A reappraisal of China's semiconductor strategy

Discussion in 'Strategic Defense' started by ZeEa5KPul, May 17, 2019.

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  1. CMP
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    CMP Junior Member
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    yup. there is a truckload of fake news and propaganda ramping up over this trade war
     
  2. zealotaiur485
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    zealotaiur485 New Member
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    Huawei can still make products with wifi. It's just that they don't get a say in setting any future standards due to the current membership restrictions.

    This was even mentioned on the semi-official Huawei site:

    "The SD Association and Wi-Fi Alliance authorities, which are responsible for maintaining their respective technological standards has now stepped back from Huawei citing the US restrictions.

    The SD Association organization that sets memory card standards has told AndroidAuthority that Huawei’s removal from the group was due to the US restrictions, proving that future Huawei phones won’t come under SD association standards.

    “The use of SD cards on Huawei smartphone won’t be affected. Consumers can continue purchasing and using these products.” said a Huawei spokesperson.

    In addition to the SD Association, Wi-Fi Alliance (WFA) that promotes Wi-Fi technology and certifies Wi-Fi products has temporarily restricted Huawei’s membership citing the US trade ban.

    Moreover, the company has voluntarily left JEDEC, an independent semiconductor engineering trade organization, and standardization body over the same restrictions reported Nikkei Asian.

    Being outcasted from SD association may not become a big factor for Huawei because the company has already introduced its own Nano-Memory (NM) card solution that is smaller compared to a microSD card.

    Now coming to the WFA, the company uses to certify its Wi-Fi supported products including smartphone, may halt the certification for the company until the US permanently lifts the ban from Huawei which is current restrictions.

    Also, if we compare these outcasting with Google, Microsoft, Intel, Qualcomm, Broadcom, and ARM’s business pause with Huawei, the damage can be described in the words “less impactful”.

    https://www.huaweicentral.com/huawe...-alliance-will-impact-less-compared-to-other/


    I guess for the time being Huawei can join a non-US based tech standards consortium instead.
     
  3. reservior dogs
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    reservior dogs New Member
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    I don't think TSMC dropping Huawei is an option for Taiwan, otherwise that would have been done already. First, Taiwan is dependent on trade with Mainland China for its own economic survival. Other options available to China range from blockades to invasion. Unless Tsai Eng Wen is suicidal, they would not contemplate an option like that. I am sure Trump is trying pretty hard, but with so much riding on the line, it is highly unlikely even for the DPP to go down this route. The ruling DPP gain the most mileage by talking about independence. Withholding shipment of chips would only be used in a do or die situation, like if the Chinese first initiated a blockade.
     
  4. Weaasel
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    Weaasel New Member
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    Yes.
     
  5. ZeEa5KPul
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    ZeEa5KPul Junior Member
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    No kidding. China tested its first hydrogen bomb while it was under a technological embargo from both the US and the Soviet Union. It was the fastest country to make the transition from fission to fusion weapons. It can handle making a complete semiconductor sector - design, testing, fabrication, fabrication of fabricators, you name it. I wish President Xi had used China's nuclear weapons program as an analogy instead of the Long March; perhaps he will in future. These are very exciting times.

    I don't give too much thought to Huawei's current commercial plans, whether they can continue to make 7nm phones with TSMC, or SMIC with 14/28nm, or all the way back to vacuum tubes. What I would like to see is Huawei become essentially a national laboratory for the next few years, maybe get the RISC-V architecture up to speed (it's a modern instruction set, released in 2015, with some rudimentary tooling that is at least a starting point). The best thing about it is that the instruction set is open-source, meaning an ARM (which stands for "Advanced RISC Machines") can't come along and patent the instruction set itself - but specific implementations of the instruction set (i.e., an actual processor) can be patented. So it's really the best of both worlds.

    If Huawei goes this route, it should spin off a new company called CHARM - China's Advanced RISC Machines. Once this happens, and SMIC also gets up to the world standard with domestic equipment, Huawei can and shall make a roaring global commercial comeback. Completely immune to any external threat.

    I'm also very interesting in that photolithographic machine the Institute of Optics and Electronics is working on. Sadly, details are sparse. Whatever the case, it needs to go from "idle curiosity" to "national priority #3", now.
     
  6. Quickie
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    Quickie Major

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    These alliances and associations aren't international bodies then if they come under the U.S. jurisdiction. No wonder Huawei chose to leave JEDEC. In the end, Huawei is free to continue choosing the standard that is followed mostly by the world in their products if they choose so.
     
  7. Jura
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    Jura General

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    then you might want to check
    Reverse Engineering Patent Infringement https://www.upcounsel.com/reverse-engineering-patent-infringement
     
  8. Xsizor
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    Xsizor Junior Member
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    Pretty sure that "National Security" is a good enough reason to "infringe" upon the patent. Every thing needs an enforcement agency. Would find difficulty marketing overseas but that is about it.
     
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  9. vincent
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    vincent Senior Member

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    Any patent lawyer here? My understanding of patent system is not to prevent others from using your tech, but to ensure the patent holders are fairly compensated. How can the patent holders sue for damages if they refused to sell their products?

    Or the Chinese firms pays the patent holders and go on making things
     
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  10. gelgoog
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    gelgoog Senior Member
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    A patent holder can simply refuse to allow anyone else from using the patent if they want to.
     
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