India has told two state-run telecom firms to use locally made rather than Chinese telecom equipment to upgrade their mobile networks to 4G, a senior government source said on Thursday.
New Delhi’s move comes amid a backlash against companies from China after Chinese forces this week killed 20 Indian soldiers in a Himalayan border dispute.
The instruction is aimed at Chinese telecom gear makers Huawei Technologies Co (華為) and ZTE Inc (中興), the source said, after India last year announced an almost US$8 billion plan, some of which was earmarked for network upgrades, to help loss-making operators Bharat Sanchar Nigam Ltd (BSNL) and Mahanagar Telephone Nigam Ltd (MTNL).
Photo: Reuters
“Since that plan will be funded by public money they [BSNL and MTNL] should try to ensure they buy made-in-India equipment,” said the government source, who declined to be named as the order was not public.
The Indian Department of Telecommunications did not respond to a request for comment. The head of BSNL and MTNL did not answer calls or messages seeking comment.
Huawei declined to comment and ZTE, which potentially risks losing tens of millions of dollars in orders, did not respond to a request for comment. The Chinese embassy in Delhi also did not immediately respond to a request for comment.
Chinese companies face a public backlash after the worst clash since 1967 between China and India, where anti-Chinese sentiment is already strong.
Beijing has also come under fire over the coronavirus outbreak, with social media campaigns urging Indians to boycott Chinese goods.
The effective ban on the use of Chinese network gear could extend to private telecoms like Bharti Airtel Ltd and Vodafone Idea Ltd, which also use it in their networks.
“There will probably be some communication... maybe not a cease and desist, but a plea to avoid using Chinese equipment in core networks,” said a telecom industry source, who has worked closely with Chinese telecom equipment makers.
Any ban could increase costs for Indian telecoms, which would have to rely more on European firms like Nokia Oyj and Ericsson AB, as India has limited domestic expertise in telecom equipment manufacturing.
Nvidia Corp’s demand for advanced packaging from Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) remains strong though the kind of technology it needs is changing, Nvidia CEO Jensen Huang (黃仁勳) said yesterday, after he was asked whether the company was cutting orders. Nvidia’s most advanced artificial intelligence (AI) chip, Blackwell, consists of multiple chips glued together using a complex chip-on-wafer-on-substrate (CoWoS) advanced packaging technology offered by TSMC, Nvidia’s main contract chipmaker. “As we move into Blackwell, we will use largely CoWoS-L. Of course, we’re still manufacturing Hopper, and Hopper will use CowoS-S. We will also transition the CoWoS-S capacity to CoWos-L,” Huang said
Nvidia Corp CEO Jensen Huang (黃仁勳) is expected to miss the inauguration of US president-elect Donald Trump on Monday, bucking a trend among high-profile US technology leaders. Huang is visiting East Asia this week, as he typically does around the time of the Lunar New Year, a person familiar with the situation said. He has never previously attended a US presidential inauguration, said the person, who asked not to be identified, because the plans have not been announced. That makes Nvidia an exception among the most valuable technology companies, most of which are sending cofounders or CEOs to the event. That includes
TARIFF TRADE-OFF: Machinery exports to China dropped after Beijing ended its tariff reductions in June, while potential new tariffs fueled ‘front-loaded’ orders to the US The nation’s machinery exports to the US amounted to US$7.19 billion last year, surpassing the US$6.86 billion to China to become the largest export destination for the local machinery industry, the Taiwan Association of Machinery Industry (TAMI, 台灣機械公會) said in a report on Jan. 10. It came as some manufacturers brought forward or “front-loaded” US-bound shipments as required by customers ahead of potential tariffs imposed by the new US administration, the association said. During his campaign, US president-elect Donald Trump threatened tariffs of as high as 60 percent on Chinese goods and 10 percent to 20 percent on imports from other countries.
INDUSTRY LEADER: TSMC aims to continue outperforming the industry’s growth and makes 2025 another strong growth year, chairman and CEO C.C. Wei says Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp and Apple Inc, yesterday said it aims to grow revenue by about 25 percent this year, driven by robust demand for artificial intelligence (AI) chips. That means TSMC would continue to outpace the foundry industry’s 10 percent annual growth this year based on the chipmaker’s estimate. The chipmaker expects revenue from AI-related chips to double this year, extending a three-fold increase last year. The growth would quicken over the next five years at a compound annual growth rate of 45 percent, fueled by strong demand for the high-performance computing