Seems interesting.
Chinese semiconductor industry
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This is excellent twitter thread, the person who wrote understands it IMHO, speaking as a non-expert.
However, I would like to say 1 counter point, and 1 supportive point.
In one of his tweets in that twitter thread, (5, 6, 7), it claims Huawei, with the chip design and hardware, can eventually do what the CIA is currently doing, with the spying.
This is false.
The verification centers that Huawei setup in Europe, verifies the code that cannot be hacked. The code that runs the Huawei hardware like a base station, should be in plain text, then it gets compiled. If it is plain text, such as what we see in Windows notepad, then it is very easy to be verified, if there were any alterations made to that code making it malicious. Once you allow others to see the code, that is it, there cannot be anything to hide.
In another vein, the twitter threads claims it is exceedingly hard to hack and crack this new network of 5G.
This is true IMHO.
Remember what the CIA is doing here, they are hacking and cracking for this signal intelligence. You have to approach this problem from the view point of the hacker, how is you the hacker going crack this network to grab the data?
First of all, there is more encryption, and second of all, there is vastly more data, and third of all, the data is scattered everywhere.
The new network the 5G network will use more edge computing, meaning there will be many hubs of data centers which are servers. So were is the target to hack? You want this data, but where is it? Where do we hack the attack to get it? You really might not know. Then, if you the hacker can find where the data is following through, you must grab it all, then go decrypt it, with means you need a supercomputer to do so.
This is not practical. The 5G network is more secure. It is too difficult to do; and if done, may yield no results. After the supercomputer decrypt all that data, there might not be anything there. That suspicious looking text message? The would be suspect was ordering a pizza and not talking to his handler. I saw this on TV once.
Okay, if someone is reading this after reading that twitter thread, and still does not know what we are talking about, then just know two things.
What they are saying about Huawei being unreliable today is bs.
What they allege that China through Huawei could do the same hacks in the future as the CIA does today, is bs. It is bs because the nature of the 5G network makes it harder to be nearly impossible to hack, but importantly, Huawei allows everyone to inspect it code, which means they cannot even hack for 2 seconds before getting caught.
Note, this is all about the technical stuff about the new 5G network and not about the political stuff. The political stuff is all bs because you can say anything you want, regardless of it being true or not.
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Ultimately what I want to say is, it should be recommended for all tech folks in China to read Mearsheimer to understand the nature of US China tech rivalry. Heck, my wildest dream is to have Mearsheimer delivers commencement speech to the graduates of the recently established Chip University so they understand the reason why the University exists.This is excellent twitter thread, the person who wrote understands it IMHO, speaking as a non-expert.
However, I would like to say 1 counter point, and 1 supportive point.
In one of his tweets in that twitter thread, (5, 6, 7), it claims Huawei, with the chip design and hardware, can eventually do what the CIA is currently doing, with the spying.
This is false.
The verification centers that Huawei setup in Europe, verifies the code that cannot be hacked. The code that runs the Huawei hardware like a base station, should be in plain text, then it gets compiled. If it is plain text, such as what we see in Windows notepad, then it is very easy to be verified, if there were any alterations made to that code making it malicious. Once you allow others to see the code, that is it, there cannot be anything to hide.
In another vein, the twitter threads claims it is exceedingly hard to hack and crack this new network of 5G.
This is true IMHO.
Remember what the CIA is doing here, they are hacking and cracking for this signal intelligence. You have to approach this problem from the view point of the hacker, how is you the hacker going crack this network to grab the data?
First of all, there is more encryption, and second of all, there is vastly more data, and third of all, the data is scattered everywhere.
The new network the 5G network will use more edge computing, meaning there will be many hubs of data centers which are servers. So were is the target to hack? You want this data, but where is it? Where do we hack the attack to get it? You really might not know. Then, if you the hacker can find where the data is following through, you must grab it all, then go decrypt it, with means you need a supercomputer to do so.
This is not practical. The 5G network is more secure. It is too difficult to do; and if done, may yield no results. After the supercomputer decrypt all that data, there might not be anything there. The would be suspect was ordering a pizza and not talking to his handler. I saw this on TV once.
Okay, if someone is reading this after reading that twitter thread, and still does not know what we are talking about, then just know two things.
What they are saying about Huawei being unreliable today is bs.
What they allege that China through Huawei could do the same hacks in the future as the CIA does today, is bs. It is bs because the nature of the 5G network makes it harder to be nearly impossible to hack, but importantly, Huawei allows everyone to inspect it code, which means they cannot even hack for 2 seconds before getting caught.
Call me old school, but people like Mearsheimer are not worth spending much time on, and avoid their opinions because they are just too much.
Everything can be reduce to two themes, almost everything, with people like Mearsheimer.
1. Cowboys and Indians.
2. Armageddon.
What I remember vaguely about Mearsheimer was he was heavy on the Armageddon. Sort of like the final fight in those video games I remember. When I saw his face at last, I was surprised he was so old, I thought he would have been a video game addict always assuming Armogeddon in international relations.
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What China has to do is very simple.
Just keep playing. That China continues to play the game, there is no law in any jurisdiction, god's will, or natural law, that the game reaches Mearsheimer's Armogeddon. Keep playing and the game goes on and on and on.
Normally most games are not based on cowboys and Indians. Keep playing and the cowboys and Indians situation usually does not happen. In Mearsheimer's world, it always happens. That is an assumption. There is no law in any jurisdiction, god's will, or natural law to that either.
So when China continues to play the game, without getting to Armogeddon, and since most games do not involve cowboys and Indians, Americans become deeply befuddled. American strategy when playing against China tends to collapse on it own.
(Someone just posted a story in this forum about how the Americans were complaining that the South Koreans and Japanese were not complaining enough against the Chinese. Like, there were not playing cowboys and Indians enthusiastically enough. Guess they should have been looking forward more to Armogeddon than they had previously shown. They needed an attitude adjustment, so that Armogeddon will look like a better place to be eventually.)
Good day bro. Well understood about your perspective. But my point is: Biden could push China in the opposite way of Trump, by pushing global free trade to China and drag China to WTO court if China's government trying to help Huawei/SMIC/other champions. That is to reverse what Trump had done because they see what Trump had done end up with failure. This move could spoil China effort for self sufficiency.
AFAIK, every US administration since the George W. Bush administration has blocked the appointment of judges to the WTO appeals court because of discord with the way the WTO functions. Because of that, the WTO appeals court has stopped working since december last year. And without it, WTO cases go nowhere. And i dont see the US going back just to get to Huawei/SMIC.
Hi Phead128,
Yup, With 7nm too and they done it using old equipment which made it more remarkable. SMIC outlook is very promising, it need to mass produce both to be economically viable, there is a lot demand out there and the state will provide assistance if needed.
@antonious123,
Orthan explain it so well regarding WTO, What Biden will bring is ease the restriction on some tech product mostly not related to 5G, to show good faith in case for further trade negotiation.
A follow-up. Looks like 魏少军 is now saying China will have a mature 28nm supply chain in 1-2 years. If true, seems a little quick for him to do a 180 like that on his own. Maybe someone higher up isn't happy with what he said before.
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