Huawei bid to move chip production in-house so it can survive US sanctions will start with a 45nm process – report Huawei is reportedly aiming to move chip fabrication in-house for its battered telecoms infrastructure business in a move that will allow it to continue trading without falling afoul of ongoing US sanctions. The embattled Chinese biz is said to be partnering with Shanghai IC R&D Center – a government-backed nonprofit founded …
I'd really like to agree with you but that's not possible. Even the most decent future president will not be willing or able to give back the immense amount of power grabbed by US under Donald Trunp's reign, unless of course he won't mind to be looked upon down a rifle barrel from a school book depository window.
Yes. There's no doubt that Trump has given China (not just Huawei) the strongest possible motivation for developing a complete chip supply chain. It will take them a few years, but it will definitely Make China Great Again. About the worst possible thing Trump could have done for American hi-tech.
Disrupting the supply chain is something that the current Administration hasn't a clue about. Complex product production requires sourcing technoglogy from a huge variety of sources with the specific decision about what to get and from whom being part of the build/buy tradeoff. By artifciially moving that tradeoff the US government has set in motion a chain of events that will eventually result in a significant and permanent loss of business for US companies. It has wider repercussions than just Huawei as well -- if I was a non-US maunfacturer interested in sourcing parts globally and I had a choice between an Amercan part and a non-American one the choice would be obvious -- non-Aermican because the supply chain would not run the risk of being disrupted by arbitrary government actions.
Another loser in this is likely to be Apple. Apple has done well in China for its 'bling' factor, a cool brand, Because of the assault on Huawei, a company that literally means "Chinese promise" or some such, is really an assault on China. Owning an iPhone isn't likely to be seen as very patriotic (and since the local product is actually better in some respects and often a lot cheaper it actually pays to be patriotic).
TBF they dont have a choice
They have the resources to rapidly, reach and surpass SMIC and possibly challenge TSMC, but untill now with access to TSMC, the investment needed would have been un-necesary, but with the loss of acess to TSMC, they have little other option.
Give it a couple of years and TSMC will have another rival
I'm sadly out-of-date when it comes to chip-fabrication equipment, but I thought that the only company offering tools capable of producing the highest resolution was ASML (of the Netherlands). With ASML's equipment, Huawei could build a state-of-the-art fab (if they could afford it). Without it? No chance.
Give the Chinese a couple of years and they won't need ASML either. In another couple of years, ASML will be out of business as the Chinese will create better and cheaper tools. And for some reason, I think after that, the Chinese will be very reluctant to sell the best to the rest of the world, including and especially the USA.
China and the USA need each other, one for the business and the other for loan money. The problem ís ego /prowess. Britain stupidly (IMO) left the EU whilst other countries continue to form trade blocks. The thankfully dead British and French 'Empires' were essentially 'trading blocks'.
The USA has long used trade to pressure countries, both directly and indirectly, to modify some action. The only trouble ís the USA is rapidly becoming a 'has been' which ís losing it's bargaining chíps. At one time the US held the monopoly on Nuclear Weapons, rockets, satellites, aeronautical instrumentation, etc., nơw every Tom, Dick and Harry has them.
By limiting China's access to certain technologies / products only results in it creating a new business / industry which will, after a few years, become competitors.
Remember, the present generation of sharp Chinese engineers / technicians / scientists are the children / grandchildren of dirt farmers. Who knew that the largest generating dam, Three Gorges Dam, a dam that literally changed the world, would rise 60 years after the Korean War same from the same old dirt farmer stock. Less than 50 years ago, following the American War in VietNam, VN was a total wreck, in fact for a period of time the power used to be turned off and city dwellers told to find their own food in the fields, yet look at it now - booming. So much for the "Domino Effect".
The older, graying, generation of Western 'leaders' would be wise to study history. Hopefully Biden, aided by a younger generation, will steer a better course.
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