[deleted]
TSMC plans to halt chip supplies to Huawei in 2 months
31–40 of 433 posts
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#32Doesn't seem to worry them too much: https://www.thestreet.com/investing/tsmc-posts-record-q2-pro...
Yeah, exactly. TSMC has the premier process right now and is at capacity making chips for Apple, Qualcomm and other high margin (i.e. well-paying) customers. Cutting off the oddball folks for PR reasons costs them nothing at the moment.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#33China will nationalize TSMC
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#34Doesn't seem to worry them too much: https://www.thestreet.com/investing/tsmc-posts-record-q2-pro...
Yeah, exactly. TSMC has the premier process right now and is at capacity making chips for Apple, Qualcomm and other high margin (i.e. well-paying) customers. Cutting off the oddball folks for PR reasons costs them nothing at the moment.
I’m not sure Huawei is a small value oddball anymore.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#35Apparently this is the result of a May 15 rule change[0] to the Export Administration Regulations[1], which affect anything exported from the US. The lesson here is that if you're a foreign company that buys US software and equipment, apparently the US government can tell you who you are and aren't allowed to do business with. [0] https://www.commerce.gov/news/press-releases/2020/05/commerc... [1] https://en.m.wikipe…
Wondering if America government has the power to forbid foreign companies or countries from using open source software such as Go, Rust, React, Kubernetes, Docker, Ubuntu etc especially those with strong stewardship by US corporations.
That seems like a "no". Anyone can get access to those things as they are freely downloaded. Access may get restricted but they can keep an old copy indefinitely, and the internet is fairly useful for getting around arbitrary blockages.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#36China will nationalize TSMC
[deleted]
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#37Earlier quoted context omitted.
The patterning machines used for the leading node isn't exported to China due to export restrictions. Only the Dutch company ASML is able to manufacture these patterning machines.
China has been making great progress on Chinese built EUV patterning machines.
That would not surprise me. Got any links describing progress?
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#38Earlier quoted context omitted.
We do seem to be in a secular upswing in semiconductor demand, while TSMC remains the last foundry standing at the 7nm node. It seems like Samsung and Intel alternatives are bit too captive (internally competitive) for a large mobile phone producer. I don't think it's about actual 5G chips themselves, it's about ARM processors and mobile SoCs. It's doubtful to me that UMC and Global Foundries will catch up, but I do…
The next shoe to drop will be if ASML cuts off Chinese chipmakers. ASML absolutely dominates fab tech.
That's what I am wondering about. Is ASML the weak point? Would a US, Taiwan, or other company be able to develop and manufacture comparable lithography or EUV machines, or do they essentially have a chokehold on the market for now?
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#39Why does this feel like the USA cutting Japan off from metal and oil shipments months before WW2?
If foundations of geopolitics is anything real, then pitting the US vs China would be the ultimate best outcome. The book believes China is the true threat to Russia and "must, to the maximum degree possible, be dismantled". As secondary goal would be the disruption of the US which also has been propping China up. https://en.wikipedia.org/wiki/Foundations_of_Geopolitics#Con...
Dugin's position on China is based off fear that an rising China is a vector for Atlantism aka alignment with the west / NATO. That risk has now dissipated so Russia and China's interest are now more congruent than ever.
Re: TSMC plans to halt chip supplies to Huawei in 2 months
#40Why does this feel like the USA cutting Japan off from metal and oil shipments months before WW2?
If foundations of geopolitics is anything real, then pitting the US vs China would be the ultimate best outcome. The book believes China is the true threat to Russia and "must, to the maximum degree possible, be dismantled". As secondary goal would be the disruption of the US which also has been propping China up. https://en.wikipedia.org/wiki/Foundations_of_Geopolitics#Con...
Russia is grossly overrated, it's a second rate power compared to US and China.