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Arm China Has Gone Rogue

semianalysis.substack.com

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Re: Arm China Has Gone Rogue

#281

Post by ithkuil »

toast0 wrote: post #258
yodsanklai wrote: post #193

Earlier quoted context omitted.

Naive question here: why China is able to close its market to foreign companies? Same thing for trade sanctions on Iran which impacted European companies but not China (if I'm not wrong). Seems they don't play by the same rules as anybody else.

China can control its market without serious reprisal because there aren't any serious reprisals available that are palettable. As an individual country, blocking or tarrifing imports from China isn't very effective because it hurts consumers and industry that rely on importing products and raw materials/commodities/industrial inputs from China more than it hurts China who can often export to other countries instead.…

> palettable

palatable

From "palate", roof of the mouth, and by extension taste.

Re: Arm China Has Gone Rogue

#283

Post by pphysch »

nabla9 wrote: post #63
rayiner wrote: post #44

Western executives are in over their heads dealing with China. I don't think they even realized who was holding their leashes until China decided to start yanking on them a bit.

Ray Dalio is fucked. Bridgewater has been expanding and expanding their Chinese assets. Dalio moved his Home Office to Singapore to really manage the assets from diversifying between America and China. He is still defending his position. (He can't talk negatively about Cina anyways) 'Billionaire investor Ray Dalio said investors are misconstruing China's regulatory clampdown on tech companies as "anti-capitalist."' h…

Ray Dalio is actually part of the minority of the Western FIRE sector that is not "fucked", precisely because Bridgewater has a strong position in China.

This is what "fucked" looks like: https://fred.stlouisfed.org/graph/?g=GoIg

Re: Arm China Has Gone Rogue

#284

Post by wonnage »

yodsanklai wrote: post #193
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…

Naive question here: why China is able to close its market to foreign companies? Same thing for trade sanctions on Iran which impacted European companies but not China (if I'm not wrong). Seems they don't play by the same rules as anybody else.

There aren't any real rules, it's just whatever you have the power to get away with.

Also it's not like there's some supreme world government that can actually enforce these rules...

Re: Arm China Has Gone Rogue

#285

Post by wonnage »

baq wrote: post #165
jlduan wrote: post #123

Earlier quoted context omitted.

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.

Basically every large corporation in existence has deep government ties, but CCP bad

Re: Arm China Has Gone Rogue

#287

Post by Phileosopher »

This is difficult to parse in my Western mind.

I've grown up with a constant understanding of implicit liberties, so much so that I have the freedom to openly _discuss_ my general distrust of the government. The events that float by in HN are outliers: threats of more risk, but statistically unusual enough that they're stories of interest.

This means that living and acting in a country where your very _thoughts_ are monitored is practically an alien concept for me. How do you live and decide with a government over you that can grab control at any time they wish?

Re: Arm China Has Gone Rogue

#288

Post by linuxhansl »

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…

Putting over 1bn people under general suspicion? I fail to see how this will solve anything.

I agree with most of the rest you said... This is about markets and it is about the protection of IP.

Edit: Spelling

Re: Arm China Has Gone Rogue

#290

Post by wonnage »

IG_Semmelweiss wrote: post #105
xmly wrote: post #102

I wish the author can learn some Chinese before writing this article. And the related Chinese news was already there last year. The thing is the pure ARM internal political conflicts. ARM China CEO WU, a US citizen, claimed that he reported few high-level managers' corruptions and then he got fired by the ARM Softbank. ARM Softbank united with all board directors, including all Chinese investors, to fire Wu. But when…

Sources? Those are extraordinary claims. In english please

You might need to learn Chinese if you're interested in following Chinese business drama.
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