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He's not incorrect on that point. Huawei sources its SoCs from Taiwanese and American fabs, which is why the trade war has absolutely gutted their bottom line.
by Longlius 4y ago
He's not incorrect on that point. Huawei sources its SoCs from Taiwanese and American fabs, which is why the trade war has absolutely gutted their bottom line. HiSilicon licenses chip designs, adds their specific stuff on top of them, and has the chips fabbed by TSMC.
- causality0 4y agoHe's incorrect in that he thinks the destruction of the Taiwanese semiconductor industry during an invasion by the mainland would be a minor inconvenience for the US but an insurmountable obstacle for China.
- Schiendelman 4y agoWhy? The US has Intel and AMD, and increasingly TSMC employees. China can’t replace those fabs, they don’t have the knowledge. The US is already building new fabs.
- seanp2k2 4y agohttps://www.shiphub.co/worlds-top-semiconductors-producers/ https://www.shiphub.co/worlds-top-semiconductors-producers/
- Schiendelman 4y agoUnfortunately, for understanding the root argument that isn’t super useful. China has lots of semiconductor manufacturing, but not with modern processes.
- jjtec 4y agoDude you are so incorrect here, its unbelievable. Why don't you go sit down in the corner before you hurt yourself