tooltalk

6 ms·

1.
by tooltalk 1mo ago
Don't really need the EUVs for commodity DRAMs and China has plenty of DUVs capable of 10nm. CXMT's DDR5 is known to use 1z nodes (17nm) vs 1c (10nm) used by the big three -- ie, higher cost, less efficiency, less density. The bi
2.
by tooltalk 4mo ago
This is wrong. It is NOT in their nature to keep the market under-supplied -- eg, Samsung, the industry's largest company, was notorious for expanding their capacity during the industry downturn to gain market share while everyone els
3.
by tooltalk 6mo ago
Sure, but China isn't building new coal plants, just for decorative value, but because renewables aren't stable. Sure, we've seen this rodeo before, circa 2015 -- when it dipped a few points, then it continued on its march to
4.
by tooltalk 6mo ago
IMO, that remains to be seen. China is still adding new coal capacity roughly equal to America's entire coal capacity, or about ~160+GW, just in 2025(74GW)/2026(90+GW expected) while retiring almost none.
5.
by tooltalk 7mo ago
Isn't Kia a Korean company? Is PV9 manufactured in China?
6.
by tooltalk 7mo ago
You mean neo-mercantilism?
7.
by tooltalk 7mo ago
>> as if Samsung didn't receive government subsidies when it was developing That's because Samsung didn't get gov't subsidies when they developed DRAM in the early 80's. Semiconductors weren't really amo
8.
Hyundai Motor's Korean union warns of humanoid robot plan, sees threat to jobs(reuters.com)
2 points by tooltalk 8mo ago|0 comments
9.
by tooltalk 9mo ago
I don't think illegal price fixing is the only thing to worry about if China comes to dominate the business. better the devil you know than the devil you don't.
10.
by tooltalk 9mo ago
China was the largest buyer of ASML systems last quarter, or about 45+%. DRAMs don't need EUV (yet?)
11.
by tooltalk 9mo ago
The first three dominate 95+% of the market.
12.
by tooltalk 9mo ago
too bad that there is nothing to steal from modern China.
13.
by tooltalk 9mo ago
I see what you did there. LOL Samsung closed the last Chinese smartphone factory in 2019 and moved South to Vietnam. In 2020, Samsung's Vietnam production accounted for about 25+% of the country's GDP and export.
14.
by tooltalk 9mo ago
This was mostly in the 80's during the cold war. IMO, and it's not even really clear how Samsung's DRAM business really benefited from the state backing. The South Korea gov't first major initiative "Semiconductor
15.
by tooltalk 9mo ago
why? Xi already made his intention with Taiwan clear many years ago. Besides, Xi, while pretending to be neutral, has become the major backer of Putin's war effort. It's not like Trump is doing anything special.
16.
by tooltalk 9mo ago
>> There is ZERO concern of the current US administration about the welfare of Venezuelans, I don't think this was a humanitarian mission. I'm speculating from Trump's perspective, Maduro was a major de-stabilizing fac
17.
by tooltalk 9mo ago
>> They now make a product that it turns out people want (reliable/economy) Sure, Ford has always made cars that their customers want, F-150 for instance, the best selling vehicle in the US for an unbroken streak of nearly 50 yea
18.
by tooltalk 9mo ago
>> No one suggested the court/process itself was dodgy/unfair. Not sure where this is coming from. The EU recently just won a WTO dispute[1] against China that prohibited patent holders (often EU companies) from pursuing or
19.
by tooltalk 9mo ago
>> This is just going to hurt US car manufacturers. still don't understand why this is going to hurt US car manufacturers. Have the Japanese auto imports improved the US auto industry past 40+ years? Is Ford or GM more competit
20.
by tooltalk 9mo ago
>> I'm fairly sure the subsidies are perfectly legal by local laws. Sure, China's NEV subsidies are illegal and that's why Chinese EVs should stay in China. Too many folks still don't understand why Chinese EVs a
21.
by tooltalk 9mo ago
>> I mean, so does Germany. How does German gov't subsidize their automakers' overcapacity? Their EV subsidies aren't/weren't exclusive to domestic EVs or EVs using certain domestic part. No issue with subsi
22.
by tooltalk 9mo ago
>> Shouldn't we be writing thank-you notes to the Chinese tax payers who so graciously subsidies cheap cars for us? I'd write a BIG thank you note to the Chinese taxpayers if they could send a direct cash payment instead, so
23.
by tooltalk 9mo ago
Sure, my initially argument was that it was good for China, but bad for the rest of the world because of China's anti-market practices that only benefited China. In other word, 2/3 of the world came out losing because of China&#x
24.
by tooltalk 9mo ago
You are conflating power banks and smartphones. In China, the current trend in "high-end" smartphones/laptop is to switch to higher-energy silicon-anode batteries. LFP is primarily for low-energy dense (gravimetric/volu
25.
by tooltalk 9mo ago
which "high-end" phones and laptops use LFP? This makes no sense. Also, LFPs are mostly deployed in low-range EVs and mostly in China. Most EVs outside China still favor NCM/NCA, but I suspect that LFP is going to gain mark
26.
by tooltalk 9mo ago
LFP was developed in the late 1990's and NCM in the early 2000. They have already gone through multiple iterations: NCM523 first was mass-produced in 2007; the latest mainstream NCM is now NCM811, followed by the next-gen NCM9.5.5 (hi
27.
by tooltalk 9mo ago
1) Sure, no problem with private individual companies sharing their tech with other companies/competitors via licensing or "voluntary" joint-venture; or seeking legal remedy to get compensated or to ban further infringement.
28.
by tooltalk 9mo ago
1) it was anti-market and that's why they were taken to the WTO, not the other around. This violation is also explicitly spelt out in Section 7 Non-Tariff Measures of China's 2001 WTO Accession Protocol. Not sure what point you
29.
by tooltalk 9mo ago
1) anti-market. China was likewise taken to the WTO in 2018 and agreed to end their restriction on market access/forced tech transfer, implemented in 2020/2021. Tesla is however still the only foreign automaker operating without
30.
by tooltalk 9mo ago
Don't like posting a long comment, but re-posting a high-level chronological view of the problems past 15 years: 1) forced technology transfer/IP theft -- all foreign automakers/EV battery producers forced to give up IP to ac

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