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Arm China Has Gone Rogue

semianalysis.substack.com

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Re: Arm China Has Gone Rogue

#121

Post by arcanus »

matheusmoreira wrote: post #98
denverkarma wrote: post #64

So when is the western world going to wake up and realize that China is a cutthroat competitor that does not respect western law or traditions, cannot be trusted, and intends to dominate the world? This seems especially troubling for the tech world as IP is easily copied and the only thing that really protects it is the legal system, which China has shown over and over they don't care about.

Western businesses will never care. They don't care that the chinese destroy the planet. They don't care that the chinese manipulate the quality of the products they manufacture on their behalf. They don't care that the chinese sell counterfeits at huge markups in markets developed countries couldn't care less about. The only thing they care about is money. They'll never stop doing business with China until it stops…

There has long been the quip, 'The Capitalists will sell us the rope with which we will hang them.'

Re: Arm China Has Gone Rogue

#122

Post by sennight »

I remember when bitcoin miners were transitioning from FPGA to ASIC... I nearly threw out my back from laughter when the Chinese deceitfully copied the masks with abandon, while also delaying fulfillment with longer and longer burn in tests.

Re: Arm China Has Gone Rogue

#123

Post by jlduan »

dylan522p wrote: post #27
klelatti wrote: post #13

Earlier quoted context omitted.

Interesting that it's not the 51% (and I think some of the 51% may be held by non Chinese investors) that has been key but rather Allen Wu having the seal - so even without control of the board he's still been able to get control of the company.

Author here, there is a Singaporean investor as well, but they have deep Chinese ties. I agree with your assessment. Allen Wu is an American citizen too, but loyal to China with deep CCP contacts.

You can't throw out accusations like that without evidence, what deep CCP contacts Allen Wu has? Elon Musk has a factory in Shanghai, is he "loyal to China with deep CCP contacts" too?

Re: Arm China Has Gone Rogue

#124

Post by klelatti »

dylan522p wrote: post #27
klelatti wrote: post #13

Earlier quoted context omitted.

Interesting that it's not the 51% (and I think some of the 51% may be held by non Chinese investors) that has been key but rather Allen Wu having the seal - so even without control of the board he's still been able to get control of the company.

Author here, there is a Singaporean investor as well, but they have deep Chinese ties. I agree with your assessment. Allen Wu is an American citizen too, but loyal to China with deep CCP contacts.

Thanks for an interesting piece. Presumably Wu wouldn't have done this if he didn't have (or think he has) CCP approval? Also Son with his long term business interests in China probably thought he would be OK. Someone has miscalculated badly?

Re: Arm China Has Gone Rogue

#125

Post by truthwhisperer »

denverkarma wrote: post #64

So when is the western world going to wake up and realize that China is a cutthroat competitor that does not respect western law or traditions, cannot be trusted, and intends to dominate the world? This seems especially troubling for the tech world as IP is easily copied and the only thing that really protects it is the legal system, which China has shown over and over they don't care about.

indeed we should open our eyes because those Chinese are just playing the racist/blm card if we give back pressure

Re: Arm China Has Gone Rogue

#126

Post by bserge »

arcanus wrote: post #121
matheusmoreira wrote: post #98

Earlier quoted context omitted.

Western businesses will never care. They don't care that the chinese destroy the planet. They don't care that the chinese manipulate the quality of the products they manufacture on their behalf. They don't care that the chinese sell counterfeits at huge markups in markets developed countries couldn't care less about. The only thing they care about is money. They'll never stop doing business with China until it stops…

There has long been the quip, 'The Capitalists will sell us the rope with which we will hang them.'

I think "The Capitalists will sell us the rope with which we will hang ourselves" is more accurate.

Re: Arm China Has Gone Rogue

#127

Post by ezconnect »

denverkarma wrote: post #64

So when is the western world going to wake up and realize that China is a cutthroat competitor that does not respect western law or traditions, cannot be trusted, and intends to dominate the world? This seems especially troubling for the tech world as IP is easily copied and the only thing that really protects it is the legal system, which China has shown over and over they don't care about.

This is what the US did in its infancy and after WWII since their country was not devastated by the war took in all the scientist they could take for their own benefits.

Re: Arm China Has Gone Rogue

#128

Post by the-dude »

denverkarma wrote: post #64

So when is the western world going to wake up and realize that China is a cutthroat competitor that does not respect western law or traditions, cannot be trusted, and intends to dominate the world? This seems especially troubling for the tech world as IP is easily copied and the only thing that really protects it is the legal system, which China has shown over and over they don't care about.

Trump was pretty woke.

Re: Arm China Has Gone Rogue

#129

Post by dylan522p »

cwizou wrote: post #53
dylan522p wrote: post #27

Earlier quoted context omitted.

Author here, there is a Singaporean investor as well, but they have deep Chinese ties. I agree with your assessment. Allen Wu is an American citizen too, but loyal to China with deep CCP contacts.

Since you are the author, there's a near duplicated paragraph below the CPU/XPU pictures, the paragraphs starts with "Besides standing out and calling themselves". Very interesting content otherwise, I remember the seal issue being something very controversial too when other companies went there (I believe it was regarding Intel, that was maybe 15 years ago). To this day it still is a pretty prevalent issue when doin…

Thanks, I messed up when copying to from the actual site to the Substack, which is the one being shared here. Thanks!

Re: Arm China Has Gone Rogue

#130

Post by reaperducer »

klelatti wrote: post #13
barrkel wrote: post #5

This is the standard Chinese operating model, as I understand it. Accept foreign subsidiary investment on condition of 51% Chinese ownership, transfer the technology, then turn around and compete with the parent. It was a similar story with maglev trains.

Interesting that it's not the 51% (and I think some of the 51% may be held by non Chinese investors) that has been key but rather Allen Wu having the seal - so even without control of the board he's still been able to get control of the company.

Allen Wu having the seal

For those of us not familiar with Chinese business practices, is this an actual seal? Like someone would use to frank documents, or squish into hot wax to seal documents? Or is it a symbolic seal, like a legal document, or something else?

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