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

61–70 of 230 posts

Re: TSMC halts new Huawei orders after US tightens restrictions

#61

Post by random314 »

dirtyid wrote: post #54
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 Western social media platform are welcome to participate in China if they follow local laws - in this case onerous censorship requirements, which every domestic company comply to. That's what project Dragonfly was for, but internal Google politics killed it. Bing still operates fine in China while Google and Facebook still makes billions off Chinese adsal…

> For some reason people find it appalling that US companies have to operate by foreign laws when operating abroad.

Sure, that is the reason why people were appalled - some reason -can't clearly put a finger on it.

Re: TSMC halts new Huawei orders after US tightens restrictions

#62

Post by summerlight »

marticode wrote: post #57
summerlight wrote: post #52

Earlier quoted context omitted.

Wait, are you suggesting that Google/YouTube is still accessible from China?

He is saying that Google could have kept operating in China if they had agreed to follow local (but Orwellian) regulations.

No, Google pulled its business from China because of massive state-level hacking attempts, not because of fighting for freedom or doing the right thing or whatever that sounds cool. Or do you think fighting against millions of state-backed hackers is a part of following local regulation?

Re: TSMC halts new Huawei orders after US tightens restrictions

#64

Post by ngcc_hk »

FooBarWidget wrote: post #47
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 co…

You cannot sell certain service to china. That is not fair.

Re: TSMC halts new Huawei orders after US tightens restrictions

#65

Post by dannyw »

trixie_ wrote: post #60
dannyw wrote: post #34

Earlier quoted context omitted.

TSMC's fab is in Taiwan, not PRC. Given the critical nature of semiconductors, if China invaded Taiwan it's hard to see the US not getting involved. TSMC is Taiwan's largest company.

I know it's in Taiwan, and if this escalates, the supply chain will get cut. When it comes to 'invasion', there's no chance of defending Taiwan unfortunately. No one has the stomach for that. It's easily one step away from a nuclear war. You think coronavirus is bad...

The threat of nuclear war goes both ways: the impact of nuclear on discouraging the defence of Taiwan is equally applicable on discouraging the invasion of Taiwan.

Re: TSMC halts new Huawei orders after US tightens restrictions

#66

Post by DevKoala »

synaesthesisx wrote: post #48
DevKoala wrote: post #40

Earlier quoted context omitted.

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.

Thank you for explaining. It’s weird because it seems the overall sentiment with this move is negative on Qualcomm; perhaps because of the short term loses.

Re: TSMC halts new Huawei orders after US tightens restrictions

#68

Post by astatine »

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…

Here's the thing. Very likely Chinese companies with interest in doing business will comply with any local regulation. That leaves everyone red faced with no further arguments other than raise the concern that you can't trust that there is no backdoor, that there are no secret strings attached etc.

Re: TSMC halts new Huawei orders after US tightens restrictions

#69

Post by trixie_ »

dannyw wrote: post #65
trixie_ wrote: post #60

Earlier quoted context omitted.

I know it's in Taiwan, and if this escalates, the supply chain will get cut. When it comes to 'invasion', there's no chance of defending Taiwan unfortunately. No one has the stomach for that. It's easily one step away from a nuclear war. You think coronavirus is bad...

The threat of nuclear war goes both ways: the impact of nuclear on discouraging the defence of Taiwan is equally applicable on discouraging the invasion of Taiwan.

No one is having a nuclear war over Taiwan. It's important, but not that important.

If China invaded Taiwan, the US would not defend it. Super powers don't go to war. They have wars through proxy countries. If super powers did go to war, it would be nuclear war, and it would be bad.

Re: TSMC halts new Huawei orders after US tightens restrictions

#70

Post by dntbnmpls »

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.

"To preface", "As an X", etc are easy tells that you really aren't what you claim. Just say what you want rather than defensively qualifying it. Most of us here see right through it and it's a waste of bits.

> America should protect its own interests and interests of other democratic nations before they get eroded

Then we wouldn't be bullying other democratic nations by telling them who they can or cannot trade with. Also, I wish we'd stop with the "democracy" nonsense considering how many democracies we've attacked/overthrown in our history - the most recent being bolivia. Also, "CCP" is a dead giveaway of propaganda/bias. I don't think I've seen "CCP" as much as I've seen in the last few weeks. It's like everyone at propaganda camp got the same memo.

> Can someone tell me why the US/EU shouldn't do the same?

Can you tell me what "US/EU" is? Isn't the EU their own political entity?

Your comment, like so many comments on social media reek of anti-"CCP" propaganda. I believe in protectionism and I agree that you shouldn't be able to buy a $1.99 USB cable from china, mexico, india or EU or anywhere else. The US should set up tariffs on all products against all countries to protect american workers and reindustrialize. Not selectively use protectionism to attack one single nation which doesn't help any american worker. It seems like most of the "pro-american" commenters are foreigners who want to hurt china rather than help america. It's amazing how many "americans" online supported moving jobs from china to india rather than back to the US.

Globalism has been a disaster for workers, environment, etc. Everything from climate change to coronavirus pandemic is due to globalism. I've always felt a more national or even regional trading is appropriate. Why doesn't the EU have their own google, facebook, etc? Why doesn't india? Why doesn't japan? Why are we manufacturing the iphone in china? Tariffs/protectionism should be used by nations to protect their workers and industries. In order for that to happen, globalism has to die.

This "I am a supporter of free global trade and greater collaboration between countries to maximize the benefit of each other." does not align with everything else you wrote. If you truly believed that, you'd be praising china since they are doing exactly that.

Post reply on HN