ARM management are shooting themseves in the head here, this will divert Huawei funds to Risc-V instead. Time to dump ARM shares.
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ARM memo tells staff to stop working with Huawei
31–40 of 256 posts
Re: ARM memo tells staff to stop working with Huawei
#32Earlier quoted context omitted.
When you're advanced enough, there is no need for you do to IP. Maybe the risk is not worth it or there is nothing to gain from it. It's the same argument with the open markets. When you're already a developed economy, open markets benefit you since you have the best products, your production facilities are in place and you can offer both quantity, quality and reasonable prices. But when you are a developing nation,…
> I'm not even trying to defend China... That is 100% exactly what you’re doing. Indistinguishable from PRC sponsored misinformation.
Oh do shut up, you trivial little moron.
Re: ARM memo tells staff to stop working with Huawei
#33Earlier quoted context omitted.
There is one critical difference between America and China here. American companies have for the most part not been engaging in wholesale state sponsored theft of Chinese IP. Whatever you may think of the wisdom of a trade war, no one can really argue that China hasn't given the US all the ammunition it needed to give political cover to engaged in one.
Nobody is going to care about this in the long run, and it's pretty clear that China has already moved past US capabilities with tech like 5G. This will only spur more investment in domestic technology. China has a far better education system, a lot more people, and a government that's able to do long term planning. I expect them to leapfrog US within a decade or so.
I tend to agree with you. I think you are saying that long term it is not a good idea to force economic adversaries to produce their own home grown tech. I have what is probably a bad analogy: it is like we are physically stronger now but we force economic adversaries to go work out at the gym and get in shape.
Re: ARM memo tells staff to stop working with Huawei
#34The article says ARM doesn’t manufacture the chips but licenses out the tech. Does Huawei manufacture it? Is there any reason for Huawei to not just take their last known tech spec and start producing and developing it in house?
There are probably some important limitations in the license granted to HiSilicon. They may not be able to do everything they want. Also they may not be able to keep up with the designs as developed by ARM.
Re: ARM memo tells staff to stop working with Huawei
#35Hopefully not too off topic: I am in the USA and I have always wondered how long we could hold on to having the world’s reserve currency. I have to wonder if even some of our close allies take pause in my government’s ability to economically attack commercial competitors like Huawei, and in the past the ‘axis of evil’ oil producing countries that had announced their willingness to sell oil in currencies other than th…
> I am in the USA and I have always wondered how long we could hold on to having the world’s reserve currency.
until the US cannot maintain superior millitary power.
> I am concerned this is going to eventually backfire on us.
it certainly will, the same way any collapsing superpower "backfires". The brunt of it will be felt by the citizens, while the rich and powerful would have an "out".
Re: ARM memo tells staff to stop working with Huawei
#36For some reason I start singing the'Internationale'(and Huawei should sing with me at this moment!) :
Il n'est pas de sauveurs suprêmes, Ni Dieu, ni César, ni tribun, Producteurs sauvons-nous nous-mêmes! Décrétons le salut commun! Pour que le voleur rende gorge, Pour tirer l'esprit du cachot, Soufflons nous-mêmes notre forge, Battons le fer quand il est chaud!
Re: ARM memo tells staff to stop working with Huawei
#37Earlier quoted context omitted.
There is one critical difference between America and China here. American companies have for the most part not been engaging in wholesale state sponsored theft of Chinese IP. Whatever you may think of the wisdom of a trade war, no one can really argue that China hasn't given the US all the ammunition it needed to give political cover to engaged in one.
When you're advanced enough, there is no need for you do to IP. Maybe the risk is not worth it or there is nothing to gain from it. It's the same argument with the open markets. When you're already a developed economy, open markets benefit you since you have the best products, your production facilities are in place and you can offer both quantity, quality and reasonable prices. But when you are a developing nation,…
Information Feudalism (Drahos & Braithwaite) has lots more on this subject. After both world wars there was a lot of .. forced technology transfer from Germany.
Re: ARM memo tells staff to stop working with Huawei
#38Earlier quoted context omitted.
There is one critical difference between America and China here. American companies have for the most part not been engaging in wholesale state sponsored theft of Chinese IP. Whatever you may think of the wisdom of a trade war, no one can really argue that China hasn't given the US all the ammunition it needed to give political cover to engaged in one.
When you're advanced enough, there is no need for you do to IP. Maybe the risk is not worth it or there is nothing to gain from it. It's the same argument with the open markets. When you're already a developed economy, open markets benefit you since you have the best products, your production facilities are in place and you can offer both quantity, quality and reasonable prices. But when you are a developing nation,…
Also found some history here: https://www.reddit.com/r/geopolitics/comments/9yfn35/ip_thef...
Edit: Question: In the post they talk about the Japanese taking photos of products. I'm not sure if I'm understanding what happened correctly, but if I am, shouldn't we make a distinction between just clever inference/reverse engineering (which is legal and done all the time) and outright IP theft/industrial espionage? I see IP theft/industrial espionage as being about stealing information not legally available to you, but reverse engineering and imitating a product are about trying to figure out how something works that you legally already have access to, and inferring things based on that. I feel like if a country has done the former, we shouldn't compare it to one that does the latter (currently apparently China)?
Re: ARM memo tells staff to stop working with Huawei
#39Earlier quoted context omitted.
When you're advanced enough, there is no need for you do to IP. Maybe the risk is not worth it or there is nothing to gain from it. It's the same argument with the open markets. When you're already a developed economy, open markets benefit you since you have the best products, your production facilities are in place and you can offer both quantity, quality and reasonable prices. But when you are a developing nation,…
And once China starts making discoveries of their own, they'll guard anything they discover. It's naive to imagine that they'll share their IP.
They have already started making discoveries and advances and probably will get into IP enforcement like the US in the next decade or so.
Re: ARM memo tells staff to stop working with Huawei
#40Earlier quoted context omitted.
> Huawei is most likely to start relying on open source tech, since they're under so much scrutiny that's the best way to show they're being above board. Most of the Shenzhen ecosystem is based on open-source ideas and tech, and China has seen an enormous level of innovation by doing so. Why should they partner / share with EU economies who are trying to regulate them out of existence?
Partnering up with EU helps legitimize them outside China, and opens up a huge market. If they're already partnering up to do 5G deployment in EU, it makes sense to continue creating closer ties.
I'd also add it will probably put some pressure on the United States to legitimize them again as well