US Seeks Details on Made-in-China Huawei Chip as Debate Grows

https://www.bloomberg.com/news/articles/2023-09-06/us-seeks-details-on-made-in-china-huawei-chip-as-debate-grows

by throwaway4good • 3 years ago

1 4 3 years ago

bloomberg.com

throwaway4good2• 3 years ago

https://archive.li/o5uva

throwaway4good2• 3 years ago

From the article:

"Analysts including Jefferies’ Edison Lee argued that a mass-production model could hurt Apple in one of its largest markets. The Mate 60 Pro could impact sales of Apple Inc.’s next-generation iPhone by as much as 38%, Lee said."

DiogenesKynikos• 3 years ago

Huawei is significantly undercutting Apple on price, so it very well could put a dent in iPhone sales.

ggm• 3 years ago

"debate" is confected news trash. This is what economies do when subject to trade restrictions. They leverage what they have, to make themselves viable in the demand space in question.

What did anyone think would happen, when the curtain came down on the VLSI technology? Did they think existing fab plants in China mainland would just say "oh dear, we better switch to making toasters and kettles" or did they say "ok, lets see if we can learn to do as best we can with this technology"

I really don't understand the continual dripfeed of headlines, especially from bloomberg talking this up as "US investigates" "US concern" "Security risk" -this is business, and they own the plants, the machines, and have the smarts onshore: they have them because until the curtain came down, thats where US and other economies went, to get things in VLSI space made, in bulk.

[edit: China has ASML 7nm technology. You can make mighty fine chips in that process scale. They may be bigger and more energy demanding than 5nm or 3nm but it would be a mistake to think there isn't a lot of market share for very good, fast, smart devices in 7nm. I read elsewhere Apple has sown up the entire TSMC 3nm fab line through to 2024, which means anyone else expecting volume production from that source is out of luck. If they can source viable 7nm product to meet sold goods demand, then "I was never buying an iPhone anyway" is kind of ok]

[2nd edit: this is about the 4th time I've posted this kind of response. This is definitely a repetitive headline feed into HN]

US Seeks Details on Made-in-China Huawei Chip as Debate Grows

Related Stories