ARM cuts ties with Huawei, threatening future chip designs

xiabonan said:

Restore supply or not, once the trust is broken, the harm's been done.

There's just no turning back for such issues. Now that Chinese companies, and companies world-wide, have seen how much brute force the US is willing to exert to a private company such as Huawei as a bargaining chip in trade talks, they will make a conscious effort to diversify suppliers even if the ban is lifted tomorrow.

The lingering question in everyone's mind would be, you could lift the ban today, but what about tomorrow? If the US feel like it they could just re-instate the ban basically anytime it wants to.

So at this point, China is already on an irreversible path to self-development and self-reliance on semiconductors.

The key is the US ban on Huawei has broken many people's perception and impression of the US and its government. Many people in China used to believe that the US wouldn't do such a thing to a private company. Now that pipe dream is gone, almost all Chinese will have learnt a lesson or two about the US.

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xiabonan said:

Restore supply or not, once the trust is broken, the harm's been done.

There's just no turning back for such issues. Now that Chinese companies, and companies world-wide, have seen how much brute force the US is willing to exert to a private company such as Huawei as a bargaining chip in trade talks, they will make a conscious effort to diversify suppliers even if the ban is lifted tomorrow.

The lingering question in everyone's mind would be, you could lift the ban today, but what about tomorrow? If the US feel like it they could just re-instate the ban basically anytime it wants to.

So at this point, China is already on an irreversible path to self-development and self-reliance on semiconductors.

The key is the US ban on Huawei has broken many people's perception and impression of the US and its government. Many people in China used to believe that the US wouldn't do such a thing to a private company. Now that pipe dream is gone, almost all Chinese will have learnt a lesson or two about the US.

Click to expand...

AndrewS said:

type in at least one character, buddy, otherwise your post can't be quoted

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Many executives lacked deep experience with American trade controls, leading to initial suspensions in shipments to Huawei until lawyers could puzzle out which products could be sent. Decisions about what can and cannot be shipped were also often run by the Commerce Department.

American companies may sell technology supporting current Huawei products until mid-August. But a ban on components for future Huawei products is already in place. It’s not clear what percentage of the current sales were for future products. The sales have most likely already totaled hundreds of millions of dollars, the people estimated.

While the Trump administration has been aware of the sales, officials are split about how to respond, the people said. Some officials feel that the sales violate the spirit of the law and undermine government efforts to pressure Huawei, while others are more supportive because it lightens the blow of the ban for American corporations.

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Jura said:

a beautiful part of the NYT article linked in
#177 AndrewS, Yesterday at 11:42 PM

:



first corporate lawyers in action, then some officials and "the spirit of the law", followed by other officials and "the blow of the ban for American corporations", LOL

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CMP said:

good guy corporate lawyers. making money hand over fist while helping huawei maintain its supply chain via the letter of the law. also, how effed up is it that dumbass officials are saying that obeying the letter of the law violates the spirit of the law. they should go jump off a cliff

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• The Trump administration says Huawei represents a security threat because it enables spying for China, which Huawei has repeatedly denied.

Singapore has not taken a specific position on any particular vendor when it comes to 5G networks but requires that any prospective operator must meet the standards for resilience and security set by the government, according to S. Iswaran, Minister for Communications and Information.

Iswaran, speaking at a press briefing at the conclusion of the Asia-Pacific ICT Ministerial Meeting, was answering a question about Singapore’s plans for 5G and attitudes toward Shenzhen-based Huawei Technologies, which the US included on a trade blacklist in mid-May.

The Trump administration said Huawei represents a security threat because it enables spying for China, which Huawei has repeatedly denied. The US is also pressing its allies and trade partners not to use 5G equipment by Huawei, threatening to withhold intelligence sharing if they proceed to install network gear from the Chinese telecoms giant.

Asked whether the US concerns were brought up at the two-day meeting of the 38-member group, which includes China but not the US, Iswaran, who is also chairman of the ministerial meeting, said the issue was “not explicitly discussed,” without elaborating.

Singapore has not taken a specific position on any particular vendor when it comes to 5G networks but requires that any prospective operator must meet the standards for resilience and security set by the government, according to S. Iswaran, Minister for Communications and Information.

Iswaran, speaking at a press briefing at the conclusion of the Asia-Pacific ICT Ministerial Meeting, was answering a question about Singapore’s plans for 5G and attitudes toward Shenzhen-based Huawei Technologies, which the US included on a trade blacklist in mid-May.

The Trump administration said Huawei represents a security threat because it enables spying for China, which Huawei has repeatedly denied. The US is also pressing its allies and trade partners not to use 5G equipment by Huawei, threatening to withhold intelligence sharing if they proceed to install network gear from the Chinese telecoms giant.

Asked whether the US concerns were brought up at the two-day meeting of the 38-member group, which includes China but not the US, Iswaran, who is also chairman of the ministerial meeting, said the issue was “not explicitly discussed,” without elaborating.

Singapore counts both the US and China as its key trading partners. Many US-based multinational companies have their Asia headquarters in Singapore, while the city state has several high-level bilateral projects with China, including in Suzhou and Tianjin.

The ministerial group, which meets every five years, released a joint statement pledging to work toward providing an environment to enable inclusive growth, encourage innovation and creativity, promote digital privacy and cybersecurity.

“I believe this Singapore Statement will facilitate the promotion of widespread digital adoption in the region by providing fair and equitable access to ICT services for all citizens in our communities,” said Areewan Haorangsi, secretary general of the Asia-Pacific Telecommunity.

Southeast nations have, to date, been reluctant to bow to US pressure and sever ties with Huawei.

Thailand hopes to roll out a Huawei-led 5G service by 2020 and is already carrying out joint research with the firm in its hi-tech Sriracha district. Malaysia’s Maxis and Indonesia’s Telkomsel have all signed up to trial services with the company and in the Philippines, a Huawei-backed service is to be introduced by the leading wireless provider, Globe Telecom, as soon as the second quarter of this year.

Malaysian Prime Minister Mahathir Mohamad in May offered a forceful defence of Huawei, suggesting Western nations bent on shutting it down were being hypocritical in their concerns over the company’s ties to Chinese cyber espionage.

Meanwhile, the US is currently turning up the heat on its ally South Korea over Huawei, playing on Seoul’s fears of losing access to the intelligence that helps it keep a check on its bellicose northern neighbour.

“The United States does not want to see a situation arise where we don’t have confidence in sharing sensitive information with our ally and information being safeguarded,” said Randall Schriver, assistant secretary of defence for Asian and Pacific security affairs, in an interview published by South Korea’s Donga newspaper on Monday, referring to the Huawei 5G issue.

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• The Shenzhen company’s overseas smartphone business accounts for about half of its overall smartphone sales

gelgoog said:

The EU Commission considered putting Apple and Google on trial for vendor lock-in with their App Stores some time ago.
Now we see this happen. Imagine you bought and paid for an application on the Google App store, you have a Huawei device, and you cannot use the app you bought and paid for because of the sanctions. Even if the app was made outside the US. Even if you are outside China.

I think someone should look into this. You should be able to more easily migrate software licenses between App Stores.

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