UK tells telcos to stockpile Huawei gear in face of U.S. sanctions – letter 6-19-20 Just hang on for 5 more months and things will be OK. https://business.financialpost.com/pmn/business-pmn/uk-tells-telcos-to-stockpile-huawei-gear-in-face-of-u-s-sanctions-letter Huawei is expected to receive planning permission this week to build a $494.24 million R&D centre in Sawston village for researching and developing chips for use in broadband in UK. https://skugal.org/huawei-to-receive-planning-permission-to-build-us494m-facility-in-uk-report/ https://skugal.org/huawei-to-receive-planning-permission-to-build-us494m-facility-in-uk-report/
Huawei’s semiconductor chips subsidiary is hiring global genius
Huawei’s semiconductor chips subsidiary is hiring global genius amid a US chip ban, a move that experts said is a well-planned counter to US bullying that shows the company’s confidence in becoming self-sufficient in chips supply in about two years.
Huawei’s chip design company HiSilicon announced that it is recruiting talented young people from around the world, and offering competitive salaries and positions, according to media reports. The recruitment targets the world’s outstanding post-graduate and doctoral students who have graduated or will graduate from January 1, 2017 to December 31, 2021.
This recruitment program shows that Huawei is expanding its talent base and preparing to expand the scope of research and development, which shows its confidence to the outside world.
“In the future, Huawei may face rising attack from the US, which will force it to expand its recruitment of talent to expand its scope of research and development,”
The US’ latest move to restrict Huawei comes after Washington made a rule change that would require foreign manufacturers using US chipmaking equipment to get a license before being able to sell semiconductors to Huawei.
As the China-US technology battle continues to heat up, the US Semiconductor Industry Association is seeking $37 billion in federal funding for factory construction and research.
To shield its operations from the US crackdowns, Huawei has stockpiled up to two years’ worth of crucial chips, according to the Nikkei Asian Review. The stockpile shows that Huawei is confident of upgrading its manufacturing ability within two years, experts said.
“In two years, the problems facing Huawei could be eventually solved. It may be able to diversify its supply chain as China is stepping up the construction of its own semiconductor foundry sector. Technology will also be upgraded to a relatively large degree within two years,”
Trump and his China advisers broke all the rules to attack Huawei
The US Department of Commerce announced that any semiconductor chips made with equipment built by American companies cannot be sold to Huawei without prior approval and licensing from the DOC. This new regulation is unprecedented and in violation of normal sales contracts between the buyer and seller of such equipment. And it is difficult to know if the DOC has any legal ground to stand on. In effect, requiring a license in order to sell to Huawei is to threaten the supply of semiconductors to the Chinese company.
The 10 major semiconductor manufacturing equipment (SME) companies in the world:
1. Samsung (SK)
2. Intel (US)
3. Taiwan Semiconductor (TW)
4. SK Hynix (SK)
5. Micron Technology (US)
6. Broadcom (US)
7. Qualcomm (US)
8. Texas Instruments (US)
9. Toshiba (Jap)
10. Nvidia (US)
Chip designs by fabless companies, made by independent foundries such as TSMC and then sold to gadget makers such as Apple and Huawei. Advances in chip design take advantage of advances in semiconductor-manufacturing equipment that are then incorporated into new end-uses and novel applications. Each step on the chain goads the next to stretch and attain the next level of technological advances.
Digital currency, autonomous driving and applications on the drawing board based on artificial intelligence are all waiting for the introduction of the next generation of semiconductor devices.
Trump’s dirty tricks
TSMC agree to locate a fab in Arizona in exchange for the goodwill the company would be allowed to protect its business with Huawei. Just the day after TSMC signed the agreement to invest $12 billion and build a fab in Arizona, the DOC made the announcement that could force TSMC to stop selling to Huawei. Less than two weeks earlier, the DOC also gave Huawei a head fake by signaling that American companies would be allowed to participate in organizations along with Huawei to set industry standards for 5G.
The US has remained the world’s leader and biggest supplier of semiconductors and China has been America’s largest customer. In 2018, the US sold 36% of the US semiconductor chips to China. When China buy less from the US, the trade surplus will shrink. Lower sales mean less profit and less money to spend on R&D, and that will erode America’s leadership.
Chip suppliers in Japan and South Korea will be happy to fill the void left by the US, and China will be more determined than ever to invest in the development of semiconductor technology that will break the dependence on the US.
The short-term outcome is lose-lose, but the long-term consequences will be disastrous for both sides. The virtuous circle where everybody gains will be replaced by vicious competition and market fragmentation.
China’s retaliation will be directed to where it would cause most pain, soybeans and Boeing aircraft and more. Such as Sands China, owned by Adelson, Trump’s supporter.
The long-term driver of Asian growth is China’s emergence as a tech superpower. Certain members of the US Congress along with Trump seem to think that China desperately needs to send students to the US to steal American technology. They probably don’t know that China is already first in the world in supercomputing, quantum computing, 5G telecommunications, hypersonic weaponry, civil engineering, high-speed rail, electric vehicles, self-driving cars and buses, along with myriad other disciplines.
Huawei
China accused Canada of being an “accomplice” in a US push to bring down Huawei and other Chinese tech giants on Wednesday, after a Canadian court sided against key Huawei executive Meng Wanzhou in an extradition battle. Judge Heather Holmes ruled that the fraud charges, not sanctions, were the key issue. Holmes also noted that, while Canada did not have economic sanctions against Iran when Meng was first detained, the US measures “were not fundamentally contrary to Canadian values.” What a “stunning” and “beyond imagination” argument! So Canada has made the decision to side with US in this new World War.
Huawei said to tap NEV charging field by launching “HiCharger” DC fast-charging module
Huawei will reportedly launch on April 24 a new DC fast-charging module product, which will act as a solution to NEV charging infrastructures.
The upcoming solution, dubbed “Huawei HiCharger”, has partnered with several Chinese companies, such as State Grid, Star Charge, China Southern Power Grid Electric Vehicle Service Co.,Ltd., Huashang Sanyou, Titans as well as Dalian Luobinsen, according to a local media outlet.
The release of HiCharger signals Huawei’s beginning of the offensive into NEV charging domain. The leading smart device supplier has repeated in the public its ambition to be a core “increment parts” supplier for intelligent-connected vehicle (ICV) rather than a car manufacturer.