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Arm China Has Gone Rogue

semianalysis.substack.com

331–340 of 686 posts

Re: Arm China Has Gone Rogue

#331
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…

>Here's where I think this will first come to a head: I believe the US government will at some point soon decide that any person born in mainland China is a security risk as far as working on anything national security related.

I was at Google during the Project Dragonfly revelations. My name is on this petition [0]. Internally, I expressed discomfort at cooperation with a state that (among other things) sets up covert Communist Party cells at American universities and requires Party members to write reports on other Chinese students' political speech and activities. After sharing this concern, a fellow Googler reached out and told me earnestly, "don't worry, none of us writing those reports took it seriously."

This was cold reassurance.

[0] https://medium.com/@googlersagainstdragonfly/we-are-google-e...

Re: Arm China Has Gone Rogue

#332
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…

We buy peace with China by maintaining strong economic codependence. There is a huge cost, but not necessarily one not worth paying. Economic isolation would mean war.

There is no economic tie between US/Soviet and nothing happens. 40 years of trade with China had propelled China to the number 2 economy in the world while sacked American manufacturing some projected China will surpass US in the near future. middle class American suffered and they voted Trump. is gig economy all that's left for middle class? while rich get even more rich from US/China trade.

American reap what they sow i guess.

Re: Arm China Has Gone Rogue

#334

Earlier quoted context omitted.

> Are you sure about that? It's the norm in Europe. E.g. you can't work for UK security services (MI5, MI6) unless one of your parents was also British, you lived in the UK for a while and you might be required to give up dual citizenship. I think it's actually similar for US security clearances, though not explicitly codified like that. IIRC, if you're a dual citizen, you have to renounce the non-American one. Appar…

I know dual citizen US folk with secret clearances. DoD is pickier with Top Secret.

It depends on the country. You will have to renounce for some even for S.

Re: Arm China Has Gone Rogue

#335

Earlier quoted context omitted.

We buy peace with China by maintaining strong economic codependence. There is a huge cost, but not necessarily one not worth paying. Economic isolation would mean war.

We have war already. It just isn't a very hot one.

There are better words for a conflict that's not currently active warfare. The US and China can disagree and take action that isn't mutually beneficial without it being a war. How we talk about things reflects how we think about them and limits the solutions we consider.

Re: Arm China Has Gone Rogue

#336
post #216

It's almost like China wants to make sure nobody ever lets them near useful IP again. This just seems counterproductive for them in the long run, though if you understand geopolitics better than I do, please help my understand how this is a good long-term strategy for China

China is closing off and turning inwards. It's a fundamental political drive due to their communist party structure. They can't continue to let the wealthy get richer because it threatens their grip on power, so you see Xi reverting to traditional socialist policies and cracking down on everyone that threatens him and his supporters. So basically they're just rushing to steal and copy all the technology they can, so…

"Closing off and turning inwards"? https://en.wikipedia.org/wiki/Belt_and_Road_Initiative

Re: Arm China Has Gone Rogue

#337
post #286

Earlier quoted context omitted.

Taiwan is not China.

SoftBank is Japanese, 安谋科技 is Chinese. Taiwan isn't at issue here.

SoftBank sold ARM to Nvidia. And I thought Nvidia is Taiwanese since the parent comment mentioned China but maybe I was wrong. It seems like Nvidia is American. Why he mentioned China?

Re: Arm China Has Gone Rogue

#338

Earlier quoted context omitted.

Sources? Those are extraordinary claims. In english please

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

I take your point, but wouldnt categorize what looks like on paper the largest ever theft of intellectual property in the history of the world as "drama"

I would expect some western sources to back those claims. Otherwise they look like run of the mill chinese propaganda

Re: Arm China Has Gone Rogue

#339

Diversity happened. Civic nationalism empirically doesn't work [1]. Societies need some level of individual sacrifice for the group to prosper over the long term, and diversity kills the impulse to do that. Favoring the ingroup over the outgroup is a stable state for groups, starting from ants and ending with humans. Trying to eradicate those impulses was perhaps noble, but ended in utter failure. Hapless attempts at…

…for Scandanavians, maybe. Europe, generally speaking, doesn’t know how to do immigration. America, for all its faults, does. (UK might as well)

[deleted]

Re: Arm China Has Gone Rogue

#340
post #286

Earlier quoted context omitted.

SoftBank is Japanese, 安谋科技 is Chinese. Taiwan isn't at issue here.

SoftBank sold ARM to Nvidia. And I thought Nvidia is Taiwanese since the parent comment mentioned China but maybe I was wrong. It seems like Nvidia is American. Why he mentioned China?

it's literally in the beginning of the article

> As part of the emphasis on the Chinese market, SoftBank succumbed to pressure and formed a joint venture. In the new joint venture, Arm Holdings, the SoftBank subsidiary sold a 51% stake of the company to a consortium of Chinese investors for paltry $775M.

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