tooltalk

6 ms·

31.
by tooltalk 10mo ago
>> they'd at least let in the Chinese manufacturers that are interested in them. China's anti-market tactics in EV/battery supply-chain past 15 years haven't exactly helped promote EVs outside China -- they are now
32.
by tooltalk 10mo ago
That's how Samsung maintained the global top seller status after the Korean companies was forced out of China.
33.
by tooltalk 10mo ago
Sure, shifting pollution to low-cost countries is nothing new -- an inevitable consequence of decades of environmental NIMBYism and "globalization" under neoliberalism (aka, China will democratize). Even China is doing it[1]. 1.
34.
by tooltalk 10mo ago
That restriction is only for the most advanced systems. According to ASML's Q3 2025 filing, 42% of all system sales went to China. SK Hynix also has significant memory manufacturing presence in China; or about 40% of the company'
35.
by tooltalk 10mo ago
Sure, thx for playing, but really no point in talking in circles. I find your last cherrypicked "Central and Eastern" EU smartphone data another stroke of desperation/genius, though it is not totally unexpected. Quite reveal
36.
by tooltalk 10mo ago
>> Your theory doesn't work in real world timeline where we have to factor in actual execution time. ... That stuff takes years, (no "reply" button in your last comment) Sure, doesn't really matter. I just have
37.
by tooltalk 10mo ago
>> look at market share. Samsung PRC share peaked and started dropping right before/around when Xi entered office ... << Sure, you could use either metrics, but it shows the same thing: Samsung China's market share i
38.
by tooltalk 10mo ago
>> Samsung share was dropping in PRC before Xi, ... the Note battery recall drama happend and basically THAAD right after ... << Sure, except that narrative has too many flaws. Samsung China's smartphone sales increased fro
39.
by tooltalk 10mo ago
Sure, I'm actually old enough to remember Huawei's Ascend sold under MetroPCS in the US back in the early 2010's. Leica collaboration with Huawei in 2016 worked wonders and other Chinese smartphone makers definitely stepped
40.
by tooltalk 10mo ago
No services. Or profit margin. Apple is the most profitable company in the smartphone business and, while their "unit sales" or market share accounts for only about 20%, Apple's share of the smartphone industry's profit
41.
by tooltalk 10mo ago
All smartphone manufacturers were in China when Xi started shaking down the industry back in 2013 under the banner of "In China, For China." Samsung has diversified away and to Vietnam and India since, but I don't think we w
42.
by tooltalk 10mo ago
very weird indeed. Apple has ~20% of the global smartphone sales, but 80% of global industry profit. pareto?
43.
by tooltalk 10mo ago
>> That happened due to the China-South Korea trade war following the installation of THAAD in SK in 2016 [0]. << Not really. THAAD really plays no part in Samsung's fall in China. Samsung's smartphone sales in China
44.
by tooltalk 10mo ago
I'm surprised that Samsung managed to stay #1 globally for so long after forced out of China, after Xi's rise to power in 2013.
45.
by tooltalk 10mo ago
I always thought that while PA Semi brought some power efficiency tech to Apple, many didn't stick around. And that the Intrinsity team made also made significant contribution, having validated their tech in Samsung's Hummingbir
46.
by tooltalk 11mo ago
LFP now dominates ESS. But for EVs, the vast majority in EU/US is NCM/NCA. China is about 6 to 4 LFP to NCM, but China's EV market is about 2/3+ of the global EV share.
47.
by tooltalk 11mo ago
It's really just China and these countries: Republic of Armenia, Republic of Azerbaijan Republic of Belarus Georgia Kyrgyz Republic Republic of Moldova Russian Federation Republic of Tajikistan Turkmenistan Republ
48.
by tooltalk 11mo ago
> people are just stuck in the 2000s and think that China can't beat the West technologically and therefore must be cheating. We are talking since early 2010 and on. And it's pretty much what everyone says they are: China has
49.
by tooltalk 11mo ago
Sure, that's not what a normal value is. As explained, the price level or the cost of manufacture in China, the exporting country, is completely irrelevant as their local price/cost of manufacturer is artificially propped up by il
50.
by tooltalk 1y ago
dumping doesn't depend on profit or loss. Also the legal definition of dumping is less-than-the-"normal value." (see Article VI ANTI-DUMPING AND COUNTERVAILING DUTIES of GATT 1994). But then China is a non-market-economy, so
51.
by tooltalk 1y ago
>> LFP promises better fire behavior than older Li-ion technologies, I think. LFP's thermal runaway threshold is higher than other lithium ion battery types, but once TR starts, LFP generates more hydrogen gas that can explode if
52.
by tooltalk 1y ago
China is adding new coal capacity roughly equal to America's entire coal capacity by the end of next year, or 180GW. These new installations don't replace old coal plants -- in H1 2025, China decomissioned only about 1GW. China i
53.
by tooltalk 1y ago
>> that they are just as guilty of human-trafficking Cambodian brides, that some Koreans who were 'rescued' from a scam center don't actually want to go home They don't want to go home because they fear the Chine
54.
by tooltalk 1y ago
> What % of "rare earths" are going into those military products? This is somewhat dated (2012), but I suspect that it hasn't changed much: <5%[1]. 1. Rare Earths Shortage Would Spur Pentagon to Action, Gopal Ratnam, Bl
55.
by tooltalk 1y ago
too invested in LazyVim.. just learned to use "edgy" with multiple windows: neo-tests, fs browser, diagnostic-trouble, Outline, etc.. and they are just too nice.
56.
by tooltalk 1y ago
> The small amount of technology transfer that happened in 2011.. Sure, China's tech transfer in BEV/hybrid/battery tech had been going on since 2011 and continued until fairly recently, not just in 2011 (read NYT article
57.
by tooltalk 1y ago
> The Chinese automobile industry in 2011 is hardly relevant to the EV industry in China today. The EV industry was not built by technology transfer requirements. of course they are relevant and are built on tech transfer. > It was no
58.
by tooltalk 1y ago
> Your example of this is from 2011. Sure, I'm giving you a chronological high level view of China's illegal practices past 15 years when China's NEV subsidies programs started. > Chinese joint venture / technology
59.
by tooltalk 1y ago
the international legal standard for subsidies is based on the WTO's Subsidies and Countervailing Measures (SCM) Agreement and related anti-dumping regulation under GATT 1994. In the US, it's implemented thru 19 U.S.C § 3571. The
60.
by tooltalk 1y ago
Yeah, those evil corn subsidies. It's well to remember however that there is no international law against your gov't pissing away your tax payers hard-earned money -- so long as the product remains domestic and doesn't cau

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