HWZ Forums

Login Register FAQ Mark Forums Read

Huawei Makes New Chip Supply Deals. Sidelines TMSC

Like Tree15Likes
Reply
 
LinkBack Thread Tools
Old 18-07-2020, 12:24 AM   #61
Senior Member
 
Join Date: Aug 2001
Posts: 1,659
China made a mistake by thinking they can copy and make the chips themselves easily just like how they did with other products that they manufacture
No, their motivation is not to copy and paste the industry to earn money. A few years back, China notices that their energy import (i.e. oil) is lower than semiconductor/electronics import. Hence, China aims to be self-sufficient.
oration37 is offline   Reply With Quote
Old 18-07-2020, 12:24 AM   #62
Senior Member
 
Join Date: Jan 2000
Posts: 2,244
Tsmc has no worries to fill sales order, a long queue of customer awaits them as they have mastered top quality wafer manufacturing ∼ which these customer depend on to bring future advanced products to market.
firebear likes this.
forests_gump is offline   Reply With Quote
Old 18-07-2020, 12:25 AM   #63
Senior Member
 
Join Date: Mar 2019
Posts: 1,109
China made a mistake by thinking they can copy and make the chips themselves easily just like how they did with other products that they manufacture
The mistake is Chinese r oversold with the integrated supply chain and they r too settled in the downstream role

But now things r changing and China is venturing into upstream which is normally dominated by yanks and japs
Sunland is offline   Reply With Quote
Old 18-07-2020, 12:25 AM   #64
Master Member
 
Join Date: Mar 2012
Posts: 3,245
Talking

will huawei be forced to buy from qualcomm ? haha wonder if US will allow if buy from qualcomm


qualcomm is a sad collateral damage e.g when market forces, commercial common sense and supply chain gets dictated by politics of Washington. Have you read its CEO last year complain ? haha ?


https://www.cnbc.com/2019/08/01/qual...h-on-firm.html
“The Huawei export ban, along with the pivot from 4G to 5G, which accelerated over the past couple of months, has contributed to industry conditions, particularly in China, that we expect will create headwinds in our next two fiscal quarters,” Steve Mollenkopf, CEO of Qualcomm, said on Wednesday.

“As a result of the export ban, Huawei shifted their emphasis to building market share in the domestic China market, where we do not see the corresponding benefits in product or licensing revenue.”
__________________
"You got friendly neighbors? Grow Up!" - LKY 2013
Manthink is offline   Reply With Quote
Old 18-07-2020, 12:27 AM   #65
Member
 
Join Date: Apr 2020
Posts: 162
TSMC market cap is larger than Intel

Having China chipset manufacturing to match TSMC will first need to beat Intel and Samsung. Samsung did not build everything on its own.
Finmall is offline   Reply With Quote
Old 18-07-2020, 12:35 AM   #66
High Supremacy Member
 
Angmoh_TuaKi's Avatar
 
Join Date: Aug 2012
Posts: 49,693
No, their motivation is not to copy and paste the industry to earn money. A few years back, China notices that their energy import (i.e. oil) is lower than semiconductor/electronics import. Hence, China aims to be self-sufficient.
China is declining power.
Angmoh_TuaKi is offline   Reply With Quote
Old 18-07-2020, 12:36 AM   #67
Greater Supremacy Member
 
PikaPika33's Avatar
 
Join Date: Aug 2016
Posts: 98,051
Later trump tell them ownsf boycott ownself how?
PikaPika33 is offline   Reply With Quote
Old 18-07-2020, 12:39 AM   #68
Senior Member
 
Join Date: Dec 2011
Posts: 1,399
Necessity is the mother of invention. The Chinese will take time to catch up to world standard but they will get there. However, SMIC is overpriced for now.
Dracky is offline   Reply With Quote
Old 18-07-2020, 12:41 AM   #69
Senior Member
 
Join Date: Aug 2001
Posts: 1,659
since TSMC is no longer useful to china
dont you all think
it is time for china to destroy taiwan?

once taiwan is gone
the entire world will look for who to buy chips?
Good question. Then will the countries that want chips stand forward to help TW?
oration37 is offline   Reply With Quote
Old 18-07-2020, 12:45 AM   #70
Master Member
 
Join Date: Mar 2012
Posts: 3,245
Talking

The mistake is Chinese r oversold with the integrated supply chain and they r too settled in the downstream role But now things r changing and China is venturing into upstream which is normally dominated by yanks and japs
I don't think the Chinese had made mistakes in that regard since the existing supply chain has worked very well after joining WTO.
Like any business partnership, you scratch my back and and return favour. Trouble is this partnership is being actively sabotaged by US own making...which started since the 2007/8 Wall St crash which many has never recovered from, all thanks to US lousy financial mismanagement, ballooning debt etc etc.

So what better way to blame by pointing finger at someone else ?
Trump happens to be the right guy and right time to redefine the supposed "Asian Century" in to the dark age. Throw in the climate change and COVID-19 showing up at the perfect time when he wanted a 2nd term.

So now, everyone is only interested in killing a Chinese coy. HA!
__________________
"You got friendly neighbors? Grow Up!" - LKY 2013
Manthink is offline   Reply With Quote
Old 18-07-2020, 12:53 AM   #71
Senior Member
 
Join Date: Apr 2006
Posts: 750

Not sure what "low yield" means when HMIC seems to be able to keep up with Huawei's order. Details already explained in Huawei's official statement why it was forced to "sideline" TSMC-made chips.
>> https://consumer.huawei.com/ae-en/co...opicId_105506/

Also aside from the different chip maker and tech, does the user experience any difference with Honor series with HMIC's 14nm? We are entering Interesting time with more options and variety for consumers.
actually button cannot be too small
CrapAss is offline   Reply With Quote
Old 18-07-2020, 01:05 AM   #72
High Supremacy Member
 
Angmoh_TuaKi's Avatar
 
Join Date: Aug 2012
Posts: 49,693
I don't think the Chinese had made mistakes in that regard since the existing supply chain has worked very well after joining WTO.
Like any business partnership, you scratch my back and and return favour. Trouble is this partnership is being actively sabotaged by US own making...which started since the 2007/8 Wall St crash which many has never recovered from, all thanks to US lousy financial mismanagement, ballooning debt etc etc.

So what better way to blame by pointing finger at someone else ?
Trump happens to be the right guy and right time to redefine the supposed "Asian Century" in to the dark age. Throw in the climate change and COVID-19 showing up at the perfect time when he wanted a 2nd term.

So now, everyone is only interested in killing a Chinese coy. HA!
Manchurian gold is a chemical leak buried deep in the sea.

Angmoh_TuaKi is offline   Reply With Quote
Old 18-07-2020, 01:06 AM   #73
Master Member
 
Join Date: Jul 2019
Posts: 2,509
Samsung will be the big winner.
LPPLKPKB is offline   Reply With Quote
Old 18-07-2020, 01:43 AM   #74
Master Member
 
Join Date: Feb 2005
Posts: 3,490
Tsmc has no worries to fill sales order, a long queue of customer awaits them as they have mastered top quality wafer manufacturing ∼ which these customer depend on to bring future advanced products to market.
Only a handful of companies can afford to manufacture their chip with the leading edge semicon process. They have to spend huge amount of money on the trial production together with foundry to be among the first few customers on the next gen process.

For the rest of companies, existing process 1-3 nodes behind is enough.
Ctrl_Alt_Del is offline   Reply With Quote
Old 18-07-2020, 07:17 AM   #75
Master Member
 
Join Date: Feb 2005
Posts: 3,490
at 1min 28sec of the video, GIC bought 3.317 billion rmb worth of smic stock.


Ctrl_Alt_Del is offline   Reply With Quote
Reply
Important Forum Advisory Note
This forum is moderated by volunteer moderators who will react only to members' feedback on posts. Moderators are not employees or representatives of HWZ. Forum members and moderators are responsible for their own posts.

Please refer to our Terms of Service for more information.


Thread Tools

Posting Rules

Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are On