To address its own and country biggest weakness, Huawei must advance its chip manufacturing.

tower9 said:

The US doesn't want a deal. China hasn't fallen far short in reducing it's necessity for crucial US high tech components from ICs to Jet engines. I think Xi gravely miscalculated early in his term beating his chest and acting like China is already a great superpower when much of China's technology still relies on crucial components from the US, a rival state, that cannot be replaced at all, unlike China's products to the US.

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Xi has to act strong. I applaud him for island building in South China Sea. Steve Bannon hates him .
Why? Why do you think CCP allow him term limitless.
Because the party see him as a strongman, they entrust him the Holy task of completing the Taiwan Unification in his life time!

tidalwave said:

Xi has to.
Why? Why do you think CCP allow him term limitless.
Because the party see him as a strongman, they entrust him the Holy task of completing the Taiwan Unification in his life time!

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Nonsense. He miscalculated. He came into office when Obama was just starting his second term. Obama was a liberal and generally friendly to China and hostile to Russia. He was also generally beholden to corporate America, like all of the past US presidents. He was Black so he didn't have racist views of China, like Trump and his teams did. (ironically a lot of Chinese in China tend to worship White people and look down on Black people even though they are a lot friendlier to Chinese than White Americans are).

So Xi felt secure in making his moves to upstage the US. Then Trump came into office and it's been a nightmare for him ever since. China was nowhere near as powerful enough to start challenging the US but Xi did anyways. If China had followed Xi's strategy in 2030, it'd make more sense.

tower9 said:

Nonsense. He miscalculated. He came into office when Obama was just starting his second term. Obama was a liberal and generally friendly to China and hostile to Russia. He was also generally beholden to corporate America, like all of the past US presidents. He was Black so he didn't have racist views of China, like Trump and his teams did. (ironically a lot of Chinese in China tend to worship White people and look down on Black people even though they are a lot friendlier to Chinese than White Americans are).

So Xi felt secure in making his moves to upstage the US. Then Trump came into office and it's been a nightmare for him ever since. China was nowhere near as powerful enough to start challenging the US but Xi did anyways. If China had followed Xi's strategy in 2030, it'd make more sense.

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I tell you what.
Even without the made in China 2025 and boasting of tech, US with Trump
president will still go after China with full force.

1)South China Sea island building
2)Belt and Road.

US is well aware of China subsidies into tech research, even Xi say nothing, for above reason , US still go after China.

If China is still poor, even if Xi boasting 10x times higher, US will do nothing.

You have misjudged. Saying the reason Xi showboating made in China 2025 is main one is false.

I know where you getting the information from regarding to Xi and blaming him. It's all YouTube. You got brainwashed.
All those oversea Chinese NGO getting funding from US , HK, Taiwan are blaming Xi. HK folks blame Xi for the reason of suppressing freedom, Taiwans blame Xi because he's a threat.

tidalwave said:

I tell you what.
Even without the made in China 2025 and boasting of tech, US with Trump
president will still go after China with full force.

1)South China Sea island building
2)Belt and Road.

US is well aware of China subsidies into tech research, even Xi say nothing, for above reason , US still go after China.

If China is still poor, even if Xi boasting 10x times higher, US will do nothing.

You have misjudged. Saying the reason Xi showboating made in China 2025 is main one is false.

I know where you getting the information from regarding to Xi and blaming him. It's all YouTube. You got brainwashed.
All those oversea Chinese NGO getting funding from US , HK, Taiwan are blaming Xi. HK folks blame Xi for the reason of suppressing freedom, Taiwans blame Xi because he's a threat.

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Nope. He miscalculated. The South China Sea Island building, pushing Made in China 2025, pushing Chinese dominance in AI by 2030, etc.

China was nowhere near ready to compete with the US and still isn't IMO.

Theres almost zero chance of peaceful unification of Taiwan in next 50 years, military ones are necessary. How do

tower9 said:

Nope. He miscalculated. The South China Sea Island building, pushing Made in China 2025, pushing Chinese dominance in AI by 2030, etc.

China was nowhere near ready to compete with the US and still isn't IMO.

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among those, China China Sea is the most important among US strategist planners so i am focus on that.

Xi rushed to build the island because China got wind of Philippines at the urging of US, may ready to challenge China nine dash line at the court.

Based on your reasoning, wait for China to fully risen before island building is a lost cause, too late.Got to do everything in Obama time before more Hawking US presidents come aboard, they will use US warships to stop the island building

You know China South Sea is only place can hide Chinese ballistic missile submarine. Without those islands as buffer , US forces will push right in front of hainan. Chinese SSBN will have nowhere to hide.

That means Chinese second strike ability will greatly dimished.
And US will prone to use nuclear threat to blackmail China.

Additionally those island can station jet fighters to prevent US air dominance and it's anti submarines airplanes from hunting Chinese submarines

Likewise, Chinese antisubmarine forces station in island can track US submarines and prevent them from getting to close to mainland

and Chinese nuclear submarine forces will be dimished.

Not sure if you ever thought into this aspect. That's the calculus Xi was making at that time.

No way you can build those island if you wait another 20 years

tidalwave said:

Real estate price go faster also contributes growth faster, GDP growth, whatever you call it.

It's pretty much useless stats.No real value.

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Why did you bring up real estate prices? Are you saying that the bulk of 6.6% GDP was done by real estate prices? US GDP is greatly exaggerated by healthcare and education costs. I've never heard of anything saying that GDP is a useless stat since every country obsesses over it. The US does not consider Russia a serious threat because they have a small GDP. This concept of GDP being useless is yours alone.

tidalwave said:

It's called damage control, trying calm customers and employees.

If US cut off TSMC , Huawei will be in trouble, you better pray on your knee it won't happen.

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That's your outside opinion as someone who doesn't know about the secret spare tire projects that Huawei has been working on. I'm much more inclined to believe what Hauwei's officials say about it than what you say about it.

tower9 said:

My language can be a bit blunt but I'm just describing what is happening. Also, ultimately I think China will succeed but Trump is unlike other US presidents as well, he is not controlled by the corporations and he is a nationalist. He is also obsessed with China. So things will get more heated.

IMO, both the US and China are two of the most aggressive, selfish and power hungry countries in the world. The "marriage" between the two countries has too much rivalry and anger to last, especially as China is going to overtake the US in the next 5-10 years. Therefore, I think we are headed to a divorce. Unfortunately, that's the case.

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It is not the bluntness at all; it is the ridiculousness. You're not describing what's happening at all because I don't know of anyone getting raped or punched. (An example of a description is "The US has been very aggressive in reshaping its trade and technological position with China but thus far, negotiations have failed to produce a new agreement so each side has placed 25% tariffs on billions of dollars of each others goods with the US at $200 billion and China at $60 billion because China imports so much less. Despite this, America's trade deficit with China in 2018 and the first quarter of 2019 has only widened.") Not only do these idiotic juvenile terms have no place in a discussion about technology and trade, they don't even personify the current situation to any imaginable accuracy. I can't stress this enough but other than catching ZTE flat-footed, every other US effort and measure against China has thus far produced no results or negative results for the US.

tower9 said:

I have serious doubts Huawei can survive this beyond 2 years. Will China be able to replicate all of the supply chains within 2 years? I highly doubt it.

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That is your opinion and it is contrary to Huawei's official statement of their capabilities and secret projects, etc... One would have to be EXTREMELY proficient in current technological trends to even stand a chance at predicting this and even then, there is private corporal information that one cannot legally obtain that are critical in making such a prediction. I can accept that as your opinion but if you don't mind, can you tell me your qualifications (industry, current position, education, years experience)? Of course you can leave out all institute names unless you think they boost your credibility.

tower9 said:

Nonsense. He miscalculated. He came into office when Obama was just starting his second term. Obama was a liberal and generally friendly to China and hostile to Russia. He was also generally beholden to corporate America, like all of the past US presidents. He was Black so he didn't have racist views of China, like Trump and his teams did. (ironically a lot of Chinese in China tend to worship White people and look down on Black people even though they are a lot friendlier to Chinese than White Americans are).

So Xi felt secure in making his moves to upstage the US. Then Trump came into office and it's been a nightmare for him ever since. China was nowhere near as powerful enough to start challenging the US but Xi did anyways. If China had followed Xi's strategy in 2030, it'd make more sense.

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Not sure how you could fault Xi given the times and circumstances.
So about half of Americans miscalculated, so did about half of Brits, and many others in many other countries.
The immediate cause of this current flareups in tensions is polarization of American domestic politics, there is no middle ground to work on as both sides on left and right spectrum increasingly see the middle ground as selling out.
Americans constantly need to reform their society and institutions no less than Chinese do.

Let's not go over your personal opinion about whole groups of people for or against each other.

Huawei is going to lose access to Google services! Play Store, Chrome etc long with future Android OS updates would be curtailed.

Quite glad this happened. Google Play Store has been not in use for a long time within the mainland. Almost all google services are not available/ offer limited service. Only issue that I can find would be the Android OS updates.
This would mean the rise of a Chinese mobile OS. It could be either based on AOSP or It could be an entirey new OS.(Although, i think Huawei would settle for an AOSP fork of Android. Landmark moment.)

manqiangrexue said:

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Huawei founder says growth "may slow, but only slightly" after U.S. restrictions

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By Kanishka Singh

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•May 18, 2019

"It is expected that Huawei's growth may slow, but only slightly," Ren told Japanese media in his first official comments after the U.S. restrictions, adding that the company's annual revenue growth may undershoot 20%.

Ren said the company was prepared for such a step and that Huawei would be "fine" even if U.S. smartphone chipmaker Qualcomm Inc and other American suppliers would not sell chips to the company.

Huawei's chip arm HiSilicon said on Friday it has long been prepared for the scenario that it could be banned from purchasing U.S. chips and technology, and is able to ensure steady supply of most products.

The Huawei founder said that the company will not be taking instructions from the U.S. government.

"We will not change our management at the request of the U.S. or accept monitoring, as ZTE has done," he said.

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What if Huawei and all of China's phone makers were prevented from using android OS. That would mean the total loss of the export market f0r their cell phones