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US blocks shipments of semiconductors to Huawei

cnbc.com

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Re: US blocks shipments of semiconductors to Huawei

#21

Post by brennanpeterson »

adventured wrote: post #7
geogra4 wrote: post #5

How 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 equipme…

Mostly true, but you could come pretty close with ASML, ASM, TEL,ebara, hitachi and a couple others (particularly the Korean companies)

I don't think it is quite so widely understood that there are close seconds in every market.

It is pretty easy to imagine ASML giving up on Intel, cutting HMI, and all the chipmakers going outside of Lam, Applied, and KLA for their next tools. The industry would be a bit disrupted but outside the US...fine. and it would destroy the US industry.

This will also tend to pressure the Chinese to keep pushing their own supplier industry, rather than just integrators.

Re: US blocks shipments of semiconductors to Huawei

#22

Post by shmel »

jaywalk wrote: post #18
fallingfrog wrote: post #10

It’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.

Yeah, US spying and Chinese spying are totally the same and used for the same purposes. I don't like spying period, but to try and equate what the US does to what China does is simply ludicrous.

It might feel different depending where you live. If one lives in Europe, I don't see why US or Chinese spying should be perceived differently.

Re: US blocks shipments of semiconductors to Huawei

#23

Post by jtdev »

With the perspective of COVID19, China seems like a threat to the global community. I support any efforts to restrict China’s ability to expand their footprint, global reach, ability to reach into and influence the affairs of other nations. I’m completely exhausted with the deeply flawed “Golden Arches” b.s. at this point.

Re: US blocks shipments of semiconductors to Huawei

#24

Post by isatty »

fallingfrog wrote: post #10

It’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.

So what? Just because the US does something too does not mean that they’ve to be ok with others doing the same. You may think the world works like that, but it don’t.

Re: US blocks shipments of semiconductors to Huawei

#25

Post by namibj »

adventured wrote: post #7
geogra4 wrote: post #5

How 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 equipme…

Sounds like a reason to pick the Free-electron laser pathway back up. Particle accelerators are arguably more of a commodity than ASML's EUV exposure technology.

And they might get nice introspection by operating an x-ray FEL to do coherent transmission imaging for analytical purposes.

Re: US blocks shipments of semiconductors to Huawei

#26

Post by isatty »

shmel wrote: post #22
jaywalk wrote: post #18

Earlier quoted context omitted.

Yeah, US spying and Chinese spying are totally the same and used for the same purposes. I don't like spying period, but to try and equate what the US does to what China does is simply ludicrous.

It might feel different depending where you live. If one lives in Europe, I don't see why US or Chinese spying should be perceived differently.

Maybe because there are human rights in the US?

Re: US blocks shipments of semiconductors to Huawei

#27

Post by DiogenesKynikos »

VWWHFSfQ wrote: post #11

This after previous indictments of Huawei for RICO violations and theft of trade secrets from USA companies T-Mobile, Qualcomm, and Cisco. Including theft of 5G technology that is now being used in equipment sold to EU countries. [0] https://www.justice.gov/opa/pr/chinese-telecommunications-co... [1] https://www.justice.gov/opa/pr/chinese-telecommunications-de... Whatever happened to arresting Huawei’s Chief Financia…

It's pretty difficult to take the accusations of theft of 5G technology seriously, when Huawei is far ahead of its competitors and has massively outspent them on R&D for 5G.

> Was she ever extradited from Canada after being captured in Vancouver, BC?

No, it's still a giant political mess. The Canadian government wishes they had never gotten involved - they should have just let her slip. With the US and China, Canada is between a rock and a hard place.

Re: US blocks shipments of semiconductors to Huawei

#28

Post by jtdev »

shmel wrote: post #22
jaywalk wrote: post #18

Earlier quoted context omitted.

Yeah, US spying and Chinese spying are totally the same and used for the same purposes. I don't like spying period, but to try and equate what the US does to what China does is simply ludicrous.

It might feel different depending where you live. If one lives in Europe, I don't see why US or Chinese spying should be perceived differently.

[flagged]

Re: US blocks shipments of semiconductors to Huawei

#30

Post by bildung »

VWWHFSfQ wrote: post #11

This after previous indictments of Huawei for RICO violations and theft of trade secrets from USA companies T-Mobile, Qualcomm, and Cisco. Including theft of 5G technology that is now being used in equipment sold to EU countries. [0] https://www.justice.gov/opa/pr/chinese-telecommunications-co... [1] https://www.justice.gov/opa/pr/chinese-telecommunications-de... Whatever happened to arresting Huawei’s Chief Financia…

I will be very surprised if Huawei would be found guilty of anything. The company plays an important role in actually defining the 5G standard as a member of 3GPP, and holds 3 times the number of 5G patents than Qualcomm.

I mean, look at the number of contributions to the 5G standards by company in this document, and compare the positions of Huawei, Qualcomm and Cisco: https://www.iplytics.com/wp-content/uploads/2019/01/Who-Lead... (page 9).

What are they supposed to steal there? They literally are defining what 5G is.

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