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Comment by friedman23 | Hacker News Reader

> The long term impact of this Huawei dispute will be China building out a complete vertical communications/computing stack from low level chips to operating system to phone design.

Weren't they already doing this?

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Everybody does that to an extent- they'll just have to find some way of getting their CPU's (including their designs) directly from within China. This may not be as hard as people think with the Joint-Ownership thing that the Chinese government requires. I'm sure that chipmakers would love the business if they can get into China.

To address your comment- yes, they already do that, but because of loopholes, they probably won't have to develop a full stack.

Huawei has no 7nm fab available that will turn a blind eye to pirate ARM chips (since their ARM license was revoked), and it is unlikely any new 7nm fabs will be built in China soon. See my other comment: https://news.ycombinator.com/item?id=20077587

Wouldn't one of those joint-ownership project things where one company within China owns 51% of the project work out? It would have to be not Huawei, but would that work?

AMD did something very similar as a way to bypass tariffs in China (license their 1st gen 14nm Ryzen IP to a JV), but they've brought a ton of scrutiny to this loophole from both the USA & China, plus this trick won't work for Ryzen 2 since no 7nm fabs exist in China (and none are on the horizon).

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