PikeCowboy
Junior Member
I wonder if any other country can make a smartphone from raw materials all within its own borders.
Germany Carl Zeiss, heart of Dutch ASML Lithography Equipment.
- Thread starter tidalwave
- Start date
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Not bad for a start.
kirin710 2.2ghz downgrade kirin710 2.0ghz
Everything has a start.
Skywatcher
Captain
Depends on the performance level you want for the smartphone.
@tidalwave predicted everything.
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WASHINGTON (Reuters) - The Trump administration on Friday moved to block shipments of semiconductors to Huawei Technologies from global chipmakers, in an action that could ramp up tensions with China.
The U.S. Commerce Department said it was amending an export rule to "strategically target Huawei’s acquisition of semiconductors that are the direct product of certain U.S. software and technology."
Reuters first reported the news ahead of the department's release. The department said its "announcement cuts off Huawei’s efforts to undermine U.S. export controls."
The rule change is a blow to Huawei, the world's no. 2 smartphone maker, as well as to Taiwan's Taiwan Semiconductor Manufacturing Co Ltd (2330.TW), a major producer of chips for Huawei's HiSilicon unit as well as mobile phone rivals Apple Inc (AAPL.O) and Qualcomm Inc (QCOM.O). TMSC announced late Thursday it would build a $12 billion chip factory in Arizona. TSMC did not immediately comment Friday.
Huawei, which needs semiconductors for its widely used smartphones and telecoms equipment, is at the heart of a battle for global technological dominance between the United States and China.
Huawei, which has warned that the Chinese government would retaliate if the rule went into effect, did not immediately comment on Friday. U.S. stock market futures turned negative on the Reuters report.
"The Chinese government will not just stand by and watch Huawei be slaughtered on the chopping board," Huawei Chairman Eric Xu told reporters on March 31.
The United States is trying to convince allies to exclude Huawei gear from next generation 5G networks on grounds its equipment could be used by China for spying. Huawei has repeatedly denied the claim.
Huawei has continued to use U.S. software and technology to design semiconductors, the Commerce Department said, despite being placed on a U.S. economic blacklist in May 2019.
Under the rule change, foreign companies that use U.S. chipmaking equipment will be required to obtain a U.S. license before supplying certain chips to Huawei, or an affiliate like HiSilicon.
In order for Huawei to continue to receive some chipsets or use some semiconductor designs tied to certain U.S. software and technology, it would need to receive licenses from the Commerce Department.
NATIONAL SECURITY CONCERNS
Commerce Secretary Wilbur Ross told Fox Business "there has been a very highly technical loophole through which Huawei has been in able, in effect, to use U.S. technology with foreign fab producers." Ross called the rule change a "highly tailored thing to try to correct that loophole."
Ross said in a written statement Huawei had "stepped-up efforts to undermine these national security-based restrictions."
The Commerce Department said the rule will allow wafers already in production to be shipped to Huawei as long as the shipments are complete within 120 days from Friday. Chipsets would need to be in production by Friday or they would be ineligible under the rule.
The United States placed Huawei and 114 affiliates on its economic blacklist citing national security concerns. That forced some U.S. and foreign companies to seek special licenses from the Commerce Department to sell to it, but China hawks in the U.S. government have been frustrated by the vast number of supply chains beyond their reach.
Separately, the Commerce Department extended a temporary license that was set to expire Friday to allow U.S. companies, many of which operate wireless networks in rural America, to continue doing business with Huawei through Aug. 13. It warned it expected this would be the final extension.
Reuters first reported the administration was considering changes to the Foreign Direct Product Rule, which subjects some foreign-made goods based on U.S. technology or software to U.S. regulations, in November.
Most chip manufacturers rely on equipment produced by U.S. companies like KLA (KLAC.O), Lam Research (LRCX.O) and Applied Materials (AMAT.O), according to a report last year from China's Everbright Securities.
The Trump administration has taken a series of steps aimed at Chinese telecom firms in recent weeks.
The U.S. Federal Communications Commission (FCC) last month began the process of shutting down the U.S. operations of three state-controlled Chinese telecommunications companies, citing national security risks. The FCC also in April approved Alphabet Inc unit Google’s (GOOGL.O) request to use part of an 8,000-mile undersea telecommunications cable between the United States and Taiwan, but not Hong Kong, after U.S. agencies raised national security concerns.
This week, President Donald Trump extended for another year a May 2019 executive order barring U.S. companies from using telecommunications equipment made by companies deemed to pose a national security risk, a move seen aimed at Huawei and peer ZTE Corp.
It seems Apple might be banned in retaliation.
--------------------------
WASHINGTON (Reuters) - The Trump administration on Friday moved to block shipments of semiconductors to Huawei Technologies from global chipmakers, in an action that could ramp up tensions with China.
The U.S. Commerce Department said it was amending an export rule to "strategically target Huawei’s acquisition of semiconductors that are the direct product of certain U.S. software and technology."
Reuters first reported the news ahead of the department's release. The department said its "announcement cuts off Huawei’s efforts to undermine U.S. export controls."
The rule change is a blow to Huawei, the world's no. 2 smartphone maker, as well as to Taiwan's Taiwan Semiconductor Manufacturing Co Ltd (2330.TW), a major producer of chips for Huawei's HiSilicon unit as well as mobile phone rivals Apple Inc (AAPL.O) and Qualcomm Inc (QCOM.O). TMSC announced late Thursday it would build a $12 billion chip factory in Arizona. TSMC did not immediately comment Friday.
Huawei, which needs semiconductors for its widely used smartphones and telecoms equipment, is at the heart of a battle for global technological dominance between the United States and China.
Huawei, which has warned that the Chinese government would retaliate if the rule went into effect, did not immediately comment on Friday. U.S. stock market futures turned negative on the Reuters report.
"The Chinese government will not just stand by and watch Huawei be slaughtered on the chopping board," Huawei Chairman Eric Xu told reporters on March 31.
The United States is trying to convince allies to exclude Huawei gear from next generation 5G networks on grounds its equipment could be used by China for spying. Huawei has repeatedly denied the claim.
Huawei has continued to use U.S. software and technology to design semiconductors, the Commerce Department said, despite being placed on a U.S. economic blacklist in May 2019.
Under the rule change, foreign companies that use U.S. chipmaking equipment will be required to obtain a U.S. license before supplying certain chips to Huawei, or an affiliate like HiSilicon.
In order for Huawei to continue to receive some chipsets or use some semiconductor designs tied to certain U.S. software and technology, it would need to receive licenses from the Commerce Department.
NATIONAL SECURITY CONCERNS
Commerce Secretary Wilbur Ross told Fox Business "there has been a very highly technical loophole through which Huawei has been in able, in effect, to use U.S. technology with foreign fab producers." Ross called the rule change a "highly tailored thing to try to correct that loophole."
Ross said in a written statement Huawei had "stepped-up efforts to undermine these national security-based restrictions."
The Commerce Department said the rule will allow wafers already in production to be shipped to Huawei as long as the shipments are complete within 120 days from Friday. Chipsets would need to be in production by Friday or they would be ineligible under the rule.
The United States placed Huawei and 114 affiliates on its economic blacklist citing national security concerns. That forced some U.S. and foreign companies to seek special licenses from the Commerce Department to sell to it, but China hawks in the U.S. government have been frustrated by the vast number of supply chains beyond their reach.
Separately, the Commerce Department extended a temporary license that was set to expire Friday to allow U.S. companies, many of which operate wireless networks in rural America, to continue doing business with Huawei through Aug. 13. It warned it expected this would be the final extension.
Reuters first reported the administration was considering changes to the Foreign Direct Product Rule, which subjects some foreign-made goods based on U.S. technology or software to U.S. regulations, in November.
Most chip manufacturers rely on equipment produced by U.S. companies like KLA (KLAC.O), Lam Research (LRCX.O) and Applied Materials (AMAT.O), according to a report last year from China's Everbright Securities.
The Trump administration has taken a series of steps aimed at Chinese telecom firms in recent weeks.
The U.S. Federal Communications Commission (FCC) last month began the process of shutting down the U.S. operations of three state-controlled Chinese telecommunications companies, citing national security risks. The FCC also in April approved Alphabet Inc unit Google’s (GOOGL.O) request to use part of an 8,000-mile undersea telecommunications cable between the United States and Taiwan, but not Hong Kong, after U.S. agencies raised national security concerns.
This week, President Donald Trump extended for another year a May 2019 executive order barring U.S. companies from using telecommunications equipment made by companies deemed to pose a national security risk, a move seen aimed at Huawei and peer ZTE Corp.
It seems Apple might be banned in retaliation.
Skywatcher
Captain
That depends on how often the licenses are granted.
Well it's what Huawei has been dreading. @tidalwave did predict it. Could this be the end of their consumer electronics section?
Maybe, SMIC also uses Applied Materials, and LAM research equipment, so they would not be exempt either.
I think its time for China to stop exporting PPE and ventilators to the U.S. as retaliation, plus if China gets a vaccine first that would be immense leverage.
But who knows, there is no way China will let Huawei go out of business, so it would mean that there is even more added domestic urgency to decouple semi supply chain from the U.S. Some say it will take 5 years until that can happen, but that timeframe is just a guess. Maybe in the next year or so, there would be some positive developments.
COMPLETE BAN ON ALL medical supply exports to the US, the US can retaliate, but who cares, their economy is already in a severe recession or depression. Trump's moronic reopening is gonna have a massive second wave that will overwhelm their healtcare system, and they might have to shut down again in a month.
So given that the US economy will be decimated, its not like they will be importing much anyways. So we can call their bluff on retaliatory tariffs.
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