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TSMC halts new Huawei orders after US tightens restrictions

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Re: TSMC halts new Huawei orders after US tightens restrictions

#201

Post by myopenid »

fermienrico wrote: post #30

To 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…

> It leaks like a sieve. I've seen it first hand (in semiconductor industry).

There is this thing called knowledge transfer, and you do this when you change jobs. Are you suggesting that the employee work in the same company indefinitely?

> well...then the US should block all Chinese services from exploiting users[1] and their data

Which is exactly what China is doing to you.

Re: TSMC halts new Huawei orders after US tightens restrictions

#202

Post by [deleted] »

ClumsyPilot wrote: post #158
tomp wrote: post #157

Earlier quoted context omitted.

I'm not supporter of free trade, I'm supporter of fair trade. What you've described is simply - unfair. Another extremely unfair thing is different employment & environmental standards. If an EU company opens a Chinese factory just because they can make people work more hours and can pollute the environment more, I don't really see that as a "globalization benefit", but rather as "unlawful competition" which results…

Are you sure your idea of fairness is right? Consider Mongolia, perhaps they want to match EU employment standards but can't afford do. What are they suppose to do? Suppose a democracy decided on different employment standards, should EU ban imports from US due to EU having higher standards of employee and environmental protection? How big does the difference have to be? Does your free trade "fairness" account for th…

[deleted]

Re: TSMC halts new Huawei orders after US tightens restrictions

#203

Post by jessaustin »

trixie_ wrote: post #191
jessaustin wrote: post #179

Earlier quoted context omitted.

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.

Hong Kong's population is less than a third of that. Somehow they've given Beijing a bloody nose for nearly a year now. That's not surprising, because mainland China's population is irrelevant to this question. What are they going to do? Give a bunch of farmers hukou to Kowloon and Taipei? ...actually, that's a fun idea, but it's unlikely to decrease public unrest.

Re: TSMC halts new Huawei orders after US tightens restrictions

#204

Post by ksec »

FooBarWidget wrote: post #51
georgeburdell wrote: post #43

Earlier quoted context omitted.

Right but what does that have to do with a Taiwanese company? That’s the part I have trouble with. According to the U.S.’s own policy, Taiwan and what we call China are the same country. So the U.S. is putting restrictions on a company for taking business from another company from the same country. U.S. needs to work on making its foreign policy self consistent. Recognizing Taiwan as a separate country would be a gre…

If the US recognizes Taiwan, doesn't that make even less sense? On the one hand you're saying that Taiwan is sovereign, on the other hand you're saying, we the US call the shots.

Well because US doesn't need to call the shots. Apparently Taiwan is drafting a legislation to officially admit defeat and they no longer calm mainland being their territory. And calling itself Taiwan, a competely separate nation.

Re: TSMC halts new Huawei orders after US tightens restrictions

#205

Post by ksec »

CogitoCogito wrote: post #124
adventured wrote: post #113

Earlier quoted context omitted.

> According to the U.S.’s own policy, Taiwan and what we call China are the same country. That's a mistaken interpretation and it has been clarified on numerous occasions. There are two critical words to the context: recognize and acknowledge. And two separate entities to be considered as far as the US is concerned: China and Taiwan. The US has intentionally left the situation in limbo, to neither give in to China no…

I'm a bit curious why this is being down-voted. It is certainly a 100% accurate description of United States policy.

It is the tactic that is used often, real world or online. Since they will always outnumber you. Although hasn't happened on HN right now.

Re: TSMC halts new Huawei orders after US tightens restrictions

#206

Post by effie »

api wrote: post #149
fermienrico wrote: post #30

To 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…

> To 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 massive asymmetry in those countries in terms of human rights, worker protections, and environmental regulations. Criticize the US all day (I certainly can), but compared to the Chinese single party dictatorship the US is massively better in…

What is "free world"?

Re: TSMC halts new Huawei orders after US tightens restrictions

#207

Post by bsder »

jacquesm wrote: post #192
jessaustin wrote: post #183

Earlier quoted context omitted.

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.

And? We didn't ship everything to China overnight.

However, it doesn't take that long. The problem is that there is no continuity in American businesses:

https://operationsroom.wordpress.com/2012/12/06/why-is-ge-br...

https://www.businesswire.com/news/home/20190912005862/en/GE-...

GE learned the lessons and brought it back. Then shipped it back out. And now are bringing it back again.

The problem is nobody gets promoted for being solid--everybody needs to be a rockstar.

We need some innovation where small domestic businesses run rings around the big guns. The problem is--those aren't home-run businesses--they're solid and profitable so nobody wants to invest in them.

Re: TSMC halts new Huawei orders after US tightens restrictions

#208

Post by hello_moto »

LatteLazy wrote: post #152
hello_moto wrote: post #136

Earlier quoted context omitted.

Wet markets is a too general/vague. Wet markets exist are all over the world with similar setup like the one in China.

That's a fair comment. I used it as I wanted a noun short enough to fit in a list. Maybe it's better to go even vaguer though: "food hygiene standards so low they keep causing pandemics".

Actually, wet markets in Asia have the same health standards like the ones in China: close to none ;).

Covid19 spread faster, unfortunately. There are quite a few viruses/infectious diseases spreading in Asia that didn't made it big-time like Covid19.

Re: TSMC halts new Huawei orders after US tightens restrictions

#209

Post by ptx »

dannyw wrote: post #20
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 Ch…

> if you do business in China ... it's not really different.

Turning the U.S. into something no different from China is perhaps not what you would want to aim for.

Re: TSMC halts new Huawei orders after US tightens restrictions

#210

Post by effie »

jessaustin wrote: post #178
magicsmoke wrote: post #156

Earlier quoted context omitted.

US 5G manufacturers are already screwed due to US spectrum allocation, according to this DoD report. https://media.defense.gov/2019/Apr/03/2002109302/-1/-1/0/DIB... TLDR: US spectrum allocation forces US 5G suppliers to design products primarily for the mmWave portion of the spectrum, which suffers from more technical problems such than the sub-6 GHz spectrum that Chinese products are using. The reason why the US did…

It seems kind of silly that USA military would use tech that needs a pristine frequency band in the first place. During a war, are their opponents going to be super-polite about interference? Or, are they going to look at FCC regs when deciding which frequencies to jam?

Of course I have no idea about the real capabilities of that 6GHz equipment to use different bands in case of interference, that is most probably classified info. But economically, it would be silly to have all military equipment in continental U.S. work nominally on many different frequency bands. Likelihood of effective jamming of 6GHz bands in the U.S. is quite small (island with large area far away from enemies, low effective range of 6GHz radiation). Some systems have to be resilient against radio interference, such as attack warning systems or government - military com systems, but there is lot more in military - support systems, test systems, research systems, training systems and god knows what else.
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