Why Huawei's 7nm Chip Isn't a Big Chinese Breakthrough || Peter Zeihan | Summary and Q&A

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September 13, 2023
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Zeihan on Geopolitics
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Why Huawei's 7nm Chip Isn't a Big Chinese Breakthrough || Peter Zeihan

TL;DR

Huawei, a Chinese telecommunications giant, has faced global sanctions for attempting to modify wireless equipment to provide the Chinese government with access to everyone's communications. Despite releasing a new phone with a seven nanometer chip, its capabilities are limited due to the type of chip-making technology used.

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Key Insights

  • 😀 Huawei has faced global sanctions for modifying wireless equipment to enable Chinese government surveillance.
  • 👶 The company's new phone with a seven nanometer chip is not as technologically advanced as it may seem.
  • 🐿️ Chinese access to advanced chip-making technology is restricted, affecting Huawei's ability to develop superior devices.
  • 🥶 Deep ultraviolet chip-making technology used by Huawei is older and less efficient than Extreme ultraviolet technology.
  • 🌐 Huawei's actions reflect their willingness to break international sanctions and their sacrificing of their global position for ego.
  • ☠️ Chinese reliance on pirated technology and lack of access to expertise may hinder their ability to advance in chip-making.
  • 👨‍💼 Global countries are participating in sanctions against Huawei, impacting the company's business model.

Transcript

everybody Peterson here coming to you from Phoenix where it's 180 bajillion degrees outside so we're gonna do this one from inside a lot of you have written in and honestly I was pretty curious myself about something that's going on in China with the Telecommunications from Wahoo now that is a firm that has stands accused or guilty really of trying... Read More

Questions & Answers

Q: How has Huawei been involved in modifying wireless equipment?

Huawei has been accused of modifying wireless equipment to allow the Chinese government to have easy access to everyone's communications. This has led to global sanctions against the company.

Q: What is the significance of Huawei's new phone with a seven nanometer chip?

The new phone is significant because it is the first release from Huawei in a while. However, its capabilities are limited and it is not a major technological breakthrough as some may believe.

Q: What is the difference between Deep ultraviolet and Extreme ultraviolet chip-making technologies?

Deep ultraviolet technology, used by Huawei, is older and requires customizing equipment for each chip design. Extreme ultraviolet technology is more modular and allows for faster production of advanced chips.

Q: How has the Chinese government obtained chip-making technology?

The Chinese government obtained chip-making technology by pirating design details from TSMC in Taiwan and hiring people for technology transfer. However, their ability to access advanced chip-making technology is limited.

Summary & Key Takeaways

  • Huawei, a Chinese telecommunications company, has been accused of modifying wireless equipment for the Chinese government's benefit.

  • The company's recent release of a new phone with a seven nanometer chip is seen as a potential breakthrough, but its capabilities are limited due to the use of an older chip-making technology.

  • The Chinese government's ability to access advanced chip-making technology is restricted, hindering Huawei's progress in developing superior devices.

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