41–50 of 170 posts
This is a clear loss for consumers world wide. The Kirin SOCs were competitive with Qualcomm, and now they practically have a monopoly again.
From a competitive landscape, yes it sucks. But Huawei / China needs to be punished for its blatant IP theft, I think this is a great place to start.
China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem. They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance…
When you have a billion people + unlimited funds + some industrial espionage I am sure china will get their chip manufacturing industry built up quickly.
An example (unrelated to semiconductors) is China's failure to manufacture a decent jet engine even though they've been trying for 30 years. It turns out that the metallurgy required for a jet engine is more complicated than what is needed for household appliances. They aren't even dealing with incomplete stolen information, they have a license from Russia and the full technical information and still can't do it (although Russia isn't sharing their most modern designs, but China still struggles to make an engine with 1980's tech).
Long term I feel China is going to work around these sanctions and such and end up completely independent of US tech.
China made a big mistake in being too reliant on TSMC, etc. or maybe it did not have the capacity to go after too many targets. Or maybe it simply did not think it could be a problem. They are quick to learn and adapt, though, not least when the Chinese state throws its whole weight behind something, so I'm thinking that after this initial shock, in a few years the result will be a decline of the relative importance…
However, at the same time, unfortunately the Chinese government doesn't play fair, and they are ramping up state sponsored industry espionage and hacking of American and Taiwanese semi-conductor firms to speed up the process.
This best describes China's perspective towards "technology acquisition"
“They want technology by hook or by crook. They want it now. The spy game has always been a gentleman’s game, but China has taken the gloves off,” said John Bennett, the special agent in charge of the FBI’s San Francisco office, which battles economic spies targeting Silicon Valley. “They don’t care if they get caught or if people go to jail. As long as it justifies their ends, they are not going to stop.”
See:
https://www.wired.com/story/chinese-hackers-taiwan-semicondu...
https://www.reuters.com/article/us-basf-espionage/basf-worke...
https://www.wsj.com/articles/taiwans-technology-secrets-come...
https://www.theatlantic.com/politics/archive/2019/08/inside-...
https://www.latimes.com/politics/la-na-pol-china-economic-es...
https://www.justice.gov/opa/pr/prc-state-owned-company-taiwa...
A plausible start of WWIII would be China seizing Taiwan in order to regain access to TSMC.
Seizing another territory for their knowledge / expertise /manufacturing capabilities would demonstrate weakness. I am pretty sure Beijing would rather avoid that.
Earlier quoted context omitted.
I really doubt it. China has its own fabs, they're just a few generations behind (14nm). That "only" means their chips are not competitive in certain contexts (heat, power), not that they can't have chips at all. They're investing heavily in research and development. It's just a matter of time before they catch up. There's no need to do something risky and expensive, like starting a war over Taiwan. And taking over T…
Not to mention that Taiwan will trigger the explosive devices that they have embedded into infrastructure and manufacturing plants. China may coerce Taiwanese scientists, but won’t find a functioning chip fab to use.
Either the PRC has overplayed their hand, or they are up to something. 2020 still has nearly 5 months to deliver more gifts.
Either the PRC has overplayed their hand, or they are up to something. 2020 still has nearly 5 months to deliver more gifts.
Can someone provide more context about what SoC they are going to use for their phones from now on as this is not really clear from the article.
Huawei still needs license from BIS to use Snapdragons but it should be easier to get.
Long term I feel China is going to work around these sanctions and such and end up completely independent of US tech.
> The initiative encourages production of high value products and services, like aerospace and semiconductors, to help achieve independence from foreign suppliers.[1]