News Report: US Prepares to Block TSMC From Shipping to Huawei

[Admin]

Trump administration officials have reportedly agreed to new measures restricting TSMC's business with Huawei.

Report: US Prepares to Block TSMC From Shipping to Huawei : Read more

 

[watzupken]

I think this is intended to kill Huawei, rather than to restrict. Trump is not wrong to criticize it since this is not in line with the original intention which was to block/limit their use to areas which US deemed sensitive. If this rumor is true, then they are going beyond the original scope.

If TSMC decides to side with China, then Apple, Qualcomm are the main ones that get hit instead in the mobile space. TSMC may also reduce their reliance on US produce equipment in the longer run. While US have the more cutting edge technology at this point in time, them using it to blackmail companies to comply to them is basically just accelerating other companies not be too dependent on them. The restriction of Google services is a good example in this case where it just accelerates Huawei and China to develop their own HMS to compete. As a result, Google now lost income that it could have received from people buying Huawei phones with GMS on it.