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TSMC plans to halt chip supplies to Huawei in 2 months

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Old 17-07-2020, 12:33 PM   #31
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all-in TSMC!!!
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Old 17-07-2020, 12:34 PM   #32
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seen 1st hand how prc doing tech do the base work, can tell u they are not far from ceca who use ctrl c v
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Old 17-07-2020, 12:34 PM   #33
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ask tiong what is freedom in their context.
If talking about freedom saudi are the worse.

Last time female cannot drive.
Female cannot go out alone.
No cinema.
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Old 17-07-2020, 12:35 PM   #34
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Worst case scenario,
China Gov can always pump money and force take over one of those Taiwan Semi Con and then create new subsidiary for their manufacturing technology.
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Old 17-07-2020, 12:35 PM   #35
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Tiongs can copy very well but cant improve or refine very well....copying also up to certain standard, can't copy the complex technical specs....if they can, they would have made it in their own...
see why US Japan no longer into consumer products ... They more interested in tools and apps that help to develop the product.
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Old 17-07-2020, 12:36 PM   #36
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China gg. They currently only can make 14nm. At least a good 2 to 3 years behind

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Old 17-07-2020, 12:38 PM   #37
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If talking about freedom saudi are the worse.

Last time female cannot drive.
Female cannot go out alone.
No cinema.
is now on trade freedom
Tiong violate many many.
They force investors knowledge transfer else restrict access to market.
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Old 17-07-2020, 12:47 PM   #38
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Worst case scenario,
China Gov can always pump money and force take over one of those Taiwan Semi Con and then create new subsidiary for their manufacturing technology.
USA has already restricted exports of wafer fab technology.

It depends if China thinks itís important enough to start restricting rare earth exports.

They have already hinted that they might restrict rare earth exports to Lockheed Martin.

Lynas can build a bigger rare earth refinery in Malaysia to huat. Western countries strangely donít like to refine rare earths in their own countries.
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Old 17-07-2020, 12:50 PM   #39
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More amd chips
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Old 17-07-2020, 12:56 PM   #40
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july +2months = september

why MAY stop but can tahan until september ?
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Old 17-07-2020, 12:59 PM   #41
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USA has already restricted exports of wafer fab technology.

It depends if China thinks itís important enough to start restricting rare earth exports.

They have already hinted that they might restrict rare earth exports to Lockheed Martin.

Lynas can build a bigger rare earth refinery in Malaysia to huat. Western countries strangely donít like to refine rare earths in their own countries.
Trade War.

Cold War v2 incoming maybe!
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Old 17-07-2020, 01:00 PM   #42
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China own doing for threatening Taiwan with military action, economy sanction and territory/political personnel blockage.

They got what they asked for.
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Old 17-07-2020, 01:00 PM   #43
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In before PAP IBs reply

China never sanctions back USA and Taiwan?
Got wat. Now cannot buy Lockheed planes
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Old 17-07-2020, 01:02 PM   #44
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Human like to self pawn each other. Our technology is limited by human. Soon human will degraded

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Old 17-07-2020, 01:05 PM   #45
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USA has already restricted exports of wafer fab technology.

It depends if China thinks it’s important enough to start restricting rare earth exports.

They have already hinted that they might restrict rare earth exports to Lockheed Martin.

Lynas can build a bigger rare earth refinery in Malaysia to huat. Western countries strangely don’t like to refine rare earths in their own countries.
If China restricts rare earth exports it will just force other countries to seek other sources or expedite the process but can China afford to take the hit given the current economy. Rare earth isn't something that's only found in China, why do you think Trump wants to buy Greenland? Lol.

US used to be the largest producer before China and that's why they recently signed a memorandum of understanding with Greenland to develop their mining sectors.
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