tooltalk

25 ms·

241.
by tooltalk 5y ago
This isn't illegal, but Apple clearly deceived the American public and policy makers -- and I'm assuming politicians didn't know about this -- on the state of supply chain and why Apple had to build everything in China. I gue
242.
by tooltalk 5y ago
I thought it was a kickback for testifying against Qualcomm in FTC vs Qualcomm anti-trust trial which Apple helped orchestrate behind the scene. I mean there was hardly anything to salvage from this declining business.
243.
by tooltalk 5y ago
in light of the recent disclosure that Tim Apple committed $270B worth of goodies for China to win some favors from uncle Xi, nobody is buying this rather lame execuse anymore.
244.
by tooltalk 5y ago
If it's any consolation, it's not as bad as Japan. They at one point had all the top players in the business -- now hardly anyone recognizes their name.
245.
by tooltalk 5y ago
or more appropriately, it's a win for corporatism led by a multinational company called Apple.
246.
by tooltalk 5y ago
Neither chip or display manufacturing is driven by labor cost. China has, or had, no advantage here whatsoever -- other than the gov't subsidies and Apple, a large American investor and guaranteed buyer/customer. The display ind
247.
by tooltalk 5y ago
Apple bought two top botique IC design companies, Intrinsity and PA-Semi, and many years of in-house development to get to where they are now today with M1. Infineon was a laggard and many who bought iPhones with Infineons modems thought th
248.
by tooltalk 5y ago
I'm no fan of gov't handouts, but I guess you sometimes need to fight evil with evil. America's semiconductor manufacturing is down to only 13% of global chip production share and declining -- the country's manufacturin
249.
by tooltalk 5y ago
I'm inclined to believe this. This was well under way for years and coordinated among Apple, BOE, and the CCP.
250.
by tooltalk 5y ago
Sure, nobody is expecting an overnight miracle, but it's certainly not going to take anywhere close to a decade either, as Tim Apple and others American executives have deliberately misled all these years. And no, the US isn't in
251.
by tooltalk 5y ago
>> Apple is like .1% of the political clout and lobbying being brought to bear Sure, as Tim Apple testified before Congress, Apple pays the most tax in the US and is also the most valuable company in the world. I'm pretty sure th
252.
by tooltalk 5y ago
>> China has scale and stability. ??? Vietnam has nearly twice South Korea's population (and less than Japan's) and of course, it also has scale, as South Korean businesses in Vietnam have shown repeatedly. To boot, Vietnam
253.
by tooltalk 5y ago
I intentionally emphasized the fact that Samsung is the largest smartphone maker and that more than 200 suppliers moved along with the company to make that transition (and 20+ new domestic suppliers). While Apple surpassed Samsung's r
254.
by tooltalk 5y ago
Samsung is the largest smartphone-maker in the world (and has been for much of past 10+ years). They ceased all their phone-making operation in China and left for Vietnam a couple of years ago (also most recently closed their last display,
255.
by tooltalk 5y ago
In NYC, according NYC's mayor deBlasio and his racist former-DOE Chancellor, Asians are "white-adjacent" and are often bundled along with "rich white" when it's convenient for them to ignore Asians. Asians ma
256.
by tooltalk 5y ago
Sure, Apple's prepay financial arrangement might have some outsized influence in smaller, riskier, or declining businesses, such as GTAT or JDI, but there is nothing special about pre-pay, especially in this market and this particular
257.
by tooltalk 5y ago
Apple is not known for overpaying. Apple is however a significant volume customer and volume customers usually enjoy a huge discount that smaller customers don't get. So in addition to preferential allotment, Apple is probably paying
258.
by tooltalk 5y ago
But TSMC isn't necessarily a multinational company, which can also be said about other notable Taiwanese companies like Foxconn, whose business model depends on exploiting young, cheap, unskilled laborers from rural China and who had b
259.
by tooltalk 5y ago
According to US Semiconductor Association's recent State of the Industry Report, Taiwan's share in the manufacturing equipment part of the supply chain is almost nil and entirely depends on suppliers in the US, Japan and EU. M
260.
by tooltalk 5y ago
The Taiwanese gov't was deeply involved in TSMC from its inception in the 80's to what it is today. I'm guessing it's in their best economic, geopolitical interest to keep things in Taiwan as much as possible.
261.
by tooltalk 5y ago
"... That represented 15.0% of the world’s total capacity and about two-thirds of it was used for the fabrication of DRAM and NAND flash memory devices. ..."
262.
U.S. Government Demanding Confidential Information of Semiconductor Companies(businesskorea.co.kr)
3 points by tooltalk 5y ago|1 comments
263.
by tooltalk 5y ago
Not sure why Rand Paul is in your list, or how it demonstrates your point that repubs are doing it more. IIRC Paul's problem was that the disclosure filing was late, not that he, or his wife, abused his position to make that one ~$10K
264.
Thomas Kurian shows he’s not afraid to bench long-timers at Google Cloud(cnbc.com)
10 points by tooltalk 5y ago|0 comments
265.
Motional reveals its Hyundai Ioniq 5 electric robotaxi(techcrunch.com)
1 points by tooltalk 5y ago|0 comments
266.
by tooltalk 5y ago
Are we talking about the same company whose CEO was paroled recently after spending much of the year in jail in South Korea?
267.
by tooltalk 5y ago
Samsung of South Korea already has multiple leading-edge fabs in South Korea and Austin, Texas. Remember when Tim Apple defended their Chinese outsourcing practices, claiming that the engine of the iPhones were made in America in a rare CB
268.
by tooltalk 5y ago
>> “Optis makes no products” Sure, that flawed argument has some appeal in simple, unitary products made for caveman in the prehistoric age. According to RPX, it's estimated there are over 250,000+ active patents with thousands
269.
by tooltalk 5y ago
There is no fixed price, but to give an idea: the Nortel bankruptcy estate sold about 6,000 patents to a patent troll, the Rockstar Consortium, funded by Apple -- the largest stakeholder with 60% -- for about $3.2B eons ago. So that works
270.
by tooltalk 5y ago
Not really. Sure, we expect all things in life to wear and tear at one point. I'm pretty sure most MacBook users can deal with occassional failures without venting out their anger online. The frequency at which Apple Magsafe chargers

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