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0 pointsksec2mo ago0 comments

>we see it is 5.5T for Western world vs 4.6T for China (according to my brief google searching).

I would bet the unit volume of manufacturing with those 4.6T is more than double that of 5.5T. And those 5.5T likely have some very high value, high margin leading edge equipment.

Not only is China catching up to those sectors, they are continuing their momentum to accelerate and expand in other low value market. They key here isn't to maximise profits, it is to maximise control.

If Trade is war, which is the fundamental of principle of what "Art of War" is about, then I dont see how the west could win this war without some very drastic changes.

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riku_iki2mo ago

> I would bet the unit volume of manufacturing with those 4.6T is more than double that of 5.5T. And those 5.5T likely have some very high value, high margin leading edge equipment.

sure, and what's your point? My opinion is that high margin leading edge equipment is more interesting direction than low cost low tech produce.

immibis2mo ago

They keep increasing and increasing the level of what they can produce. Within a couple of decades they will overtake TSMC, ASML, etc. If you're thinking about how the west still does all the design, they will produce their own computer architectures (Loongarch is outpacing RISC-V) and chips and operating systems. IIRC they're now able to make their own chips and chip-making equipment at a decade-old technology level and that's rapidly catching up.

snvzz2mo ago

>Loongarch is outpacing RISC-V

Not really, unless you mean in performance of available chips.

Notably, Loongarch and the company behind it have been around for much longer, and thus have a head start. But it is ultimately a single company's ISA.

On a grander scale, China's focus is on RISC-V.

riku_iki2mo ago

great, healthy competition is good for everyone, and it will force western companies innovate harder.

ksecOP2mo ago

>sure, and what's your point?

You may want to reread what I wrote.

They key here isn't to maximise profits, it is to maximise control.

riku_iki2mo ago

Maximising control over low margin low tech niches sounds like losing strategy.

j / k navigate · click thread line to collapse

0 pointsksec2mo ago0 comments

>we see it is 5.5T for Western world vs 4.6T for China (according to my brief google searching).

I would bet the unit volume of manufacturing with those 4.6T is more than double that of 5.5T. And those 5.5T likely have some very high value, high margin leading edge equipment.

If Trade is war, which is the fundamental of principle of what "Art of War" is about, then I dont see how the west could win this war without some very drastic changes.

0 comments

riku_iki2mo ago

> I would bet the unit volume of manufacturing with those 4.6T is more than double that of 5.5T. And those 5.5T likely have some very high value, high margin leading edge equipment.

sure, and what's your point? My opinion is that high margin leading edge equipment is more interesting direction than low cost low tech produce.

immibis2mo ago

snvzz2mo ago

>Loongarch is outpacing RISC-V

Not really, unless you mean in performance of available chips.

Notably, Loongarch and the company behind it have been around for much longer, and thus have a head start. But it is ultimately a single company's ISA.

On a grander scale, China's focus is on RISC-V.

riku_iki2mo ago

great, healthy competition is good for everyone, and it will force western companies innovate harder.

ksecOP2mo ago

>sure, and what's your point?

You may want to reread what I wrote.

They key here isn't to maximise profits, it is to maximise control.

riku_iki2mo ago

Maximising control over low margin low tech niches sounds like losing strategy.

j / k navigate · click thread line to collapse