

Probably. It’s hard to say since so much is behind the veil. In fact it’s likely China has its own DUV lithography supply. US estimates on what China can produced based on number of asml units sold is wildly wrong.


Probably. It’s hard to say since so much is behind the veil. In fact it’s likely China has its own DUV lithography supply. US estimates on what China can produced based on number of asml units sold is wildly wrong.


I don’t think you realize it, but your proving my point. I never said no Huawei chips would be sold. I said China wants to reach criticality with it’s users. With Huawei chips being more expensive and less capable, the big boys won’t buy Huawei. And the secondary market doesn’t matter to the big boys who will get it at MSRP because orders always go to them first. Since they have the most users and will have the most exposure for stress testing.
The last thing China wants is for Huawei to only sell to smaller companies and start ups where it’s entirely possible there will be no users and money wasted. That’s why the new law only targets the major companies.
*Edit on that point I’m going to predict the future now. In a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.


The problem is the Chinese chips are not cheaper. Huawei’s 910c is about 30% slower and 1/3 more expensive. Add on top of that a lack of software, without government force, who would buy it?


You’re right about that, BUT I’d argue that’s all small potatoes. If no one develops on Chinese chips, then they’ll never actually be competitive. The only way for China to push ahead in any capacity, or even to catch up is to have thousands of users on their chipsets.
Let’s look at the MooreThreads MTT80. When it started it was performing like a 2017 GPU GT1030. They did 0 hardware upgrades. I will repeat that 0 hardware upgrades. But today, it’s able to run the domestic game Black Myth WuKong at 4k at 40 fps. Yes I realize that means it stutters, but with no hardware changes they were able to make a fairly demanding modern game playable. What this has rang through out China I am sure is, China has to do everything on earth to fix their software. If that means banning NVIDIA, so be it.


Exactly right! This why China is banning the chips. They caught up in hardware and now need to catch up in software. If they continue to allow people to use NVIDIA chips, then their software will never progress as they won’t have users to optimize them.


Of course not? If they gave you that impression then you would pry. As I said, it’s pretty universal at this point. No mind reading needed. The fact that you were trying to do exactly what they’re trying to avoid is hilarious to me.


This is a tier 4 city in China. Which is far down the development ladder and considered poor.
The vast majority of Chinese live in cities like this or better. Saying that there are still poor villages, well I give you this
Kensington Philadelphia is so drug infested people walk around like zombies. Does China have poor areas like that? Actually no, even the poorest villages aren’t that bad.


They refuse to offer criticism to you, they will criticize the CCP constantly amongst themselves. They’ve sadly learned right or wrong that westerners are always trying to make China look bad. It’s largely from western news like BBC. Just look up the phrase China, but at what cost. The most hilarious one I read was China is curing cancer fast, but at what cost.


You don’t understand. Chinese companies have been preparing for this for almost a decade now thanks to US policies. Here’s manufacturing locations just for Moto.
https://motosmartphones.com/where-are-motorola-phones-made/
How much is it really made in Brazil? Enough to by pass the tariffs.
This is transhipment. China has been building an enormous transhipment network with those countries heavily dependent on Chinese heavy machinery and services. They expected this, they prepared for this. It’s the US companies that tried to obey their own countries rules that are susceptible. Even Samsung has been working with China to create these networks. Soon, I would estimate, Apple will as well. The problem is, if you thought Tik Tok was a national security issue, forcing every US company to use Chinese logistics to fight your own countries tariffs…


He’s been doing it for decades now. Hell here’s an article from 2023.
https://www.newsweek.com/xi-jinping-dinner-us-ceo-elon-musk-apec-1844614
I knew he was a Chinese agent. America has already lost. I just wonder what China will do with the keys to the world now that America has literally just gave it to them without a fight.


I won’t say that won’t happen. But interestingly, China isn’t trying to make their currency a hegemonic currency. Instead, they’ve been promoting currency swaps that use both local currencies. And it’s picking up speed. All the BRICS nations are making currency swap agreements amongst each other. As I said in another post, I have no idea if this can go global. But it’s something I hope we can all work towards. Any currency hegemon is bad for the world. The strangest thing is it appears China agrees, regardless of what western propaganda says about China.


Not sure it will change. The global south and more importantly BRICS has created a system where local currencies are used. It’s basically a currency swap. If this can be extended to all nations there won’t be a currency hegemon at all. Of course while it’s been working well for the countries that are doing it, it’s hard to say what the effects would be on a global scale. Still, we should work towards it. Note I am not talking about the BRICS currency, which is not real. Not even sure why it gets brought up at all.
*Edit. This is an article about the expansion of China’s currency swap deals.
https://watcher.guru/news/brics-push-currency-swap-with-29-countries-worth-550-billion
Note that while this is about China, all BRICS nations are making currency swap deals with each other. It’s just easier to find articles about China doing this because China is so massive.


I mean depends on how you look at it. In many ways, the world NEEDS to get off it’s dollar addiction. Having a hegemonic currency isn’t great for humanity as a whole. And Trump is doing the very best I’ve ever seen at helping the world cure itself of this problem. Not great for USA, but an important step for how geopolitics will work moving forward. Unless you meant doing everything wrong for Americans, then yes, Trump is awful.


I meant on a geopolitics level. China really doesn’t play the geopolitics games. They pretty much just do what they think is right for the nation (right or wrong) and tells everyone else to take care of their own shit. Today, this plan of doing nothing looks to be very successful.
*Edit: Obviously internally they’re doing a shit ton of stuff for their nation and their people. But externally, not so much.


Or really paying attention to other nations as well. In fairness, they literally said that’s what they plan to do. Which lead people to say China only cares about China. Which is true. The question becomes why SHOULD China care about the internal politics of other nations?


China: I will do nothing and the world will fall to its knees before me.


Rednote isn’t tik tok. You’ll absolutely be monitored on there. That’s an implicit agreement for all Chinese apps that has Chinese citizens as users. In fact they do what US government keeps accusing tik tok of but tik tok doesn’t do. If your worried about the Chinese government getting your info, absolutely do not use rednote. It wasn’t made for you to begin with. Accusing them of doing what they promised they would do however is a bit strange to me.


That’s China. They censor everything that could be viewed as an attack on something. Regardless of its veracity. It’s something the west doesn’t understand. They’re not censoring to hide something, they just censor regardless.


Both Democrats and Republicans support each other as kiddie diddling. Epstein had both Clinton and Trump to his island. Raping kids is a bipartisan past time.
Well, that’s not entirely correct. Given a long enough run, attenuation will absolutely cause bad cables to perform poorly. Like your not getting a 10 meter run on bananas. That said, for any modern cable, that run has to be greater than 50 meters for it to even start mattering. So if your wiring up a warehouse, you probably need to care about the type of wire your using.