TSMC to Keep Supplying Chips to Huawei(eetimes.com)
eetimes.com
TSMC to Keep Supplying Chips to Huawei
https://www.eetimes.com/document.asp?doc_id=1334745
15 comments
Just a note: the author claims Huawei is the number 2 smartphone company ahead of Apple, but the cited story was regarding a 2 mo streak in 2017 before Apple released the iPhone 8. According to IDC [0], the rankings currently go Samsung, Apple, then Huawei in smartphone market share.
[0] https://www.gizmochina.com/2019/01/31/idc-xiaomi-is-fourth-l...
[0] https://www.gizmochina.com/2019/01/31/idc-xiaomi-is-fourth-l...
Huawei was number 2 ahead of Apple in Q1 2019[1].
[1]https://cdn.vox-cdn.com/thumbor/3Fn1mqLMMpADLzTeJ0q6yoHShyY=...
[1]https://cdn.vox-cdn.com/thumbor/3Fn1mqLMMpADLzTeJ0q6yoHShyY=...
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TSMC just manufactures the designs. The designs are still required to be made by the customer of TSMC.
I guess TSMC isn't based in the US in any meaningful way.
Good for them.
You'd think the ROC/PRC situation might make them cautious about wandering into the middle of a US/PRC pissing match though.
The US is in no position to mess with TSMC. None.
No position? You realize TSMC makes stuff for Apple, right? Saying that are in no position to mess with them is a bit of an overstatement.
If you force TSMC to make a choice they might decide to cut Apple off.
Not sure how this is possible. ARM withdrew its license, and so did SD Association (whose IP would presumably need to be on the chip as well): https://www.theverge.com/2019/5/22/18635326/huawei-arm-chip-.... Or maybe they're just saying "we'll make whatever designs you send to us, even if they are in violation of your own licensing deals with IP holders" hoping that Huawei won't be so reckless as to put in any orders. Seems like a legally precarious position to be in.
The trick is that ARM China is Chinese company with Chinese controlling stake, and completely separate licensing policies from ARM UK.
And it is known that Huawei made a castling move few months ago by switching licensing from ARM UK to ARM China
And it is known that Huawei made a castling move few months ago by switching licensing from ARM UK to ARM China
> And it is known that Huawei made a castling move few months ago by switching licensing from ARM UK to ARM China
Do you have a reference for this?
Do you have a reference for this?
How can it be a Chinese company if ARM is a Japanese company now?
In June 2018, SoftBank sold 51% of ARM's Chinese operation to ARM China for $775M.
https://www.theregister.co.uk/2018/06/06/softbank_offloads_5...
https://www.theregister.co.uk/2018/06/06/softbank_offloads_5...
Ah, I didn't know. Thanks for pointing this out.
- US can bar US companies from working with ARM, and nothing changes for them short term (companies simply keeping using their masks)
- US can bar US companies from working with TSMC, and it gets the greatest shutdown on shipments of all things electronic, while the rest of the world happily gains