Posted by tosh 6 hours ago
But perhaps the most important thing, Xiaomi is now able to make chip similar to Mediatek. They are the third largest Smartphone manufacturer by shipment volume. And they are still growing.
This is bad news for Mediatek and Qualcomm.
And good news for everyone else.
MediaTek Dimensity 9500 is also manufactured by TSMC N3P process in Taiwan. [2]
There was no world interdependence change (unless one considers China and Taiwan to be the same countries).
[1] https://www.notebookcheck.net/Xiaomi-launches-XRing-O3-claim...
[2] https://www.notebookcheck.net/MediaTek-Dimensity-9500-Proces...
The fact that the CCP is relaxed about core Chinese companies running their manufacturing in Taiwan might suggest that the CCP considers that it can make China and Taiwan one country, at a time of the CCP's choosing.
They would lose all of TSMC if they do any military actions. It's not the fact that the CCP thinks that they can make Taiwan and China a country, it's the the fact that most of China does in fact consider them as one country. Taiwan is ready to defend themselves, but are very happy keeping their relationship with China the way it is.
But I agree that pretty much everybody will happily take the status quo over armed invasion.
But at the same time everyone understands that the Taiwanese would destroy the facilities before they fall into Chinese hands
As an American, I found the deference to authority very strange.
Now that US has already opened the gate to labelling nation head as drug seller, this just eases things for China.
Any period time? US waged war for 20+ years in Afghanistan. Pretty effectively! To what end? Not an end an army can really achieve so… there you are.
But a war that might actually be popular? To save the world from communist dictators and make sure we have chips for our precious devices? I wouldn’t count out the United States. Or nuclear weapons, which still exist and are a thing.
No guerilla warfare, no insurgents, no need for extended beyond-visual-range warfare that depletes missile stockpiles
China isn’t going to invade China until after we get our semiconductors up and running in Arizona for real
(because US won’t have to think about that situation ever again)
removing dependence imperils that island, CCP already has an EUV machine so the inevitable sanctions and export controls on ASML’s in Europe won’t matter either
There are accounts of interdiction and post-manufacturing compromises, such as those revealed in the Snowden leaks (2013) and most recently by reporting about the Israeli security services' sabotage of Hezbollah pagers and 2-way radios. These projects didn't expose primary manufacturers to the reputational and legal risk of association.
Until there's evidence of backdoors implanted by these companies, it's better to adopt a "trust but verify" approach and use standard layered security practices to detect intrusion. Conventional network intrusion and insider threat campaigns carry less risk of failure and are simpler and cheaper to execute.
Intel's ME comes really close to that, but I don't think Intel's ME has drivers for every possible NIC and bus a NIC can appear on in its little Minix. So, just put a Broadcom NIC in a PCIe slot and leave the Intel onboard NIC empty, or LAN facing only.
Xiaomi may get Chinese 4G/5G baseband chip manufacturers to put in backdoors in Chinese phones, but they're not needed - the Chinese government pretty much already has total control of its Internet. For other countries, how are they going to make Qualcomm provide something undocumented CPU instructions can access.
Not knowing a thing makes someone uninformed, not retarded.
The existence of undocumented hardware behavior isn't proof of anything.
The answer to that question in the US is within epsilon of “no” thanks to the cloud act.
Europe and China have passed similar laws. However, China has a reputation for passing laws then selectively enforcing them. Maybe if you get on the right side of the right party member, the answer might still be “Yes” there.
Anyway, the next question to ask is: Who would I rather backdoor my device?
I doubt the Chinese government cares much about me, and unless I vacation there it’s an international incident if they, say, hack my car and murder me by aiming it at a tree at 95mph, like the CIA apparently does now:
https://www.motor1.com/news/138679/wikileaks-claim-cia-hack-...
Of course, the US government banned cars from China. Presumably this is because they do not have the mandated remote murder network port open, or, if they do, the US doesn’t have the necessary permissions to access it.
Would Xiaomi or the CCP accept the reputational and legal risk of getting caught with a backdoor? Recall the CCP considered the arrest of the Huawei executive in Canada as an offense against itself.
For instance election tampering in the US is a well-documented thing: However it almost always favors republicans in districts with electronic voting machines that do not generate paper trails.
As for the person you are replying to, their claims have been documented by most media outlets, places like wikileaks, and their claims are backed by US legal requirements to backdoor stuff (like the US Cloud act).
Now, if the EU would start make to make chips that have no subsystem to screw me over, that would be something.
Why would they not do the same? They are very pro-surveillance for a start.
When we buy software from Silicon Valley or a nice Mercedes Benz from Germany we don’t use this same language “outsourcing.”
Colloquially, outsourcing implies low quality or cheap price. No, what’s happening here is that China makes the best products in numerous categories and we are choosing to import them, because the best products are the most desirable.
In America, there is one fast food place that does it differently than everyone in the market they don’t franchise and they don’t lease/rent.
They own everything as they expand (the land and the building), which means it’s a little bit slower when you expand, but they don’t care but they are very profitable.
The owner probably gets a call every other week from large equity companies trying to sell them on doing it like everybody else and their pitch they can make you a worldwide company if you just let them in to f you.
That said some of these industry especially metallurgical ones will never return to Europe or US as they basically destroy and pollute the environment on a large scale, in China that still seems acceptable but also might change promoting them to outsource to other countries which they already do in some areas I think.
Imagine what those kinds of people would have said in China in the 70s, with western industries being vastly more advanced and efficient. "It's over, we will never catch up." they would probably have said. Wrong then, more wrong now.
China has made a tremendous effort to move to a clean(er) industrial system, using a lot of renewables and clean energy and improving environmental standards. At this point production in China is probably the best for the environment compared to most countries, including the US that is deeply invested in oil production.
They are also moving close to a point where they will bring Thorium Reactors on line they don’t have to. They could just stick with uranium, but they’re not.
Is this part of the fact that they have engineers running a lot of of the things at the top of their government instead of lawyers?
They seem to be building a lot of infrastructure they are in the process of building several dams on the Brahmaputra River.
China: 525 gCO2/kWh
And like you said, China is putting a real effort in. I don't see the US trying to reduce domestic short hop flights with electric high speed rail. I don't see the US trying to replace gasoline cars with EVs. I don't see the US curtailing structural incentivization of pickup trucks and SUVs.
The main US policy seems to be "spend trillions on wars for oil" rather than accepting the inevitable decline of oil and planning around it.
It will be interesting to see what China does. They aren't ideologically committed to exclusively serving the interests of the wealthy, but they still have lots of rich people in the (ahem) Communist Party, so who knows.
That is not to say that in time they’ll start to do many of things that happens in the west where those at the 1% or 2% walk away, in time China may drop down to that level, on the other hand, I would like to believe the United States will start to have the same reaction that the country had when Sputnik went around the Earth and change course and I don’t mean sanctions, tariffs, wars, and threatening neighbors to the north and to the south.
https://en.wikipedia.org/wiki/Report_on_Manufactures
https://en.wikipedia.org/wiki/American_School_(economics)
Parallel: the industrialization of China for the most part happened after Deng Xiaoping, but are people wrong to credit him for setting the course?
The tendency to protect corporate profit margins is the western Achilles heel and China knew they could exploit that.
Sure, GDP in the USA is growing faster than the EU, but the question is who is benefiting from the increased GDP?
The answer is in Dah00n's comment. The rich are getting richer, while the population gets scraps. Meanwhile, people in the EU get guaranteed healthcare, paid time off, maternity leave, better worker's rights, etc.
Is this better outcome for the US in the room with us?
All three will be going away sooner or later.
Yeah sure they won't be producing any F35s or million dollar per shot missiles, but was that a good idea to start with? Are they worth the money when once again lots of inexpensive arms are shown to be more useful in modern wars than a few handfuls of expensive ones? Both Iran and Ukraine have shown that one side being a few steps ahead in military technology and willing to dump money on equipment still has limited returns. There is no "I win" technology apart from indiscriminately killing most of the entire population, which just makes you an existential enemy to the rest of the planet and erases 95% of the value in taking that territory.
Regardless of the tech stack the work still needs to be done and now the EU has to do it. The Eu does not have infinite money, in fact they have less than the US so there will be cuts elsewhere.
Before outsourcing manufacturing to China Europe was making a third of all industrial things on this planet, so Europe will be just fine.
> the work required for GDP growth to refugees
I don't get this one. Do you think the European economy is propped up by refugees? I think there are 5 million of them in total in Europe, most of them Ukrainians and it's likely Ukraine will become a EU member at some point in the future...
And they will continue to do so. Just at a higher cost with no US to maintain bases and do technology cost sharing. That extra money has to come out from somewhere...it will be entitlements. Combine that with terrible demographics and that remaining manufacturing base will be built on a bed of sand. :)
>Before outsourcing manufacturing to China Europe was making a third of all industrial things on this planet, so Europe will be just fine.
Europe can insource everything that China makes. They are not stupid people. You mistake the benefit westerners got from outsourcing. It held back inflation in products because the value came from the living standards difference between chinese and EU people. Remove that disparity by bringing back everything and EU will be living with a lower quality of life because all those products will be significantly more expensive with no alternatives.
>I don't get this one. Do you think the European economy is propped up by refugees? I think there are 5 million of them in total in Europe, most of them Ukrainians and it's likely Ukraine will become a EU member at some point in the future...
Same point I have been making. The consequences of demographic collapse can be hidden away by having young tax paying peoples do the shit jobs that run the economy at low wages. Same thing the US does with illegal migrants. Remove that and the hidden costs are now dumped onto the population. Result: Lower living standards for those who remain.
And eventually, just like the Western solar, battery, pharma and car companies all have learned, the CCP will use that knowledge to surpass and undercut everyone else.
- China weaponizing the world's dependence on rare earth
- The US weaponizing the world's dependence on SWIFT
- Russia weaponizing Europe's dependence on natural gas
- Iran weaponizing the the world's dependence of oil supply through strait of Hormuz
China could have the monopoly of rare earth production and refinery for all of eternity. But because of their reaction towards all the us allies when the us increased tariffs, I don't expect them to be relevant enough to disrupt markets with rare earths sanctions in 10-20 years.
... Except when they can't in any meaningful span of time.
This is so stupid. China itself uses the "dominate and corral" model for their industries, and had severe tariffs to grow their various industrial bases, such as automotive.
If they go too far to impose their system, we stop buying :)
This is geopolitics 101; your fantasy version is decades out of date.
dumping is always bad.
Kafka himself would be proud if their unlocking process[0], but technically sure, they allow it
> Press "Apply for unlocking" at exactly 12:00 AM GMT+8 (pressing it too late will cause the "application quota limit reached" error. Use this website to check the time) "Account Error" might show up. If that happens, retry after 10 days
[0] https://github.com/realdtn2/xiaomi-unlocking-rooting-guide
It is very much harder to do now. There is a lot of friction introduced now to it.
I have some server CPUs laying around that can also beat Apple CPUs. But putting them in a compact, densely packed, sealed box (aka a phone) would result in a fireball and almost no battery life.
In multicore, sure. In most single threaded workloads as well? That'd be interesting enough on its own, regardless of wattage (though that'd make it even more interesting), as my A19 device gives my overclocked 9800X3D a run for its money (and some losses) in single threaded workloads. Considering that's the only thing the 9800X3D is really targeting, it's impressive beyond just whether or not it does so with less power.
Their next Fold phone (TBA September) will use O3. I guess we will find out very soon.
XRing O3 AnTuTu: 5.5 million
---
M5 iPad Geekbench Single-Core: 3,556
M5 Max Geekbench Single-Core: 4,300
XRing O3 Geekbench Single-Core: 3,945
---
M5 iPad Geekbench Multi-Core: 15,285
M5 Max Geekbench Multi-Core: 29,200
XRing O3 Geekbench Multi-Core: 15,221
Modern processor without memory tagging for example is a little..... dated, given how much the new AIs accelerated the vulnerability discovery in all the apps and system components.
Or maybe that security doesn't have a practical application?
I’m sure Apple’s chips could do better in single core if they were willing to push the power envelope way higher too.
Multi-core is easy to beat, just add more cores until you win. There were already chips that beat the M series just by having way more threads/cores.
And multithreaded is 10 cores vs 6 cores.
I appreciate Apple being kept on their feet, but they're not dethroned yet.
I believe the theoretical maximum yield for multi-patterning DUV at 5nm and 7nm is 30-40%
It's not economically sustainable/viable long term. China is only doing it because they've been forced to by the trade war Trump started against them in his first term (Biden didn't really back down either and now Trump 2 tried to ramp it up even higher). China is okay with such low yields because its supposed to be a temporary solution until they achieve domestic EUV tech.
See eg LoongLeak and the Loongson processor: https://www.usenix.org/conference/usenixsecurity26/presentat...
"WSJ
I Test Drove a Chinese EV. Now I Don't Want to Buy American Cars Anymore.
https://www.wsj.com/tech/personal-tech/chinese-ev-test-drive...
"
No idea about reliability or anything else but just as pure tech demos they seem incredible.
They know they are inferior, and choose not to compete, just lobby for more regulations to keep competitors out. Free market, haha.
250 billion in EV subsidies from China. 10 billion by the U.S.
Didn't Tesla essentially stay afloat for years via government subsidies (e.g. government-mandated carbon credits)?
Didn't the US only recently end its direct subsidies for EV buyers?
Don't US taxpayers provide an enormous ongoing subsidy to ICE vehicles by underwriting the security of the oilfields in the Gulf?
Don't US taxpayers in effect subsidize US automakers by ensuring they do not have to compete in the market with the best available vehicles?
More to the point: American free-marketeerism was never about the other side, it was about the US living its own professed values at home. We didn't shackle our press in discussions about the USSR because the USSR chose to shackle its own press. Our lockout of Chinese EVs rankles in part because it's a deviation, at home, from our own professed values.
EV incentives where also not limited to us companies.
Adding carbon credits the U.S. is close to 20 billion in EV subsidies.
The ENTIRE EU spent 125 billion.
China supplied 250 billion to a 400 billion dollar industry and is facing overproduction. It’s dishonest to say it’s the same.
Free market capitalism isn’t binary. If that’s what you think, you’re gravely misinformed.
The subsidies were around 25% of sales in 2018 and have dropped down to about 10%.
And of that 250 billion, half is a sales tax exemption and a quarter is purchase rebates. That bulk of the money doesn't lead to unfair competition.
https://www.csis.org/blogs/trustee-china-hand/chinese-ev-dil...
Direct producer subsidies for PRC EV was <100B, less than US injected into US auto, not much more than Euro auto. The latter just poorly, i.e. pork barrel / jobs programs that does not raise baseline competitiveness.
Most of CSIS muh PRC 200b-400b includes rebates/taxes AND subsidies to upstream, i.e. battery industry which used more than cars. AKA they bundled energy sector to skew PRC numbers.
For comparable you'd have to include all historic US/EU auto subsidies, AND ASSOCIATED upstream subsidies like MOST OF fossil industry, related diesel/fuel discounts... etc etc in which case US/EU have been rebating to the tune of trillions.
Strict auto-auto sector equivalence = PRC subsidized less to commoditize their car industry in fraction of time, which is not remotely "overproduction", they still barely exports 20%... they'd have to export 50/75%+ to reach shares of EU/JP/SKR etc and even then those absurd export%s not treated as overproduction. PRC would need to be exporting ~20m more cars then they do now to even qualify.
Auto+energy sector equivalence (the 200-400b figure), PRC not even on the axis in equivalence scenario.
E:cleaner language
I literally didn't say that it was?
In any case, the point is that the US also subsidizes markets, including the auto markets. China is far from unique in this. As you say, free market capitalism isn't binary, and in this case all parties are subsidizing to some degree.
> and in this case all parties are subsidizing to some degree.
Textbook false equivalence.
Source: same as yours
Please don't respond to a bad comment by breaking the site guidelines yourself. That only makes things worse. Your comment would be fine without that bit
Hey, can you please not break the site guidelines like this, no matter how wrong someone is or you feel they are? It's not what this site is for, and destroys what it is for.
I’m pretty sure they will, as they have, like clockwork, in the same month, for over a decade.