ARM cuts ties with Huawei, threatening future chip designs

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SpicySichuan

Senior Member
Registered Member
I beg to differ. I believe there was a lack of intent and urgency.
However, I must stress that a lot of American companies still look for a stable sino-us relationship. They(so do I)still hope that eventually this bad dream will be over.
Unfortunately, as long as you got folks like Bannon, Lighthizer, Peter Navarro, Chuck Schumer, etc. in charge, the ongoing U.S.-China decoupling would only continue.
 

Hendrik_2000

Lieutenant General
tit for tat
Huawei orders employees to cut meetings with US, sends American workers home, Financial Times reports
  • Huawei’s chief strategy architect tells FT American citizens working in research and development were repatriated two weeks ago
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Tech giant Huawei has ordered its employees to cancel technical meetings with American contacts and has sent home numerous US employees working at its Chinese headquarters in Shenzen, the Financial Times reported on Friday.

The moves come amid growing US-China tensions over trade and technology, in which Huawei, China’s leading telecommunications equipment maker, has been a primary target.

The newspaper quoted Huawei’s chief strategy architect, Dang Wenshuan, as saying that American citizens working in research and development were repatriated two weeks ago, after the Chinese group and 68 affiliates were placed on the US Commerce Department’s “Entity List”, which effectively bars American firms from selling components to Huawei without government approval.

The Financial Times said that a workshop underway at Huawei at the time was “hastily disbanded, and American delegates were asked to remove their laptops, isolate their networks and leave the Huawei premises”.
 

AndrewS

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Registered Member
ARM (and other European companies) - Designing out US technology from their products

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Huawei row will damage British tech giant Arm, says founder and computer industry icon Hermann Hauser

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Hermann Hauser - an icon in the computer industry who co-founded Arm when it was spun out of Acorn Computers - told The Mail on Sunday it would have an 'absolutely enormous' impact on Arm.

He claimed other customers would start limiting their exposure to products that contain technology which originated in the US, such as Arm products.

'It really is quite damaging for Huawei in the short term, and longterm it's going to be incredibly damaging for Arm and Google and the American industry,' he said.

'Every single supplier in the world will start thinking of how to reduce the threat of their production being terminated by an American president. All the discussions I have with companies in Europe at the moment are about them going through their intellectual property portfolio and designing American intellectual property out, which is terribly sad and destructive.'
...
 

AndrewS

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We're not going to see a big non-US semiconductor/chip company comment publicly on the trade war, but here is what Europe/Asia are thinking if the trade war escalates. After all, it's better for a European/Asian company to be fined by the US, than to go bankrupt because it can't manufacture enough products to sell and survive.

Dialog Semiconductor boss says Europe has no choice but to side with China in escalating tech war

The electronics industry would have no choice but to side with China against the US if the tech trade war escalates, the boss of Britain’s biggest independent microchip company has said.

“Everything is made in China, and in Asia,” Dialog Semiconductor chief executive Jalal Bagherli told The Sunday Telegraph.

“For electronics and chip companies I don’t think we have a lot of choice. It’s not like we would pick China to work with, but we just don’t have a choice. It’s just where everything is made.”

Dialog Semiconductor, which is valued at more than £2bn and headquartered in Reading, is one of the few UK silicon success stories to have not been snapped up by foreign buyers.

The company’s shares are traded in Frankfurt but if it were to be listed in London, Dialog would be the fifth most valuable technology company, after big names such as Sage and Micro Focus.

Mr Bagherli was speaking a week after Donald Trump added Huawei to a trade blacklist, the latest salvo in an high-stakes tech confrontation between China and the US.

Although Washington’s measures against Huawei ostensibly apply only to American companies, the complex global technology supply chain means the impact has been broader.

In the days after the executive order, Cambridge-based chip maker ARM, for instance,
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Its chip designs, which feature in every single Huawei smartphone device, contain “US origin technology”, and so they too are subject to the new restrictions.

Dialog has not said whether it needs to sever ties with Huawei, although Mr Bagherli shrugged off the risk, saying the Chinese giant “creates products in Holland, in Germany and the UK, and we manufacture in Taiwan – they don’t fall under the regulations”.

If anything, he claimed, the tensions could mean more business for European companies going. “There is some movement to select more Asian and European suppliers versus US where that’s possible.”

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Jono

Junior Member
Registered Member
" It’s not like we would pick China to work with, but we just don’t have a choice. "

I love it when some haughty and proud people are brought low. They don't want to ( superiority complex ?? ) , but they have to ( money matters ), haahaahaa.
Nobody wants to be an enemy to money, LOL.
Trump with or without knowing, has driven and is still driving a big wedge in the mighty cross-Atlantic alliance.
Well, if a dichotomy ( East vs West ) is what Trump and his regime sow, division is what they will reap. but this time, Europe might just side with China, and then America loses.
I foresee more and more European countries joining the BRI from now on, whether they like it or not.
 

manqiangrexue

Brigadier
" It’s not like we would pick China to work with, but we just don’t have a choice. "

I love it when some haughty and proud people are brought low. They don't want to ( superiority complex ?? ) , but they have to ( money matters ), haahaahaa.
Nobody wants to be an enemy to money, LOL.
Trump with or without knowing, has driven and is still driving a big wedge in the mighty cross-Atlantic alliance.
Well, if a dichotomy ( East vs West ) is what Trump and his regime sow, division is what they will reap. but this time, Europe might just side with China, and then America loses.
I foresee more and more European countries joining the BRI from now on, whether they like it or not.
Yeah I was also thinking this guy's got quite a mouth on him. Way to offend everybody.
 

antiterror13

Brigadier
ARM (and other European companies) - Designing out US technology from their products

---

Huawei row will damage British tech giant Arm, says founder and computer industry icon Hermann Hauser

Please, Log in or Register to view URLs content!


Hermann Hauser - an icon in the computer industry who co-founded Arm when it was spun out of Acorn Computers - told The Mail on Sunday it would have an 'absolutely enormous' impact on Arm.

He claimed other customers would start limiting their exposure to products that contain technology which originated in the US, such as Arm products.

'It really is quite damaging for Huawei in the short term, and longterm it's going to be incredibly damaging for Arm and Google and the American industry,' he said.

'Every single supplier in the world will start thinking of how to reduce the threat of their production being terminated by an American president. All the discussions I have with companies in Europe at the moment are about them going through their intellectual property portfolio and designing American intellectual property out, which is terribly sad and destructive.'
...

Just simply spot on .. well done Hermann
 
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