Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (148701)	5/25/2019 7:20:21 AM
From: Snowshoe	Read Replies (2) \| Respond to of 217975

re "let us see whether team china chips up or team America rare earth-ed up first" Does China have any control over the IP for refining rare earth elements? If Huawei Loses ARM's Chip Designs, It's Toast wired.com How do you kill a company? The answer, in the context of Chinese electronics giant Huawei, appears to be deprivation, removing ready access to the elements that distinguish smartphones from very expensive chunks of anodized aluminum and glass. The latest blow: Chip designer ARM has reportedly severed ties with the company. Huawei could arguably survive without Google. Without ARM? Not so much. It’s important to clarify that nothing at this point is certain, or permanent. The BBC first reported ARM’s move Wednesday morning, citing an internal memo that noted ARM’s use of "US origin technology,” which makes it subject to a sweeping ban put in place by the Trump administration. ARM finally confirmed the ban Wednesday afternoon. As it did with Google, though, the US Commerce Department could grant a waiver that allows ARM to continue servicing Huawei. And broader tensions between China and the US could otherwise resolve, potentially taking some of the pressure off Huawei. But if those caveats don’t come through? It’s hard to see where Huawei goes from here.