writes the Nikkei Asian Review, TSMC has already stopped taking new orders for chips from Huawei, but the agreement adopted prior to the ban imposed by the US, can be fulfilled. “The situation is extremely difficult, says Eldar Murtazin, analyst with Mobile Research Group. – In fact, TSMC will ship chipsets for Huawei only until the end of September. This means that until the end of the year smartphones out of threat, but overall, the US pressure increases and is bad for the entire market.”
According to the analyst, healthy competition pushes progress. “TSMC was not able to invest such amounts of money in development and the assistant here was Huawei, he explains. – Huawei paid half the research costs for new process technologies. Now the money will not. This leads to the fact that the Taiwanese manufacturer will lose Samsung, and this will lead to repartition of the market of semiconductors. For example, American manufacturers Qualcomm and Nvidia, which do not have their own factories, will be forced to order chips at prices which clearly exceed the current”.
Murtazin believes that the reduction of the market will lead to the fact that the price per unit will rise up. “A trade war, which unleashed America, is already not the first year, he continues. – It will have a negative impact on the market volume and investment in development.”
the Expert believes that the situation is bad for everyone, but notes that in the two years since the introduction of the first sanctions in China did not give up and launched a program of Free America to develop production at home: “we are Talking about a full import substitution, – says Murtazin. And I have no doubt that they can create their production of iron. Yes, it is expensive but they have the money. In fact, this redistribution of the familiar world. America with his hands pushing Huawei and China to create a complete alternative to what is today”.
analysts believe that for US such a scenario is not favorable in any form. “American officials believe that China can only copy, but it’s not. Moreover, they are mistaken, considering that China has nothing. To date, the number of patents 5G, which Huawei is can aggravation of the trade war to limit the existence of American corporations everywhere other than America in Europe, China, Asia. And the pressure on America may increase. It’s all a very bad trend that leads to higher prices, the fragmentation of the world, but de facto de-globalization process in America started and run consciously.”
