I always thought that enforcing IP rights overseas was a pipe dream. Amazing.
How is Huawei violating America's IP exactly? Huawei stole 5G from US?
TSMC halts new Huawei orders after US tightens restrictions
101–110 of 230 posts
Re: TSMC halts new Huawei orders after US tightens restrictions
#102Earlier quoted context omitted.
TSMC's fab is in Taiwan, not PRC. Given the critical nature of semiconductors, if China invaded Taiwan it's hard to see the US not getting involved. TSMC is Taiwan's largest company.
I know it's in Taiwan, and if this escalates, the supply chain will get cut. When it comes to 'invasion', there's no chance of defending Taiwan unfortunately. No one has the stomach for that. It's easily one step away from a nuclear war. You think coronavirus is bad...
I read up a bit into this a few year ago and China invading Taiwan is actually far harder than you'd think. There are only a few easily fortified areas that can handle an amphibious assault, and either way PLA has limited amphibious assault capability and limited modern warfighting experience (PLA is actually suprisingly corrupt and ineffective).
Of course, during a war military planners expect massive cyber attacks against Taiwan, and CCP sympathizers within Taiwan committing sabotage. Military planners also expect NATO forces to use missile barrages against targets on the mainland of China (which would clearly cause escalation).
Re: TSMC halts new Huawei orders after US tightens restrictions
#103This is a disaster and can get ugly very quickly. Whatever the concerns of the USA against Huawei are, trying to destroy the company by pressuring international companies in severing all ties is an extremely hostile movement. Next step, as China has already hinted towards, is actions in China against Apple. And we don't know how further the escalation will go. So far, any ambition of China towards Taiwan has been lim…
This won't kill Huawei at all, and instead of manufacturing chips with TSMC, won't they'll just switch their HiSilicon Kirin chip manufacturing to SMICs' 14nm process? I know it's no longer useful to compare process node sizes between companies anymore, but for what it's worth Intel is still stuck on 14nm and they're still considered by many a competitive chip-making titan. Also remember when United States pulled a s…
I don't think Huawei is going to be killed at all, the state will intervene if necessary. The newer Kirin chips are fabbed on TSMC 7nm as far as I am aware, so switching them back to some larger process isn't really possible in a practical sense. But Huawei will find a solution. I am far more concerned about the globel impact of such a nasty trade war. And anything harming TSMC will harm us all, as too many things depend on their 7nm process.
Re: TSMC halts new Huawei orders after US tightens restrictions
#104To preface, firstly - I am a supporter of free global trade and greater collaboration between countries to maximize the benefit of each other. The problem starts when there is a massive asymmetry in the trade. China has completely blocked US services from Google to Uber, and gladly accepts manufacturing investment - Tesla Shanghai factory, Intel's Chengdu factory, etc. because the CCP knows that they will gain tremen…
Trade is always beneficial to both sides. I find it quite silly for people who say they support free trade but then claim this kind of bs. If the trade isn't beneficial, then they simply won't trade. And if is then they will receive a benefit from the trade. But trade is decisions by individuals, and shouldn't be up to donald tramp and his tramp crew. What your describing is asymmetry between countries in trade. The…
I take your line of argument as meaning "there are no legitimate medium or long-term interests for countries, for societies or for humanity". Or, alternatively, "the pursuit of short-term interests will always result in long-term good outcomes."
I really don't agree.
Were I ungenerous, I could interpret "I see no reason to pay more so you can make money off the rest of us" as "If local conditions permit me to loot someone else's future for my own present benefit, I will do so."
Furthermore, "trade is always beneficial to both sides" is clearly false, unless you define trade as "that which is always beneficial to both sides."
(I agree as a matter of fact that free trade and free markets are in general the most effective way to allocate capital, decide prices, maximize the realized value of goods, and provide individual economic autonomy. I do not, however, see them as end-goals in and of themselves. I do not see them as infallible in fulfilling personal or human values. I do not see them as especially resistant to having their function subverted.)
Re: TSMC halts new Huawei orders after US tightens restrictions
#105Earlier quoted context omitted.
I think this sends a really strong message to the rest of the world to try avoid buying US technology because they might get locked into arbitrary rules sometime in the future. There was an article in The Economist a few month back (can't find the link right now) that suggested that China might secretly like Donald Trump and accept the short term pain of his presidency because of the long term gain of the wedge he is…
If you just look at the Coronavirus as an example. The world would be quite happy pinning the blame on China. Instead, that would put them on the side of Donald Trump who is doing it in the most ham handed and transparently political way, and is, worse, messing with countries’ abilities to protect their citizens with a vaccine, by trying to buy away their companies, acquire exclusive rights, and refusing to sign any…
You do know that at least the 'trump trying to buy company that is doing vaccine' has been just a rumour and executives of the company have said it wasn't true right? [1]
I'm no fan of Trump (not even american) but I feel that since it is easy to make him a fool on news reports, anything he does/says (or in some cases, doesn't do/say) makes big headlines so news reports tend to paint him in the worst possible light (drives revenue) and don't give a shit about what is really the truth.
During quarantine I was stuck about 2 months at my parents house and had basically 24h news cycle on TV. It is funny to see both national and international news to 'mock' Trump for something, and actually say nice things about other countries that did exactly the same. For example, when US stopped flights from china and then europe, news anchors were calling him everything from racist to idiot, when european countries did, they were smart to try and prevent the spread.
[1] https://www.politico.eu/article/trump-coronavirus-vaccine-ge...
Re: TSMC halts new Huawei orders after US tightens restrictions
#106Earlier quoted context omitted.
I think I want to explore something related to morality - what is the end game of humans? If the end game is to fallback on tribal instincts and identity, then we are easily equiped to assure mutual destruction. If the end game is to keep inventing bigger, better, faster, cheaper things and climb on the technology ladder enabled by the machinery of competition, then there has to be fairness built into the rulebook. O…
I agree with the abstract idea of fairness, having rules, etc. But the devil lies in the implementation. A dogmatic free trade order mainly benefits the establishment: the western powers. If China adopts free trade principles in a dogmatic manner then they will be tremendously hurt by it. And it's not like the US plays very fair either: the US outright rejects a lot of international rules. For example there is a US l…
Love your answers. Agree 100%. Personally, I would emphasize that figuring out this “fairness” question is of utmost importance in an age of intertwined interests across nations.
Those in positions of dominance risk their power when they ignore these questions. Unfair practices can increase dominance in the short-term but what happens in the long-term when more and more people recognize the practice as unfair? What happens when we get to a point where most of the world consider western nations/corporations to be stewards/enablers of oppression and injustice?
Re: TSMC halts new Huawei orders after US tightens restrictions
#107Earlier quoted context omitted.
> China has completely blocked US services from Google to Uber Western social media platform are welcome to participate in China if they follow local laws - in this case onerous censorship requirements, which every domestic company comply to. That's what project Dragonfly was for, but internal Google politics killed it. Bing still operates fine in China while Google and Facebook still makes billions off Chinese adsal…
Didn't China require any foreign company to be controlled by Chinese to get access to the Chinese market? I heard that they relaxed those restrictions a bit to appease the WTO but in practice are often still denying basic permits for foreign companies until they can show to have a ≥51% Chinese share.
> Didn't China require any foreign company to be controlled by Chinese to get access to the Chinese market?
This has been explained like hundreds of times on HN. If you truly believe such nonsense, there are one simple question to ask - what Chinese business entity is control Microsoft/Apple/Intel when they enjoyed all those revenues from the Chinese market.
Re: TSMC halts new Huawei orders after US tightens restrictions
#108To preface, firstly - I am a supporter of free global trade and greater collaboration between countries to maximize the benefit of each other. The problem starts when there is a massive asymmetry in the trade. China has completely blocked US services from Google to Uber, and gladly accepts manufacturing investment - Tesla Shanghai factory, Intel's Chengdu factory, etc. because the CCP knows that they will gain tremen…
Wait a minute... You're pretending like trade is only "fair" if selling happens in both directions. Doesn't that fly directly in the face of what trade means? You buy something, but you get value in return. That's why it's not called "donation". If the thing you bought is not valuable to you then why did you buy it in the first place? Also, there is all this talk about "forced" tech transfers, but nobody forced US co…
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Re: TSMC halts new Huawei orders after US tightens restrictions
#109This is a disaster and can get ugly very quickly. Whatever the concerns of the USA against Huawei are, trying to destroy the company by pressuring international companies in severing all ties is an extremely hostile movement. Next step, as China has already hinted towards, is actions in China against Apple. And we don't know how further the escalation will go. So far, any ambition of China towards Taiwan has been lim…
[deleted]
Re: TSMC halts new Huawei orders after US tightens restrictions
#110Earlier quoted context omitted.
If you just look at the Coronavirus as an example. The world would be quite happy pinning the blame on China. Instead, that would put them on the side of Donald Trump who is doing it in the most ham handed and transparently political way, and is, worse, messing with countries’ abilities to protect their citizens with a vaccine, by trying to buy away their companies, acquire exclusive rights, and refusing to sign any…
You do know that at least the 'trump trying to buy company that is doing vaccine' has been just a rumour and executives of the company have said it wasn't true right? [1] I'm no fan of Trump (not even american) but I feel that since it is easy to make him a fool on news reports, anything he does/says (or in some cases, doesn't do/say) makes big headlines so news reports tend to paint him in the worst possible light (…
An offer is a formal document of intent that's typically at the end of a negotiation.
It's quite possible that Trump simply reached out to the lead investor or others to ask about the possibility of making such an offer. That investor then informs the government who then gets upset and leaks inevitably happen.
Whenever there is a he said/she said situation the truth is often in the middle somewhere.