tooltalk

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301.
by tooltalk 6y ago
>>> the next highest bidder would have for slightly less than Apple was willing to pay. What makes you think Apple pays top dollars? Apple is notorious for squeezing their suppliers to save their margin and they often use their s
302.
by tooltalk 6y ago
Ironically, that's what Mong Song Liang who was passed over for the top position at TSMC and now heads SMIC in China, has been doing.
303.
by tooltalk 6y ago
Why? forum shopping is nothing new. The EU has a similar problem with Germany's Dusseldorf court, also popular among patent trolls . That's for instance where Apple sued Samsung to gain a quick preliminary injunction years ago w
304.
by tooltalk 6y ago
That's what they said about design patents too, but Apple managed to dig it out of grave to use it against their competitor [1]. I guess they are everywhere and they never die. [1] https://www.japantimes.co.jp/opinion&
305.
by tooltalk 6y ago
Samsung at its peak, circa 2013, made $9.6B operating profit on $55B revenue. Samsung's gross sales revenue, profit (and margin) in mobile has been steadily declining since. The Mobile division's 2Q 2012 profit was less than 10% (
306.
by tooltalk 6y ago
>> IMO, this is more about Hyundai's autonomous vehicle efforts. I disagree. As the article points out: ..., why not just buy an autonomous car startup instead? Boston Dynamics is more about “robots,” which happens to be dea
307.
by tooltalk 6y ago
The two previous buyers, Google and Softbank, didn't have much presence in robotics, unlike Hyundai. Hyundai recently spun off the automation business to a separate company, Hyundai Robotics, early last year.
308.
by tooltalk 6y ago
which is to say, Apple and Hyundai are indeed in early talks.
309.
by tooltalk 6y ago
Tada's business model was challenged in court, but they won. After Tada's legal victory, the National assembly under pressure from the taxi industry changed the law to essentially kill the "domestic" company -- under th
310.
by tooltalk 6y ago
>>They "adapt" just fine, actually changing regulation to block foreign companies is them adapting. Can you give an example of "blocking" foreign companies? My understanding is that under recent trade agreement wit
311.
by tooltalk 6y ago
Well, Apple mostly just bought off-the-shelf parts from Samsung -- from AP, to NAND storage, to DRAM, LCD displays, battery, etc, etc -- with just minor tweaks and also readily available to other OEMs. Apple's magic was mostly in thei
312.
by tooltalk 6y ago
unification with the North, which has higher birth rate (1.9) than the South (1.1)?
313.
by tooltalk 6y ago
I'm not sure if you actually read the report. I just don't see the kind of abuses publicized in this incident in India -- namely deceptive "bait-and-switch" and skimming/unpaid wages. For instance, according to the
314.
by tooltalk 6y ago
Samsung, Apple's #1 competitor and the largest smartphone maker in the world, also has factories in India and doesn't have the kind of problem that Apple has.
315.
by tooltalk 6y ago
Please go read the link first. Jeff clearly states that Google has a review protocol for journal submission which requires a two weeks internal review period. Timnit shared the paper a day before the publication deadline, ie, no time for i
316.
by tooltalk 6y ago
That's over 10 years, or just over $10B in CAPEX and R&D per year. That sounds a lot, but the company routinely spends $20B-$30B in CAPEX every year. In comparison, Samsung's annual marketing budget (advertising, sales promo
317.
by tooltalk 6y ago
Reading your source, it seems the bureaucratic limitation was their #1; then comes politics. "Pfizer declined the R&D funding in order to "liberate" scientists from bureaucratic limitations as they worked to develop a
318.
by tooltalk 6y ago
China accounts for only about 5% of global semi sales, according to SIAC's 2019 annual report. The US still dominates in logic and analog sub-product categories by a wide margin. > Back in the day as much as about 40%... 40% sounds
319.
by tooltalk 6y ago
>> the USA treated it with much more respect ... the looming threat of communism from Russia and China played an important role in US's post-war policy in Japan and Japan's immediate post war recovery. While Japan was allowe
320.
by tooltalk 6y ago
>> Have the executive block things pretty much arbitrarily undermines the rule-of-law ... If the US wants to block Chinese companies, then pass laws in congress to do so... That's not how the rule-of-law works. The bill of attai
321.
by tooltalk 6y ago
>> ... being banned essentially on executive whim: The US Senate unanimously approved a bill banning federal employees from using TikTok on government-issued devices last month. So there is some consensus among lawmakers that some
322.
by tooltalk 6y ago
There isn't really much outside Samsung Electronics in terms of revenue/profit.
323.
by tooltalk 6y ago
The trade war with Japan in the 80's really helped Samsung jumpstart their DRAM business -- South Korean companies, Samsung and SK Hynix, account for 80% of global DRAM production today.
324.
by tooltalk 6y ago
Apple's breakthrough came years after acquiring PA semi and Intrinsity -- and neither required $10B in annual CAPEX to maintain their lead in chip design.
325.
by tooltalk 6y ago
1) gov't support: TSMC's had plenty of gov't support from the getgo and my understanding is that the govt still has some financial stake in TSMC -- which would be a red flag in the US. Samsung has a big $15B fab in Austin, TX
326.
by tooltalk 6y ago
Samsung, Glofo and IBM were members of the Common Platform. My ex-roommate used to work at IBM Upstate where they trained Samsung engineers. Apple moved to TSMC in Taiwan not too long after Tim Cook appeared on CBS claiming that the engine
327.
by tooltalk 6y ago
That's because Congress can't put a blanket nationwide sanction expediently -- it instead limited it to federal employees where they have absolutely authority, and pretty much cleared path for Trump's action.
328.
by tooltalk 6y ago
So do you think Congress, both the House and Senate, also overwhelmingly voted to ban Tiktok because of the poor showing at Tulsa rally? smh
329.
by tooltalk 6y ago
Well, the executive branch has a lot of leeway when it comes to anything at the border and beyond : eg, working with other countries such as treaties, international commerce, tariff, or war. Further, Trump's anti-China campaign has bro
330.
by tooltalk 6y ago
Well, not quite. All foundry players, eg, TSMC, Intel, and Samsung invested heavily in ASML in effort to jumpstart EUV development. They significantly reduced their financial stakes to a low single digit since as the tech matured. https:

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