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Arm China Has Gone Rogue

semianalysis.substack.com

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Re: Arm China Has Gone Rogue

#471

Post by Clewza313 »

ravel-bar-foo wrote: post #371
ithkuil wrote: post #291

Earlier quoted context omitted.

In Japan seals/stamps (hanko) are still widely used as signatures.

Ditto Korea. Something that shocked me is that it is common in medium-sized sole proprietorships (tech startups, small businesses, research labs) for the CEO to give their personal seal to the accountants/secretaries. It the West the equivalent would be giving away an autopen for your signature.

There are different grades of seals for different purposes. The secretary will have the garden-variety "The company has received this shipment" chop; they will not have the "The company has agreed to this contract" chop.

Re: Arm China Has Gone Rogue

#472

Post by nebula8804 »

comrade-hn wrote: post #38
zoomablemind wrote: post #29

Are there examples of mainland-grown IP/technology breakthroughs that resulted from such "transfers"? It seems so far that this does enable China to further catch up and massively expand the use of the captured technology, but are there instances of them qualitatively surpassing it? I'm sure China has enough resources for advancements beyond replication, as much as it's capable of showcasing something to the rest of…

Some of the most competitive products in some categories are from China, for example in drones. It's only a matter of time until they work their way up the chain. Remember the Tim Cook quote how it's difficult to fill a room with machinists in US, while in China you can fill 3 football fields with them.

What does the west do? Tech is the only real growth industry left in the US. Right now 80% of the county slaves away in dead end jobs to cater to the remaining 20% white collar professional+capital class. That 20% seems like its going to get smaller :/

Eventually something has got to give in this country. Soon nothing will be left but a hollow husk.

Re: Arm China Has Gone Rogue

#473

Post by jhugo »

thesausageking wrote: post #400
fnord77 wrote: post #181

Earlier quoted context omitted.

so, the Tesla subsidiary in china is 51% chinese owned?

Yes. All companies that operate in China have to be 51% domestically owned. Often they're setup so the parent company keeps all of the IP but as the Arm situation shows, that only gives the parent so much power.

> All companies that operate in China have to be 51% domestically owned.

this is not true - there is a type of legal entity called a Wholly Foreign Owned Enterprise (WFOE). It is only allowed for certain lines of business, of course, which wouldn't include anything of strategic importance to China.

Re: Arm China Has Gone Rogue

#474

Post by edderly »

Izkata wrote: post #463
edderly wrote: post #424

Earlier quoted context omitted.

I have no strong opinions on this, but for background, there are a bunch of Silicon Valley types like Eric Weinstein (Thiel Capital) who maintain that there are sinister undertones to the growing influence of Chinese immigrants in Tech and Higher Education. https://djonesvi.medium.com/eric-weinstein-on-the-secretly-c... Obviously that can veer into uncomfortable conclusions i.e. is it true, or is this kind of racist?

> i.e. is it true, or is this kind of racist? You say that as if it couldn't be both...

I didn't use xor :)

Re: Arm China Has Gone Rogue

#476

Post by ApolloFortyNine »

sudosysgen wrote: post #453
keewee7 wrote: post #432

We need to hold responsible the people who de-industrialized the West by sending all our manufacturing to China.

No one and everyone is responsible. Capital has its hands tied and must pursue higher profits. The ones responsible aren't just the ones that signed the paper but the ones that made and perpetuated the system that made that decision necessary.

They're called tariffs, they've been around for centuries, for exactly this purpose.

Tariffs should have been raised ages ago on Chinese imports.

And if not tariffs, sanctions have been put out against countries for way less.

Re: Arm China Has Gone Rogue

#477

Post by nl »

onethought wrote: post #411
colinmhayes wrote: post #399

Earlier quoted context omitted.

The entire board voted with SoftBank to kick this dude out. He literally refuses to step down. There would have to be a lengthy court battle which the board doesn't want.

But the Chinese ownership could replace the board, right?

In China, control of the physical company seal means control of the company.

The board voted 7-1 to replace him but he refused to hand it over, and used court proceedings to draw out the subsequent legal case until he was in defacto control.

The details are in the article.

Re: Arm China Has Gone Rogue

#478

Post by nl »

spoonjim wrote: post #435

The continual failure of American political leadership is to be asleep at the wheel while China eats our lunch. It’s been happening for 40 years and the only President with any inclination to stop it was too idiotic to succeed.

The British ARM company got sold to the Japanese Softbank investment company which then did a bad deal in China but somehow Americans think it is all about them.

Re: Arm China Has Gone Rogue

#479

Post by smhost »

ethbr0 wrote: post #459
markus_zhang wrote: post #443

Earlier quoted context omitted.

The point is that it's true when you point the finger to US companies. US companies are extensions of the US elites (while the state is just a tool). Actually US elites have way more power over foreign companies than Chinese elites do. I really don't think it's gonna make any real difference if we are facing (strong state + weaker corporations) or (strong corporations + weaker state).

> US companies are extensions of the US elites (while the state is just a tool) Incorrect. In the US, the state, the courts, corporations, elites, and everyone else all have competing and overlapping interests, and out of that democracy comes the sausage. In China, the system is specifically rigged so that the state always trumps everyone else, when it decides it needs to.

> Democracy is when the competing groups are "the US, the state, the courts, corporations, elites"

Americanist ideology is really something else.

Re: Arm China Has Gone Rogue

#480

Post by joshuaissac »

mrjangles wrote: post #413
mikewarot wrote: post #368

We could just give up on the idea of "intellectual property", and go all out in an innovation race.

In case you aren't aware, the reason we have intellectual property is because we have 300 years of human history showing that countries without intellectual property never innovate anything. The countries of the world adopted intellectual property rights, even though the nobility of Europe resisted for over a century, because they were forced to just to keep up with Britain. We also have 300 years of history showing…

China will most likely do what the US and Japan did: copy freely while they are behind and start enforcing IP rights after they have caught up.
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