tooltalk

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151.
by tooltalk 3y ago
>> That's what Jeffrey Dahm stated back when Tesla was bragging about the million mile range battery pack. << He probably didn't tell you that Tesla LFP EVs would degrade and lose the first 10% of range twice as fast
152.
by tooltalk 3y ago
Yes, they are CATL's LFP. Now, I really wish that people would stop saying that LFP can be charge to 100% (without adversely affecting lifespan), or never catch fire. China's LFPs are cheap, inferior batteries. Period. Stop pre
153.
China AI and Semiconductors Rise: US Sanctions Have Failed(semianalysis.com)
2 points by tooltalk 3y ago|1 comments
154.
by tooltalk 3y ago
nitpick: Tesla uses Panasonic's NCA in North America and LG's NCM for Long Range in China/EU.
155.
by tooltalk 3y ago
>> Nickel is scarce, and fairly expensive. << Not scarce. It's the 5th most common element on this planet and there are enough reserve/deposits out there - it's just that they need to be mined which is a multiyea
156.
by tooltalk 3y ago
SMIC's 7/5nm use ASML's Twinscan NXT:2000i deep ultraviolet DUV. According to SCMP, SMIC can import them until 2024 as the new restriction in the Netherland/Japan doesn't kick in until then.
157.
by tooltalk 3y ago
see #1. China doesn't really have their supply-chain of their own. SMIC's 7nm in particular runs on ASML DUV's. China's most advanced litho maker is SMEE. It was reported that their most cutting-edge node 28nm would b
158.
by tooltalk 3y ago
a few points: 1. this speaks nothing to China's R&D. 2. SMIC's 7nm was developed in 2020, largely made possible by former TSMC engineers, like Mong Sang Liang, former head of TSMC's R&D, and now co-CEO of SMIC. China
159.
by tooltalk 3y ago
Sure, then what do you think explains such a high disparity between MG's and local Chinese brand's EV sales in EU? The best selling Chinese EV brand, BYD, has 0.6% of regional market share.
160.
by tooltalk 3y ago
>> Sub-10nm don't make much money << sigh the cutting edge nodes get the vast majority of chip making revenue/profit. >> China can't produce sub-10nm (or any node invented in the past 20 years) anyway wi
161.
by tooltalk 3y ago
>> European markets competing with Chinese EVs like the MG4 etc. << I suspect that most Europeans buyers have no idea that MG is now owned by a Chinese company. No native Chinese brand sell above 1% in the EU.
162.
by tooltalk 3y ago
>> 70% of the profits are generated by older processes, not sub-14nm, ...<< Not sure which chip segment you are talking about. The legacy chip manufacturing in general operate at much lower margin and much of revenue and profit
163.
by tooltalk 3y ago
>> This strategy has been used by other countries as well. << which "other countries" are you talking about? This practice is illegal under China's 2001 WTO access protocol, which prohibits any subsidy contingent
164.
by tooltalk 3y ago
There is hardly anything ground breaking here and can't help noticing quite a few loopholes. First, LFPs with high C rates is nothing new -- anybody remember A123? Even Samsung SDI developed their own LFP with much higher C over a dec
165.
by tooltalk 3y ago
Yeah, it's really nothing burger. I'm rather amused that they managed to sneak in Zeekr's 1000km range EV which ironically doesn't even use their LFP.
166.
by tooltalk 3y ago
>> Subsidies are only provided to get an industry to grow up.<< Those subsidies only applied to domestic companies -- remember that the South Korean battery makers such as LG had about 50% of the Chinese market share and 9 out o
167.
by tooltalk 3y ago
> Tesla and Panasonic jointly develop and manufacturer cells << It's mostly Panasonic.
168.
by tooltalk 3y ago
>> CATL is the largest battery manufacturing company, supplying battery for almost every high-end devices.<< CATL's primary product is NCM and followed by LFP. Their NCM development is more or less stalled at NCM811 while
169.
by tooltalk 3y ago
correction: LFP's price competitiveness goes away when the prices of nickel/cobalt are lower than that of lithium...
170.
by tooltalk 3y ago
>> LFP has a lot of hype for good reasons: * Charge cycles before degradation are much better (typically 1000-3000 cycles, depending on how you cycle it) << Sure, but that's in ESS setting. We don't know anything ab
171.
by tooltalk 3y ago
Yeah, they have been pumping out quite a few pointless headliners recently. My favorite is: Volvo’s heavy-duty electric truck runs 12 hours a day with one charge break, can haul 74 tons -- Jun 29 2023 I also see there is a bit too
172.
by tooltalk 3y ago
>> CATL said at the event that the Shenxing Superfast Charging Battery is capable of adding 248 miles (400 km) in 10 minutes.<< this is an extraordinary claim if true.
173.
by tooltalk 3y ago
>> 434 mile range, 4C charging, charge 0 to 80% in 30 mins, even in tempratures as low as -10℃ (14℉). ... It’s a big deal<< This is nothing burger.
174.
by tooltalk 3y ago
... the best choice by far is still Tesla. Tesla was the only choice until a few years ago. The best competitor is Hyundai which is a shitty buy because it doesn’t have a tax credit.<< ever heard of the IRA hoophole?
175.
by tooltalk 3y ago
>> As for the "new car cost", I suspect Tesla is already at cost-per-vehicle parity with an ICE, but Tesla is keeping a high margin on their cars. << You are thinking last year when the auto market was out of whack due
176.
by tooltalk 3y ago
I've using mine (S22+) as my daily driver (8hr/day) for about 6 months after my Dell XPS 13 stopped working mysteriously. I was about to get a new laptop, but found that DEX works amazingly well with my 4K 32" monitor! It&#x
177.
by tooltalk 3y ago
>> By the time your battery needs replacement it will cost a fraction of what it costs today<< There is absolutely no guarantee that it would be the case. The cost of batteries is largely determined by raw materials such as lith
178.
China tells tech manufacturers to stop using Micron chips(apnews.com)
3 points by tooltalk 3y ago|0 comments
179.
by tooltalk 3y ago
Agree that the 2016 THAAD brouahaha probably wasn't a major factor. Samsung reached #1 in China smartphones sales in 2013 and already quickly dropped to a small single digit a few years later well before the THAAD crisis kicked in 201
180.
by tooltalk 3y ago
>> They're trying to manufacture in India and running into problems there too. << Apple could always learn from others: "Samsung Is a Case Study in How Manufacturers Leave China" Company still has significant ope

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