201–210 of 645 posts
Comparing China's public efforts to build a computer chips industry to the US effort to nuke Japan is kinda wild. Outside of the bait part, the piece coming from Japan Times makes it that much spicier.
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They are acquiring parts to reverse engineer them and build their own
+ industrial espionage to be able to reverse engineer it at all .
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To be very fair, Chinese companies are also pursing quarterly profits. They're just better at scaling things up and down very fast because of immense supply chain options.
> immense supply chain options. so this begs the question - why isn't the west's own supply chain options as immense? My unresearched answer is that the gov't policies of the west doesn't induce it, while china's gov't does (which includes targeted subsidies, tax incentives and state driven finances). The "hidden" cost is that the workers in this supply chain isn't as well paid and isn't as powerful as the workers fr…
They used to be. Since roughly the 80's, policymakers have decided it is better for the shareholders to outsource most of that industry overseas to China and India and etc, where the labor is cheaper.
Note that workers and especially union members actually have every incentive to keep that production domestic, but shareholders and CEOs profit when they can cut labor costs and the typical Western consumer values cheap products more than the health of domestic industry.
Western industries have been supported by subsidies, tax incentives, bailouts, low interest rates, and a dozen other things from the gov't but the same policies reward outsourcing and financial engineering more than actual production capacity.
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Your analysis is out of date I think. This has already happened. Poor NXP just got their asses handed to them by the PRC. The fab they have in Italy looks nice but PRC has many of those.
Also Texas Instruments, STMicro, Onsemi, Microchip Tech, i.e. what PRC is doing after going big in mature nodes last few years they likely will also do in leading edge. IMO there's argument that since leading edge will definitely be strategically bifurcated PRC and western semi can pseudo collude to maintain higher margins, especially if PRC wants to claw back investment. But if western semi continues to drive econom…
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They learn really fast. I will not take the past as a prediction of the future.
I took the previous comment as satire, considering that - for example - Chinese electric vehicles are now far more affordable than anything produced domestically in the US.
You can expect to be able to buy exactly that many chinese GPU or neural processors.
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> There is a theme in the industries China does well in - western regulators ban cut-throat competition, The problem is not regulation, it is the lack of it: anti-monopolist practices and deregulation of the finance industry has led us to insane bubbles, dead markets and extreme wealth concentration. Any competition gets bought, crushed, or undercut via bankrolling. This is what you get when the 0.0001% gets to pull…
I think you have no idea how a command economy works. Haha. It’s literally state sponsored monopolies.
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I took the previous comment as satire, considering that - for example - Chinese electric vehicles are now far more affordable than anything produced domestically in the US.
Just to give a hint of how we plan on dealing with this, how many of those cars can you buy in the US today? You can expect to be able to buy exactly that many chinese GPU or neural processors.
A move like that will seriously hurt our ability to train and raise new software developers and the domestic game market.
Good for them, I don't see this as a big deal other than my fear of west china invading china (taiwan! :) ). Don't get me wrong, I want the west to succeed, but a competition from China is exactly what is needed. They're building datacenters in arizona and india for TSMC because of this competition. I really hope we get past historical political rivalry and get along with China better. Competition is good, hostility…
The more China advances domestically, especially in this area, the less it has to gain from invading Taiwan. China is getting to the point where the conquest is finally doable (rapidly advancing and massive military, plus a weak US president), but the potential gains are diminishing year to year. I'd speculate that if they don't invade during Trump's term, they never will, and will pursue a different course down the…
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To be very fair, Chinese companies are also pursing quarterly profits. They're just better at scaling things up and down very fast because of immense supply chain options.
> immense supply chain options. so this begs the question - why isn't the west's own supply chain options as immense? My unresearched answer is that the gov't policies of the west doesn't induce it, while china's gov't does (which includes targeted subsidies, tax incentives and state driven finances). The "hidden" cost is that the workers in this supply chain isn't as well paid and isn't as powerful as the workers fr…
With Nvidia scaling down their consumer GPU production [0] I wonder if we will see consumer GPUs shipping from China in the future. Western companies seem to be abandoning the consumer/prosumer market which will have bad implications for hobbyists and aspiring professionals down the line. [0] https://www.pcmag.com/news/nvidia-might-cut-rtx-50-gpu-suppl...
You don't need CUDA for gaming but software is still just as big of a moat. Gaming GPU drivers are complex and have tons of game-specific patches. With their new Radeon/RDNA architecture it took AMD years to overcome their reputation for having shitty drivers on their consumer GPUs (and that reputation was indeed deserved early on). And I bet if you go read GPU discussion online today you'll still find people who avo…
I don't think the Chinese government will be too upset if cheap Chinese GPUs work best with China-made games. It will be quite the cultural coup if, in 20 years time, the most popular shooter is a Chinese version of Call of Duty or Battlefield.