He's not incorrect on that point. Huawei sources its SoCs from Taiwanese and American fabs, which is why the trade war has absolutely gutted their bottom line. HiSilicon licenses chip designs, adds their specific stuff on top of them, and has the chips fabbed by TSMC.
He's incorrect in that he thinks the destruction of the Taiwanese semiconductor industry during an invasion by the mainland would be a minor inconvenience for the US but an insurmountable obstacle for China.
Why? The US has Intel and AMD, and increasingly TSMC employees. China can’t replace those fabs, they don’t have the knowledge. The US is already building new fabs.
Unfortunately, for understanding the root argument that isn’t super useful. China has lots of semiconductor manufacturing, but not with modern processes.
"You're wrong" + insult is not the kind of reply we are looking for here on HN. Either post a constructive argument explaining how they are wrong in your opinion, or abstain from commenting.
