Good for their business. When you have a monopoly then you increase the prices.
What you dont to pay? Enjoy having your country's digital economy and advanced AI/manufacturing industries collapse
Hopefully Intel can do something...
Chinese semiconductor industry
- Thread starter Hendrik_2000
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What you dont to pay? Enjoy having your country's digital economy and advanced AI/manufacturing industries collapse
Hopefully Intel can do something...
TSMC knows that 10 years later they will not exist, or will be totally minor in the game
Those are their last days so they want to take it as much as they can
They will still be around in 10 years time
And suppose they start building fabs in China with zero technology content from the USA?
China Mobile, Huawei, and Other Partners Set Up a 5G VoNR+ (New Calling) Working Group
At the World 5G Convention, China Mobile, together with Huawei and over 10 other partners, set up the 5G VoNR+ (New Calling) Working Group for the 5G Deterministic Networking Alliance (5GDNA). The Working Group provides the world's first platform to facilitate 5G new calling industry collaboration and aims to promote VoNR+ new calling standards and technologies, boost its industry, and build an industry ecosystem. The conference was attended by Yang Zemin (Chairman of 5GDNA), Duan Xiaodong (Vice President of China Mobile Research Institute), Vincent Zhao (Vice President of Huawei Cloud Core Network Product Line), and representatives from UNISOC, HiScene, TD Tech, Ericsson, and HiSilicon.
[ARM Ltd (UK) rejects Dylan Patel's analysis of ARM China.]
Arm dismisses suggestion its Chinese JV has staged a 'heist'
Arm Ltd has dismissed an analyst's opinion that its Chinese joint venture has conducted a "heist" that has damaged the chip design firm's prospects in China.
Arm Ltd is unworried. In conversation with The Register, company representatives said that the company is happy with the results produced by Arm China and sees nothing to worry about in the joint venture's new strategy. On the record, Arm Ltd offered the following statement:
Arm continues to have a successful working relationship with the Arm China team in support of this growth, and both the structure and ownership of the JV remains unchanged since its inception in 2018.
Arm has seen strong growth in our business as our global partners shipped more than 25 billion Arm-based chips in 2020. Of those 25 billion chips, more than three billion were shipped by our partners based in China.
Another reason the "heist" interpretation is hard to sustain is Softbank's of the Arm China joint venture, which states "Arm believes this joint venture, which will license Arm semiconductor technology to Chinese companies and locally develop Arm technology in China, will expand Arm's opportunities in the Chinese market."
Skywatcher
Captain
If they don't, there's a good chance that Softbank sues them into oblivion.
I am a little bit more cynical. The way the joint venture is construed gives a lot of power to the Chinese partners, after all they own 51% of the enterprize.
ARM will always have the CEO to blame if it continues to do business with China and the sanctioned companies.
It seems to me that is a brilliant way out to continue to sell to Huawei etc... which are under sanctions.
I imagine a dialog between ARM and US government:
-How come you continue to do business with sanctioned Chinese companies?
-I am sorry, We can't do anything. That is a majority owned Chinese corporation. There is nothing we can do except continue to supply to them. Even worse, the CEO has gone rogue.
-Well! Then we will sanction you!
- OK! There is nothing we can do. But, do you realize that 96% of all cell phones in the world use our technology? Including Apple! Are you certain you want to put us out of business?
And they would still get to enjoy almost half of the profits ARM China generates, regardless of who they sell to.
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