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Nvidia and its partners built a system to bypass U.S. export restrictions

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Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#81

Post by Log_out_ »

Tier3r wrote: post #33
bruce511 wrote: post #30

Nvidia is obviously a US company, but the chips themselves are manufactured in Taiwan. And of course China sees Taiwan as a rogue province, at at least treats invasion there as "on the table". While the US may decide to actively support Taiwan, at the very least a war over that will disrupt production. Should Taiwan fall, and China choose to ban exports from there to the US, then the fun and games would really start.…

There exists a third possibility where the US and China sign an under the table deal for China to invade, the US to saber rattle and China to allow the flow of chips to continue. The present direction seems to be the US is "de-risking" from Taiwan by moving chip production to the US, so if China does invade they aren't caught in a bind.

But taiwan has nukes now in all but name? As the us becomes a non-reliable ally everyone with money and a shopping list bordering a totalitarian country heads for Pakistan ?

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#82

Post by Log_out_ »

InkCanon wrote: post #66
tw04 wrote: post #51

Earlier quoted context omitted.

> Should Taiwan fall, and China choose to ban exports from there to the US, then the fun and games would really start. If it looked like Taiwan was actually going to fall, the first thing to be destroyed would be the fabs. There’s almost 0 chance China gets anything usable. If they thought they could, they would’ve invaded during Trump’s term.

Destroyed by who - the US or Taiwan? If by Taiwan, IMO it is extremely unlikely. Scorched earth tactics have only been used by the most bitter, determined combatants in a conflict, who are expecting a long protracted war. The cutting edge chips have enormous economic value but virtually no immediate or even medium term military value to China (the time it would take to design and start using them in hardware is years…

autoritarians ruin everything they touch,corrupting all things innovative . They cant even run stockpile logistics in the long run.

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#84

Post by jonas21 »

HDThoreaun wrote: post #61
burningChrome wrote: post #36

Earlier quoted context omitted.

>> Neither party wants to look “bad for the economy You mean like the horrific jobs numbers that came out that nobody is covering either? Like bad like that??

there was nothing horrific about the jobs report. It was bad news, but we get bad news everyday.

It wasn't even bad news, or at least the markets didn't think so -- they were up slightly. It was basically the expected effect of the two hurricanes on October and Boeing strike.

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#85

Post by twelve40 »

PittleyDunkin wrote: post #71
bruce511 wrote: post #30

Nvidia is obviously a US company, but the chips themselves are manufactured in Taiwan. And of course China sees Taiwan as a rogue province, at at least treats invasion there as "on the table". While the US may decide to actively support Taiwan, at the very least a war over that will disrupt production. Should Taiwan fall, and China choose to ban exports from there to the US, then the fun and games would really start.…

> The ban exists as good politics (we don't ship to our adversaries) Do normal people really view china as an adversary? I see this constantly being pushed by politicians and pundits but, unlike other countries in my lifetime, I don't really see that much animosity from normal folk. Expats who resent the PRC? Absolutely. Racism? Definitely. But there's not much appetite for the demonization of our largest trade partn…

They are not our largest trade partner.

Both of the last two administrations were driving pretty hard to distance from PRC. Given that, animosity from normal folk or lack thereof seems kind of vague/irrelevant?

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#86

Post by aorloff »

PittleyDunkin wrote: post #71
bruce511 wrote: post #30

Nvidia is obviously a US company, but the chips themselves are manufactured in Taiwan. And of course China sees Taiwan as a rogue province, at at least treats invasion there as "on the table". While the US may decide to actively support Taiwan, at the very least a war over that will disrupt production. Should Taiwan fall, and China choose to ban exports from there to the US, then the fun and games would really start.…

> The ban exists as good politics (we don't ship to our adversaries) Do normal people really view china as an adversary? I see this constantly being pushed by politicians and pundits but, unlike other countries in my lifetime, I don't really see that much animosity from normal folk. Expats who resent the PRC? Absolutely. Racism? Definitely. But there's not much appetite for the demonization of our largest trade partn…

Where do you think the fentanyl is coming from ?

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#87

Post by twelve40 »

gmueckl wrote: post #47
KK7NIL wrote: post #39

Earlier quoted context omitted.

> The present direction seems to be the US is "de-risking" from Taiwan by moving chip production to the US, so if China does invade they aren't caught in a bind. This idea that the US is protecting Taiwan for its semiconductor prowess (aka the "silicon shield") is a very confusing idea to me as it ignores the period from the 40's to the 90's when Taiwan had no semiconductor manufacturing that wasn't being done as wel…

China was a commie state like the USSR countries back then. I don't see how the west could have treated one as the idiologocal archenemy and nemesis and not extent the same animosity to the other.

Back when? China, despite being a "commie state" (still is btw) split up with USSR by 1969 then struck a deal with Nixon to partner up with the US to become a manufacturing hub for the States.

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#88

Post by PittleyDunkin »

aorloff wrote: post #86
PittleyDunkin wrote: post #71

Earlier quoted context omitted.

> The ban exists as good politics (we don't ship to our adversaries) Do normal people really view china as an adversary? I see this constantly being pushed by politicians and pundits but, unlike other countries in my lifetime, I don't really see that much animosity from normal folk. Expats who resent the PRC? Absolutely. Racism? Definitely. But there's not much appetite for the demonization of our largest trade partn…

Where do you think the fentanyl is coming from ?

I'm not inclined to hold that against 1.4 billion people and I'm guessing most others aren't either

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#89

Post by [deleted] »

komali2 wrote: post #58
chii wrote: post #35

Earlier quoted context omitted.

> there's less incentive for China to control Taiwan. a very minor effect imho. china doesn't want to control taiwan due to any economic reasons. It's ideological. China doesn't want the model of a free, democratic society of chinese people to exist, because it proves that the CCP's authoritarianism isn't the only "good" model. Look at how hong kong was cracked down; china took the opportunity to do it, when the econ…

> China doesn't want the model of a free, democratic society of chinese people to exist, because it proves that the CCP's authoritarianism isn't the only "good" model. Can I ask what led to you generating this idea? As someone in Taiwan it really stood out to me as an odd take. First, considering Taiwan to be a democratic society of "Chinese" people is odd. The vast majority of Taiwanese wouldn't use the English word…

[deleted]

Re: Nvidia and its partners built a system to bypass U.S. export restrictions

#90

Post by PittleyDunkin »

twelve40 wrote: post #85
PittleyDunkin wrote: post #71

Earlier quoted context omitted.

> The ban exists as good politics (we don't ship to our adversaries) Do normal people really view china as an adversary? I see this constantly being pushed by politicians and pundits but, unlike other countries in my lifetime, I don't really see that much animosity from normal folk. Expats who resent the PRC? Absolutely. Racism? Definitely. But there's not much appetite for the demonization of our largest trade partn…

They are not our largest trade partner. Both of the last two administrations were driving pretty hard to distance from PRC. Given that, animosity from normal folk or lack thereof seems kind of vague/irrelevant?

Sorry I was thrown by calling it good politics. I guess you could call it that ignoring the people and interests the administration allegedly represents but that doesn't make much sense. Unless you consider american enterprise to be the primary clients of the government, which I suppose there's a good argument for.

Regardless, china is our third largest trade partner and severing that connection would still absolutely destroy our economy and quality of life.

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