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TSMC plans to halt chip supplies to Huawei in 2 months

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Old 17-07-2020, 01:05 PM   #46
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Taiwan pwn China in technology race lol
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Old 17-07-2020, 01:06 PM   #47
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TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Thursday confirmed it has suspended processing new orders from key customer Huawei Technologies to comply with U.S. export regulations, but said it can still achieve more than 20% revenue growth this year thanks to strong demand for 5G smartphones, infrastructure and high-performance computing applications.


"We are complying fully with the new [U.S.] regulations. We did not take any new orders [from Huawei] since May 15," TSMC Chairman Mark Liu told an investors conference.


https://asia.nikkei.com/Spotlight/Hu...ei-in-2-months
Is taiwan part of the USA?
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Old 17-07-2020, 01:08 PM   #48
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How come China 5g/6g so sakti but chips cmi?
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Old 17-07-2020, 01:09 PM   #49
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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.
Trump wanting to buy Greenland from Denmark is like us offering to buy Johor from Malaysia.
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Old 17-07-2020, 01:10 PM   #50
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Is taiwan part of the USA?
Tiagong they say they very independent.
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Old 17-07-2020, 01:13 PM   #51
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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.
Last sentence tell you all you need to know about rare earth processing.

Semicon in general , the process create a lot of unpleasent by products.

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Old 17-07-2020, 01:14 PM   #52
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Is taiwan part of the USA?
The majority of TSMC shareholders are in US and TSMC on Nasdaq , likely that playing a part.

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Old 17-07-2020, 01:14 PM   #53
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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.
bcos huge environment impact.

USA was the biggest rare earth producer till 1990s, when tiongs decided to join the rare earth game, USA just let tiongs do it becos no env impact in USA.





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Old 17-07-2020, 01:18 PM   #54
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People spend so much effort in semicon yet the tiong thought by stealing and buying can become leader.

First they buy the product and services. Then when the company starts to need tiong business t grow, tiong start to demand for tech transfer in the ruthless way.
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Old 17-07-2020, 01:23 PM   #55
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ask tiong what is freedom in their context.
Many PRCs ask why a "chinese" country like singapore needs to go through the troubles of an election.

I explained to my PRC colleague and now he understands that a citizen has the right to vote for the kind of govt and parliamentary representation.
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Old 17-07-2020, 01:31 PM   #56
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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.
TSMC buys a lot of semicon equipment, and many are actually specially made/modified according to their requirements. These equipment vendors are also bounded by NDA.

It is not like you can just buy off-the-shelf product and let some taiwanese use. It doesn't work this way.

I tried to procure a machine before and casually asked what configuration TSMC uses and the vendor refused to divulge anything.

The semiconductor companies are careful not to let prc get hold of any trade secrets on the equipment, software, process recipes and know-how because once prc gets that, they will be heavily subsidized by ccp and many non-prc companies will not be price competitive.
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Old 17-07-2020, 01:31 PM   #57
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tiagong tiongs say next year can make 0.1nm chips and kill off tsmc.
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Old 17-07-2020, 01:33 PM   #58
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People spend so much effort in semicon yet the tiong thought by stealing and buying can become leader.

First they buy the product and services. Then when the company starts to need tiong business t grow, tiong start to demand for tech transfer in the ruthless way.
There are still CCP jokers that still think China as the second largest econ still has leverage and can be a global leader. The previous US administrations were all wishful thinkers. They imagined being nice to China and letting them steal their technology and jobs would change their nature.

Sad to say it takes Trump and chinese covid-19 pestilence foisted on the rest of the world to finally wake it and deal with the real threat.

Some companies have done well, and everybody think's its a potential gold mine. That's been happening for at least 200 years. Plus, their CEO's have very short-term horizons. That's why it's so easy for China to extort access-for-technology deals that will leave western companies in bad shape once China can do the same thing cheaper and perhaps more efficient.

Our system has contradictions, and the Chinese have figured out how to play them.
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Old 17-07-2020, 01:42 PM   #59
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Wait and see.
High Chance TSMC tio low blow by US.
Whoever got balls can sell house go buy TSMC stocks.
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Old 17-07-2020, 01:48 PM   #60
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really is karma...tiongs like to 封杀 people now others are doing it back to them
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