TSMC stops new Huawei orders after U.S. restrictions: Nikkei

[striver44]

(Reuters) - Taiwan Semiconductor Manufacturing Co Ltd has stopped new orders from Huawei Technologies [HWT.UL] in response to Washington’s move aimed at further limiting chip supplies to the Chinese company, the Nikkei reported on Monday, citing multiple sources.


The orders which TSMC took before the new ban and those already in production are not impacted and could continue to proceed if those chips could be shipped before mid-September, according to the report. (s.nikkei.com/2WHFA3r
TSMC, the world’s biggest contract chipmaker and a key Huawei supplier, had announced plans to build a U.S.-based plant on Thursday and on Friday added it was “following the U.S. export rule change closely”.

A new rule, unveiled by the U.S. Commerce Department on Friday, expands U.S. authority to require licenses for sales to Huawei of semiconductors made abroad with U.S. technology, vastly expanding its reach to halt exports to the world’s No. 2 smartphone maker. [nL1N2CX0P3]

Huawei declined to comment, while TSMC said it does not disclose order details and added the report was “purely market rumour”.

https://www.reuters.com/article/us-...s-after-u-s-restrictions-nikkei-idUSKBN22U0EW

 

[Naram_Sin]

If true, we can finally put the myth of free and fair trade to rest.

 

[F-22Raptor]

If true, we can finally put the myth of free and fair trade to rest.

China has been stealing a quarter to half a trillion dollars of American IP annually for the last decade+. It’s about time the US hit back. This should have been done years ago.

 

[Hack-Hook]

well as far as I'm aware china itself have 7 and 14nm fabs

 

[Beast]

China has been stealing a quarter to half a trillion dollars of American IP annually for the last decade+. It’s about time the US hit back. This should have been done years ago.

Ya, like stealing the 5G which US dont have. Why not at least be a man and admit US are afraid of competition that will dethrone US as techpower.

well as far as I'm aware china itself have 7 and 14nm fabs

Precisely...

The last shipment will shipped on mid-Sept while...

https://wccftech.com/chinese-semiconductor-manufacturer-smic-to-introduce-7nm-node/

SMIC - Chinese 7nm to Begin Production in Q4 2020
SMIC's N+1 7nm node is set to bring a variety of improvements over its current 14nm production node such as a 20% increase in performance, an improvement in logic density of 63%, and a total die area reduction of 55% according to Dr. Liang Mengsong, co-CEO of SMIC.

 

[Yaseen1]

poor taiwan will lose major customer and u.s will not compensate them for this loss,this happens when you accept slavery of u.s

 

[Naram_Sin]

China has been stealing a quarter to half a trillion dollars of American IP annually for the last decade+. It’s about time the US hit back. This should have been done years ago.

Lets not get into this pointless chatter of IP theft, no one forced US companies to enter China, its their choice and they where willing to transfer technology in return for market access, there is no technology theft when a party agrees to transfer said technology to another party.

As for claims of aquiring IP through non-consentual means i.e theft, they are what they are... 'claims'.

China may or may not have stolen US technology, the US may or may have not orchestrated the HK protests, as China itself suggests, all these are claims not verifiable facts.

Post a list of confirmed high profile cases where China or a Chinese company was found guilty of IP theft, there are a few, but no where near what washignton claims.

 

[gambit]

Precisely...

The last shipment will shipped on mid-Sept while...

https://wccftech.com/chinese-semiconductor-manufacturer-smic-to-introduce-7nm-node/

SMIC - Chinese 7nm to Begin Production in Q4 2020
SMIC's N+1 7nm node is set to bring a variety of improvements over its current 14nm production node such as a 20% increase in performance, an improvement in logic density of 63%, and a total die area reduction of 55% according to Dr. Liang Mengsong, co-CEO of SMIC.

You are talking out of your butt -- as usual.

https://defence.pk/pdf/threads/excl...al-chip-suppliers.666451/page-6#post-12331330

https://defence.pk/pdf/threads/excl...al-chip-suppliers.666451/page-8#post-12333562

%90 of Huawei's semicon products are contracted to TSMC, and as I explained to your fellow Chinese in those posts, it is impossible for Huawei to replace what TSMC cut off. That is how the real world works.

SMIC will need at least 12-18 months to submit QUALIFIED products to Huawei for TESTING, not for production. Then Huawei will need at least another 12-18 months to verified that what SMIC produced is readied for consumption. Can SMIC make up that %90? No.

So we are looking at 20-24 months into Trump's second presidential term and that will spell more problems for Huawei in particular and China in general.

 

[Yaseen1]

i think huaweii may by buy these chip indirectly through intermediate companies if needed

You are talking out of your butt -- as usual.

https://defence.pk/pdf/threads/excl...al-chip-suppliers.666451/page-6#post-12331330

https://defence.pk/pdf/threads/excl...al-chip-suppliers.666451/page-8#post-12333562

%90 of Huawei's semicon products are contracted to TSMC, and as I explained to your fellow Chinese in those posts, it is impossible for Huawei to replace what TSMC cut off. That is how the real world works.

SMIC will need at least 12-18 months to submit QUALIFIED products to Huawei for TESTING, not for production. Then Huawei will need at least another 12-18 months to verified that what SMIC produced is readied for consumption. Can SMIC make up that %90? No.

So we are looking at 20-24 months into Trump's second presidential term and that will spell more problems for Huawei in particular and China in general.

 

[Han Patriot]

You are talking out of your butt -- as usual.

https://defence.pk/pdf/threads/excl...al-chip-suppliers.666451/page-6#post-12331330

https://defence.pk/pdf/threads/excl...al-chip-suppliers.666451/page-8#post-12333562

%90 of Huawei's semicon products are contracted to TSMC, and as I explained to your fellow Chinese in those posts, it is impossible for Huawei to replace what TSMC cut off. That is how the real world works.

SMIC will need at least 12-18 months to submit QUALIFIED products to Huawei for TESTING, not for production. Then Huawei will need at least another 12-18 months to verified that what SMIC produced is readied for consumption. Can SMIC make up that %90? No.

So we are looking at 20-24 months into Trump's second presidential term and that will spell more problems for Huawei in particular and China in general.

We can wait and see... My bet is just produce less advance chip. Huawei did not produce super duper chips until 5 years ago... I didn't see them dying 5 years back right?

 

[zestokryl]

America is ripping of the whole planet through dollar as the international transaction currency and through dollar emission, they also bomb, burn, support insurgency ruthlessly in other countries , when they find necessary. But, thats ok and some chinese industrial espionage is the biggest problem

American oligarchy is becoming more and more paranoid and insecure, their hegemony will be ending in the matter of few more years

 

[ILC]

Lets not get into this pointless chatter of IP theft, no one forced US companies to enter China, its their choice and they where willing to transfer technology in return for market access, there is no technology theft when a party agrees to transfer said technology to another party.

As for claims of aquiring IP through non-consentual means i.e theft, they are what they are... 'claims'.

China may or may have not stolen US technology, the US may or may have not orchestrated the HK protests, as China itself suggests, all these are claims not verifiable facts.

Post a list of confirmed high profile cases where China or a Chinese company was found guilty of IP theft, there are a few, but no where near what washignton claims.

Exactly.

Since 26:40
https://www.asiaseries.ch/events/2019/ronnie-chan/

 

[ChennaiDude]

If true, we can finally put the myth of free and fair trade to rest.

Let China play by the same rules as well- One (China) is state controlled and the Other USA is not. China should be the last country that should be even talking about Free and Fair trade.

 

[Hack-Hook]

SMIC will need at least 12-18 months to submit QUALIFIED products to Huawei for TESTING, not for production. Then Huawei will need at least another 12-18 months to verified that what SMIC produced is readied for consumption. Can SMIC make up that %90? No.

So we are looking at 20-24 months into Trump's second presidential term and that will spell more problems for Huawei in particular and China in general.

I doubt it take tha much. a fab take 3 month to produce the chip not 12 month and why they need 12 month to test it.
by the way 14nm fab is working and producing chips right now.that can be a stop gap till 7nm become readyin several month . also huawei can use its stock chips

 

[gambit]

I doubt it take tha much.

Of course you would. I expect nothing else. Your 'doubt' does not come from experience but from emotional bias for China. You will find 'flaws' in everything I said, not because those 'flaws' have any technical merits, but because your emotional investments in China compels you to find those 'flaws'.

Intel have many fabs throughout the world. Intel have 2 replication programs: Copy Exact and Copy Smart.

Copy Exact is literally that. Everything from the source is cloned, not merely duplicated, to the new location. No output variations over %1 allowed. Copy Exact is usually for a new Intel facility.

Copy Smart is usually for a facility that Intel acquired. Output variations can come from many sources, even from the average height of the workers -- ergonomics. One way to eliminate that is to demand all equipment vendors to have uniformity in their hardware to accommodate ergonomics. Another variable is 'dirty' electricity. If a site have a history of power related issues, per weekly wafer ship can, and often does, be affected.

So when Intel ship their products, customers will exercise due diligence and isolate products from a CE site from a CS site. Sometimes that isolation lasts only a few weeks. Sometimes, months. When you are dealing with structures that are in the subatomic scale and in electricity in the pico seconds range, variations no matter how minute WILL reveal themselves. Variables can, and often does, means YEARS of estimated longevity. If products from a CE site is estimated to last 5 yrs longer than products from a CS site, the client may bid a lower price for products from the CS site. And how long does it take for a client to make this determination? The client will have to install the test products into functional devices and put them thru normal consumer usage. These test devices will be marked as engineering products, hence no customer destination, in other words, when the engineers are done, the test devices will literally be scrapped. Diverting commodity devices for engineering purposes take time and cost money -- loss of revenue because I am literally throwing away some of my goods. Plans for these events takes weeks, if not months. The engineering devices will be tested to the full rigors of real world environment which can take months.

It WILL be no different with Huawei and SMIC regarding due diligence. It is irrelevant no matter how capable is SMIC. Huawei -- already under pressure because of US sanctions -- will now have to divert some of its devices for engineering purposes -- projected revenue loss. If SMIC proposed commodity products be manufactured under the latest or even merely newer technology, that is a variable that Huawei cannot ignore. Huawei cannot afford to sell devices under the same model but with different estimated longevity. That would be a marketing disaster. Imagine Apple selling an iPhone where %10 out of 1 million is estimated to last 5 yrs less than the %90 and the consumers will have no idea which is which.

In many ways, people like you are even worse than those who do have relevant experience and have emotional investments in the matter. We who have relevant experience tempers our biases. We do not expect each other know the 'insider' information like what I just posted above, however, we are experienced enough in our respective industries to know not to question each other. People like you spread misinformation and even disinformation. You do the readers no service in their interests.