E.g., 2020-09-18
E.g., 2020-09-18
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    Fathom China

    Huawei’s OS, New 5G Operator, More

    Huawei Technologies (“Huawei”) has tried to convince users that its new, soon-to-be-launched mobile operating system will save the day for its mobile handsets. No longer would Huawei rely on Google’s operating system, Android, and Huawei says its own operating system, Hongmeng, will be compatible with Android apps.

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    Arm’s Joint Venture In China

    Of all the foreign know-how that Huawei Technologies (“Huawei”) needs but now can’t get, the most essential is chip-architecture licenses from UKbased Arm. Arm’s architecture is used in Huawei’s high-end Kirin mobile SoCs and also in its Tiangang chips for 5G base stations, both made by Huawei’s chip-design subsidiary, HiSilicon Technologies. Huawei can use stockpiled chips, and can do its best to upgrade the chips based on the license that it...

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    Filling The Huawei Supplier Gap

    Facing a ban on US-sourced products, Huawei Technologies (“Huawei”) is switching key supply orders to firms in Taiwan, according to multiple sources. “Huawei is demanding that vendors send as much supply as they can – however much they can provide, it will buy,” says Taipei-based China Times. US export controls dictate that foreign firms whose wares derive more than 25% of their value from US components are barred from selling to Huawei. How...

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    Fathom China

    China’s Message Gap, Huawei’s Suppliers, FedEx Rumors

    In a rare divergence, Beijing and Huawei Technologies (“Huawei”) are sending different public messages about how China should respond to the trade dispute with the US. Beijing made its position clear on May 20, when party chief Xi Jinping laid a wreath at a monument to the Communist Party’s wartime Long March. His message was that Chinese people and companies must prepare to endure long hardships to emerge victorious.

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    Fathom China

    The Message From China

    Chinese leader Xi Jinping sent an unmistakable message to his country with his visit on May 20 to the starting point of the Communist Party’s famous Long March. Even 85 years after the March began, the event has an emotional impact in China bigger than any analogous event in US history. Imagine Valley Forge but epic: facing defeat by Chiang Kai-shek’s army in 1934, the Communists spent a year retreating on foot even through Tibetan bogs that...

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    Fathom China

    Failing Joint Ventures, Tsinghua Unigroup Breaks Ground

    In this issue • Failing joint ventures. Beijing’s latest efforts to access foreign technology have hit snags as foreign partners in three key joint ventures either pull out or change plans. • Tsinghua Unigroup breaks ground in Chengdu. China’s top chip company starts building a fab in Chengdu city amid rumors that the project is really about real estate. • Tsinghua Unigroup finishes acquisition. Tsinghua Unigroup has acquired Linxens, the French...

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    Fathom China

    Huawei’s Iffy Future, Innotron’s Tech Source, More

    In this issue • US goals for Huawei. The US hit Huawei with export sanctions to gain trade negotiating leverage and to undermine demand for Huawei’s 5G networking equipment, and it will probably succeed on both counts, although American technology companies will suffer too. • Innotron’s technology source. China’s last remaining DRAM hopeful has finally revealed where it got its technology but its comments raise more questions than they answer...

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    China’s Memory Challenges, “Fab Frenzy” Warnings

    In this issue • Executive change at Tsinghua Unigroup. The latest executive change could indicate trouble for Chairman Zhao Weiguo, and suggests that Beijing wants to keep a close eye on the company’s chip projects. • Setbacks at GigaDevice. China’s last remaining DRAM program looks shaky as its key technology contributor faces a series of setbacks. • Warnings of a chip-fab “frenzy.” Two leading tech commentators say local governments are...

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    Huawei’s New Chip, Saving Jinhua, DRAM Doubts

    In this issue • Huawei’s base station chipset received government support • Beijing’s strategy to save Jinhua • Innotron and GigaDevice extend cooperation, terms unclear • Rumor: Ericsson to face antitrust probe. • Yangtze Memory Technologies to start mass production. • Key venture moves from Guizhou to Chengdu.

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