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Don't really need the EUVs for commodity DRAMs and China has plenty of DUVs capable of 10nm. CXMT's DDR5 is known to use 1z nodes (17nm) vs 1c (10nm) used by the big three -- ie, h…

This is wrong. It is NOT in their nature to keep the market under-supplied -- eg, Samsung, the industry's largest company, was notorious for expanding their capacity during the ind…

Sure, but China isn't building new coal plants, just for decorative value, but because renewables aren't stable. Sure, we've seen this rodeo before, circa 2015 -- when it dipped a …

IMO, that remains to be seen. China is still adding new coal capacity roughly equal to America's entire coal capacity, or about ~160+GW, just in 2025(74GW)/2026(90+GW expected) whi…

Isn't Kia a Korean company? Is PV9 manufactured in China?

You mean neo-mercantilism?

>> as if Samsung didn't receive government subsidies when it was developing That's because Samsung didn't get gov't subsidies when they developed DRAM in the early 80's. Semiconduc…

I don't think illegal price fixing is the only thing to worry about if China comes to dominate the business. better the devil you know than the devil you don't.

China was the largest buyer of ASML systems last quarter, or about 45+%. DRAMs don't need EUV (yet?)

The first three dominate 95+% of the market.

too bad that there is nothing to steal from modern China.

I see what you did there. LOL Samsung closed the last Chinese smartphone factory in 2019 and moved South to Vietnam. In 2020, Samsung's Vietnam production accounted for about 25+% …

This was mostly in the 80's during the cold war. IMO, and it's not even really clear how Samsung's DRAM business really benefited from the state backing. The South Korea gov't firs…

why? Xi already made his intention with Taiwan clear many years ago. Besides, Xi, while pretending to be neutral, has become the major backer of Putin's war effort. It's not like T…

>> There is ZERO concern of the current US administration about the welfare of Venezuelans, I don't think this was a humanitarian mission. I'm speculating from Trump's perspective,…

>> They now make a product that it turns out people want (reliable/economy) Sure, Ford has always made cars that their customers want, F-150 for instance, the best selling vehicle …

>> No one suggested the court/process itself was dodgy/unfair. Not sure where this is coming from. The EU recently just won a WTO dispute[1] against China that prohibited patent ho…

>> This is just going to hurt US car manufacturers. still don't understand why this is going to hurt US car manufacturers. Have the Japanese auto imports improved the US auto indus…

>> I'm fairly sure the subsidies are perfectly legal by local laws. Sure, China's NEV subsidies are illegal and that's why Chinese EVs should stay in China. Too many folks still do…

>> I mean, so does Germany. How does German gov't subsidize their automakers' overcapacity? Their EV subsidies aren't/weren't exclusive to domestic EVs or EVs using certain domesti…

>> Shouldn't we be writing thank-you notes to the Chinese tax payers who so graciously subsidies cheap cars for us? I'd write a BIG thank you note to the Chinese taxpayers if they …

Sure, my initially argument was that it was good for China, but bad for the rest of the world because of China's anti-market practices that only benefited China. In other word, 2/3…

You are conflating power banks and smartphones. In China, the current trend in "high-end" smartphones/laptop is to switch to higher-energy silicon-anode batteries. LFP is primarily…