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Arm China Has Gone Rogue

semianalysis.substack.com

541–550 of 686 posts

Re: Arm China Has Gone Rogue

#541
post #21

Presumably this is going to get interesting when they try to export hardware containing Arm-China items to the West. Arm will claim that it contains pirate IP, leading to seizures at the border.

How much of what you buy on Amazon is made in China?

How much of it do you think has been audited for IP protection?

Re: Arm China Has Gone Rogue

#543
post #336
post #216

Earlier quoted context omitted.

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

Viewed through the lens of the original Silk Road, the "closing off and turning inwards" trend is consistent with an increasingly Middle Kingdom posture. China is the center of the world in this posture, and in a very nearly literal sense all roads lead to China with BRI.

It also neatly dovetails with asserting greater, more finely-granular political and social control the leadership desires (from which all other power emanates in such a world-view). Chinese nationalism is strongly encouraged, and evolving it to a "New Middle Kingdom" posture will generate incredibly powerful historical resonance with Chinese.

Convincing 1.4B people to politically turn inward to only concerning themselves with domestic matters because China is the only nation that matters in an exceptionalism narrative, while delivering a practical logistics network to feed their ramping up resource requirements (because China cannot sole-source these resources domestically), could be a winning formula for a leadership that wants to maintain the bargain they have struck with the people: continued increasing prosperity in exchange for continued Mandate from Heaven.

This is just my uninformed perspective from the outside looking in, without extensive corroborating data and cultural referents. I welcome discussion on what is really going on.

Re: Arm China Has Gone Rogue

#544

Earlier quoted context omitted.

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.

The US manufacturing real output continues to increase and never really declined (briefly in the Great Recession but quickly restored). Manufacturing employment on the other hand continues to drop.

http://en.wikipedia.org/wiki/Manufacturing_in_the_United_Sta...

Re: Arm China Has Gone Rogue

#545

Earlier quoted context omitted.

It's the long game. The value of being an ally of China outweighs the costs of these individual situations.

Who would expect to remain an "ally" in China's eyes after their usefulness was exhausted? That's beyond wishful thinking. It is ascribing a magical western "loyalty" value that simply doesn't exist in business anywhere, even in the west. Chinese companies no doubt believe they can do everything a western company can do, and they're right, for practical purposes. What do they need help with once they have the trade s…

Maybe it's not "long" then, but short. Appease China to keep the money flowing, and ignore future consequences?

Re: Arm China Has Gone Rogue

#546

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…

> ...is practically an alien concept for me.

Here is an analogy, it’s government sponsored cancel culture.

Re: Arm China Has Gone Rogue

#547
post #69

Earlier quoted context omitted.

As far as I'm aware, the biggest innovation out of China in the past 300 years has been the face-kini. Seriously though, has this country produced any new invention? I would expect a country with 1.5 billion would come up with something novel. I can think of nothing unique, only modification of existing inventions.

Have you an example of a western invention not based on existing technology?

I'm going with the lightning rod. Granted, metalworking was probably discovered somewhere in the Levant. But the "West" has only been defined by the Bosporus since about 1300.

Bonus: India - place-value numbers; China - paper money.

Re: Arm China Has Gone Rogue

#548
post #519
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.

Standard US operating too: https://en.wikipedia.org/wiki/Samuel_Slater " In the UK, he was called "Slater the Traitor"[2] and "Sam the Slate" because he brought British textile technology to the United States, modifying it for American use. He stole the textile factory machinery designs as an apprentice to a pioneer in the British industry before migrating to the United States at the age of 21. He designed the first…

> Historically, strong international IP protection only becomes extra important once you are an a big established incumbent rather than a developing upstart country.

The theft of IP in a less interconnected age with different IP laws, at a smaller scale? If it was good enough for the British and the Americans, why not a policy from the top down for the Chinese in the modern age?

It would explain what China is doing in Africa, and their treatment of African immigrants in China during the pandemic. Colonialism was OK back then too! And many countries did it! Why not a more modern take by China [1]?

1 - https://thediplomat.com/2020/11/is-china-a-new-colonial-powe...

Re: Arm China Has Gone Rogue

#549

"Allen Wu has aggressively taken over the firm and is operating it how he sees fit. One interesting tidbit is that Allen Wu sued Arm China in order to declare his dismissal illegal. He essentially sued himself as he represented both sides in that specific court case. " Well, Smart.

He sued the board and investors, not himself... Don't be silly, common sense applies in China...

No, it is smart - once he gains control fully he can drop the suit himself, or he can admit fault as majority holder,

It is very smart.

Re: Arm China Has Gone Rogue

#550

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.

in western companies, executive assistants very often have the exact same ability, up to and including signed full power of attorneys for executing on the ceo’s life where work blends into personal life.

i’m not surprised at this at all.

in the western context many executive assistants end up being appointed the executor of the ceo’s estate / will as a matter of business continuity.

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