- 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
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.
In the early days everyone built their own fabs. Jerry Sanders famously quipped "real men have fabs". But no more. Jerry's company, AMD, doesn't have fabs. Neither do most companies.
TSMC is vitally important to the USA and to the rest of the free world. The fact that Taiwan is so close to mainland China is of enormous strategic significance.
TSMC is the largest silicon "arms dealer" to the entire world.
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.
:format(webp):no_upscale()/cdn.vox-cdn.com/uploads/chorus_asset/file/16203894/prUS45042319_F_1.jpg){kind=link}
- 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