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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

#191

Post by trixie_ »

jessaustin wrote: post #179
trixie_ wrote: post #170

Earlier quoted context omitted.

You need to put 2 and 2 together. The fact that we know it's a 'flash point for World War 3' is exactly why it would not be defended ;)

Not by USA or other allies. However, the Taiwan military could make it painful for the mainlanders. Or, the right bribes to the right officers might grease the skids. However, this is thinking like American leadership: too short-term. What happens the day after China controls Taiwan? Do all Taiwanese meekly submit to their bullshit? Or do they become an extreme version of Hong Kong? It's mostly Han in Taiwan, so the…

It's not that complicated. It's a country of 23 million people vs a country with 1,393 million people.

Re: TSMC halts new Huawei orders after US tightens restrictions

#192

Post by jacquesm »

jessaustin wrote: post #183
jacquesm wrote: post #23

Earlier quoted context omitted.

And who in the US will do the work? It's not just the jobs that went overseas, it's also the factories, the molds, and the skills, on top of that we all apparently want cheap stuff.

Just because we elect morons, don't assume all of us are morons. Lots of people could do factory work for the right wages, and lots of capital is floating around that could build new factories. Sure, we're deficient in certain specific skills, but skills can be learned and processes can be designed around their lack.

A couple of decades should do it then.

Re: TSMC halts new Huawei orders after US tightens restrictions

#193

Post by DeonPenny »

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…

Thats how all countries approach this especially the US. If you, for example, buy a tank for the US and plan to attack a US ally with it well good luck getting access to the bullets or software updates.

Re: TSMC halts new Huawei orders after US tightens restrictions

#194

Post by temac »

maxdo wrote: post #145
temac wrote: post #116

Earlier quoted context omitted.

There is the question of the long term effect of policies like even just threatening to block major Chinese actors thanks to doubtful instruments (the US is basically the only power that attempts and manages to rule the world by claiming and effectively constructing jurisdiction on everything that touches a US dollar, or any kind of tech that has even just minor relationship with the US). Meanwhile the China has alre…

Those actors exist only because China blocks US movies in their theaters to 10 a year(!!). US movie industry creates so-called joint movies with the only goal to avoid these quotas. That's how Chinese capital suddenly got access to US movie companies, Chinese actors start appearing in US movies. It's a pretty much mafia move and has nothing to do with fair trade. Somehow Korea managed to create best movie of the year…

I did not mean "actor" as in a people playing in a movie, but I learnt something from your comment nonetheless :)

Re: TSMC halts new Huawei orders after US tightens restrictions

#195

Post by oblio »

DeonPenny wrote: post #193
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…

Thats how all countries approach this especially the US. If you, for example, buy a tank for the US and plan to attack a US ally with it well good luck getting access to the bullets or software updates.

It wouldn't be the first time this happens. Romania was in a defensive alliance with Austria-Hungary in 1914. A-H attacked Serbia and asked Romania to join. Romania said: ummm... it's a defensive alliance.

So far so good, nothing wrong with that.

But in 1916 Romania decided to attack A-H. Okay, I guess?

The dumb part? As former allies, Romania used to get guns and ammo from A-H before 1916. That became a problem post-1916, for obvious reasons :-D

Re: TSMC halts new Huawei orders after US tightens restrictions

#196

Post by oblio »

tinza123 wrote: post #185
ekianjo wrote: post #139

Technically it should not be an issue since Taiwan does not exist on paper and therefore China's CCP should have no problem asserting full control over TSMC operations. At least if we believe the CCP's version of the world.

Taiwan is a region and a very important one, no one was denying that, even the Chinese government. The dispute was on what a country means and it has complicated historical reasons on both sides. Same thing goes for why Guam and California are not the same political entities among the US, or why Spain doesn't recognize Catalonia. Don't be ignorant and try to judge on things you don't fully understand.

> Don't be ignorant and try to judge on things you don't fully understand.

The first bit was ok, but this is uncalled for.

Re: TSMC halts new Huawei orders after US tightens restrictions

#198

Post by billfruit »

DeonPenny wrote: post #193
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…

Thats how all countries approach this especially the US. If you, for example, buy a tank for the US and plan to attack a US ally with it well good luck getting access to the bullets or software updates.

Iran seemingly continues to operate their fleet of F-14s which US had supplied when the Shah was in control, decades after the relationship soured with the US. It seems even that an Iranian pilot is the top ace with the most kills of all F-14 pilots.

But speaking of Huawei they are'nt in the business of military supplies, they sell commodity telecom gear. Imposing such extreme restrictions, seemingly encroaching upon the sovereignity of other nations, feels strange. In this whole matter, it the US who appears to be acting foremost with political considerations.

Re: TSMC halts new Huawei orders after US tightens restrictions

#199

Post by snovv_crash »

oblio wrote: post #197
snovv_crash wrote: post #190

Earlier quoted context omitted.

They sold tech to Iran despite embargoes.

And that's violating IP exactly how? :-)

The tech that they sold included US IP. So now they fall under some of the same embargo rules.

Re: TSMC halts new Huawei orders after US tightens restrictions

#200

Post by abstractbarista »

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…

It's fine, because turn around is fair game. American companies operating facilities in China are at the whims of Chinese policy. :)
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