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TSMC plans to halt chip supplies to Huawei in 2 months

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Old 17-07-2020, 01:50 PM   #61
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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.
The majority of TSMC shareholders are in US and TSMC on Nasdaq , likely that playing a part.

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TSMC bought equipment that they are now unable to use to make products for Huawei unless they want to get sanctioned.

Itís like you buy China made Geely car for phv in Singapore and China said that they will void your warranty if you fetch Indians.
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Old 17-07-2020, 02:34 PM   #62
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rip kirin, hello dimensity

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Old 17-07-2020, 02:41 PM   #63
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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.
How much time.and money you think CCP spent trying to reverse engineer ASML Stepper???

I hate to think.

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Old 17-07-2020, 02:44 PM   #64
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TSMC bought equipment that they are now unable to use to make products for Huawei unless they want to get sanctioned.

It’s like you buy China made Geely car for phv in Singapore and China said that they will void your warranty if you fetch Indians.
Your first paragraph mean what?

Many company trying to get into TSMC , I dont worry for them.

Its further down the food chain troubles start.

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Old 17-07-2020, 02:46 PM   #65
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in b4 the more you hurt tiongs the more advanced tiongs become.



lolol.
Think not that it has not been done before. Back then US was somewhat unfriendly toward CN also, banned alot of technologies to CN. But that didn't stopped CN from growing their technologies in many areas and advance their society as a whole.

US don't control everyone. Just as many were willing to support US, many others were willing to help the so called perceived US enemies also. As the saying goes, enemy of enemy is a friend.
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Old 17-07-2020, 03:19 PM   #66
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How much time.and money you think CCP spent trying to reverse engineer ASML Stepper???

I hate to think.

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You meant this?

https://www.firstxw.com/view/221728.html

Steppers are like so long ago. Nowadays is scanner leh.
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Old 17-07-2020, 03:21 PM   #67
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Think not that it has not been done before. Back then US was somewhat unfriendly toward CN also, banned alot of technologies to CN. But that didn't stopped CN from growing their technologies in many areas and advance their society as a whole.

US don't control everyone. Just as many were willing to support US, many others were willing to help the so called perceived US enemies also. As the saying goes, enemy of enemy is a friend.
ccpibs really notch berry smart. haizzxxz.
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Old 17-07-2020, 03:23 PM   #68
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TSMC bought equipment that they are now unable to use to make products for Huawei unless they want to get sanctioned.

Itís like you buy China made Geely car for phv in Singapore and China said that they will void your warranty if you fetch Indians.
useless post.
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Old 17-07-2020, 03:26 PM   #69
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China talked until got dragon got tiger but they still behind the curve.

SILICON | Can China make chips?

https://technode.com/2019/12/04/sili...na-make-chips/
All the top secrets in producing the most advanced chips are in the hands of the AMDKs.

Tiongs (or even Taiwan) may have factories to produce chips, but they don't have the secret recipes.
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Old 17-07-2020, 04:37 PM   #70
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Arm Ltd. (UK Company) belongs to SoftBank Group (Japan Holding Company).
SoftBank Group want to IPO Arm Ltd. liao.

If I am China, I will hoot Arm Ltd.
After that HOSEI liao!
Qualcomm, Apple, Mediatek, Huawei Kirin, Samsung Exynos all using ARM.
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Old 17-07-2020, 04:39 PM   #71
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Bye bye hongmen, kirin, huawei and duapao Yenzenfei, who, like pap,said prepared for this moment for 17yrs.
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Old 17-07-2020, 04:53 PM   #72
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You meant this?

https://www.firstxw.com/view/221728.html

Steppers are like so long ago. Nowadays is scanner leh.
Stepper/ scanner objective is same.

Whatever latest is from ASML the CCP has spent a lot of time and money trying to reverse engineer.

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Old 17-07-2020, 04:54 PM   #73
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Steam liao lor
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Old 17-07-2020, 05:10 PM   #74
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ccpibs really notch berry smart. haizzxxz.
Not sure is which aspect, but intellectual wise think they should be ahead bah. Look at how fast and far they have advanced in just a few decades, compare to others who took way much longer. Look at how they are ahead of many in certain areas.

Not taking sides. It easy to say they copy. But think its one thing to copy, and another to copy and do better. As the saying goes, those who can only copy from others at best is get the same result as those they copied from, never better. But to do better, it can only means they are really good, better than the others. Maybe they just need the opportunity or platform to get it started.

Thus think from certain perspectives see, for CN to push so far ahead of the others, despite what many so like to say they copy then they are good, think to certain extent its could be just jealousy or maybe bruised ego, that many have when see CN doing far too well than what many expect CN not to.
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Old 17-07-2020, 11:39 PM   #75
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Not sure is which aspect, but intellectual wise think they should be ahead bah. Look at how fast and far they have advanced in just a few decades, compare to others who took way much longer. Look at how they are ahead of many in certain areas.

Not taking sides. It easy to say they copy. But think its one thing to copy, and another to copy and do better. As the saying goes, those who can only copy from others at best is get the same result as those they copied from, never better. But to do better, it can only means they are really good, better than the others. Maybe they just need the opportunity or platform to get it started.

Thus think from certain perspectives see, for CN to push so far ahead of the others, despite what many so like to say they copy then they are good, think to certain extent its could be just jealousy or maybe bruised ego, that many have when see CN doing far too well than what many expect CN not to.
What tech are you comparing semiconductor to? Things like build car, plane, train, rocket, dams are no where close to semiconductor in terms of difficulty. Same goes for AI, machine learning, databases. All the information you need to learn how to do is readily online. For AI field, researchers around the world routinely publish GitHub repo with documentation along with their state-of-the-art research paper. Not too difficult for China to quickly adopt such technology. But semicon industry is a whole different level. Even in SG, before the university can teach their software, the student have to sign clearance form. The software itself got no documentation and the error code cannot be googled. I think it's naive to think China will quickly overcome the technology difference in several years.
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