tmay

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tmay
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  • Apple looks to move away from China for its new products, says Kuo

    dewme said:
    rob53 said:
    And where would they go? India? Definitely not the USA because no company would be able to find enough Americans willing to do the type of work needed. All the USA produces are lawyers and MBAs, not people who can actually use their hands and brains in combination. 

    This is a somewhat pessimistic assessment - but it is unfortunately proving to be the reality of the current situation. Companies like TSMC who the US has been begging to set up shop in the US to fulfill the glorious promise of new jobs for US workers is struggling to find US workers willing to fill those jobs. They are bringing in workers from Taiwan who are willing to work in the US for a couple of years to gain experience and bolster their careers before returning home.

    These are jobs that the company is paying workers to be trained to fill, so it's not like the bar is being set too high for people coming out of high school with an interest and willingness to be trained. Yeah, the training may involve some short term training assignments in Taiwan, but who doesn't want to have a company help them jump-start their careers while getting a unique opportunity to see a different part of the world - on someone else's dime? It's not like these US workers are being asked to join the Navy, which also provides the jump-start and see-other-parts-of-the-world things, but also involves working 24x7x365, having zero control over just about every aspect of your life, and being locked in a contract that you cannot walk away from because you don't like your job, hate your your boss, or your feelings are hurt. 

    If nothing else, the Covid-19 pandemic has taught us that despite whatever levels of technology or automation we throw at solving problems or getting things done, the world still runs on people power. When you can't get the people doing the work that needs to be done, and making automation and supply chains work is still a people driven process, and regardless of the reason, be it man-made or disease borne, the whole system breaks down.
    Perhaps the difficulty in finding employees is as much a by product of the pandemic as any other cause; there is now a very low rate of unemployment in the U.S., and high tech industries are no exception.

    https://thehill.com/homenews/state-watch/598264-ten-states-hit-record-low-unemployment-rates/
    darkvader
  • Apple looks to move away from China for its new products, says Kuo

    rob53 said:
    JWSC said:
    Assuming this is true, the recent Shanghai lockdowns have provided Apple with a politically acceptable excuse (from a CCP perspective) for Apple to move a large percentage of its supply chain outside China.  Apple can point to 'supply chain instability' as a business reason, rather than the more concerning aspect of being reliant on business entities within a totalitarian regime that thinks little of human rights.  Apple doesn't want to talk about that with China for fear that it would put them in bad standing with CCP officials.  But the supply chain excuse can be viewed as non-political.
    And where would they go? India? Definitely not the USA because no company would be able to find enough Americans willing to do the type of work needed. All the USA produces are lawyers and MBAs, not people who can actually use their hands and brains in combination. 
    Oh for fucks sake.

    The U.S. is globally dominant in a substantial number of industries, so your statement is complete bullshit.

    This coming from a guy with a degree in Mechanical Engineering that makes shit every day, so yeah, using my hands and brain in combination.
    montrosemacsjas99123GodarkvaderStrangeDays
  • US could hit Russia with export rule that killed Huawei, banning US tech

    tmay said:
    tmay said:
    robaba said:
    genovelle said:
    tmay said:
    danox said:
    Weak. 

    Gotta love the pundits Talking up this cop out like it’s something amazing. 

    America is supposed to be the international policeman. Walking softly but carrying a big stick to use when necessary. 

    Instead of defending freedom, we stand by and watch it crushed while shaking dollar signs the the bad guys with missiles. 

    Putin has China as an ally and Russia counterfeits American goods anyway. This isn’t going to do squat unfortunately. 

    Sanctions suck. Go and do some good in the world. Add the sanctions to that. 

    You let a bully beat up other kids and he just gets worse. Not looking good. 

    God help Ukraine. 

    Ukraine had 20 years before Putin to get their corrupt selves together they didn’t, see Estonia, Latvia, and Lithuania for a lesson on how it’s done….They thought they were special….
    I'll repost this;

    To the surprise of everyone in Moscow, Kyiv, Brussels, and Washington, Yanukovych’s decision to scuttle this agreement with the EU triggered mass demonstrations in Ukraine again, bringing hundreds of thousands of Ukrainians into the streets in what would become known as the Euromaidan or “Revolution of Dignity” to protest Yanukovych’s turn away from the democratic West. The street protests lasted several weeks, punctuated by the killing of dozens of peaceful protestors by Yanukovych’s government, the eventual collapse of that government and Yanukovych’s flight to Russia in February 2014, and a new pro-Western government taking power in Kyiv. Putin had “lost” Ukraine for the second time in a decade.
    Yeah, having that shot at democracy in 2014 hasn't worked out perfectly, but it is evident that Ukraine wants to succeed. Putin can't allow that, hence, the invasion.
    Putin has succeeded in further dividing the US and helping diminish us as a beacon for democracy, so he is attempting to use this moment in time to make his move. 
    When you have a President who's foreign policy has been a complete disaster, it makes sense Putin would make his move for Ukraine. Putin is essentially playing chess while Biden is playing checkers. Putin was probably laughing histerically as Biden announced the sanctions that will do nothing to stop Russia. 
    Yes, we would be soooo much better off with Putins Puppet in office.  I’m sure that any day now the former guy would have begun pulling strings. /s
    Putin's Puppet? Haha...you're one of those people. Maybe Putin's Puppet should ask Putin for Hunter's laptop back. 
    Trump has authoritarian fantasies about Putin, et al, that even Melania probably finds disturbing, so, yeah, Trump is still Putin's Puppet, and at some point, even the GOP is going to have to give up on Putin. 
    The GOP? Did you miss the 8 years under Obama? He bent over backwards for Putin. 
    Did you miss the 8 years under Bush Jr.?

    I'm realistic. Neither party has been overly concerned enough about Putin, nor have they intervened when they had the option to. That is changing fast, but in the current case, it is almost entirely GOP Trump supporters, and Trump that are fully backing Putin's invasions.

    That's just fucked up.
    We obviously disagree politically, but you are right, neither party has really done enough. At the same time, it doesn't seem like NATO is willing to do more either. The sanctions just announced yesterday are not nearly enough. I disagree with that statement. Unless I missed it in the news, I haven't seen anything where Trump is actually backing Putin on invading Ukraine. That would be pretty ridiculous if he did. 
    There are numerous reports, most behind pay walls;

    https://www.theguardian.com/us-news/2022/feb/23/trump-putin-genius-russia-ukraine-crisis

    Donald Trump has said that Vladimir Putin is “very savvy” and made a “genius” move by declaring two regions of eastern Ukraine as independent states and moving Russian armed forces to them.

    Trump said he saw the escalation of the Ukrainian crisis on TV “and I said: ‘This is genius.’ Putin declares a big portion of the Ukraine … Putin declares it as independent. Oh, that’s wonderful.”

    The former US president said that the Russian president had made a “smart move” by sending “the strongest peace force I’ve ever seen” to the area.

    Trump, a long-term admirer of Putin who was impeached over allegations he threatened to withhold aid to Ukraine unless it could help damage the reputation of Joe Biden, praised the Russian president’s moves while also claiming that they would not have happened if he was still president.

    “Here’s a guy who’s very savvy … I know him very well,” Trump said of Putin while talking to the The Clay Travis & Buck Sexton Show. “Very, very well. By the way, this never would have happened with us. Had I been in office, not even thinkable. This would never have happened.

    “But here’s a guy that says, you know, ‘I’m gonna declare a big portion of Ukraine independent’ – he used the word ‘independent’ – ‘and we’re gonna go out and we’re gonna go in and we’re gonna help keep peace.’ You gotta say that’s pretty savvy.”

    Trump’s intervention was criticized by the two Republicans serving on the House select committee investigating the January 6 Capitol riot, who are among the few Republicans who have been critical of the former president. Liz Cheney tweeted that Trump’s statement “aids our enemies. Trump’s interests don’t seem to align with the interests of the United States of America.”

    Trump wanted to withdraw NATO and end the security alliance with South Korea.

    https://www.independent.co.uk/news/world/americas/us-politics/trump-nato-south-korea-book-b1883457.html

    Trump was planning to withdraw US from Nato and ditch South Korea alliance, according to new book

    ‘Yeah, the second term. We’ll do it in the second term,’ then-president reportedly said




    boltsfan17
  • US could hit Russia with export rule that killed Huawei, banning US tech

    avon b7 said:
    tmay said:
    avon b7 said:
    tmay said:
    avon b7 said:
    The extraterritorial sanctions did not 'kill' Huawei. Far from it. ForThey have done untold damage to US semiconductor interests.

    At most they threw a spanner into the works of Huawei's 5G and Kirin roadmap in the i8 short term.

    So short that Huawei has already gone on record to say they will be back in smartphone business next year and I'd wager without US technology in its processor supply chain.

    They have also confirmed new silicon for this year but no one knows what it will be. Possibly 5G related.

    https://www.androidheadlines.com/2022/01/huawei-hisilicon-chips-comeback-2022.html

    Huawei is investing in every single link of the semiconductor supply chain too and China as a whole has accelerated its national semiconductor plans.

    It is rumoured that they already have two exascale computers.

    https://www.nextplatform.com/2021/10/26/china-has-already-reached-exascale-on-two-separate-systems/

    Whatever advances Chinese companies make are sure to find their way to purchasers in Russia.

    Huawei has veered full force into the automotive market with latest rumours pointing to a multi billion dollar investment from a major German car company for it to use Huawei's self driving technology.

    https://interestingengineering.com/volkswagen-huawei-self-driving

    Restricting Android use would simply put even more wind under the wings of HarmonyOS.


    U.S. Semiconductor interests are not "damaged" by the sanctions of Huawei, nor have they done "untold damage" to U.S. Semiconductor Interests. You are free to link to show how that is true or not.

    As for the link to VW considering Huawei self driving, the article was pretty vague about that actually happening, but sure, maybe VW does want to do that. Still, there are already better self driving systems available that VW could license, and given the fact that Tesla's FSD is decidedly L2 capable, there isn't much needed to surpass Tesla.
     
    HiSilicon has no leading edge fab access, and the article that you linked to acknowledged that fact. You need to do better if you are going to convince anyone of a Huawei phone comeback with HiSilicon.

    Also, HarmonyOS 2.0 is still primarily AndroidOS, but sure, maybe that will change in HarmonyOS 3.0. 

    I do hope that China does attempt to ship technology to Russia, so that the West can take even more stringent action to reduce or prevent that transfer.
    No damage you say?

    https://www.fierceelectronics.com/electronics/major-semi-trade-groups-blast-trump-crackdown-huawei

    That's billions of dollars annually just from Huawei. Would you really like to see all of Russia moving purchases into China?

    What would that do to US interests?

    The US is limping along with some revenues from Huawei through licencing. Once Huawei has re-jigged it's supply chain, it will simply erradicate those US companies from the chain and send those billions into the pockets of US competitors.

    Those references to HiSilicon are not mine. They came directly from Huawei.

    What action could the West take against China transferring its own technology to Russia for strategic and financial gain?
    Thanks for posting a link from 18 months ago. 

    China has almost no production of computing devices, SOC's, CPU's, and GPU's at 10 nm, and none under that, so no, China isn't going to be able to provide those devices to Russia.

    More to the point, I'm guessing that the EU is also going to tighten its policies on Semiconductor sales to Russia.
    12,18,24... It doesn't matter how many months. The damage is done.

    How long do you think it takes to build out US technology from a design?

    How long do you think it takes to re-jig a supply chain?

    You claimed there was no damage. Associations directly representing US semi conductor interests (and thousands of companies, disagree with you).

    10nm? What are you talking about? Over 90% of chip production is at 14nm or higher. China is very much in the game and ramping capacity just like everyone else.

    Ah! And the EU set out its technology independence roadmap before the Huawei issue. Yes, to cut back it's reliance on the US.

    Can you see a pattern emerging here?

    And by the way, Huawei has already locked down contracts with EU companies to offset some lost supplies from the US.
    Funny, but you seem to be reiterating a fact that everyone in the industry is stating; that there needs to be more resilience in the industry by building fabs in strategic locations to prevent supply chain disasters. Of course China wants to make more devices at lager nodes, but those aren't the preferred devices for leading edge phones, missiles, and aircraft, hence why the U.S. lured TSMC to Arizona to build a 5nm fab, to assure the U.S. Military that they would have a supply just in case China invades Taiwan in the future.
    cat52
  • US could hit Russia with export rule that killed Huawei, banning US tech

    tmay said:
    ... Stupid.   Very, very stupid.
    The post above is chock full of misinformation.
    Given the many times that I have countered George since he has been here, I'll spare you the details. Do your own searches on the details.
    It's actually entertaining whenever GBM speaks. I always wonder how he's going to defend brutal dictatorships, and he always manages. I would like to have seen him defend the dictatorships back around 1940.

    I wish websites like this would have a way we could block certain users from being seen by us. I know a few people would block me, but I think GBM would take top spot.

    I don;t defend "brutal dictatorships".
    But I do object to instigating totally unnecessary wars.

    All we have to do is guarantee that NATO will not threaten Russia by moving into (another of) its neighbor(s).
    But, we instead favor war.   Economic war (at least for us).  But still, war.

    Who is going to pay for this war of ours?   As usual, it will be us.

    But, I am sorry if the truth does not support your war mongering imperialism.  Perhaps it is YOU that should be blocked?
    https://www.foreignaffairs.com/articles/china/2022-02-21/chinas-ukraine-crisis?utm_campaign=tw_daily_soc&utm_medium=social&utm_source=twitter_posts

    The Ukraine crisis is primarily a standoff between Russia and the West, but off to the side, another player stands awkwardly: China. Beijing has tried to walk a fine line on Ukraine. On one hand, it has taken Russia’s side, blaming NATO expansion for causing the crisis and alleging that U.S. predictions of an imminent invasion are aggravating it. On the other hand, especially as the risk of military conflict has grown, it has called for diplomacy over war. 

    If Beijing had its way, it would maintain strong ties with Moscow, safeguard its trade relationship with Ukraine, keep the EU in its economic orbit, and avoid the spillover from U.S. and EU sanctions on Moscow—all while preventing relations with the United States from significantly deteriorating. Securing any one of these objectives may well be possible. Achieving all of them is not. 

    If Russia invades Ukraine, Beijing could throw Moscow a lifeline: economic relief to alleviate the effect of U.S. sanctions. But doing so would damage Chinese relations with Europe, invite severe repercussions from Washington, and drive traditionally nonaligned countries such as India further into the arms of the West. If Beijing snubs Moscow, by contrast, it may weaken its closest strategic partnership at a time when, given deteriorating security in Asia, it is most in need of outside help.

    China should throw Russia under the bus, because Russia is already a failed state, and it wouldn't take much for it to collapse yet again. Might as well give it a push.
    JapheyFileMakerFellerqwerty52jony0