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.

I see USA solving it’s problems with their ancient traditions and sensibilities. Slavery. I’d say I’m surprised, but uh…

Am I missing the joke here? Your God damn right I’m going to be up eating the delicious breakfast buffet when I’m on vacation. And your also right that I’m going to sleep until lunch on the weekends so I don’t need to expend effort for breakfast. I literally can’t see doing this any other way.

Oh it’s totally going to get far fucking worse. I’m just pointing out the problems are already here. Fingers crossed we don’t nuke ourselves to cavemen times. Or maybe we’ll get to live the fall out games. Better than caveman times so we got that going for us.

Uh, I’m pretty sure we are already seeing water wars. The India Pakistan conflict has a large amount due to India blocking the Indus river. China’s south China seas claims is largely over control of bodies of water. The reason Turkey cares so much about Syria is because of the Eufrates basin. Hell, even Trump’s wildly insane conflict over Greenland is over the artic water ways. And that’s a short list. I’m pretty sure we are screwed…

It’s worse than that. Sure China is huge, but the entire world is boycotting US goods. It’s far far worse than what your pointing out. But we’ll, maybe this is a good thing. Fuck USA.

Your right. It could be both. I mean, my wife said to me the other day that she heard Trump was doing the tariffs to lower the bond interest rates. I said while in some types of recessions that’s true, that wouldn’t work in this case and you’d have to be an idiot to think it would. Sure enough the next day Trump puts a stay on tariffs to most of the world because the bond market got rocked. All I could think of is omg, are they really that fucking stupid?

I wish it was that. No, this is actual evil, not incompetence. Trump has turned the US economy into the largest pump and dump scheme ever. Worse, he’s bragging about how his friends made billions. I can’t even believe this is happening. I’m in utter shock. I knew Trump would be bad, but straight up flaunting corruption like it’s a joke and even bringing the SCOTUS on board with this. I’m just gob smacked.

You don’t understand. Chinese companies have been preparing for this for almost a decade now thanks to US policies. Here’s manufacturing locations just for Moto.

https://motosmartphones.com/where-are-motorola-phones-made/

How much is it really made in Brazil? Enough to by pass the tariffs.

This is transhipment. China has been building an enormous transhipment network with those countries heavily dependent on Chinese heavy machinery and services. They expected this, they prepared for this. It’s the US companies that tried to obey their own countries rules that are susceptible. Even Samsung has been working with China to create these networks. Soon, I would estimate, Apple will as well. The problem is, if you thought Tik Tok was a national security issue, forcing every US company to use Chinese logistics to fight your own countries tariffs…

This is just a poor translation. It’s a colloquialism to say you’re jacking off when you’re lazy and doing nothing. In fact, it’s the same colloquialism in English. We literally say the exactly same thing when we call someone useless. What’s really interesting in my opinion is you already know this. Yet because it’s from a translation and you know that, your brain didn’t think about the colloquialisms. It’s kind of crazy how our brains work.