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TSMC plans to halt chip supplies to Huawei in 2 months

asia.nikkei.com

141–150 of 433 posts

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#141
post #107

I'm actually cautiously excited about new competition in high end semiconductor fabrication. Huawei and China won't just sit around twiddling their thumbs, they've got to manufacture chips somehow/somewhere.

What you missed is the massive global interconnected supply chain that goes into building the fab (not the building, but the process equipment and software). China’s isolationism will cause massive pains to do it all in house. If they can, we are all fucked.

Their monoculture provides a lower ceiling for capability than the world at large. We aren't remotely fucked.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#142
post #101

Earlier quoted context omitted.

Well yeah, of course. Pretty much every US city is buried in homeless populations because human decency is off the table if there isn't a profit motive behind it. You can look at the glass is half full view of this, though - thanks to selfish interests an evil regime is being cut off from market access to spy on people around the world. Its of mutual benefit to the capitalists that saw this happen and the people whom…

The question for me is twofold. First, will isolating China from the US and it's client states actually do anything to make the CCP act in a way that will respect human rights more? I think it is pretty clear that won't be the case. Second of all, is the entity that stands to benefit actually going to be better for human rights? In this case it pretty much is a zero-sum game. This is a bit more debatable, but I don't…

> I don't think that if the US won this Cold War against China the situation for human rights in the world will become any better.

That's true, but you need to contrast it with the other outcome - if China wins, human rights everywhere are very likely to become much worse.

That itself is a really good reason to support the US / West.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#143

All these things seem like desperate moves from a failing empire. I don't believe for a second the U.S. cares about human rights here. That doesn't mean I think the CCP is 'good', but 2 things can be true at the same time. EDIT: typo

For things like this there isn't a "the U.S." there's groups of people, interest groups, political economy, political will, etc. If China were rapidly liberalizing and didn't have stains on their reputation like the HK protest lockdowns, minority subjugation, and horrible prison conditions it would be a lot harder to push any of these changes through. As it stands, democrats and republicans are both turning hawkish o…

Except US gov responses to cripple Huawei predates the liberalization narrative. China is the largest purchaser of western semi products, private industry in this sector absolutely wants to continue sales. Hence US was forced to implement entity list, twice, to starve Huawei of components. Prior, US has been unilaterally crippling Chinese semi efforts via CFIUS and other instruments before HK/XJ, since MadeInChina2025 was announced. Human rights is just a convenient smoke screen. These moves are particularly desperate since it demonstrates that US is willing to coerce private industries for it's foreign policy goals, an accusation levied at CCP, which CCP hasn't actually done.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#144
post #91

Earlier quoted context omitted.

Less polarized? Huey Long got shot for FDR to get in, and actual socialism was a thing in the United States. Assassination attempts were regularly made against union busters.

What I meant was that there was a better sense of what left or right actually means on an international scale. Nowdays centre-right presidents like Barack Obama or Biden get called socialist, somebody on the international centre left like Sanders is apparently a communist and Chomsky is an out of his mind, left of Mao crazy person. Pink haired college kids are apparently a serious threat and there's a "culture war" o…

I don't think polarized is necessarily the right word for it, it just seems like American politics has jeered strongly to the right, dragging the people who dislike it into liberalism to seem reasonable.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#145
post #107

I'm actually cautiously excited about new competition in high end semiconductor fabrication. Huawei and China won't just sit around twiddling their thumbs, they've got to manufacture chips somehow/somewhere.

With ASML not delivering the much wanted machine, they have another hurdle to take. It will be a big challenge, but of course they will do it. It's the new arms race.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#146

Earlier quoted context omitted.

There are gradients to everything. Where in the US we have a free press to document human rights violations and people can voice their opinion, China has none. The problem with statements like yours is that it completely trivializes the major violations of one country and the progress that has been made in improving human rights of the other.

Not sure why you’re being downvoted. What you said is factually correct. Like 3000+ anti Trump stories on NYTimes. Try that in China?

That's fair, on the other hand, is China semiregularly bombing hospitals in the Middle East? You can cherry-pick certain facts to suit you either way.

As for "free press", the U.S. has the appearance of free press that is shockingly uniform on issues of war for example, controlled by very few entities in total.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#147
post #116

The founder of SMIC on the mainland is actually Taiwanese and a former TSMC executive. Loyalties cut across the strait both ways, westerners overemphasis attachment to values and ideology over bloodlines and ancestry. It's true for some but not for others. There are quite a lot of foreign engineers working on the mainland, especially Taiwanese engineers. If you are a industry vet or got some kind of special talent yo…

Other than the money, you also need to count in the fact that as an Asian/Chinese you are not really that secure/free in the US especially now with a president saying Chinese Virus all the time.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#148

Earlier quoted context omitted.

What you missed is the massive global interconnected supply chain that goes into building the fab (not the building, but the process equipment and software). China’s isolationism will cause massive pains to do it all in house. If they can, we are all fucked.

Their monoculture provides a lower ceiling for capability than the world at large. We aren't remotely fucked.

What you are calling monoculture is somewhere around 1/6th population of the world. If you take into the account the inroads that China has made into Africa, Middle East and Eastern Europe we might be seeing ourselves entering another phase of the cold war.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#149
post #83

Earlier quoted context omitted.

>China will figure out Or less: https://www.ft.com/content/6eab0c1c-167f-11ea-9ee4-11f260415...

Gonna be hard without EUV lithography

It's not black magic but knowledge and that's what brain drain means.

Re: TSMC plans to halt chip supplies to Huawei in 2 months

#150

I feel bad for the hard working people at huawei. But also, fuck the CCP.

Please don't. You may not owe the CCP better, but you owe this community better if you're posting to it. We want curious conversation, not denunciatory rhetoric. Those two are mutually exclusive.

The idea is: if you have a substantive point to make, make it thoughtfully; if you don't, please don't comment until you do. https://news.ycombinator.com/newsguidelines.html

Here's another way to look at it. When posting, ask this question: what's the expected value of the subthread of which this is the root? If the answer, as in this case, is "poor to destructive", please don't post. https://hn.algolia.com/?dateRange=all&page=0&prefix=true&que...

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