International Trump admin moves to block Huawei from global chip mfgs. Thread Updated.

[MicroBrew]

UPDATE

https://www.yahoo.com/news/chinese-tech-giant-criticizes-us-061802541.html

China demands US withdraw sanctions on tech suppliers

TL : DR
The US added a number of Chinese companies to a sanctions blacklist, for aiding the CCP persecute Uyghurs and because some Chinese companies pose a security risk to the US.



BEIJING (AP) — China demand Monday that Washington withdraw export sanctions imposed on Chinese companies in the latest round of a worsening conflict over technology, security and human rights.

The foreign ministry accused the Trump administration of interfering in China's affairs by adding eight companies accused of playing roles in a crackdown in its Muslim northwestern region of Xinjiang to an export blacklist.

Washington also imposed controls on access to American technology for 24 companies and government-linked entities it said might be involved in obtaining goods with potential military uses.

The U.S. decision “violated basic norms of international relations" and "harmed China ’s interests,” said a ministry spokesman, Zhao Lijian.

“We urge the United States to correct its mistakes, revoke the relevant decision and stop interfering in China’s internal affairs," Zhao said.

 

[D3THRONED]

You can only innovate so much in a close-minded society.

 

[Sauron]

You can only innovate so much in a close-minded society.

That's bullshit.

People thought the same of Japan, Korea etc. Hell, even the soviet union innovated a lot.

China last year registered more patents than the US and that trend is likely to continue.
https://www.wipo.int/pressroom/en/articles/2020/article_0005.html

In my opinion China is so close to lift off. They are a high-technology country at this point for parts of the population. Once the rest of the country catches up they'll be the equal of the US.

China is a fast-follower. First they'll catch-up and then they'll innovate. After all, Huawei is now the second largest mobile phone maker. The Chinese market is so big that companies can just incubate there until ready to emerge internationally. I was just reading recently about China, and apparently they are making huge progress towards a cashless society. This is instep with advanced countries. Who even knew that. Do we even know their companies and technologies they are employing. It's not like they are taking their wares straight to the US and Europe. Their alternative strategies are being piloted in Asia and Africa.

 

[SammyPops]

I cannot understand why there is still any debate over whether we should let Huawei have a role in building our 5G networks. So clearly, fucking obviously, not.

I hope the rest of the western world gets on board and if we don't the US needs to kcik us squarely in the nuts and make us.

 

[D3THRONED]

That's bullshit.

People thought the same of Japan, Korea etc. Hell, even the soviet union innovated a lot.

China last year registered more patents than the US and that trend is likely to continue.
https://www.wipo.int/pressroom/en/articles/2020/article_0005.html

In my opinion China is so close to lift off. They are a high-technology country at this point for parts of the population. Once the rest of the country catches up they'll be the equal of the US.

China is a fast-follower. First they'll catch-up and then they'll innovate. After all, Huawei is now the second largest mobile phone maker. The Chinese market is so big that companies can just incubate there until ready to emerge internationally. I was just reading recently about China, and apparently they are making huge progress towards a cashless society. This is instep with advanced countries. Who even knew that. Do we even know their companies and technologies they are employing. It's not like they are taking their wares straight to the US and Europe. Their alternative strategies are being piloted in Asia and Africa.

L O L with a billion people more than the US they don't even come close to the IPs being produced here.

 

[Sauron]

L O L with a billion people more than the US they don't even come close to the IPs being produced here.

Well they did register more patents. That's just a fact. The trend suggests that China will continue to open up a gap on the US.

Per capita patents isn't really relevant when we're talking about the country level.

 

[jefferz]

TSMC halts new Huawei orders after US tightens restrictions

TAIPEI -- Taiwan Semiconductor Manufacturing Co., the world's biggest contract chipmaker, has halted new orders from Huawei Technologies in response to tighter U.S. export controls aimed at further limiting the Chinese company's access to crucial chip supplies, multiple sources told the Nikkei Asian Review.

"TSMC has stopped taking new orders from Huawei after the new rule change was announced to fully comply with the latest export control regulation," a person familiar with the situation said. "But those already in production and those orders which TSMC took before the new ban are not impacted and could continue to proceed if those chips could be shipped before mid-September."

"It's a difficult decision for TSMC, as Huawei is the company's No. 2 customer, but the chipmaker has to follow the U.S. rules," another person familiar with the matter said.

Huawei, the world's biggest telecom equipment producer and second-biggest smartphone maker, relies heavily on TSMC to manufacture its advanced chip designs -- including all of the mobile processors used in Huawei's flagship smartphones.

TSMC, which also produces artificial intelligence processors and networking chips for Huawei, has been viewed as a vital lifeline for the Chinese company in its efforts to resist U.S. pressure since Washington placed it on a trade blacklist last May.

 

[TheLastSpartan]

I actually agree w/ Trump on this issue. I have no doubt Huawei is a trojan horse company. The presence of Chinese telecommunications within American borders should be limited as much as possible if not downright erased.

But in terms of the greater trade war, Trump lets his ego and stubbornness lead his decision-making, as usual.

The US should pressure China as part of a united coalition (other NAFTA members, NATO, even some of the other BRICS nations) to more effectively force their hand. But this idea could never come into fruition when this administration has pretty much told our allies to kick rocks (pulling out of treaties on a whim, economically inconveniencing our allies with unnecessary tariffs etc). However, if this coalition did occur, aside from the economic pressure, perhaps it'd fuel a reformist movement within China instead of what we're doing now, which is bolstering Chinese nationalism.

Going mano-a-mano with China will likely prove counterproductive in the long run considering both countries are inextricably dependent on each other, without some sort of international recourse.

 

[Sauron]

It'll be interesting to see the tipping point when a company chooses the Chinese market over the American one when given an ultimatum. It probably won't happen now but it can't be too far away.

 

[Orgasmo]

Boston Consulting Group has released their analysis on the semiconductor ban. Nothing good happens for both sides. If you don't know about BCG, they're one of the three top business strategy consultant firms in the world.

Essentially US semiconductor industry generates significant revenue from oversea sales, and profits are used to develop better products that stay two steps ahead of the competition. By the time competitors release a new product, they're already eating dust. Losing the Chinese market means significant drop in American R&D funding, allowing South Korea to overtake US and China time to catch up.

Over the next three to five years, US semiconductor companies could lose 8 percentage points of global share and 16% of their revenues if the US maintains the restrictions that are already in force on access to products containing US technology by Chinese companies included on the current Entity List. (The Entity List specifies which organizations are subject to such restrictions.)

US companies could lose 18 percentage points of global share and 37% of their revenues over the same period if the US completely bans semiconductor companies from selling to Chinese customers, effectively causing a technology decoupling from China.

These drops in revenue would inevitably lead US semiconductor companies to make severe cuts in R&D and capital expenditures, resulting in the loss of 15,000 to 40,000 highly skilled direct jobs in the US semiconductor industry.

As a result, in a scenario in which escalating tensions lead to further restrictions on US semiconductor sales to Chinese customers, South Korea would likely overtake the US as world semiconductor leader in a few years; China could attain leadership in the long term.

https://www.bcg.com/publications/20...d-united-states-semiconductor-leadership.aspx

 

[MicroBrew]

UPDATE

https://telecomstechnews.com/news/2020/may/26/uk-set-exile-huawei-5g-network/

- Looks like the U.K. is now set to reverse course on allowing Huawei to provide 5G infrastructure .
- Previously Huawei was limited to providing 35% of the 5G network's infrastrucure and banned from the 5G core.
- After pressure from the US and Tory M.Ps , the Johnson government is to review Huawei's involvement.
- 59 MPs are party of a Tory group seeking to block Huawei from Britain's 5G infrastructure.


The UK now looks set to exile Huawei from its 5G networks

The UK government looks set to reverse its previous decision to allow Huawei in its national 5G networks.

British Prime Minister Boris Johnson has told officials to create plans to eliminate the use of Huawei’s equipment in national 5G networks by 2023.

An emergency review announced on Sunday will see the National Cyber Security Centre (NCSC) in the UK evaluate whether additional US sanctions against Huawei will make it difficult to use the Chinese vendor’s technology.

A British government spokesman said: “Following the US announcement of additional sanctions against Huawei, the NCSC is looking carefully at any impact they could have to the UK’s networks.”

It’s expected the review will be used to reverse the earlier policy of allowing Huawei’s equipment and prevent a revolt from MPs who’ve publicly criticised the decision.

Members of Johnson’s government also criticised the Huawei decision. Conservative MP Bob Seely recently said “to all intents and purposes [Huawei] is part of the Chinese state” and involving the company would be “to allow China and its agencies access to our network.”

Seely tweeted on Sunday there are “now 59 MPs” in the Conservative Huawei Interest Group, including former party leader Sir Iain Duncan Smith, which would be enough to block the original plans to allow Huawei’s equipment in 35 percent of the UK’s 5G networks.

--
Looks like US pressure is working?? It has begun??

--
Party due to US pressure Israel is also blocking Huawei.

Israel said set to reject Chinese bids for role in 5G network infrastructure

https://www.timesofisrael.com/israe...e-bids-for-role-in-5g-network-infrastructure/