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US ban bites: TSMC said to cut off Huawei Kirin SoC orders

Started by Redaktion, May 18, 2020, 14:20:01

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Redaktion

Things continue to go from bad to worse for Chinese telecoms and smartphone giant Huawei. The US recently extended its ban on the company for another 12 months with some new clauses that also target its ability to use chips that might contain any US-derived software or technology. TSMC looks to be the first to make a move.

https://www.notebookcheck.net/US-ban-bites-TSMC-said-to-cut-off-Huawei-Kirin-SoC-orders.465827.0.html

MOFO

Very good to see the US stepping up and punishing these corporations that just  lie, cheat and steal

S.Yu

I'd be glad if TSMC were to follow through but this frankly doesn't make a whole lot of sense.
First, requesting that companies seek authorization is just a gesture, and if they consistently grant it then it's just rubber stamping meant as leverage in trade disputes, denying to grant that authorization would substitute an actual ban, but AFAIK this hasn't happened yet.
OTOH TSMC wants to profit and Huawei is a major customer, TSMC's newly announced fab in the US was also speculated to buy them effective immunity from the potential ban, because it's very difficult to turn a profit at US-based fabs, due to logistics, labor cost etc.
If TSMC is really putting a halt to Huawei orders for the perceivable future, it would seem strongly politically motivated (though much of Huawei is inherently political, it's not a direct threat to TSMC), and would strongly suggest something else going on under the table, as even US companies like Qualcomm have sought to maintain business ties, which if up to the Chinese public to judge, would be very unpatriotic(which also means depoliticized) of them.

Da

"corporations that just  lie, cheat and steal"

Yes, Rump Inc. does lie, cheat and steal ... and conspire, bribe, laundry TMobile bribes through Rump Inc., retaliate, obstruct, philander ...

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