalities

"Questionable" is an interesting euphemism for massive IP theft over many years.

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

#70

Post by lowenergyphoton »

Tiktaalik wrote: post #37

Seems like a signal that they see the trade consequences of invading Taiwan, and they're going to put things in motion such that they'll be prepared to be able to handle them.

There's no way they invade Taiwan in a controlled manner, it's too easy to sink a navy over that distance. Sure they could do a long range bombardment but then there's nothing left to take.
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