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Arm China Has Gone Rogue

semianalysis.substack.com

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Re: Arm China Has Gone Rogue

#161

Post by kazinator »

mokus wrote: post #147

This article repeats “安谋科技” so many times but as far as I can tell, doesn’t mention even once how I might attempt to pronounce it or recognize when anyone else mentions it in the future. Can anyone at least provide a transliteration?

谋 is the simplified form of 謀, which kanjidic has meanings like "conspire, cheat, impose on, plan, devise, scheme, have in mind, deceive".

One Japanese word for conspiracy is in 陰謀 (inbō): conspiracy (lit: hidden plan); 陰謀論 (inbōron) means "conspiracy theory".

The "Peacefuly Scheming Technology" company.

Re: Arm China Has Gone Rogue

#162

Post by baq »

bserge wrote: post #134
cletus wrote: post #91

People need to wake up to the fact that China being a potential market of >1B people is an illusion. This is particularly relevant for any tech company. Let me spell it out: Chinese companies are extensions of the state. They are tools of Chinese foreign and trade policy. What cooperation you think US companies provide the US government, it is nothing in comparison. The Chinese government will ensure that no Western…

Guess it's the American Dream of the rich, "anyone can make it (on the Chinese 1.3 billion people market)".

The anarcho-capitalist’s nightmare: realization that you need a strong government to enforce fair, intervention-free market.

Re: Arm China Has Gone Rogue

#163

Post by jackcosgrove »

benreesman wrote: post #131

The PRC isn’t fucking around. They’re playing for the whole show and the West is bringing a significantly weaker game than it did against a significantly dumber geopolitical adversary last time. Being England or whatever isn’t the end of the world, there is life after global hegemony, but e.g. the USA should be realistic about the fact that e.g. shit like a legislature whose job is to get nothing done isn’t how you w…

If you're looking for a turning point, it was fall of 2001 with the 9/11 attacks and China's accession to the WTO. The USA became distracted and the 00s were the time when China's economy grew like gangbusters.

Re: Arm China Has Gone Rogue

#164

Post by nzmsv »

leephillips wrote: post #81
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.

Did he register with the US gov. as a foreign agent? If not, he should be apprehended next time he enters the US.

Go look up the actual requirement for FARA before spewing nonsense.

Re: Arm China Has Gone Rogue

#165

Post by baq »

jlduan wrote: post #123
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.

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?

This is China, deep contacts with the CCP are expected. You can be sure that neither Musk nor Tesla has full control of the factory.

Re: Arm China Has Gone Rogue

#166

Post by 908B64B197 »

at_compile_time wrote: post #160
cletus wrote: post #91

People need to wake up to the fact that China being a potential market of >1B people is an illusion. This is particularly relevant for any tech company. Let me spell it out: Chinese companies are extensions of the state. They are tools of Chinese foreign and trade policy. What cooperation you think US companies provide the US government, it is nothing in comparison. The Chinese government will ensure that no Western…

>any person born in mainland China is a security risk We've staffed our campuses and laboratories with these people because there's nothing university administrators like more than cheap labour. The Chinese Communist Party has agents inside western countries who can get to these people, to say nothing of what they can do to these people's families back in mainland China.

It's pretty well known [0] [1] but there's a reason your local administrator/politician won't talk about it [2]

[0] https://sanfrancisco.cbslocal.com/2020/06/11/alleged-chinese...

[1] https://foreignpolicy.com/2020/08/19/universities-confucius-...

[2] https://www.axios.com/china-spy-california-politicians-9d2df...

Re: Arm China Has Gone Rogue

#167

Post by monocasa »

reaperducer wrote: post #145
monocasa wrote: post #33

I'm not sure what anyone expected when we cut China off of chip IP. We did the same thing in the US, we had a policy of just straight up encouraging people to memorize patents before they immigrated over, and paying for their family to immigrate with them. https://en.wikipedia.org/wiki/Samuel_Slater

So, you contend that because the United States did something questionable 200 years ago, it's OK for China to do it in modern times. Got it.

I contend that it's foolish to expect countries to not act in their own best interest. When you cut them off of technology because you're scared that they can reproduce it, you shouldn't be surprised that they actively go around your restrictions. It's the only sane move, the move that our own country took in their situation, and one aspect that led to our own economic greatness.

Re: Arm China Has Gone Rogue

#168

Post by prewett »

reaperducer wrote: post #130
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.

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?

These days it's a round plastic handle with a carved rubber bottom that pairs with a spongy red-ink filled bottom. There's a picture and an explanation at [1]. It basically functions the same way as the signature of an authorized representative of the company does in the West.

Presumably it comes out of personal seals which are a fun item to get if you're in China. I never interacted with someone who used them, but it's cool. See pictures at [2] and history at [3].

"Chop" is also frequently used instead of "seal". I assume its not onomatopoedic, but that is a fair description of the "thunk" sound produced to when the seal is quickly pounded against the document on the table.

[1] https://www.china-briefing.com/news/company-chops-in-china/

[2] https://www.chinahighlights.com/travelguide/culture/chinese-...

[3] https://en.wikipedia.org/wiki/Seal_(East_Asia)

Re: Arm China Has Gone Rogue

#169

Post by colordrops »

jackcosgrove wrote: post #163
benreesman wrote: post #131

The PRC isn’t fucking around. They’re playing for the whole show and the West is bringing a significantly weaker game than it did against a significantly dumber geopolitical adversary last time. Being England or whatever isn’t the end of the world, there is life after global hegemony, but e.g. the USA should be realistic about the fact that e.g. shit like a legislature whose job is to get nothing done isn’t how you w…

If you're looking for a turning point, it was fall of 2001 with the 9/11 attacks and China's accession to the WTO. The USA became distracted and the 00s were the time when China's economy grew like gangbusters.

Turning point for China, yes. The turning point for the USA was as late as the Reagan administration dismantling the country for profit, though the seeds were planted earlier.

Re: Arm China Has Gone Rogue

#170

Post by monocasa »

reaperducer wrote: post #130
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.

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?

It's a thing in the US too. Just formed a C-Corp and power to create a seal that serves as the company's official signature is one of the parts that needs to be figured out in bylaws. You can specify that the current Chairman or CEO's signature counts as a seal, but you legally need some seal entity so that .gov knows what's legally binding. We elected to have an actual seal just for the kitsch value of it. Why make a company if you can't have a little fun with it?
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