FordGT90Concept
"I go fast!1!11!1!"
- Joined
- Oct 13, 2008
- Messages
- 26,259 (4.53/day)
- Location
- IA, USA
System Name | BY-2021 |
---|---|
Processor | AMD Ryzen 7 5800X (65w eco profile) |
Motherboard | MSI B550 Gaming Plus |
Cooling | Scythe Mugen (rev 5) |
Memory | 2 x Kingston HyperX DDR4-3200 32 GiB |
Video Card(s) | AMD Radeon RX 7900 XT |
Storage | Samsung 980 Pro, Seagate Exos X20 TB 7200 RPM |
Display(s) | Nixeus NX-EDG274K (3840x2160@144 DP) + Samsung SyncMaster 906BW (1440x900@60 HDMI-DVI) |
Case | Coolermaster HAF 932 w/ USB 3.0 5.25" bay + USB 3.2 (A+C) 3.5" bay |
Audio Device(s) | Realtek ALC1150, Micca OriGen+ |
Power Supply | Enermax Platimax 850w |
Mouse | Nixeus REVEL-X |
Keyboard | Tesoro Excalibur |
Software | Windows 10 Home 64-bit |
Benchmark Scores | Faster than the tortoise; slower than the hare. |
I think China's response will be to shift assets to ZTE and let Huawei burn. Huawei is beyond redemption at this point and no one, save China, is going to cut them any slack.
Reuters put up a lovely graphic of which US companies are mostly impacted by this:
fingfx.thomsonreuters.com
As you can see, only NeoPhotonics is really vulnerable. Huawei is losing access to ~23% of their parts.
How many copies of Windows in China are actually legitimate (Edit: 5%)? Investors don't seem very concerned which strongly suggests not many.The reason I expect MS Windows to take the fall is because it is America's greatest tech export consistently for the past 3 decades, and has "halo" value as something that has monopolized client computing world over. Huawei is supposed to be the pride of China's high-tech industry, their "halo" brand. The Chinese response will hence be political as much as it will be economic.
Reuters put up a lovely graphic of which US companies are mostly impacted by this:
![fingfx.thomsonreuters.com](/forums/proxy.php?image=https%3A%2F%2Ffingfx.thomsonreuters.com%2Fgfx%2Feditorcharts%2FUSA-CHINA-HUAWEI%2F0H001GSE93H2%2Fimages%2Fshare-card.png&hash=afc646a344b1097a4264ceea1cdd058f&return_error=1)
Huawei's American suppliers
Chinese telecoms equipment maker Huawei has a long list of American suppliers, potentially putting the firm at risk of a ZTE-style supply ban after the arrest of its CFO in Canada, who faces accusations that she misled multinational banks about Huawei's control of a company operating in...
As you can see, only NeoPhotonics is really vulnerable. Huawei is losing access to ~23% of their parts.
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