tooltalk

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181.
by tooltalk 3y ago
Tim Cook was also the winner of the Robert F. Kennedy Human Rights’ 2015 Ripple of Hope Award for “his lifelong commitment to human rights." Apple for its part has been one of most ardent defenders of China's persecution of the
182.
Samsung Is a Case Study in How Manufacturers Leave China(wsj.com)
16 points by tooltalk 3y ago|2 comments
183.
IEA's Trends in Batteries(iea.org)
2 points by tooltalk 3y ago|0 comments
184.
by tooltalk 3y ago
sampling bias.
185.
by tooltalk 3y ago
>>. I don't know what you are smoking but it's some good shit.<< sounds like something I hear from very misguided wumaos all the time. It's fairly apparent that you know nothing about the industry or the "sh
186.
by tooltalk 3y ago
>> The real problem is that many countries don't want to do innovation because it's expensive and/or they don't want to invest in the education necessary. << oah, what batst nonsense is this? CATL and BYD&#x
187.
by tooltalk 3y ago
You mean Chinese battery companies have the largest Lithium battery market share in China where foreign competitors aren't allowed to compete? Last I checked CATL makes mostly NCM, largely based on LG Chem's tech, and then LFP. &
188.
by tooltalk 3y ago
what did China do in battery? I thought China is still behind Japan and South Korea.
189.
by tooltalk 4y ago
According to Samsung -- and I just confirmed it on my S22 under Camera -> Camera Setting -- it's called "Scene Optimizer"[1]: [ Overview of moon photography] Since the Galaxy S10, AI technology has been applied to t
190.
by tooltalk 4y ago
Sure, just b/c you haven't actually read anything you cited, simply don't understand how licensing/indusry works, doesn't mean that my arguements aren't factual. Thank you for playing.
191.
by tooltalk 4y ago
>> The Google/Motorola/Microsoft case (and associated FTC order) shows that Qualcomm will not be able to pull the same price gouging shenanigans with patents that are encumbered by requirements to license under FRAND terms.
192.
by tooltalk 4y ago
Please disclose if you're invested in Apple in any way.
193.
by tooltalk 4y ago
>>No, that's exactly what Qualcomm demanded. The fact that they have changed their demands over time after various court losses does not change the past. Sure, that's a fig of your imagination. You simply don't know ho
194.
by tooltalk 4y ago
>> " ... Qualcomm demanded a percentage of the retail selling price of phones using it's modems. ..." No, that's not how it works. Apple does NOT have licensing agreement with Qualcomm. Apple's contract manu
195.
by tooltalk 4y ago
No, these are standard essential patents, meaning that you need to implement Qualcomm's patented features to be compliant.
196.
by tooltalk 4y ago
>>Can you stop your lies? When are you going to stop spreading misinformation?
197.
by tooltalk 4y ago
>> Did you check FTC v Qualcomm antitrust case? Can you stop your lies? Sure, isn't that the case Qualcomm reversed and won? Sure, most legal analysts had expected Apple's sweetheart judge Lucy Koh to hand a victory to FTC
198.
by tooltalk 4y ago
Qualcomm fabs on Samsung and TSMC. Unlike Apple who put all their eggs in one basket, TSMC, Qualcomm always used multiple fabs -- usually rotate between releases -- to produce their chips. Qualcomm also was one of SMIC's largest cust
199.
by tooltalk 4y ago
First, Apple is known to squeeze every penny from their suppliers to improve their bottom line. Second, likewise, Apple sued every single wireless patent holders (eg, Nokia, Ericsson, Qualcomm, etc) to negotiate better licensing terms -- bu
200.
by tooltalk 4y ago
This is actually fairly consistent with China's protectionist domestic industry model. When foreign EV battery makers entered China back in 2015, China's domestic EV manufacturing was still tiny. LG Chem from South Korea was among
201.
by tooltalk 4y ago
There is a lot of wishful thinking there.
202.
by tooltalk 4y ago
>> Note that China was actually one of the biggest customers for ASML, going back to 2006 and earlier. Why would you make such an absurd comment about ASML's 2006 sales? or perhaps you mean to say 2016? 2006 Korea 1,085,49
203.
by tooltalk 4y ago
Samsung's custom foundry started sometime in 2000's with Apple as their anchor client. TSMC really singlehandledly created the custom foundry industry in the late 1980's and is the largest by far. TSMC has always been the m
204.
by tooltalk 4y ago
South Korea is the largest memory chip maker in the world -- between Samsung and Hynix they have 75% of the market share. Micron has about 20%. Samsung also makes logic chips for internal use and external customers -- their foundry busine
205.
by tooltalk 4y ago
China doesn't really have any chip-making equipment supply-chain of their own; neither does Taiwan or South Korea. I think that 10 years to EUV timeline is a bit too ambitious considering that it required ASML about 20-30 years to dev
206.
by tooltalk 4y ago
Yes, polluting and expensive -- that's why the world let China exploit and pollute their own environment. Then they found out that it wasn't such as a good idea to depend on China for REM supplies -- China was all too happy to w
207.
Just How Badly Does Apple Need China?(theatlantic.com)
3 points by tooltalk 4y ago|2 comments
208.
by tooltalk 4y ago
goddang paywall!
209.
by tooltalk 4y ago
ASML has now $32+B worth of backlog and they are still able to make only ~40+ EUV per year.
210.
by tooltalk 4y ago
Buffet probably knows little or nothing about the fab industry and probably didn't make this investment decision. TSMC is upping their investment in the US, but I agree with Morris Chang that the US operation won't be as lucrative

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