Chinese semiconductor industry

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quantumlight

quantumlight

Junior Member
Registered Member
horse said:
Huawei has handed the US government its ass in this fight.

And you do not approve?

:cool:
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Huawei is my fav company, but a single company cannot go against the world reigning hegemony and expect to win.... people say 5G is means to end, well I agree, all technology itself is but means to end...

But at the end of the day, Huawei was still a bit short sighted had it prepared to build its own EUV machine a decade ago even if in secret, Trump wouldnt be able to play these cards today and get the likes to UK to renege on Huawei 5G and rest of EU to follow suit...

Huawei is in survival mode, while I expect it eventually overcome long term, its hardly "handing Trump/US their asses"

If anything these successes in bullying and underhanded tactics will only embolden America regardless of it being Pompeo, Polisi, or Biden
 
horse

horse

Colonel
Registered Member
quantumlight said:
Huawei is my fav company, but a single company cannot go against the world reigning hegemony and expect to win.... people say 5G is means to end, well I agree, all technology itself is but means to end...

But at the end of the day, Huawei was still a bit short sighted had it prepared to build its own EUV machine a decade ago even if in secret, Trump wouldnt be able to play these cards today and get the likes to UK to renege on Huawei 5G and rest of EU to follow suit...

Huawei is in survival mode, while I expect it eventually overcome long term, its hardly "handing Trump/US their asses"

If anything these successes in bullying and underhanded tactics will only embolden America regardless of it being Pompeo, Polisi, or Biden
Click to expand...
This is just American propaganda.

Hauwei is playing to win.

How we determine who is winning, we look at data, not edicts.


Who is the number #1 telecom equipment company in the world?

Who increased market share in the telecom equipment market the last 4 years?

Who was actually the number #1 cell phone vendor in units shipped before the sanctions hit, afterwards falling to number #2 (incidently, Apple fell to #4 behind Xiaomi at #3 the latest figures).

How does Huawei financials look the last 4 years going up or down?

There is only one country in this world who has built standalone 5G networks, all in the face of the supposed actions against it. Who's that?


Is that all they got?

Huawei is laughing in the face of the US government. They just sold Honor to themselves, lol!!!

:D
 
A

ansy1968

Brigadier
Registered Member
quantumlight said:
If USGov really wanted Apple out of China, Potus just needs to do an EO. As it stands, US is asymettrically decoupling, only cutting off ties that benefit China but allowing transactions that benefit itself, China/Huawei gets blocked out of the digital tech ecosystem but still allowing America to make profits off backs of Chinese talent and labor. Recall in 2018/19 Ren offered to sell Apple its Huawei 5G chips, now Apple gets full attention of TSMC, working 100% on iPhone 12 5G, whilst Huawei had to sell Honor and can only buy 4G chips from QualComm... this is without doubt the worst of both worlds for China...


Where is Xi rare earth ban? Where is the unreliable list?

Now Verizon is running ads everywhere bragging about being the worlds first, best, and fastest 5G network, Pompeo Clean Network signed up 50+ parnters and 2/3 world by GDP and China is about to lose access to all semiconductors and chips when Trump signs that EO he threatened
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Hi quantumlight,

You can't implement a retaliatory action if you're so behind, you only hurt yourself. China is striving to catch up with the leaders, that's the right strategy. They're 2 generation behind if you count the current SMIC 14nm. If they can able to mass produce the 7nm chips, like I said its game. China can implement an import substitute . Right now the priority is to help Huawei, SMIC and SMEE in mass produce 14nm tech 2021, MAYBE 7nm in 2023, its a process, it needed time and huge amount of money.
 
A

ansy1968

Brigadier
Registered Member
horse said:
This is just American propaganda.

Hauwei is playing to win.

How we determine who is winning, we look at data, not edicts.


Who is the number #1 telecom equipment company in the world?

Who increased market share in the telecom equipment market the last 4 years?

Who was actually the number #1 cell phone vendor in units shipped before the sanctions hit, afterwards falling to number #2 (incidently, Apple fell to #4 behind Xiaomi at #3 the latest figures).

How does Huawei financials look the last 4 years going up or down?

There is only one country in this world who has built standalone 5G networks, all in the face of the supposed actions against it. Who's that?


Is that all they got?

Huawei is laughing in the face of the US government. They just sold Honor to themselves, lol!!!

:D
Click to expand...
Hi horse,

Huawei is struggling BUT the hardship they currently experience will make them stronger. Bro you read the news that they are diversifying in data, AI, FABS :eek: (doing IDM ), systems ,OS (harmony) and now into EV car systems. Without Trump sanction Huawei will be complacent and be satisfy just selling smartphone and telecom routers. They're leveraging their 5g experience in other field , investing and working hard. They are not whingers like Trump. I believe that leadership counts a lot especially if your company or nation is under a crisis situation. Ren ZhengFei had shown the way even under duress (daughter being held prisoner), that's what make Huawei so special , It reflects what China as a nation had gone through.
 
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gelgoog

Lieutenant General
Registered Member
Thanks.

So what does green/yellow/red mean then? SMEE is supposed to ship a 28nm lithography tool next year.
 
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