U.S. Chipmakers Fear They Are Ceding China’s A.I. Market to Huawei
U.S. Chipmakers Fear They Are Ceding China’s A.I. Market to Huawei
www.nytimes.com
U.S. Chipmakers Fear They Are Ceding China’s A.I. Market to Huawei
17 comments
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What did Trump expect? That Huawei and SMIC would just throw the towel in the ring?
“Huawei is a ferocious competitor,” Mr. Allen said. “It brings a mixture of very high quality talent, psychotically driven work culture and the deep backing of the Chinese government.”
USA basically declared war on Chinese IT industries more than a decade ago, almost forcing Huawei out of the smartphone market when they had become the leader of it! Seeing how Apple became the richest company in the world on the back of the iPhone, Huawei obviously lost enormous amounts of profits being excluded from that market.
USA is still attempting to prevent China from being competitive, and obviously China is determined on every level not to let that continue, all the way from the top of government over major companies to the researchers and workers. It may not be exactly a war, but it definitely is a very serious competition.
Now China is hitting back for real, because they have the power to do it, for instance preventing USA from having certain rare earth minerals. And the loser will be USA, and that will soon be very clear.
American bully tactics have alienated everybody including allies, so USA is alone on this. And alone USA will lose.
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Not gonna lie my best smartphone by a mile was a Huawei I've considered giving Honor a shot a few times since.
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My wife had a Huawei phone for 10 years, because she doesn't like the new phones. It took amazing pictures despite it was only a mid range phone. But not so good in low light compared to new phones.
Huawei made insanely high end good looking designs even with their mid range phones, nothing on the market today looks as good as that one did.But it ended up being too slow, and the software was too old, so there were things that simply stopped working.
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preventing USA from having certain rare earth minerals
I think this is overblown. The rare earth minerals can absolutely be sourced elsewhere, it's just a lot cheaper to get them from China.
But yeah, maybe the US will be the loser here, that really depends on how much Trump sticks to his guns. I hope he gets ousted before he can do irreparable harm...
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Even if he gets ousted, the US has lost the trust of most other nations already. Regaining that will take years.
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If ever. I think the US highly underestimates the aversion a huge number of people have towards a country condoning and aiding genocide.
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Decades. Lifetimes, even.
The US has shown that it's not a reliable partner. Sure, the next pres might be sane, but what about the one after that? They've shown they're more than happy to elect a con man and do sfa to keep him in check - they've done it twice now, so it's near 100% that they'll do it again.The entire USA is in FO stage of FAFO, and now China and Europe will be the players to watch. I mean, other than watching the US flush itself down the toilet to own the Libs, obvs.
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Hopefully other nations appreciate that Trump is a bit of an outlier.
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Is he, though? He looks more like the final result of decades of very deliberate work by certain groups in the US political establishment that started with Reagan or possibly even earlier who put specific types of people on the Supreme Court, extended presidential executive order powers, gerrymandered, sabotaged political education, established think tanks and propaganda networks,...
They might have gotten a bit more chaos than they wished for but to think Trump ended up as president by complete accident would be naive and other nation's top politicians (and their own advisors) are not that naive.
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Yes, he is, his whole appeal is that he's an outsider. And Reagan was also an outlier, he was an actor that decided to get into politics.
Trump ending up as President in 2016 was largely an accident. You can see the complete 180 by media orgs and the top brass of the GOP once he got the nomination as evidence of that. They had all geared up for a Jeb Bush nomination, and that obviously never materialized. 2024 was a bit more intentional, because he wanted to run again and nobody in the party really dared stand in his way.
That said, Trump is very much an outsider and got elected mostly on that basis. He's a result of a decade or two of frustrations w/ the establishment, and now we're seeing what that actually looks like. His approval rating took a serious hit during the tariff nonsense, and it's only back now that he's not doing what he promised to do. I don't think Americans really want what he has to offer, they just want something different from what they got before. I would be very surprised if he retains a reasonable approval rating through the midterms, so many of his campaign promises are likely to end in disaster, and he needs to show some kind of progress on those promises for his party to have a shot next year.
So yeah, I think in a year or two, most people would agree that he's an outlier.
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I hope he gets ousted before he can do irreparable harm…
Too late for that.
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Eh, most of what he has done can be undone with relatively little long-term impact. If we get someone good w/ diplomacy, I think everything would be largely fixed in one term.
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China spent $50 billion on researching chip production last year, about half the global investment!! Because of policies instated by Trump in his first term!
Canada has cancelled their F35 program, and is looking for non US supplier of their fighter jets.
EU has decided to become independent of USA on military equipment, making their own equipment instead of buying from USA.
Tesla sales have dropped almost 50% in Europe, and Tesla is very unlikely to ever come back to their leading position in Europe again.George Bush wasn't nearly as bad as Trump, but USA misled the world under him regarding Iraq, and started a baseless war that many allies were drawn into. Obama was VERY popular in Europe, but despite that relations weren't completely restored in 2 terms with Obama. Bush broke trust with comments like if you aren't with us you're against us.
Trump was much worse already the first term, despite not starting any wars. Talk of abandoning NATO, not respecting article 5, pandering to Russia, withdrawing from the Paris agreement. And in general undermining democracy and cooperation with allies. USA lost leadership under Trump, and it didn't recover with biden.
So don't think for a second that the harm from Trump's first term was repaired by Biden. Although we did return more to business as usual with Biden.
Now Trump has within only 3 months managed to piss off everybody. China is opposing USA directly, which they never did before, and EU has declared a goal of independence from USA, which was talked about the first time Trump was president, but now was decided very quickly because Trump cut off aid to Ukraine. Europe simply can't rely on USA anymore, and the decision to work towards independence is final. The ol PAX Americana can never be restored, and the soft power USA had because USA was supported by many allies can never be restored either.
As another lemmy poster wrote, imagine you are in a loving relationship with a partner you trust. But suddenly one morning when you get up, your partner punches you hard in the face without reason. That relationship can never go back to what it was.
USA can absolutely make friends and trade with everybody like before. But the trust and soft power USA had built after WW2 for 50 years was already shaken under George W. Bush, mostly restored by Obama, but then shaken badly with Trump first term, and now destroyed by Trump 2nd term.
Mind you this is not just Trump, Trump won the popular vote, and is representing USA by democratic election. So it's the American people and the Republican party that has shown that USA isn't to be trusted as we used to trust it.
To rebuild that trust, a fundamental change is needed in USA. A shift in ideology in the population and probably also a much improved democracy, that doesn't surrender so much power based on the election of 1 person.
Trump has made history already, but unfortunately it is not the good kind.
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The policy damage is easily repairable. The reputation damage is going to take a lot longer. Trust is hard to gain and easy to lose, and the US has been shedding a LOT of trust recently.
Hell, you couldn't pay me to cross the border right now. (Literally - my employer offered me a 20% raise to go work in the NY office and I laughed at them.) I don't want to risk getting a one way trip to El Salvodore because some psycho with a badge doesn't like the shirt I'm wearing, or whatever fucking excuse they use.
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17 comments