US blocks shipments of semiconductors to Huawei
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Re: US blocks shipments of semiconductors to Huawei
#2This is nothing else than the US panicking over losing their technological and economic supremacy, and using brute force to damage a competitor. Disgusting and very dangerous for the whole world.
Re: US blocks shipments of semiconductors to Huawei
#3I guess TSMC got a courtesy call so they were able to announce their intention of building a new fab in the US?
Re: US blocks shipments of semiconductors to Huawei
#4This is nothing else than the US panicking over losing their technological and economic supremacy, and using brute force to damage a competitor. Disgusting and very dangerous for the whole world.
Chances someone named "Udik" is a Chinese shill?
100%
Edit: also paid by damore lmao what a terrible person
Re: US blocks shipments of semiconductors to Huawei
#5How many foreign companies actually use US Chipmaking equipment? Will this stop european chipmakers like ASML from selling to china too?
Re: US blocks shipments of semiconductors to Huawei
#6I guess TSMC got a courtesy call so they were able to announce their intention of building a new fab in the US? https://news.ycombinator.com/item?id=23187698
TSMC is the golden goose. The entire world will lose if something happens to them.
Re: US blocks shipments of semiconductors to Huawei
#7How many foreign companies actually use US Chipmaking equipment? Will this stop european chipmakers like ASML from selling to china too?
> How many foreign companies actually use US Chipmaking equipment?
In the semi industry, nearly all of them. You can hardly make anything in the semiconductor industry without using several of the major US companies. The US still dominates the semiconductor equipment industry. Of the six major players, half of them are US companies.
> The $412bn global semiconductor industry rests on the shoulders of just six equipment companies, three of them US-based. Together, the companies make nearly all of the crucial hardware and software tools needed to manufacture chips, meaning an American export ban would choke off China’s access to the basic tools needed to make their latest chip designs.
> "You cannot build a semiconductor facility without using the big major equipment companies, none of which are Chinese," said Brett Simpson, the founder of Arete Research, an equity research group. “If you fight a war with no guns you’re going to lose. And they don’t have the guns.”
> "ASML cannot do without Applied Materials and the other way around. If you take even one out of the value chain, that may hamper Chinese fabs," said a former ASML executive.
https://www.ft.com/content/4a8553a6-f3b2-11e8-ae55-df4bf40f9...
Re: US blocks shipments of semiconductors to Huawei
#8This is nothing else than the US panicking over losing their technological and economic supremacy, and using brute force to damage a competitor. Disgusting and very dangerous for the whole world.
I'd say it's an unnecessary dilution of national brand power. I know people who refuse to buy things directly from China, yet are perfectly happy buying the same items through a western distributer. That price delta is directly measurable brand equity that ends up as taxable money spent in western economies with no real value add.
Pulling this crap only incentives China to develop their own silicon. Since the west can't compete on manufacturing cost or quality, Chinese products will continue to dominate. But the importance of incorporating western technologies will deminish since there will be no legal alternative. The end result is just plain brand dilution, since not using western technology will become the new norm.
I'm not really personally concerned, the west will learn sooner or later that it actually needs to build something to remain competitive. A service based economy is simply everyone serving each other coffee, while gradually eroding existing equity so we can keep buying coffee beans.
Re: US blocks shipments of semiconductors to Huawei
#9How many foreign companies actually use US Chipmaking equipment? Will this stop european chipmakers like ASML from selling to china too?
They probably all use the software.
Funny thing is that TSMC +10 nm is subject to these rules, but not the 7 nm as it uses under 13% USA technology.
Yes, I think ASML will not sell them equipment.
Re: US blocks shipments of semiconductors to Huawei
#10It’s pretty hilarious that the grounds for the block is that China will use the chips to spy on people, given that the United States is certainly doing that already.