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Those stocks will run out eventually. Huawei is probably betting on the sanctions being resolved through negotiations and the Chinese government making concessi
by thePunisher 6y ago
Those stocks will run out eventually. Huawei is probably betting on the sanctions being resolved through negotiations and the Chinese government making concessions on trade.
However, I wouldn't count on this happening since the U.S. knows very well the power of being able to spy on adversaries and allies using network and telecom equipment. I don't believe Trump will back down on Huwawei no matter what the Chinese government offers.
- temac 6y agoSMIC already produces at 14nm. You can cover lots of things with that.
- thePunisher 6y agoApparently not enough as Huawei seems pretty nervous about it. If your competition is using 7nm and 5nm parts and you're stuck in the past with 14nm your market share will erode very quickly, especially in the smartphone business. Mind you that other Chinese smartphone makers do not (as of yet) face the same restrictions and are able to purchase the newest parts. What chance does Huawei stand against them, even in the Chinese market? I'd say very little.
- logicchains 6y ago>I don't believe Trump will back down on Huwawei no matter what the Chinese government offers. It's not a foregone conclusion that Trump will still be president in a year's time.
- KCUOJJQJ 6y agoIf people cared about spying, there would be end-to-end-encryption in 5G. Maybe it'll come with 6G.
- thePunisher 6y ago5G is a transmission technology so end-to-end encryption isn't useful there. You need end-to-end encryption at the application level.