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TSMC halts new Huawei orders after US tightens restrictions

asia.nikkei.com

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Re: TSMC halts new Huawei orders after US tightens restrictions

#11

Post by bsder »

harpratap wrote: post #7
forgot_again wrote: post #3

Escalation between the US and China is inevitable. China is fundamentally opposed to everything the US and Democracies around the world stand for politically. Likewise, the US and friends are fundamentally opposed to everything China stands for politically. There is no Universe in which two diametrically opposed juggernauts do not come into conflict. Conflict is simply inevitable when the stakes are this high and the…

I don't think it will be such a dramatic shift. It will be more of a middle ground IMO. The mega corporations of US will be regulated by the government just like it happens in China. And China will end up with more rights and transperancy like a democracy.

> And China will end up with more rights and transperancy like a democracy.

I see no timeline in which this happens short of Xi Jinping catching coronavirus and dying.

China is headed into "What is best for Xi Jinping" rather than "What is best for China". Lysenkoism is coming.

Re: TSMC halts new Huawei orders after US tightens restrictions

#12

Post by throwaway2048 »

harpratap wrote: post #7
forgot_again wrote: post #3

Escalation between the US and China is inevitable. China is fundamentally opposed to everything the US and Democracies around the world stand for politically. Likewise, the US and friends are fundamentally opposed to everything China stands for politically. There is no Universe in which two diametrically opposed juggernauts do not come into conflict. Conflict is simply inevitable when the stakes are this high and the…

I don't think it will be such a dramatic shift. It will be more of a middle ground IMO. The mega corporations of US will be regulated by the government just like it happens in China. And China will end up with more rights and transperancy like a democracy.

China becoming more democratic has been a pipe dream getting sold by businesses making money off the fantasy for 3 decades and running.

The opposite is currently happening.

Re: TSMC halts new Huawei orders after US tightens restrictions

#13

Post by forgot_again »

euix wrote: post #5
fermienrico wrote: post #4

Earlier quoted context omitted.

By some theory of games, mutual destruction between two opposing parties when they are aware of it simply doesn't happen. In addition, when one party knows that they are weaker than the opposing party, conflict cannot happen as the weaker party never escalates. So, Wars in modern age of information are hard to come by since we have a tremendous amount of surveillance and global recon.

It's not about tanks or numbers its national resolve and there each side can vastly misread the other. Each side believes it has greater resolve and is in the right. There is no quantitative way to measure this. The only way to to find out is to fight. Just like two people who size each other up, one may be bigger or faster but the will to prevail and willingness to bare any sacrifice and tolerate pain in order to ac…

Exactly.

Not only that, but it's so much easier to misread your opponent and the nature of the game when the dynamics are very high dimensional as they are now. It's not just about tanks or militaries anymore. Information warfare and misinformation campaigns, economic warfare, cyber warfare... When all of these potential channels of conflict exist it's very hard to reduce tension in any one domain without tensions rising in another, which in turn fuels an increase in general tension.

Re: TSMC halts new Huawei orders after US tightens restrictions

#15

Post by dannyw »

augustt wrote: post #6

Wow. Can someone more familiar with stuff explain how much of a big deal this is? Does this completely kneecap Huawei/China?

In the immediate future, Huawei will be fine:

> Huawei has been preparing for such a move by the U.S. since the end of last year, including stockpiling more than a year's worth of networking equipment-related chips, especially for its crucial telecom equipment and carrier business, sources told Nikkei Asian Review.

Re: TSMC halts new Huawei orders after US tightens restrictions

#16

Post by billfruit »

"All non-U. S. chip manufacturers using American chipmaking equipment, intellectual property or design software will have to apply for a license before shipping chips to Huawei."

Isn't that really crossing the line; It implies that if a country buys American Equipment/Software then they are at the whims of American policy; American equipment comes with strings attached: Really does not look appealing to many countries this.

What if Huawei rebrand themselves or try to gain a new identity etc, then US regulations has to catch up again.

Moreover is this some sort of punitive measure against Huawei? What if they approach US courts, what shall be the outcome?

Re: TSMC halts new Huawei orders after US tightens restrictions

#18

Post by dang »

forgot_again wrote: post #3

Escalation between the US and China is inevitable. China is fundamentally opposed to everything the US and Democracies around the world stand for politically. Likewise, the US and friends are fundamentally opposed to everything China stands for politically. There is no Universe in which two diametrically opposed juggernauts do not come into conflict. Conflict is simply inevitable when the stakes are this high and the…

Could you please stop taking HN threads further into ideological and nationalistic flamewar? You've been doing it a lot, unfortunately, and it's not what this site is for.

https://news.ycombinator.com/newsguidelines.html

Re: TSMC halts new Huawei orders after US tightens restrictions

#19

Post by nitrobeast »

forgot_again wrote: post #3

Escalation between the US and China is inevitable. China is fundamentally opposed to everything the US and Democracies around the world stand for politically. Likewise, the US and friends are fundamentally opposed to everything China stands for politically. There is no Universe in which two diametrically opposed juggernauts do not come into conflict. Conflict is simply inevitable when the stakes are this high and the…

Xi’s China is abosolutely authoritorian, but that’s not what this conflict is about. This is more like US vs Japan in the 80s, where US wants to secure its influence and power, by keeping others down if necessary.

Re: TSMC halts new Huawei orders after US tightens restrictions

#20

Post by dannyw »

billfruit wrote: post #16

"All non-U. S. chip manufacturers using American chipmaking equipment, intellectual property or design software will have to apply for a license before shipping chips to Huawei." Isn't that really crossing the line; It implies that if a country buys American Equipment/Software then they are at the whims of American policy; American equipment comes with strings attached: Really does not look appealing to many countrie…

I mean, if you do business in China and recognise Taiwan, you will be shown the door and/or your. business will be literally stolen, so... it's not really different.

It's about time we start making China accountable. It's about time we start blocking Tencent and Alibaba from further American acquisition or investment. It's about time we restrict and throttle CCP-controlled media platforms like Tiktok; the same way China does for Western-owned media platforms.

We can't keep getting punched and just stand still.

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