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filloooo commented on How China built its ‘Manhattan Project’ to rival the West in AI chips   japantimes.co.jp/business... · Posted by u/artninja1988
georgeburdell · 3 days ago
The knowledge came from former ASML employees. I wonder if countries will sanction these individuals given the geopolitical implications of their assistance.
filloooo · 3 days ago
Handing out sanctions without at least a plausible legal cover, sounds like a recipe for disaster that would come back to bite.

I wonder what could be used here, non-compete? IP infringement? Or doing it "for all mankind"?

As for knowledge, the YouTube channel Branch Education explained EUV lithography in great detail, sponsored by ASML itself.

My impression is that the knowledge is not that secretive, the precision required at every step is the key.

filloooo commented on RAM is so expensive, Samsung won't even sell it to Samsung   pcworld.com/article/29989... · Posted by u/sethops1
itopaloglu83 · 17 days ago
The manufacturers are willing to quadruple the prices for the foreseeable future but not change their manufacturing quotes a bit.

So much for open markets, somebody must check their books and manufacturing schedules.

filloooo · 17 days ago
Memory chips have always been a very cyclical business, that's why their stock prices remain relatively low despite a windfall happening.
filloooo commented on Average DRAM price in USD over last 18 months   pcpartpicker.com/trends/p... · Posted by u/zekrioca
somenameforme · 17 days ago
I don't understand this. I'm looking at prices on some Asian store fronts and it's nowhere even remotely near these. I'm looking at DDR5-6000 2x16 for about $130, with no apparent limits.

Even with tariffs, transport, and other fees, you could get this to the US for way less than $400. I doubt the market could be this inefficient - in other words I don't think I just found a get rich quick scheme. So, what gives?

filloooo · 17 days ago
Yeah, that's the spot market price, small sellers are more nimble, big platform sellers however probably feel the need to price in supply risks.

Shouldn't be recycled chips too, as those were always older gens. I bought one ddr3 dirt cheap and no issues.

filloooo commented on Jakarta is now the biggest city in the world   axios.com/2025/11/24/jaka... · Posted by u/skx001
ecshafer · a month ago
Other than Singapore. I am not sure why SE Asian cities aren't going as all in on mass transit like China. Jakarta has a single subway line for 42 million people. They have some light rail line and buses. If you compare this with Tokyo, Shanghai, Beijing its really night and day.
filloooo · a month ago
Democratic governments are weak on deficit spending, especially poor ones, the debt from their tiny stretch of high speed rail almost became a scandal.
filloooo commented on Germany to ban Huawei from future 6G network   bloomberg.com/news/articl... · Posted by u/teleforce
jiehong · a month ago
Which company will design and make 6G telco hardware in Germany?

I guess it will be 3/4/5G for a while, until they can someday cover the country just barely, and then 6G a decade and half later than everyone else (or is it by giving up sovereignty by buying US stuff instead?)

Sorry for being hopeless, but Germany has been very good at proving its inability to fix telco issues (or its train issues…).

filloooo · a month ago
This is retaliation for China recently phasing out European gears, which should be expected after Europe already banned Chinese gears in effect.

China for years has been allocating a share of the market to European gears, considering their domestic offerings are much cheaper, this was basically a reciprocal gesture, but it's not needed now for neither side.

Germany has been reluctant to completely remove its Huawei gears, but now that German cars are losing ground in China, they probably felt it's time to make the move.

filloooo commented on Germany to ban Huawei from future 6G network   bloomberg.com/news/articl... · Posted by u/teleforce
ta12653421 · a month ago
this is what most WEIRD people do not understand: (Western-Educated-Industrial-Rich-Democratic) - by today it looks like that the Chinese system may proof to be more "performant" on most/several (all?) levels. Its hard to accept for libertarian minds, i guess.

Once here on HN someone wrote like: "democratic systems seems to be too slow to adapt in world changing at our current speed".

China did some vey wise decisions from their perspective; think about this joint-venture thingy that foreign companies need to have a JV partner which always holds at least 50.1% - very clever! Why did no western state do this? Its one of the by far smartest decision that you could do.

filloooo · a month ago
This JV obssession is weird, China basically admitted that they can never compete on ICE cars and bet on EVs instead, either this JV model doesn't actually work or what was transferred do not have much value.

Now people claim they stole their IPs through JVs and that's why they are good at making EVs, this theory doesn't add up.

Also, what China offered is a vast untapped market, no one forced these companies to go to China to set up JVs and start picking up gold down the street, this was way before WTO and China was not at all obligated to open it's market, let alone for free.

Now ask one question, what the EU has to offer to "force" China to set up JVs? Guaranteed billion dollars profit?

EU car market is crowded and full of incumbents, Chinese cars represent a low single digit market share despite the weekly "China is taking over the EU car market" news article.

filloooo commented on DoorDash and Waymo launch autonomous delivery service in Phoenix   about.doordash.com/en-us/... · Posted by u/ChrisArchitect
Calavar · 2 months ago
Could you explain further? The restaurant gets the order at the same price, Uber adds delivery fees and a 25% markup on the cost of food. Why would these numbers not work out in the kitchen's favor? Maybe I'm missing something. Genuinely curious.
filloooo · 2 months ago
It's like any e-commerce platform where the platform cares only about maximising revenue and minimising costs.

Pitting restaurants against each other on who can cut corners the best. You often get worse meals at higher prices.

This business model essentially makes sure all the surviving ones are those who can get by on the lowest profits.

filloooo commented on Dutch government takes control of Chinese-owned chipmaker Nexperia   cnbc.com/2025/10/13/dutch... · Posted by u/piskov
constantcrying · 2 months ago
Great. Absolutely outstanding from the Dutch government, to not let China dominate Europe however it wants.

Securing a Chip industry independent from China, Taiwan and the US has to be the top long term security interest. I only hope that the EU can use it's power to make things like this more feasible and to keep Europe independent from US/Chinese interests.

filloooo · 2 months ago
Hope you would be as excited when other countries start to follow the lead.
filloooo commented on Dutch government takes control of Chinese-owned chipmaker Nexperia   cnbc.com/2025/10/13/dutch... · Posted by u/piskov
chrisco255 · 2 months ago
> In principle I'm against outsourcing or technology transfers to China, but please do it on you own schedule.

In principle, the tit for tat policy with China should have been initiated 15 years ago. China has restricted its own markets in similar ways since at least that far back, and it was clear then, when they banned Google in 2010, that they were not playing by the same playbook as we were.

The U.S. doesn't control oil in the Middle East, that would be Saudi Arabia, UAE, Qatar, Kuwait, Iran, etc, all sovereign nations with their own governments. It also produces more domestically than its own demand and is a net exporter of oil.

Also, not sure why the Ukraine war is the United States responsibility over the EU's responsibility given that its your next-door neighbor and its your eastern flank that would suffer if Ukraine were to fall to Russian control. EU, of course, partly responsible for enriching Russia to the point where it can afford such a war with its own purchases of gas while shuttering nuclear power plants for indescribable reasons.

filloooo · 2 months ago
People like to play the victims, nobody else wanted to buy these unattractive companies back then, but once these companies are turned around or eventually fail, suddenly they are of national importance, we were ripped off.

The Google Facebook examples probably would hold better if the US hadn't axed TikTok, also, Google isn't banned in China, they refused to comply with censorship regulations and left themselves.

Rules only apply when the people that set the rules win, maybe China is to be blamed for seeing through this cruel world earlier.

u/filloooo

KarmaCake day28September 5, 2025View Original