Whoever can become independent of the other's chips will win. Who will remove the other first from its supply chain? I have my guesses but it will be interesting to watch it play out.
@refalo@yogthos China has a single CPU manufacturer with an x86 licence, Zhaoxin. Their offerings don't rival AMD or Intel upper end, but they've been around for ages and are widely used in China.
In it's roots, yes. But the architecture isn't banned, just the chips. As an analogy, China can make its own internal combustion engines and not buy Ford cars.
Ah great as the countries silo themselves. I can it see bad things in the future. When everyone was dependent on each other nobody wanted to rock the boat.
Long overdue. And I don't simply mean that from security perspective or as some retaliation to the Huawei ban. Having self-sufficient digital infrastructure should be a top priority for any country that wants to be independent and can afford it. This is also why the Huawei ban was the right move for our (I'm in the West) infrastructure.
I'm glad my country went with Huawei. It is good to have cheap alternatives to Western technology and the West is forcing China to develop in this area, so it is a win for everyone.
Years after Uncle Sam ordered US telecommunications providers to rip and replace Huawei kit from their networks, Beijing is telling telcos in China to strip out American-made chips.
On Friday, Chinese officials reportedly ordered its top telecoms players to eliminate foreign semiconductors — primarily those from Intel and AMD — within the next three years.
At issue were concerns that, due to Chinese laws mandating the sharing of info with Beijing, Huawei and ZTE could be forced to place backdoors in its equipment to facilitate intelligence gathering operations.
However, it's not clear at this point what, if any, support will be provided to its telcos to offset the cost of replacing foreign chips with homegrown silicon.
China's shift from Western tech has intensified in response to American trade restrictions designed to deny the Middle Kingdom access to leading-edge processor technologies required for AI, as well as the chipmaking equipment necessary to achieve self sufficiency in the near term.
Despite these efforts, Chinese companies, including Huawei and Semiconductor Manufacturing International Co (aka SMIC) have been remarkably successful at building relatively high-end silicon.
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