Broadcom potential Purchase of Qualcomm

[The-Shoveler]

Did I just hear no more stupid wars?

I think I heard that before LOL.

Maybe you should try immigrating to China (not easy to do BTW).

[FlyerInHi]

[quote=The-Shoveler]Did I just hear no more stupid wars?

I think I heard that before LOL.

Maybe you should try immigrating to China (not easy to do BTW).[/quote]

Suit yourself if you want to continue the course on military spending. That’s what a lot of people want to show that we are badass.

I stopped caring and I’m now a Citizen of the World first and an American second. I’m just an observer and say it like i see it.

[The-Shoveler]

I did not say I wanted to continue military spending.

BTW don’t be too surprised to see china eager to step-up their military spending and military actions around the world filling any void they see.

The only thing stopping them is us (and a lack of real world experience at foreign warring).

Vet-Nam and others around the regions are not happy about it.

I can see us one day soon saying OK, we are done with this expensive game, you guys are on your own.

BTW It was Trump who said “no more stupid wars”.

Not saying Trump is good or anything, but it was one of the few points I agreed with.

China might find it hard to hold on to their new foreign assets without a military presence.

I guess we will see, the future is the great unknown, it always confounds the experts and surprises everyone else LOL.

[FlyerInHi]

Trumo says a lot of things but his type of attitude is what brought us to this point. Wars of conquest are no longer possible. It’s all business now.

Think about it, we went to war in Iraq and Afghanistan. China joined WTO and did more for people around the world than we did in the same period. And we spent how much? A couple $ trillions. How much did we destroy? How many killed and disabled. And we have to support veterans for life, at what cost?

Chinese business people are fanning throughout the world. My contractor’s wife is from Guatemala. She said there are lots of Chinese people there operating small businesses selling clothes and general goods.

Anyway, if we continue like this we will decline and lose friends around the world. In the same period China has innovated and is challenging us technologically. I think that are now over four direct flights a day between Addis Ababa and China. Ethiopia will be a big middle income market in few years. Huawei and ZTE will prosper there.

Btw, TPP was to counter China. Without it, Pacific countries have to fall into the arms of China. We will see…..

Trying to force China to abandon economic planning with tariffs will lead nowhere. We should be planning ourselves.

[The-Shoveler]

Yes we should stop being the world police, manipulate our currency and give more subsidies to tech companies (and industry in general).

Encourage corporate IP theft and only send our troops if there is something in it for us.

Just kidding sort of.

[FlyerInHi]

[quote=The-Shoveler]Yes we should stop being the world police, manipulate our currency and give more subsidies to tech companies (and industry in general).

Encourage corporate IP theft and only send our troops if there is something in it for us.

Just kidding sort of.[/quote]

That was funny. I can appreciate it. Haha. All good points, of course.

in foreign policy, I’d say build things that people can see and use. Provide poor people with goods and services they can use.

How many $ billions are we giving farmers every year? $12 billion more this year. Em’ farmers are driving luxury trucks on the public dole. And 25% tariffs on imported trucks to protect our producers. Lower them to 10% in line with the EU?

So Chinese students can come to our universities and “steal” our tech. But our students can’t go and learn because it’s too expensive.

I’d say we are subsidizing plenty, but not in a coherent way. So blame China and people “taking advantage of America” instead of fixing what’s wrong with us. That’s the easy way that won’t work.

[Coronita]

As an added bonus, it would be funny if China passes a tariff on exported X86 chips from US to China.
And AMD dodges the tariffs because of their partnership with 51% owned CHMT holding company which partners with THATIC,that owns Chinese Hygon to make the Dhyana, which is a near identical clone of AMD’s licensed Epyc server processor, with AMD getting a royalty cut.

https://www.fool.com/investing/2018/07/14/how-amds-chinese-clone-army-could-hurt-intel.aspx

What is AMD up to?
The Chinese government is currently trying to reduce its dependence on American technologies due to national security concerns, while subsidizing the growth of its domestic tech companies. China still buys plenty of CPUs from Intel since its Xeons are still considered the “best in breed” processors for data centers, but US regulators banned Intel from selling its top chips to China’s supercomputer centers in 2015.

That’s why China isn’t eager to embrace another American chipmaker like AMD. In response, AMD established two joint ventures with Chinese holding company THATIC — one with Chengdu Haiguang Microelectronics Technology (CHMT), and another with Haiguang IC Design, also known as Hygon.

AMD owns a majority stake in CHMT, which ensures that its IP isn’t transferred to THATIC. THATIC owns a majority stake in Hygon, which licenses AMD’s IP from CHMT. Hygon designs the chips, and CHMT produces the chips through a suitable foundry and then sends them back to Hygon for packaging, marketing, and sales.

This arrangement seemingly placates American and Chinese regulators — AMD’s IP isn’t being passed to a Chinese company, and a Chinese chipmaker gains access to superior data center CPU designs. AMD generates less revenues through these JVs than it would through direct sales, but it still gains a foothold in China’s massive data center market. But more importantly, this move could wound Intel.

Why Intel should be worried
AMD’s Epyc arrived only a year ago, but it’s already causing headaches for Intel. Benchmarks found that it could outperform comparable Intel CPUs in certain high-performance computing and big data applications that require CPU cores to operate independently.

Many big companies, including Microsoft and Baidu, started installing AMD’s cheaper chips in their data centers. In a meeting with Nomura Instinet analyst Romit Shah in June, then-CEO Brian Krzanich admitted that AMD was gaining ground, and Intel was trying to prevent it from gaining a “15% to 20%” share of the data center market.

That admission was stunning, since Intel traditionally controlled more than 99% of the data center market with its Xeon chips. Intel’s data center group grew its revenues by 11% to $19.1 billion last year, and accounted for 30% of its top line.

Epyc was already a thorn in Intel’s side, but AMD’s sponsorship of Chinese clones could throttle its sales in mainland China, which accounted for 24% of its sales last year. Its total sales in the region only rose 6% in 2017, compared to 20% growth in 2016.

…Well at least until AMD’s server chip design gets stolen by the olding company and given to the other company that makes them…which could have already happened….

[Myriad]

[quote=FlyerInHi]

China converted the debt to equity.. They are running the port which still services the Sri Lankan economy. [/quote]

After reading this, yes, China started with a smart strategy for buying influence. However, over time, they’re going to run into issues with all the debt financing and blowback from local population (maybe not in the next 10 years, but eventually). Also, the also are causing the Indians to look at tighter alliances with US/Australia.

I also agree the US subsides many things, just not in a systematic way like China. Part of the assumed outcome of China entering the WTO was that they would open their economy and move towards a more western model of global trade. Now that they are not, actually they have turned more protectionist and closed than in the past 10 years, coupled with the negative geo-political implications (Tawian, NK, South China Sea, A2AD weapons, etc), the US needs to change the what & how we subsidize. China is not moving off their 2025 plan to increase technology independence. Essentially move to an economic Cold War where development, technology & education, economic growth, and trade are the main peer competitions.

This one’s about blocking IMF bailout of Pakistan due to Chinese debt.
https://www.wsj.com/articles/u-s-seeks-to-avoid-a-pakistan-bailout-that-would-repay-china-1533056638?mod=searchresults&page=1&pos=3

China knows that they have a few decades before demographics becomes a huge problem for them.
https://www.economist.com/finance-and-economics/2016/07/23/vanishing-workers

https://www.economist.com/sites/default/files/imagecache/640-width/images/print-edition/20160723_FNC133_0.png
By 2050, they could have an dependency ratio as bad as Japan.

[FlyerInHi]

[quote=Myriad]

China knows that they have a few decades before demographics becomes a huge problem for them.
https://www.economist.com/finance-and-economics/2016/07/23/vanishing-workers

https://www.economist.com/sites/default/files/imagecache/640-width/images/print-edition/20160723_FNC133_0.png
By 2050, they could have an dependency ratio as bad as Japan.[/quote]

For sure. That’s why China wants to the biggest market so they can set the standards and the rules. Makes sense, right? They want to own core technologies by the time they get old.

[FlyerInHi]

Aren’t 65% of Qualcomm’s sales in China?
I see that Samsung has a new 5G phone. How is Qualcomm benefiting?

[FlyerInHi]

[quote=Myriad]

This one’s about blocking IMF bailout of Pakistan due to Chinese debt.
https://www.wsj.com/articles/u-s-seeks-to-avoid-a-pakistan-bailout-that-would-repay-china-1533056638?mod=searchresults&page=1&pos=3
[/quote]

Seems to me like blocking western cooperation with Pakistan would drive them more into the arms of China.

Pence promised better options from America at APEC. So far, all talk, no money.
If the options are truly better, receipients would of course select the better options.

[FlyerInHi]

So Monaco is deploying Huawei 5G. With all the richest people in the world residing or coming there, do they need to worry about communications while in Monaco?
https://safesmart.city/en/will-monaco-be-a-5g-smart-city-thanks-to-huawei/

[Author]

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