TSMC will no longer accept orders from Huawei Starting September
Starting September 14 TSMC will stop accepting orders from Chinese company Huawei, leaving it without a partner to manufacture its chips.
This is due to the United States sales restrictions prevent selling all products manufactured with US patents to Huawei. TSMC currently manufactures the full range of products for HiSilicon, Huawei's subsidiary dedicated to chip design. This includes the Kirin chips used in the company's smartphones, and the new Kunpeng SOCs for desktop computers, so Huawei will be in serious trouble losing TSMC. Reuters just confirmed this information as well.
The Chinese giant will have to find who makes these SOCs, since they are a key part of its business, and according to industry sources, it would already be talking to SMIC, a semiconductor manufacturing company that uses 100% Chinese technology. However, SMIC only makes chips at 14nm, so it's not enough for the brand's top-performing products, and they will have to continue the search. The problem is that almost all the other companies in the field use US technology, so they are not enabled to sell to Huawei, leaving it in Checkmate.
It will be interesting to see what solution Huawei finds to this problem, or if it ends up reaching an agreement with the United States to get out of this complex situation.
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Maybe because TSMC is a Tawian company, and Taiwan was repeatedly threaten by PRC. The last time was when Taiwan openly side with pro-democracy and anti-PRC side of HK (yes, the same in the last elections won ~90% of seats and got 17 on 18 districts in HK).
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Sure, on the 15th of May following orders from the US Department of Commerce TSMC halted processing of new orders with their 2nd largest buyer (1st being Apple) Huawei.
This comes following America's expansion of rules that now require business licenses for sales to Huawei specifically which employ American technology (patents). Thus far such a license has not been issued by the United States to TSMC
For now TSMC has a 3 month grace period to complete existing/past orders between themselves and Huawei.
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Joined: 2019-01-18
Taiwan is only independent because America defends it, hence America tells Taiwan to do something to control Chinese power it's hardly gonna say no, both because they need America and because they want to limit Chinese power.
As for US vs China well the US is hardly the land of the free (unless you are rich and powerful) but it's not China who are currently chucking hundreds of thousands in concentration camps to be re-educated or killed, or crushing all resistance in Hong-Kong.
Senior Member
Posts: 2352
Joined: 2015-06-11
Taiwan is only independent because America defends it, hence America tells Taiwan to do something to control Chinese power it's hardly gonna say no, both because they need America and because they want to limit Chinese power.
As for US vs China well the US is hardly the land of the free (unless you are rich and powerful) but it's not China who are currently chucking hundreds of thousands in concentration camps to be re-educated or killed, or crushing all resistance in Hong-Kong.
I do not really care about US vs PRC nor I support anyone of them, this kind of "big-guy games" must end.
Taiwan is not a military dictatorship any-more, it's a democracy and I do not see way they should not have the right to exists
As for HK, there was a deal between UK and PRC for HK autonomy, PRC broke that deal creating this situation and increasing over 90% the population of HK that politically rejection against PRC in the last elections. If it wasn't for PRC economic power in a minute the entire UNO would be in HK declaring the independency of a new nation.
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Posts: 3582
Joined: 2010-01-16
China bullies other countries all the time. They have zero respect for intellectual property and patents.
Dozens, if not hundreds, of Chinese companies owe foreign companies untold amounts of money.
Their only limitation to what they steal is what they are able to manufacture. Since they manufacture so much, it happens far too often.
So I can see the appeal in targeting the few areas Chinese factories can't cover.