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This approach will only have impact in short term. You can be sure that TSMC is working behind the scene to create a legal entity to work around this legislatio
by boudin 6y ago
This approach will only have impact in short term. You can be sure that TSMC is working behind the scene to create a legal entity to work around this legislation and get one of its main customers back. There's just 2 potential outcomes:
- TSMC having found a way to workaround that restrictions and gaining back Huwaeï
- China being forced to quickly gain the same level of expertise
In both situation the outcome is even less control for the US.
- deleted 6y ago[deleted]
- peteradio 6y agoTotal commoditization of the chip making process spread across borders. That greatly reduces the drive for China to invest in the technology, thus removing a handle on the global economy.
- fomine3 6y agoGlobal Foundries exits 7nm- battle.
- scottLobster 6y agoProper enforcement would prevent TSMC from making those moves, we'll see how that goes. As for China being able to "quickly" produce a TSMC equivalent, if that's the case then the US never really had any control in the first place and at least this way China's disrupted for the next few years, and physically cut off from future IP. China has proven it won't play by the rules, so let's make it compete on its own with its own resources. Given their dependence on imports for food and energy, exports and bottomless debt for the rest of their economy, for all its size China is not positioned to be cut off from the global economy and remain competitive.