Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

TSMC halts new Huawei orders after US tightens restrictions

asia.nikkei.com

Post reply on HN
Print view View original

41–50 of 230 posts

Re: TSMC halts new Huawei orders after US tightens restrictions

#41

Post by philliphaydon »

coliveira wrote: post #21
forgot_again wrote: post #3

Escalation between the US and China is inevitable. China is fundamentally opposed to everything the US and Democracies around the world stand for politically. Likewise, the US and friends are fundamentally opposed to everything China stands for politically. There is no Universe in which two diametrically opposed juggernauts do not come into conflict. Conflict is simply inevitable when the stakes are this high and the…

This is a bunch o ideological BS. China just wants to make money, it doesn't care if the US is running a dictatorship or whatever. It is the US government that is trying to stir up ideological issues because it doesn't see any other way to compete with China. Everything was very fine while China was just supplying Walmart with cheap plastic stuff.

If the CCP just wanted money they wouldn’t need to lie and buy off people and countries for influence.

Re: TSMC halts new Huawei orders after US tightens restrictions

#42

Post by salimmadjd »

Anyone else feels this is shortsighted?

Estimates are that China is 10 years away to be able to build chips domestically that can compete with TSMC. Mostly because a lot of the precision chip making technologies are hard to make and are only made by a few manufactures and their exports are controlled.

However, I feel like our new competitive mindset is using the wall to block others. To wall off China to wall off immigrants.

I love to see manufacturing sector return to US and protect US jobs, however, it seems like instead of investing into the future, like we had in the 50s, 60s, 70s we are spending our limited resources waging all types of wars and then using our might to block other countries now.

We've lost our ability to make political decisions and planning with a long-term vision, and if we think building walls will stop innovation in other places, we're wrong.

All we're doing is setting back China for a few years, fueling a nationalistic fervor to motivate their public even more and once they've caught up, they'll even be stronger and more competitive.

While we might keep the aging Western Europe under our pressure, rest of the emerging world will be under China.

I'm also really curious how this action will ultimately impact Taiwanese views of merging with China. It's possible this might create more sympathy and create a massive defeat for the nationalist side of Taiwan and the country might vote to merge with China.

What would we do then? Stop Apple from buying chips from TSMC?

Re: TSMC halts new Huawei orders after US tightens restrictions

#43

Post by georgeburdell »

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…

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 great start (logically and morally)

Re: TSMC halts new Huawei orders after US tightens restrictions

#45

Post by [deleted] »

jacquesm wrote: post #38
dannyw wrote: post #27

Earlier quoted context omitted.

The Chinese semiconductor industry is going to happen no matter what; it is one of their strategic priorities and they have been moving in this direction for a long time. This is about making it harder and inflicting some pain on them.

The effect will be the exact opposite, it will make it harder and will inflict some pain on them in the short term , but in the longer term any internal resistance has just evaporated and they will double down on this.

[deleted]

Re: TSMC halts new Huawei orders after US tightens restrictions

#46

Post by chvid »

By the looks of it, this is major news and a big escalation of the US China "trade" war. But I notice this:

"TSMC shares in Taiwan were down more than 2% in Monday morning trade, while the benchmark index was down less than 1%."

So the market seems to think that is probably not such a big deal or guesses that a solution/workaround will be found. Also that the US may cut-off TSMC supplies to Huawei has been rumoured for about a year now and is an extension of the restrictions on Google software/services and the ARM chip designs.

Re: TSMC halts new Huawei orders after US tightens restrictions

#47

Post by FooBarWidget »

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…

Wait a minute... You're pretending like trade is only "fair" if selling happens in both directions. Doesn't that fly directly in the face of what trade means?

You buy something, but you get value in return. That's why it's not called "donation". If the thing you bought is not valuable to you then why did you buy it in the first place?

Also, there is all this talk about "forced" tech transfers, but nobody forced US companies at gunpoint. US companies always had the choice to not enter the China market. They signed tech tranfer contracts, willingly, because they think the upsides (gaining a new market) are higher than the downsides, or that the downsides are manageable. The fact is, companies made a choice. And now the US government is making that choice for them?

From a national supply chain security or technology hegemony point of view it makes sense to deny certain transfers, but let's recognize that this is just geopolitics and not about ethics, fairness, etc. The rherotic about fairness just doesn't make sense upon further scrutiny. If the US government doesn't fully believe in free market, why not just go ahead and say so instead of all the mental gymnastics?

Re: TSMC halts new Huawei orders after US tightens restrictions

#48

Post by synaesthesisx »

DevKoala wrote: post #40
synaesthesisx wrote: post #22

As someone long Qualcomm this is excellent news.

Doesn't Qualcomm lose all future revenue coming from Huawei in this scenario? Please explain.

Huawei is one of their largest competitors in terms of 5G chipsets. Restrictions on Huawei would also likely help US companies like Apple, so this move would be a net positive.

Re: TSMC halts new Huawei orders after US tightens restrictions

#49

Post by jackguy »

harpratap wrote: post #7
forgot_again wrote: post #3

Escalation between the US and China is inevitable. China is fundamentally opposed to everything the US and Democracies around the world stand for politically. Likewise, the US and friends are fundamentally opposed to everything China stands for politically. There is no Universe in which two diametrically opposed juggernauts do not come into conflict. Conflict is simply inevitable when the stakes are this high and the…

I don't think it will be such a dramatic shift. It will be more of a middle ground IMO. The mega corporations of US will be regulated by the government just like it happens in China. And China will end up with more rights and transperancy like a democracy.

Probably off topic, but does democracy "guarantee" more rights and transparency?

Re: TSMC halts new Huawei orders after US tightens restrictions

#50

Post by leemailll »

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…

>China has completely blocked US services from Google to Uber

Both are wrong, Google quit from China, and Uber sold its China division to a rival company.

Post reply on HN