Fits in to other article of SMIC applying for US license. No license no cooperation with Huawei.
This article indicates SMIC also suspend the domestic replacement development project with Huawei. Talk about being a coward!
News on China's scientific and technological development.
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This article indicates SMIC also suspend the domestic replacement development project with Huawei. Talk about being a coward!
Skywatcher
Captain
Shouldn't take more than several months for SMIC to be able to use the SMEE SSA/B-800 (since they have plenty of experience with similar ASML DUVL tools).
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I believe this is US deliberate strategy of leaking out possible sanction to scare SMIC. US had sanctioned many Chinese tech companies directly. It doesnt need to leak anything. US knows if sanctioned SMIC then SMIC will have nothing to hold back and will cooperate with Huawei.
This leaked threat will make SMIC stay away from Huawei. After all SMIC understand semiconductor process more than Huawei. It would be valuable as a resource in helping Huawei domestic tech replacement.
The 25% stock price drop on SMIC will make SMIC think twice about helping Huawei.
Smart move on US part.
This leaked threat will make SMIC stay away from Huawei. After all SMIC understand semiconductor process more than Huawei. It would be valuable as a resource in helping Huawei domestic tech replacement.
The 25% stock price drop on SMIC will make SMIC think twice about helping Huawei.
Smart move on US part.
Once Huawei dies then US would sanction SMIC.
I believes this is US government countermove after hearing Huawei 45nm domestic development. It believes SMIC is helping Huawei to achieve that.
manqiangrexue
Brigadier
Wouldn't hold your breath on that. Huawei's high end phone sales are in danger of pausing. Huawei as a tech company is in no danger. And the waiting game is the last game the US can afford to play with Chinese tech moving so fast.
Huawei and SMIC both rely on SMEE. Without the ability to produce chips absent of US tech, SMIC has very little if anything to offer Huawei. If it was all about greed holding back progress, the CCP can easily intervene to prevent SMIC from selling itself.
Everything here is speculation. Just because SMIC is saying they aren't helping Huawei. DOes anyone really believe that? come on now let's not be gullible. How will the American CHIP Gestapo know that SMIC engineers aren't moonlighting for Huawei?
Those taiwanese at SMIC will snitch back to TSMC who will snitch back to daddy US.
Skywatcher
Captain
I don't think Ron Vara is that clever.
He's an economic guy. There are actual tech experts in helping US government's tech war on China.
Don't you marvel at US relentless ruthlessness to achieve it's goal?
I don't think that engineers really care about politics that much