The U.S. Ultimatum on Huawei Is Backfiring :UPDATE: Google banning Huawei from Android updates and

TDUBB

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Lol damn checkmate! Alot of American companies shot themselves in the foot for nothing. Now they just lost millions or billions from the Chinese market.

This guy does a great job breaking every down. American government played themselves

 

papa pimp

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Chinese chipmaking still has a performance gap, as the main processor in the Mate 60 Pro is two generations behind the latest global technology, according to the teardown by TechInsights, whose findings lent weight to unsubstantiated reports posted by amateur technicians, bloggers and influencers on Chinese social media. Apple’s current iPhones are built at 4nm and next week it will introduce a new flagship iPhone powered by a 3nm chip. Shenzhen-based Huawei and Shanghai-based SMIC may already be approaching the ceiling of what they can achieve without more advanced chipmaking machinery.

To move beyond 7nm, iPhone supplier Taiwan Semiconductor Manufacturing Co. utilizes extreme ultraviolet lithography, or EUV, machines from ASML Holding NV. China is completely prohibited from importing those machines. Analysts at Jefferies, including Edison Lee, urged caution in interpreting what Huawei’s Mate 60 says about China’s progress in chips. They wrote that selling out of Huawei's phones in hours suggests limited inventory. They also said that Huawei may be powering some Mate 60s with chips from TSMC, which it had stockpiled before the US cut off such purchases. In a report entitled “Huawei Mate 60 Pro: More Myths Than Fact,” the Jefferies team said it thinks China can produce only a “very small” volume of 7nm chips.


People on this forum drink koolaid way too easily.

Apple among others have already moved supply chains to places like India and Indonesia. It will hurt to lose out on the Chinese market but thats priced in when you decouple.

China is hurting the most now economically with contagion spreading from the over reliance on real estate investments and growth slowing. To add insult to injury, the US has dwindled imports from China and doubled its economic growth forecast.
 
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