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

I was always arguing that it was just a matter of time before this happens. Any predictions on how China will retaliate?

I think the Chinese government should demand as much national content in their own purchases and those of state owned companies as possible.
That would be enough to provide a market for home grown semiconductor products.

Can't beat Huawei with the entire national power at its disposal, resorting to these kinds of dirty tricks 下三流手段

gelgoog said:

I think the Chinese government should demand as much national content in their own purchases and those of state owned companies as possible.
That would be enough to provide a market for home grown semiconductor products.

Click to expand...

i'm sure they already do that for certain sectors. however for semiconductor, company need use quality chip to be competitive. ZTE is example, if they have decent domestic stuff, they wont need import US product. if they use less quality product it could mean the end of their business.

very dirty tricks indeed, and US is exposing its own hypocrisy for the entire world to see.
Trump said the US must win this 5G war by hook or by crook, and now he is walking his talk.
But the side effect is that the whole world knows US has really lost the 5G race, since Trump has to resort to hitting below the belt to get what he wanted.
Rules based world orders? my foot!
The US is tossing its moral leadership crown out the window in one stroke. The last shred of credibility has been nailed to the cross.
I am sure the other western leaders are shaking their heads in disbelief and in despair.

s002wjh said:

i'm sure they already do that for certain sectors. however for semiconductor, company need use quality chip to be competitive. ZTE is example, if they have decent domestic stuff, they wont need import US product. if they use less quality product it could mean the end of their business.

Click to expand...

I am not so sure about that Huawei import certain chip because they use in their mid price product As it is cheaper to buy from Qualcomm and devoted their time and energy for high end Chip like Kirin
But push come to shove they can design mid price SOC and other chips I think unlike ZYR Huawei has been preparing for this day a long time So they are well prepared

It is blessing i disguise really now they have no choice but buying from domestic source reservation not with standing This in turn will spur domestic chip to improve the quality now that they have big client behind them

Chip making is low margin with high capital cost. They need buyer to justify high capital cost Now they have captive market. SMIC already started the production of 14nm finfet memory chip with high yield So it just matter of time really

Re: Chinese Semiconductor Industry Thread « Reply #892 on: May 12, 2019, 10:04:26 AM » Quote SMIC is working with customers on 12nm trial production SMIC announces 12nm entry into customer introduction phase

May 09, 2019 19:54 Core Intelligence Summary: On the evening of May 8, SMIC (00981.HK) released its first quarterly report for 2019. During the reporting period, the company achieved revenue of US$669 million, down 19.5% year-on-year; realized profit of US$24.377 million, down 10% year-on-year.

The company expects revenue in the second quarter to increase by 17% to 19% quarter-on-quarter, with gross margins ranging from 18% to 20%. On the evening of May 8, SMIC (00981.HK) released its first quarterly report for 2019. During the reporting period, the company achieved revenue of US$669 million, down 19.5% year-on-year; realized profit of US$24.377 million, down 10% year-on-year.

The company expects revenue in the second quarter to increase by 17% to 19% quarter-on-quarter, with gross margins ranging from 18% to 20%. SMIC's co-CEO, Dr. Zhao Haijun and Dr. Liang Mengsong commented: "In the past two years, the company has been in an adjustment period.

Through optimization and reform, the internal strength is enhanced, and research and development is significantly accelerated. Our energy and competitiveness will be saved. Accelerating our pace to catch up with new trends in industrial development, catering to the arrival of macro market opportunities, is expected to step out of the adjustment period and accelerate our growth.”

SMIC International Co-CEO, Dr. Zhao Haijun said: “We saw the first quarter for this year. The revenue is low, the industrial inventory cycle is over, SMIC is working hard to develop a new mature technology platform, simulation and power management chips, CMOS RF and IoT chips and other new applications drive performance growth.

Second quarter revenue is expected to increase by 17% ~19%." SMIC's co-CEO, Dr. Liang Mengsong said: "FinFET research and development is progressing smoothly, 12nm process development has entered the customer introduction stage, and the next-generation FinFET R&D has been progressing on the basis of past accumulation. Shanghai SMIC Southern FinFET Factory Smooth construction completed and began to enter capacity. I We will be prepared to quickly adapt to the customer's technology migration to face the ever-changing industry environment."

It could perhaps affect the lowest end phones? Not sure whether those are somehow assembled in US or smt. At least the flagships won’t care.

But, it shows that it is time to put all energy into attack. America is evidently not salvageable as a market, since it is not acting according to international rules or good faith. It’s time to sink the (mainly) anti Trump electronics industry. Doing so will inspire rioting and unrest. At the same time, all American debt should be dumped, since their regime has proven to be unreliable and cheating.

now noticed the tweet

·

Restricting from doing business in the US will not make the US more secure or stronger; it limits the US to inferior yet more expensive alternatives, leaving the US lagging behind in 5G deployment, Huawei said in a statement to respond the Trump administration's tech ban

Biscuits said:

It could perhaps affect the lowest end phones? Not sure whether those are somehow assembled in US or smt. At least the flagships won’t care.

But, it shows that it is time to put all energy into attack. America is evidently not salvageable as a market, since it is not acting according to international rules or good faith. It’s time to sink the (mainly) anti Trump electronics industry. Doing so will inspire rioting and unrest. At the same time, all American debt should be dumped, since their regime has proven to be unreliable and cheating.

Click to expand...

how is the weather in Pyongyang, Officer?

Jono said:

very dirty tricks indeed, and US is exposing its own hypocrisy for the entire world to see.
Trump said the US must win this 5G war by hook or by crook, and now he is walking his talk.
But the side effect is that the whole world knows US has really lost the 5G race, since Trump has to resort to hitting below the belt to get what he wanted.
Rules based world orders? my foot!
The US is tossing its moral leadership crown out the window in one stroke. The last shred of credibility has been nailed to the cross.
I am sure the other western leaders are shaking their heads in disbelief and in despair.

Click to expand...

I believe it is a great thing for China in the long run ... perhaps a bit hurt in the short time .. but it is very much a wake up call for all Chinese companies to rely on yourself and not at all depends on the US tech

Also do you think other countries wouldn't see it ? .. of course they do

This time is China ... once the trade deal with China done, which I believe will happen in June ... the next one mr Trump would focus is EU/Japan/India/Korea , etc, etc .. just wait for your turn