Technologies

News information

Intel/Lenovo/TSMC joins sanctions against Russia, can Musk crack the "killer" of Russian aerospace?

Release on : Mar 1, 2022

 

In order to face the huge pressure of international public opinion, it also has to bear the severe sanctions introduced by Europe, the United Kingdom and other countries, as well as technology companies such as Intel and TSMC.

Announcements of severance of supply issued in competition.

The economic sanctions imposed by Europe, the United Kingdom and other countries will undoubtedly hinder Russia's economic development. However, in recent years, Russia has been severely sanctioned in high-tech

In this case, are the announcements of high-tech companies to gain political resources, or can they really have a substantive effect?

A number of technology companies issued a "discontinued supply" statement
Before talking about the specific impact, let's summarize the supply cuts of these high-tech companies.

Intel, AMD
On February 27, according to the foreign media "Russian Business Consulting" (RBC), two IT market sources said that AMD and Intel have suspended the

Delivering its products, the news was subsequently confirmed by the Russian Association of Electronics Developers and Manufacturers (ARPE).


Source: Screenshot of the "Russian Business Consulting" report

Lenovo, Dell
According to sources, Intel and AMD also verbally informed their downstream computer brands to stop supplying to Russia. It is reported that Chinese partners

Lenovo has also received relevant notifications. According to Nexta TV, Lenovo has also stopped supplying to Russia.

TSMC, GlobalFoundries
According to a report by Taiwan media on February 27, TSMC has completely stopped supplying Russia and its upstream suppliers in response to the U.S. call for sanctions.

Research sanctions to ensure full compliance. In a statement, TSMC said the company "will be committed to complying with the just-announced new export controls," the source said.

At the same time, GlobalFoundries, a wafer foundry headquartered in New York, USA, also said that it has begun to comply with the sanctions.

Summarizing the relevant reports that these technology companies have stopped supplying Russia, they basically belong to two aspects: one is the industrial chain to which personal computers belong, and the other is the Internet

Intel and AMD started from top to bottom, including China's Lenovo was also reported to have joined the ranks of sanctions; the other was foundry, currently TSMC and Grid.

Luo Fangde has been confirmed to have a relationship with Russia.

Let's first look at what are these technology companies based on? All tech companies, including Lenovo and TSMC, stopped supplying Russia because of

It is in response to the relevant policy of the United States to sanction Russia.

A few days ago, the U.S. government announced that it would launch further sanctions on Russia. On February 25, US President Biden announced sweeping economic sanctions against Russia

, to weaken the Russian economy. According to the details of the sanctions, the U.S. government has called for a ban on the sale of chips, telecommunications equipment, lasers, sensors and other products to Russia.

products, especially for the military and aerospace fields. However, South Korean media believe that consumption fields such as smartphones and laptops in Russia will also enter the system.

the scope of the adjudication.

According to foreign media reports, the US Department of Commerce has added 49 Russian companies to a list of military suppliers that may meet in order to obtain international patent knowledge

face more restrictions. According to relevant statistics, there are currently 247 Russian entities on the relevant list.

After talking about the reasons why technology companies cut off supply, then let's look at the impact. Electronic Enthusiasts Network in "Why "high-tech is not strong" in Russia, can

Destroy the Ukrainian Navy and Air Force in one hour? "The article once pointed out that Russia's weapons and equipment have its own component supply system, although the entity list is from

It only started in September 2017, but these companies have already been restricted by the US government for high-tech. Therefore, the author believes that further sanctions will affect Russian weapons.

The subsequent development of equipment has limited impact.

Next, look at the civilian market. According to the research report of Mvideo-Eldorado Group, a leading enterprise in the Russian home appliance retail industry, forwarded by the Ministry of Commerce of China in 2021

, due to the epidemic, the sales of laptops in Russia in 2020 will be about 3.1 million units, and the amount will reach 140 billion rubles (about 1.906 billion U.S. dollars), with a year-on-year increase of respectively

to 30% and 55%. According to the brand classification, the top four in terms of market sales are ASUS, Lenovo, Acer and HP, and Huawei has surpassed Apple for the first time.

Move up to fifth place.

At the same time, an IDC best-selling list on the Russian personal computer market in Q4 2020 shows that HP ranked first with 18.3%, accounting for 18% of the United States.

If you want to rank second, Acer with a share of 17.1% ranks third, ASUS ranks fourth with 11.8%, and Huawei ranks fifth with 5.4%. Taken together, TOP 5 occupies the

More than 70% of the personal notebook market in Russia, and there is no doubt that the processors of these brands are basically based on Intel and AMD, including Lenovo and Huawei

.

Then, the result is obvious, even if the remaining 30% of the Russian notebook computer market is produced with domestic self-developed processors, then in a short time

There is no way to fill this market vacancy in China, and the replacement of computers by the Russian people will encounter a certain degree of obstacles.

But our above assumptions are basically invalid. At present, the most advanced processor in Russia is the Elbrus-16C, which is actually TSMC.

16nm process, although it is said that the test performance of this chip exceeds Intel i9-9900K, but considering that TSMC has cut off supply to Russia, in the short term this chip

The mass production of chips can only be delayed.

Of course, it is not that there are no companies in Russia that manufacture integrated circuits, but Микрон and Ангстрем are two companies, the former being the first

The advanced process is reported to be 65nm. The latter underwent bankruptcy and reorganization in 2019. The most advanced process is only 90nm, and it is basically not for the civilian market.

Some analysts believe that the severe sanctions imposed by the United States on Russia and the cut-off of supply by technology companies are not opportunities for Chinese companies.

The foundry and processor production have achieved a certain degree of autonomy, but the operating system of the domestic processor itself is not well adapted, and the civilian market will be more conflicted.

Domestic wafer foundries still have to make money from American companies. Russia's restrictions will basically be similar to Iran's restrictions, and domestic companies do not dare to cross the "thunder pool".

Is the space station Russia's "killer"?
In the face of joint sanctions from the United States and Europe, Russia has not actually stood still. One of the threatening remarks is about the International Space Station.

The International Space Station is a space cooperation program and the largest space platform in orbit.

The space laboratory for basic and applied scientific research of disciplines provides a large number of experimental loads and resources for carrying out scientific experimental research in a microgravity environment.

Humans stay in Earth's orbit for long periods of time.

In the face of sanctions from Europe and the United States, Dmitry Rogozin, head of Russia's aerospace industry and president of the "Roscosmos" state group company

(Dmitry Rogozin) said that if the United States does impose space sanctions on Russia, then one of the consequences is that the International Space Station will face

Uncontrolled de-orbit, there is a high probability that it will crash in the United States or Europe.

So, can Russia really do it?

According to reports, the International Space Station project is jointly built, operated and used by 16 countries, and the largest resource sources are the United States and Russia, which are among the space station.

The countries with the most cabins are generally referred to as the Russian orbital segment and the American orbital segment. From a spatial point of view, the two orbits are independent, but the other

The hardware is interdependent between them.

And Dmitry Rogozin is such a threat because the International Space Station relies on Russian propulsion to maintain its altitude in orbit, which

Russia would then have the ability to change its orbit and crash it.

For more than 20 years, scientists have made many achievements on the International Space Station, 3D printing, microgravity planting, protein drug research, tissue chip testing and exploration.

The fifth state of the matter is the first test completed on the International Space Station and finally applied to the global technology industry, which is also the United States' repeated request for extension.

Reasons for extending the life of the International Space Station.

In response to Dmitry Rogozin's remarks, NASA said that U.S.-Russian cooperation in the field of civil aerospace is not affected by sanctions and "will continue to cooperate with

All international partners, including Roscosmos, cooperate to ensure the continued safe operation of the International Space Station. "

In addition, SpaceX CEO Elon Musk (Elon Musk) also responded to this matter, he was in Dmitry Rogozin

The remarks replied with a SpaceX logo, which means that SpaceX can protect the International Space Station from deorbiting.


Source: Twitter screenshot

However, judging from NASA's reply, it is clear that the United States does not want to take risks.