

Probably. It’s hard to say since so much is behind the veil. In fact it’s likely China has its own DUV lithography supply. US estimates on what China can produced based on number of asml units sold is wildly wrong.


Probably. It’s hard to say since so much is behind the veil. In fact it’s likely China has its own DUV lithography supply. US estimates on what China can produced based on number of asml units sold is wildly wrong.


I don’t think you realize it, but your proving my point. I never said no Huawei chips would be sold. I said China wants to reach criticality with it’s users. With Huawei chips being more expensive and less capable, the big boys won’t buy Huawei. And the secondary market doesn’t matter to the big boys who will get it at MSRP because orders always go to them first. Since they have the most users and will have the most exposure for stress testing.
The last thing China wants is for Huawei to only sell to smaller companies and start ups where it’s entirely possible there will be no users and money wasted. That’s why the new law only targets the major companies.
*Edit on that point I’m going to predict the future now. In a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.


The problem is the Chinese chips are not cheaper. Huawei’s 910c is about 30% slower and 1/3 more expensive. Add on top of that a lack of software, without government force, who would buy it?


You’re right about that, BUT I’d argue that’s all small potatoes. If no one develops on Chinese chips, then they’ll never actually be competitive. The only way for China to push ahead in any capacity, or even to catch up is to have thousands of users on their chipsets.
Let’s look at the MooreThreads MTT80. When it started it was performing like a 2017 GPU GT1030. They did 0 hardware upgrades. I will repeat that 0 hardware upgrades. But today, it’s able to run the domestic game Black Myth WuKong at 4k at 40 fps. Yes I realize that means it stutters, but with no hardware changes they were able to make a fairly demanding modern game playable. What this has rang through out China I am sure is, China has to do everything on earth to fix their software. If that means banning NVIDIA, so be it.


Exactly right! This why China is banning the chips. They caught up in hardware and now need to catch up in software. If they continue to allow people to use NVIDIA chips, then their software will never progress as they won’t have users to optimize them.


Probably that’s because that’s exactly what this is? They’re watching a parade having a beer. What did we expect?


Of course not? If they gave you that impression then you would pry. As I said, it’s pretty universal at this point. No mind reading needed. The fact that you were trying to do exactly what they’re trying to avoid is hilarious to me.


This is a tier 4 city in China. Which is far down the development ladder and considered poor.
The vast majority of Chinese live in cities like this or better. Saying that there are still poor villages, well I give you this
Kensington Philadelphia is so drug infested people walk around like zombies. Does China have poor areas like that? Actually no, even the poorest villages aren’t that bad.


They refuse to offer criticism to you, they will criticize the CCP constantly amongst themselves. They’ve sadly learned right or wrong that westerners are always trying to make China look bad. It’s largely from western news like BBC. Just look up the phrase China, but at what cost. The most hilarious one I read was China is curing cancer fast, but at what cost.


That’s exactly what China is doing though. This is classic reverse psychology. USA hasn’t even got a single trade deal, this is just China reminding everyone how stupid USA threats are.


It’s more insane than that. 55% is only on certain items from China. Most are at 35%. So effectively Brazil would be higher. The craziest is they’re higher for purposes of political interference from USA…


Oh jeez my bad. Anyway I actually hope William lai negotiates with China. China is clearly trying to buy time now and drag out negotiations to let the KMT get more power. I’d rather William negotiate as I think he’ll get a better deal.


You brought up the second paragraph. You brought up Taiwan. I’m just calling KMT pro-China to be aggressive with you. But your actually right, I am surprised you knew even that much.
Edit I accidentally hit send. Here’s the merger talk
I mean to say knew that much about the kmt


Lol let me guess instead of fact checking me you’ll tell me I can’t speak English and hang up


Except even the president of Taiwan has already said he is willing to negotiate a merger. And the KMT is gaining in popularity, the pro-China party. Why would an invasion even be in the cards? Oh wait, you think that because you don’t actually know what’s going on in Taiwan at all but keep speaking for us.


Kallas, the person sitting across the table literally said a few months ago that the EU will turn on China after taking care of Russia. Wang Yi is just saying USA because the US is even more blatant. Why, if you were China would you let Russia lose if everyone on the other side of that table keeps saying they’re going after you once Russia is done?


Not maybe, Wang Yi literally said we cannot let Russia lose because the US will pivot to China. It’s a not subtle way of saying if you guys keep talking about taking out China, we obviously won’t help you.


As I said EU leaders, it’s obviously not just Kallas. But really China’s simply trying to create a rift with the US and EU. With Trump, they’re hoping there’s an opening. They don’t really care if the EU supports China, they just hope they see the US as toxic. Which is why Wang Yi said China can’t let Russia lose because USA will pivot to Asia, they want to make clear that is toxic thinking.


Well, this puts us well out of the realm of is what China saying evil, it’s not it’s just telling the EU to choose. And instead into the realm of grand strategy of nations. I would love to continue the conversation, but this will be rife with opinions and wild inaccuracies. I don’t agree with what your saying but for me to explain would be long, as well as I can’t be sure I am right.
Yeah, but who wasn’t doing that to the Philippines? I mean the US was definitely doing that.
https://www.reuters.com/world/us-told-philippines-it-made-missteps-secret-anti-vax-propaganda-effort-2024-07-26/