tooltalk

24 ms·

211.
by tooltalk 4y ago
>> The US is mulling disabling or destroying Taiwan’s semiconductor factories in the event of a Chinese invasion I think this completely bogus. Firstly, the geopolitical tension in the region isn't about to go off anytime soon -
212.
by tooltalk 4y ago
Apple is known for squeezing their suppliers to last penny.
213.
by tooltalk 4y ago
It was probably a bit cheaper, but Apple was Samsung's anchor customer since mid 2000's. I don't think Apple used Samsung's 10nm or 7nm -- ie, there was no "dual sourcing" or "diversifying" supply ch
214.
by tooltalk 4y ago
dual sourcing? I thought TSMC's 16nm was just transitional to wean off Samsung's US operation completely in favor of TSMC in Taiwan. Did Apple "dual-source" at Samsung/TSMC 10nm? or 7nm?
215.
by tooltalk 4y ago
Sure, we are talking probably 20-30 years.
216.
by tooltalk 4y ago
Samsung mostly pulled out of China back in 2019 -- except their NAND factory in Xi`an -- and Google opted out years ago. Apple went the other way -- Tim Apple went all-in in China with $270+B investment to train their young, unskilled,
217.
by tooltalk 4y ago
It's no longer just about luxury. Apple has won over the CCP with their China/Taiwan-first outsourcing practices -- not to mention $270+B invested to train young, unskilled laborers from rural China and prop up China's dom
218.
by tooltalk 4y ago
>> ... they are divesting from China at top speed... I'm not entirely convinced that that's what Apple is doing. The Information reported[1] last year that Apple made ginormouse investments ($270+B) in China's domestic
219.
by tooltalk 4y ago
Well, the foundry business is now a two-horse race between Samsung and TSMC. Intel, many believe won't make it. The US gov't knows it too -- that's why Trump arm-twisted TSMC to open new plants in Arizona. Samsung was making
220.
by tooltalk 4y ago
You are going upset Tim Apple with comments like that. I don't see any similarity between Ukraine and Taiwan though. The US has been involved in the regime change in Ukraine at least since 2014 and actively funding/training the f
221.
by tooltalk 4y ago
Apple is probably mad busy lobbying on behalf of China's tech industry, like how they fought the Uigher forced labor bill. Apple has sunk so much investment in China that their all-in China-first strategy is starting to hurt them now.
222.
by tooltalk 4y ago
YMTC can certainly be the dominant player with mediocre components under Apple's China-first strategy.
223.
by tooltalk 4y ago
>> Apple has at times contracted Samsung and TSMC for the same SoC That was only once at 14nm(Samsung)/16nm(TSMC) as Apple outsourced US chip production in TX to Taiwan. Qualcomm uses both TSMC and Samsung on rotational basis to
224.
by tooltalk 4y ago
Sure, but the US gov't provided no seed money or had any role otherwise in founding of Intel, unlike TSMC. Up until recently the US chips companies were pretty much on their own without much special pampering. TSMC has little or no d
225.
by tooltalk 4y ago
Hyundai Motor Group is state-controlled? You mean like GM?
226.
by tooltalk 4y ago
that's but the article also says "he had to retake several courses." It's no fun "retaking classes."
227.
by tooltalk 4y ago
No, that's not how it works. The wireless patent holders collect royalties only at the top of the supply-chain (from oems, not suppliers) to maximize their profit. Mediatek and other competing modem chip makers/supply don't
228.
by tooltalk 4y ago
The "royalty basis" claim was not the crux of the lawsuit (or the article).
229.
by tooltalk 4y ago
All 5G devices makers must implement Qualcomm's standard essential patents (aka, SEP). And there are many leading 5G patent holders like Qualcomm, Nokia, Huawei, etc -- they are in turn required to license them a fair, reasonable and
230.
by tooltalk 4y ago
Qualcomm is well represented b/c it's a wireless pioneer who helped define the wireless industry as we know it today. Why do you think SSO's are "highly political"? Do you have any faintest idea how a patent become
231.
by tooltalk 4y ago
Hyundai/Kia Ioniq 5/EV6 can do 10%-80% in 18 mins now (with sustained peak charging 235kw between 10%-45%). I guess this is a small step forward, but certainly not a breakthrough.
232.
by tooltalk 4y ago
They are not just "allies." The Taiwanese gov't had heavy handed intervention from its inception to what it is today. IMO, this has little to do with "culture" and more to do with the gov't protecting jobs an
233.
by tooltalk 5y ago
I guess Apple could do that b/c the wholesale manufacturing price of iPhone/iPod is usually less than 1/3, or even 1/4, of the retail price.
234.
by tooltalk 5y ago
same here. I had numerous technical problems with my rMacbook Pro, but having to pay Apple tax every year for the Magsafe 2 design/material defect was most infuriating. Having owned several Dell and Apple laptops over past two decades
235.
by tooltalk 5y ago
That's straight out of Apple's playbook. I recall how Tim Apple ridiculed the OLED displays, until it became impossible to ignore. So I guess it can be done.
236.
Will China dominate the world of semiconductors?(economist.com)
2 points by tooltalk 5y ago|0 comments
237.
by tooltalk 5y ago
duh~
238.
by tooltalk 5y ago
Ask Google, Facebook, or better yet Samsung. Apple has no direct competition in the premium phone segment and consequently takes 70% of the entire industry's profit share, despite only 15% in global unit sales. Not everyone thinks App
239.
by tooltalk 5y ago
I don't recall Apple buying anything two decades ago -- communication patents much less -- Jobs was still busy cutting fat at Apple around that time. Are you talking about the wireless patents bought from the Nortel Bankruptcy in 2012,
240.
by tooltalk 5y ago
My wild speculation: without any outsider's help, 30-40 years, or most likely never. China has barely 10 years of experience in chip industry and it's not necessarily the most profound one. China's most successful foundry SM

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