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Why is it silly? Huawei is founded by former chinese military and heavily backed by the Government and China's state bank and have a strong connection. They have a vast domestic market and telecom equipment isn't the only thing they sell - they used to sell more smartphones than Apple. At the...
That's exactly how Huawei beat out Ericsson and Nokia in the installation of 5G networks around the world. The price they bid on those contracts were ridiculous low for other fair market competitors to beat - but they get you back on backdoor trojans and spywares. I heard some african and...
ASML is critical but so do many other vendors in the supply-chain. For instance, without the german manufacturer Carl Zeiss providing ultra-high performance optics (175 years of lens making expertise) it may not be possible for ASML to build the EUV machines to such fine tolerance. So by that...
No doubt TSMC's ecosystem is huge, but another important philosophy of the company is that they can be trusted and do not compete with customers. They're willing to help/nurture/grow together with all their supply-chain vendors and have in the past. They have one of the best, if not the best...
Yet another baffling move by Pat Gelsinger. GlobalFoundries has the capacity just not on the leading/bleeding edge that Intel desperately needs if it wants to get back in the foundries business. If this deal goes through, it may very well be the last straw that breaks intel's camel back.
