It's time for the West to wake up and stop nurturing authoritarian regimes.
China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
51–60 of 118 posts
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#52I really just hope consumers will have access to both sides. I know people freak out about hardware backdoors but some of the cheap tech coming out of China sure is cool
People “freak out” for good reason.
People need to understand just how insidious the communist party’s methods are.
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#53Seems like a signal that they see the trade consequences of invading Taiwan, and they're going to put things in motion such that they'll be prepared to be able to handle them.
That’s a hilarious directive since their homegrown CPU is 900 MHz. They are on something like a 30nm die. There is just no way they can transition to those chips in modern devices. This sounds like exactly the sort of order that would come from Xi. He’s living in his information bubble and is excited to go to war.
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#54I really just hope consumers will have access to both sides. I know people freak out about hardware backdoors but some of the cheap tech coming out of China sure is cool
Yeah, lets make sure the cheap gadgets made under a socio-political system we consider abusive keep coming.
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#55I really just hope consumers will have access to both sides. I know people freak out about hardware backdoors but some of the cheap tech coming out of China sure is cool
Yeah, lets make sure the cheap gadgets made under a socio-political system we consider abusive keep coming.
At this point there is no alternative. We need their production capacity so the wheels back home can keep on spinning.
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#56Artificially restricting yourself to inferior silicon is a great way to boost your economy. /s
China's economy seems to be doing just fine https://thenextrecession.wordpress.com/2024/04/10/chinas-unf...
FWIW, my limited anecdotal evidence is that they're going through a rough patch. Friends with family in China report that they are very much in a recession. And every Chinese factory we know (copper wire) is building factories in other SE Asian countries (Thailand, Vietnam, Malaysia) so they can be tariff-free for American customers. Which I take as a sign that the tariffs have been painful for them.
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#57Earlier quoted context omitted.
By this way of thinking everything is vital for "security purposes" and you end up with a full autarchy. Food is vital because you can't rely on others to feed your population. And so is energy. And so on. What is really going on though is that the US started a trade war with China and it's just another salvo in this war. Soon the US will declare electric cars from China as a "threat" and ban them, too. Probably the…
Onshoring is mostly happening because the disruption due to factory/port COVID lockdowns in China, and then all the issues with ports and canals domestically, made it quite clear that the long distance transpacific supply chain cannot be the only option. At least with Mexico and Canada there are dozens of land crossings that can be diverted to. And if you cannot sell for six months due to supply issues but your compe…
IMO onshoring is mostly happening at this point because of tariffs. The supply chain crisis is over and has been for a while at this point, but everything coming from China is still 25% more expensive than it used to be.
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#58It's hard to blame them. Running vital infrastructure on domestic tech seems a sound strategic move.
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#59Seems like a signal that they see the trade consequences of invading Taiwan, and they're going to put things in motion such that they'll be prepared to be able to handle them.
China is old [1] and broke [2]. It won't be able to afford to attack Taiwan - for reference, 1930s Japan and Germany had way more young people. Japan was also rich from its empire, while Germany transitioned away from gold standard to afford its wars. 2022 Russia thought the war would end in 3 days.
Also, as we see from Russia's invasion of Ukraine, drones and missiles are effective at taking out the world's second largest navy. Taiwan has very accurate and effective homegrown missiles [3]. China would need to amass a ton of ships which would be easily detected, staff them with only sons from families, and try to move them across a 100 mile straits while under the barrage of US/Japan/Taiwan missiles and drones.
Lastly, China is quickly transitioning to state run economy much like Soviet Union [3], which means innovations and growth will be gone forever, especially in tech industries.
[1] https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd....
[2] https://www.businesstimes.com.sg/international/global/frugal... https://www.scmp.com/economy/economic-indicators/article/325...
[3] https://www.eurasiantimes.com/taiwan-smashes-chinese-warship...
[4] https://asia.nikkei.com/Business/Markets/China-s-favored-sta...
Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD
#60Earlier quoted context omitted.
They won't, for the same reason the USSR didn't. The people making these chinese goods are part of the government. They're also part of a government that will literally kill them if they're not the best at everything, and of course they will fuck up some bits. So they will outlaw access to foreign technology, to hide how they're "embarassing the Chinese state". Because totalitarian ideologies ... they can't fix reali…
I don't quite share your pessimism. Two choice seem preferable over 1 choice even if the one is subject to state interference. (and lets be real here US side interferes a lot too - see sanctions & restrictions). >hide how they're "embarassing the Chinese state". You assume there will be something to be embarassed about. Given current trajectory I'm more concerned about the opposite. Western side getting left in the d…
It seems strange to label Intel + AMD + Qualcomm + ARM + TI + NVIDIA + Samsung + Fujitsu + etc as "1 choice".
Even on the Chinese side I assume it's more than just SMIC (or whatever the big one is over there).