Is the US shooting itself in the foot by banning Huawei?

Discussion in 'Strategic Defense' started by AndrewS, Dec 8, 2018.

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  1. weig2000
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    weig2000 Junior Member

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    The related TE story on the US DOJ's investigation and prosecution of French company Alstom. An fascinating read. If anything, Huawei's trouble with the US authority will be endless.

    To be continued...
     
  2. weig2000
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    weig2000 Junior Member

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    ...continued.

     
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  3. Biscuits
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    Biscuits Junior Member
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    What a load of bullshit. This extraterritorial "justice" is nothing more than international terrorism. It is arbitrary enforcement of self made rules with no basis in international law that disrespects every country and authority. The value of this extraterritoriality is no different than the extraterritorial threat of "justice" delivered by cartels when they punish civilians and their families for "disrespecting" the crime gang, or those delivered by terrorist organizations claiming to "execute" foreign unbelievers for their God.

    There can be no "game" played with the US until they seat down and play by the same rules as everyone else.
     
  4. Gatekeeper
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    Gatekeeper Junior Member
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    As soon as I saw is The Economists. I shiver! When I was a student of economics. My friends abd I ignore that publication like a plague.
    It has very little to do with economics and alot to do with propoganda to the right wing cause.
    I mean take the title America "legal" forays. Straight away sub-concerncise it mislead its readers into thinking what the US is doing is "legal"!
    And further reading. It asserts that US actions in the past of patrolling and policing the world order is "laudable".
    I'm sorry I realised why I stopped reading their publication all those years ago as a young students. So I stopped right there!
     
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  5. Jura
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    Jura General

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    what source(s) on the current trade war with China would you recommend, then?
     
  6. Biscuits
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    Yup, it has the same "legality" as that of cartel executions. It's chilling that a major world power would behave that irresponsibly.

    The precedence it sets is for intelligence agencies to assassinate, kidnap and threaten their counterparts' civilians and their families if the target itself isn't in sight. Imagine for a second a world governed by such principles. It is a major and audacious blow against the rule of law adopted by all civilized nations.

    If America does not receive swift and thorough punishment, it will be an open invitation for other nations to behave in such a manner. The principles laid down by the US government need to be fought tooth and nail if we want to live in a world where the words "laws" and "security" matter.
     
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  7. Jura
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    ... perhaps The Telegraph huh
    https://www.telegraph.co.uk/news/20...remongers-huawei-not-security-threat-britain/ Don't listen to the scaremongers – Huawei is not a security threat to Britain
    26 January 2019 • 7:00pm
     
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  8. Hendrik_2000
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    Hendrik_2000 Brigadier

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    China is unstoppable in 5G via Taishang
    China steps up 5G commercial use, adding value up to $4.4 trillion

    Updated 19:52, 29-Jan-2019
    Zhang Xinyuan

    Despite the complicated international and domestic economic environment in 2018, the scale of the industrial industry in China continued its expansion, and the total national industrial added value surpassed 30 trillion yuan (4.4 trillion U.S. dollars) for the first time in 2018. Leading China to rank first in the world, said Miao Wei, head of the Ministry of Industry and Information Technology (MIIT) on a press release conference Tuesday this week.

    Miao also said that China's industrial output above designated scale grew 6.2 percent year-on-year, which is better than expectations. The profit of industrial enterprises above designated size also increased by 10.3 percent year on year.

    Another uptick is China's industrial investment. Manufacturing investment rose by 9.5 percent year on year in 2018, increasing for the past consecutive nine months, and investment in high-tech manufacturing saw growth of 16.1 percent, according to Miao.

    Among the manufacturing investment, about 50 percent of total new investment was used at technologies upgrading, which is in line with China's goal of becoming a more advanced manufacturing powerhouse.

    China will continue to push forward the development of quality manufacturing in 2019, boosting connected vehicles, 4K (Ultra HD) video transmission, cruise ship-building industry, information technology sector and telecommunication sector.

    In 2018, China also lifted its access restrictions to foreign manufacturers of ship, plane and new-energy car. Meanwhile, the government also clarified the open-up schedules of other types of car manufacturers to international businesses. As of 2018, China has opened up it's entire general manufacturing to foreign investors. The country's manufacturing industry used 41.2 billion U.S. dollars in 2018, grew 22.9 percent year-on-year.

    While the Chinese companies hit blocks while push 5G technologies overseas, it has made breakthrough domestically in 2018.

    According to Miao, the third stage test of technical experiments for 5G research and development has been finished, and the 5G system's devices have the ability for pre-commercial use.

    The development of 5G will significantly boost the Chinese economy; an MIIT official said that the first five years of implementing 5G would generate 10 trillion economic output and over three million new jobs. MIIT also released a time map for 5G commercial use, during the first half of 2019, China will launch 5G terminal chip, and in the middle of 2019, China will roll out 5G smartphone terminal. The commercialization of 5G will create many new opportunities, give the entire industrial chain of the chip, terminal, system and the application a strong boost.

    China will also continue to improve the internet coverage rate in small cities and villages, by the end of 2020, 98 percent of the poverty strike villages will have the internet connection, letting more Chinese share the dividends of the information communications technology development.
     
  9. Hendrik_2000
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    A good news SMIC start 14 nm production

    https://finance.technews.tw/2019/01/29/smic-14nm-2019/

    SMIC 14nm production in 2019, the first customer will come from the mobile phone industry


    January 29, 2019 by Atkinson Tagged: Samsung , Shanghai Integrated Circuit Fund , SMIC , Semiconductor , TSMC , Big Fund , Foundry , Intel International Trade , Mobile , Wafer , Wafer , Processor , Finance , Components

    At present, only three companies including TSMC, Samsung and Intel are left behind in the global development of 7 nanometers and below. Among them, TSMC will test the production of 5 nanometers at the earliest in 2019. Compared with China's largest wafer foundry, SMIC, it also said that it will not give up advanced process research and development. However, the technical level has been at least two generations worse than the industry, and the most advanced process that has been mass-produced is still on the 28-nm process. In response, the Shanghai government, which participated in the investment of SMIC, said in a work report that SMIC's 14-nanometer process will be mass-produced in 2019.

    According to Chinese media reports, SMIC is currently the largest wafer foundry in China, with 8 and 12 wafer fabs in Beijing, Tianjin and Shanghai. Among them, Shanghai's 12-inch fab was built in 2016, and the entire investment plan cost nearly 10 billion US dollars. In the future, it is expected to develop 14 nm, 10 nm, 7 nm and other processes with a full capacity of 70,000 pieces per month.

    In response to this, at the end of January 2018, SMIC announced that it was involved in the investment of its subsidiary SMIC South, and introduced the National Integrated Circuit Fund and Shanghai Integrated Circuit Fund. The three parties agreed to invest USD 1,453.5 million and US$ 946.5 million respectively in SMIC. And 800 million US dollars, SMIC South's registered capital increased from 210 million US dollars to 3.5 billion US dollars, and the three parties' shareholding ratio also reached 50.1%, 27.04% and 22.86%. Accumulated, the total investment of the three parties to SMIC South will be US$10.24 billion. The funds are mainly used for R&D and manufacturing of 14 nm and below processes.

    According to SMIC's third quarter report for 2018, the revenue of 28 nm decreased to 7.1%, compared with 8.8% in the same period of 2017. As for the decline, the reason for the decline is that there is a global overcapacity problem at 28 nm. Therefore, under the condition of overcapacity, the 28nm process will not undergo more expansion, and it is expected that the new 28nm capacity will not appear until the second half of 2019.

    After the 28nm process node, SMIC will also introduce a 14nm FinFET process. According to previous reports from relevant media, before the acquisition of SMIC by Samsung and TSMC's senior Liang Mengsong, its 14-nm process yield has reached 95%. The progress is in line with expectations and has entered the customer introduction stage. Verification and IP design. SMIC also pointed out that the first 14nm process customers in the future will come from the mobile phone chip industry and is expected to be mass-produced in the first half of 2019.

    (Source of the first picture: official website)
     
    #229 Hendrik_2000, Jan 30, 2019
    Last edited: Jan 30, 2019
  10. Hendrik_2000
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    Via Taishang
    http://www.globaltimes.cn/content/1137604.shtml

    Huawei surging on global branding, an important marker for telecoms giant amid fierce competition

    By Zhang Han Source:Global Times Published: 2019/1/31

    [​IMG]
    A Huawei-authorized store in Shanghai. Photo: VCG


    Huawei has risen from No.25 to No.12 on a list of the top 500 most valuable global brands. The ranking was released by Brand Finance. Analysts said on Wednesday that the rise is an important leap for Huawei amid fierce competition.

    Huawei's brand value increased 64 percent to $62.28 billion in 2018, according to Brand Finance.

    Brand Finance is the world's leading independent branded business valuation and strategy consultancy. It released its annual report on January 22 during the World Economic Forum in Davos, Switzerland.

    Amazon remained the world's most valuable brand with 24.6 percent growth to $187.91 billion, followed by Apple and Google.

    Fu Liang, a Beijing-based telecom industry expert, told the Global Times on Wednesday that Huawei's progress last year in brand value was "great."

    "The higher it ranks, the fiercer the competition it faces," Fu noted.

    Wang Danqing, a partner with Beijing-based ACME consultancy, told the Global Times on Wednesday that Huawei has won recognition in both the business-to-business and business-to-customer (B2C) segments.

    Wang said that the US' political suppression of the company is a challenge for the tech giant.

    However, Wang added, Huawei's growth will not be reversed. This is because of its market share and technology. Huawei earned recognition in the B2C segment mainly for its mobile phones.

    If more ads and new brand representatives do not yield higher brand value, the company could try out other devices and services, Fu said.

    The telecom company can incorporate its tablets, fitness bands and other smart products into a chain. Then it can brand itself as a smart devices and services provider, not just a phone seller, Fu noted.

    Huawei is also playing a leading role in the coming 5G era. It launched the world's first core chip designed for 5G base stations in January. The company said in a statement in December that proactive cooperation with its 13,000 global suppliers will continue.

    Internet giant Tencent's WeChat ranked No.20, compared with No.47 in the previous year. WeChat's brand value increased 126 percent to $50.71 billion. Alibaba's Taobao ranked No.23 and its Tmall ranked No.35. WeChat's rise was based on its super app. People can use this app to socialize, shop, share information and do other things.

    WeChat also has a huge customer base, said Wang.

    WeChat is very popular in China and among overseas Chinese communities. However, the overseas recognition of WeChat and Taobao is relatively low.

    "Social media brands and shopping apps have strong local features. A better way to gain global recognition is to cooperate with local brands overseas. That could be done by acquisitions," Wang noted.

    Eight of the 10 most valuable brands on the list are technology companies. Industrial and Commercial Bank of China (ICBC) ranked No.8 and China Construction Bank ranked No.10.
     
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