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That is a very western-centric view. Outside of the west and India, Huawei is still going strong. Support for China is quite high in the middle east and in Afri
by FooBarWidget 5y ago
That is a very western-centric view. Outside of the west and India, Huawei is still going strong. Support for China is quite high in the middle east and in Africa, where many people are skeptical of western narratives about China.
Furthermore, Huawei isn't the only Chinese party that needs advanced chips. Other Chinese phone makers such as Oppo and Xiaomi aren't banned. But they have become wary of US dependence and are seeking to decouple their semiconductor supply chain from the US. To them, while Korean suppliers are more risky than Chinese suppliers (which still need time to catch up), it's still less risky than TSMC.
- throwaway4good 5y agoExactly. If Korean semi can position itself correctly it has a massive opportunity.
- threeseed 5y agoThis comment would have been more accurate a year or two ago. But with the Belt and Road Initiative struggling to deliver on many of its infrastructure projects countries are increasingly reluctant to get back into bed with China. More so now that the world has seen what happens if you don't bow down to China's every demand i.e. Australian style economic blackout. My point still stands that if I was a fab right now I would be far more attracted to the growth prospects of US/EU companies than Chinese ones.
- FooBarWidget 5y agoWhat do you make of RCEP then?
- eunos 5y ago>Belt and Road Initiative struggling I've seen this narrative along with CPEC failure, but is it? Considering that US wants to join the infrastructure development game indicates it unlikely.
- threeseed 5y agoIt's struggling because of poor management, mismatch in goals and debt-trap style financing. Countries are looking at what happened in places like Sri Lanka [1] and pulling out. https://www.nytimes.com/2018/06/25/world/asia/china-sri-lanka-port.html https://www.nytimes.com/2018/06/25/world/asia/china-sri-lank...
- mlindner 5y ago> Support for China is quite high in the middle east and in Africa, where many people are skeptical of western narratives about China. Which is unfortunate for them I suppose as they'll have to learn the hard way just like the west has learned.
- tooltalk 5y agoSK suppliers maintaly supply memory and displays to those Chinese makers and they are already produced locally in China. Samsung OLED mobile display may be the exception to this.