Huawei Battles Trump

[Enye]

13 minutes ago, Wind30 said:

 

I think it is easy to get US suppliers to stop supplying Huawei but getting third party suppliers like TSMC to follow is a different ball game. 

What can usa do? Stop supplying TSMC too? Taiwan does a lot of business with China much more than with USA. Taiwan is also a lot closer to China.

China have not flex their muscle yet. I think China has more leverage on Taiwan than USA...

wah... your company hq in us right?

you so senior manager don’t receive any compliance training on violating ofac sanctions?

😬😅

[Wind30]

7 hours ago, Enye said:

wah... your company hq in us right?

you so senior manager don’t receive any compliance training on violating ofac sanctions?

😬😅

https://complyadvantage.com/knowledgebase/what-are-sanctions/ofac-sanctions-what-are-the-consequences-of-breaking-them/

The main training we get over and over is not to discuss stuff about the company online 🙂 the less the better.
I was under the impression tsmc is not under USA jurisdiction. 
I think getting a USA company to comply is different vs getting a Taiwanese company to comply.

whatever USA threaten Taiwan with, China can do the same, if not more.

[Scion]

no wonder Apple price dropped from $313 to $303 last Thursday-Friday

China may go after Apple in a tit for tat

[Enye]

5 hours ago, Wind30 said:

https://complyadvantage.com/knowledgebase/what-are-sanctions/ofac-sanctions-what-are-the-consequences-of-breaking-them/

The main training we get over and over is not to discuss stuff about the company online 🙂 the less the better.
I was under the impression tsmc is not under USA jurisdiction. 
I think getting a USA company to comply is different vs getting a Taiwanese company to comply.

whatever USA threaten Taiwan with, China can do the same, if not more.

as long as there is a business entity or business interest operating within us jurisdiction, us govt can take enforcement actions

so unless tsmc wants to totally sever all business links with us, otherwise they have to comply

you think china more important or us more important to tsmc?

😬😅

 

 

[Porker]

14 hours ago, Wind30 said:

 

I think it is easy to get US suppliers to stop supplying Huawei but getting third party suppliers like TSMC to follow is a different ball game. 

What can usa do? Stop supplying TSMC too? Taiwan does a lot of business with China much more than with USA. Taiwan is also a lot closer to China.

China have not flex their muscle yet. I think China has more leverage on Taiwan than USA...

TSMC's switch to cloud for its operations is something that has to be considered too. I don't think Alicloud will have any play in Taiwan.

[Voodooman]

12 minutes ago, Enye said:

as long as there is a business entity or business interest operating within us jurisdiction, us govt can take enforcement actions

so unless tsmc wants to totally sever all business links with us, otherwise they have to comply

you think china more important or us more important to tsmc?

😬😅

 

Can't even move money around.  Don't think TSMC has a choice. They are really screwed, this after announcing a new USD12b investment in Arizona.

Without TSMC, Huawei's phones will need to run on their own chips, how behind are they?  

interesting views, he thinks the Chinese will buy Apple instead? The market don't seems to agree.

Conclusion: we will only support free trade if it benefits America. 

[inlinesix]

30 minutes ago, Voodooman said:

Can't even move money around.  Don't think TSMC has a choice. They are really screwed, this after announcing a new USD12b investment in Arizona.

Without TSMC, Huawei's phones will need to run on their own chips, how behind are they?  

interesting views, he thinks the Chinese will buy Apple instead? The market don't seems to agree.

Conclusion: we will only support free trade if it benefits America. 

This is a strategic move.  It is to protect vital national defense interest.

Look at F16V sold to TW.  It has network capability similar to F35.

Huawei choice is limited to China wafer fab, which is less advance as well as lower yield.

It is to TSMC disadvantage if it does not adhere to the directive.  Samsung will replace TSMC then.

[Wind30]

1 hour ago, Enye said:

as long as there is a business entity or business interest operating within us jurisdiction, us govt can take enforcement actions

so unless tsmc wants to totally sever all business links with us, otherwise they have to comply

you think china more important or us more important to tsmc?

😬😅

 

 

I am not saying USA cannot do anything, they can do a lot. But China also can do a lot. Actually tsmc is pretty dominant in silicon tech at this point. Will USA deny us companies making in tsmc? That is screwing up us companies. 
if u look at it from China point of view, they view Taiwan as a part of China. If tsmc actually deny support to Huawei... China might actually do military action. It’s like asking st not to deliver masks to Singapore. 

tsmc is screwed actually... by politics 

Edited May 17, 2020 by Wind30

[inlinesix]

12 minutes ago, Wind30 said:

I am not saying USA cannot do anything, they can do a lot. But China also can do a lot.

tsmc is screwed actually...

https://www.tsmc.com/download/ir/annualReports/2019/english/pdf/e_all.pdf

Look at Page 128.

Revenue:

       China: 20%

       USA: 59%

 

[Wind30]

16 minutes ago, inlinesix said:

https://www.tsmc.com/download/ir/annualReports/2019/english/pdf/e_all.pdf

Look at Page 128.

Revenue:

       China: 20%

       USA: 59%

 

how many of the 59% can survive without TSMC?

I know a LOT of USA companies are dependent on TSMC... and cannot switch fabs. This is not buying screws where there are 10 suppliers.

Let's see how it plays out. I have a few taiwanese engineers and from my conversation with them, a significant portion support good relationship with Mainland.

Asking TSMC not to produce for Huawei is a VERY BIG thing. Previously, its just not letting Huawei sell to USA companies, or USA suppliers not giving Huawei stuff. Now, without TSMC, huawei can't even make products for their own domestic market.

[Vegas]

politics is dirty, and americas is the master of all these.

 

to stop the rise of China as a global power, play cheat

[inlinesix]

1 hour ago, Vegas said:

politics is dirty, and americas is the master of all these.

 

to stop the rise of China as a global power, play cheat

Stop the rise of China or China Communist Party.

[Voodooman]

2 hours ago, inlinesix said:

https://www.tsmc.com/download/ir/annualReports/2019/english/pdf/e_all.pdf

Look at Page 128.

Revenue:

       China: 20%

       USA: 59%

 

20% and growing. A market of 1.4 billion consumers that will soon be the biggest economy in the world.  It won't be easy for TSMC but don't think they have a choice.

Trump is setting a precedent. Will other foreign companies, Japanese, Europeans and Koreans be forced to choose next?

[inlinesix]

2 minutes ago, Voodooman said:

20% and growing. A market of 1.4 billion consumers that will soon be the biggest economy in the world.  It won't be easy for TSMC but don't think they have a choice.

Trump is setting a precedent. Will other foreign companies, Japanese, Europeans and Koreans be forced to choose next?

China being factory of the world is the world biggest importer of IC.  It exports a lot of these IC after being manufactured into final products.

Words of this ban has been floating in TW media for some mths.  TSMC likely prepared for this.

[Playtime]

4 hours ago, inlinesix said:

Stop the rise of China or China Communist Party.

Is there still a difference.. most countries have political parties. 

CCP has a country..

[inlinesix]

Just now, Playtime said:

Is there still a difference.. most countries have political parties. 

CCP has a country..

There are 2 china, PRC & ROC.  Which China are you talking about?

[Playtime]

5 hours ago, Vegas said:

politics is dirty, and americas is the master of all these.

 

to stop the rise of China as a global power, play cheat

Still no politics is dirtier than ccp in China. 

IF... China had played fair in global trade,  doubt this would be so bad. And this is something both the us and eu agree on. 

[Playtime]

for what its worth... i think Napoleon was right.

 

LKY made a terrible mistake helping china... though his contribution may have been terribly exaggerated for all we know.

or....who knows... without LKY, China may have become even worse, making NK seem peaceful.