Moral high ground
Is the US shooting itself in the foot by banning Huawei?
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Moral high ground
Jura The idiot
General
Micron and Intel can be replaced with other vendors. Micron isn't even in the top three in terms of memory products. A company like Toshiba has better products let alone other companies like Samsung or Hynix. For server side products where you own the software source code you can basically use any chip which has the required performance and recompile the software to run on it. You don't "need" to use Intel products and in fact several clients are moving away from those.
If it wasn't for historical difficulties with the Chinese/Japan relationship the Chinese could easily get all the requisite technologies from Japan including lithographic equipment. Still it does show the problem I talked about before, the Chinese industry is vulnerable to attacks on its suppliers like this. Where the US might have failed is that if they started this 2 years from now China would already be manufacturing many of these products themselves. So the Chinese are close to manufacturing alternative products already. The sanctions and tariffs the US is imposing right now also targets products by revenue. This means to a large degree Chinese companies are still capable of continuing their push for self-reliance with the added motivation provided by the tariffs. The sanctions are that poorly targeted. Even if it takes a decade to produce alternates I doubt the Chinese will forget this.
About previous comments, from what I understand FPGAs aren't that hard of a technology to develop. The reason for there being so few main vendors is because to dominate the market you need to be able to produce the FPGAs at a leading edge semiconductor factory, China has lagged in that area. But FPGAs are typically a quick-fix scheme to solve a problem and don't have the performance of a dedicated ASIC. The only reason they gained adoption is because having enough electronic engineers to design ASICs is expensive for most companies. But China has no shortage of engineers. Also in several applications GPUs can replace ASICs and there are several vendors for those in China as well as off the shelf products to license like ARM's Mali.
I think the Chinese government should more directly financially support Chinese enterprises efforts in import substitution instead of just generally financing semiconductors in general.
If it wasn't for historical difficulties with the Chinese/Japan relationship the Chinese could easily get all the requisite technologies from Japan including lithographic equipment. Still it does show the problem I talked about before, the Chinese industry is vulnerable to attacks on its suppliers like this. Where the US might have failed is that if they started this 2 years from now China would already be manufacturing many of these products themselves. So the Chinese are close to manufacturing alternative products already. The sanctions and tariffs the US is imposing right now also targets products by revenue. This means to a large degree Chinese companies are still capable of continuing their push for self-reliance with the added motivation provided by the tariffs. The sanctions are that poorly targeted. Even if it takes a decade to produce alternates I doubt the Chinese will forget this.
About previous comments, from what I understand FPGAs aren't that hard of a technology to develop. The reason for there being so few main vendors is because to dominate the market you need to be able to produce the FPGAs at a leading edge semiconductor factory, China has lagged in that area. But FPGAs are typically a quick-fix scheme to solve a problem and don't have the performance of a dedicated ASIC. The only reason they gained adoption is because having enough electronic engineers to design ASICs is expensive for most companies. But China has no shortage of engineers. Also in several applications GPUs can replace ASICs and there are several vendors for those in China as well as off the shelf products to license like ARM's Mali.
I think the Chinese government should more directly financially support Chinese enterprises efforts in import substitution instead of just generally financing semiconductors in general.
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FriedRiceNSpice
Captain
Would it be possible for China to threaten to cut off rare earth and tungsten to US bases firms and their supply chains in a similar manner? Perhaps suggest or allude to the possibility indirectly, in a manner not as forward and direct as Trump's threats. Just a mere suggestion will spark absolute terror in US tech sector and Wall Street.
Jura The idiot
General
now noticed the tweet
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China firmly opposes unilateral sanctions imposed by any country on Chinese entities in accordance with its own domestic law, a FM spokesperson told a press briefing while commenting on the US' ban.
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China firmly opposes unilateral sanctions imposed by any country on Chinese entities in accordance with its own domestic law, a FM spokesperson told a press briefing while commenting on the US' ban.
Hendrik_2000
Lieutenant General
And you don't know hwo advance is Chinese semiconductor equipment manufacturer are Go read it I already posted so many of them
For every semiconductor equipment manufacturer China has analoque. There are thousand of Chinese engineer who worked for the like of Applied material, Lam research, ASML, KLA tensor who come back to China and started their own bussiness.
Add to that there are thousands of retire Japanese, Korean and Taiwan engineer who work in China
It is pontless to debate. Here is the bet comeback next year see if Huawei is istill standing and prosper I bet they will
First here were Cocom then Iter none of them slop Chinese defense industries It take them longer but
They get there WS10 in mass production
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Jura The idiot
General
Means dirty tricks
It clearly didn't work in 2010, though it may not have been intentional, official retaliation.
China lost the WTO case over this and reversed its export quotas
And other countries managed to find alternatives
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Jura The idiot
General
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