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If 7 nm wafers are exempted from US embargo, TSMC and SMIC can jointly collaborate to advance its production for the global market with view to joint and faster prototyping of even thinner wafers within these two years. But for this to happen, TSMC must first realize its future rests with China which has abundant specialist engineers and technical staff, the lack of in its new plant in the US causing its big investment there just to appease Trump is blowing a hole in its finances. |
As for Huawei, what's in a name when one is doing development? Names are only important for branding of final product to markets. During design and development, cross-pollinate with other domestic players so that solutions can be shared, project risks reduced and funding saved. Success of each project will also help burnish China's new credential as a global technology designer on the back of her being a global technology applicator.
It is high time the quivering and quaking Europeans come out from the shadow of the US in order to realize their own potential to the fullest, something they once has at the turn of the last century. Now, their meekness before the US has reduced them to whimpering jesters under the fancy and mercy of a hectoring US.
One collaborative project they can do with China is to design a new electronics that is different from present-day electronics. One architecture can be neural networks of self-learning AI chips which can adapt to changing responses and demands from the environment. Such a new configuration can set both development pace and technical standards, and dovetail with the other development of encrypted quantum processing.
If the Europeans however decide to go with the US which has so far only been as martial as China is peaceful, in order to seek technological decoupling based on bloviated fears, they will lose the China market as she rapidly develop her technical independence.
After all, she has the brains, determination, cash, scale and size, rapid and cost-effective production, speed-to-market and a young, techno-agile ecosystem all geared up to bring technology to the masses of the world.