Miscellaneous News

[Phead128]

ToT sounds good. In reality, it's far more complicated. For example CR929 codevelopment was not immune to sanctions, downgraded with Russia as supplier instead of partner. (i.e., buy-sell relationship). To be fair, this is a civilian ToT that is more vulnerable to economic sanctions.

For military ToT, the Ukraine war has forced Putin's hand to be more generous with ToT that otherwise. It's good to have military ToT cooperation with Russia and one day buy Chinese military equipment directly. Imagine an Fujian-class carrier with J-35E in Sevastapol port.

 

[Diletank]

For military ToT, the Ukraine war has forced Putin's hand to be more generous with ToT that otherwise. It's good to have military ToT cooperation with Russia and one day buy Chinese military equipment directly. Imagine an Fujian-class carrier with J-35E in Sevastapol port.

Why do you need an aircraft carrier in port? Planes can already take off from airfields near the port

 

[Yellow is Okay]

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HANOI, Dec 8 (Reuters) - U.S. chip giant Nvidia

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will discuss cooperation deals on semiconductors with Vietnamese tech companies and authorities in a meeting on Monday in Hanoi, an invitation letter to participants seen by Reuters showed.

Jensen Huang, president and chief executive of Nvidia, will on Monday meet representatives from the Vietnamese government and Vietnamese companies to discuss ways "to boost the semiconductor industry" in Vietnam and "Nvidia's potential partnership with Vietnamese tech firms," the invitation letter to the private event said.

An industry source familiar with the preparations of the meeting said Nvidia was expected to agree on a tech transfer deal with at least one Vietnamese company.

The person declined to be named because they were not allowed to speak publicly on the issue.

FPT

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, Vingroup

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, the parent company of electric vehicles maker VinFast and state-owned Viettel said they would attend the meeting on Monday with Nvidia but declined to comment about any possible deal.

The Vietnamese investment ministry, which will host the event, did not immediately reply to requests for comment.

Looks like it's the truth after all, we've been pushing hard for the first semicon plant in the country. I for once really appreciated the rising tension between China and the US. Now let's wait and see what they're going to give us with this ToT.

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[supersnoop]

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Looks like it's the truth after all, we've been pushing hard for the first semicon plant in the country. I for once really appreciated the rising tension between China and the US. Now let's wait and see what they're going to give us with this ToT.

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This sounds like an article written by someone who has no idea what they are talking about.
nVidia is a fabless semiconductor company. They don't have any technology to transfer in terms of manufacturing.

 

[Yellow is Okay]

This sounds like an article written by someone who has no idea what they are talking about.
nVidia is a fabless semiconductor company. They don't have any technology to transfer in terms of manufacturing.

The southeast Asian country, which is home to large chip assembling factories including Intel's

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biggest globally, is trying to expand into chip designing and possibly

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as trade tensions between the United States and China create opportunities for Vietnam in the strategic industry.

I think first we're going to aim for chip designing, the plant is a long term goal actually.

 

[supersnoop]

About ~47 million iPhones were sold in China last year. Very doubtful India is going to be reaching those levels within the next 3 years when considering all their competitors. Back in 2022, around ~232 million units were sold with 7% of the units coming from India. About ~6.5 million units were sold in India leaving about ~9.7 million units unaccounted for. Apple has been exporting a lot more made in India iPhones then just a few.

10 million out of 230 is a tiny percentage, so yes it is still just a few.
Also, know that those 25% figures are thrown around by Indian media the most, so no one actually knows Apple's own projections. They can scale up or down at will.

 

[supersnoop]

I think first we're going to aim for chip designing, the plant is a long term goal actually.

Chip design is "simple" (relatively speaking), doesn't require hard assets and is a totally knowledge-based skill
Again, not sure what nVidia can provide. Maybe all the secrets of the RIVA TNT2.

 

[Bob Smith]

Excellent. I think the big statement here by Putin is that Russia is moving away from the buy-sell military relationship with China to co-development. It's a type of acknowledgement, that China has advanced military technology that Russia desires. For obvious reasons, Russia doesn't want to buy Chinese weapons directly. So the best way forward is to co-develop stuff with China.

So for example, China and Russia might wanna co-develop a new heavy HALE drone. China has the expertise, while Russia would want the ToT, and manufacturing know-how. It would be nice if the cooperation could also extend to major naval vessels and nuclear submarines. Russia needs newer capital ships, and China could use an additional boost in nuclear submarine tech. Since there is that AUKUS deal by the other side already, such a deal not that unthinkable.

P.S.: In my opinion they should insert a special clause in any co-development deals between China and Russia. No sales or ToT allowed to any 3rd countries that have problems with China or Russia. No matter how friendly they are to either of them. So no sales or ToT allowed to India, Vietnam, PH, Turkey, Ukraine, or any other NATO nations or partners. Ideally, these co-developed technologies should only stay between Russia and China only.

If only Russia had this ToT relationship with China 20 years ago when China needed it, China would be more wiling to give it to Russia now. As I see it, Russia now would overwhelmingly be given Chinese tech while offering very little in return.

 

[Aniah]

Like the Apple ram tax? Their iMacs start at 8GB with an additional $200 for 16GB and $400 for 32GB. Meanwhile, for the regular PC market that sort of 32GB ram runs about $120-$140 for retail.

My favorite was when apple released their self repair kits for thier iphones and macs at the same price it would cost to send them back to apple for repairs. It's like they don't even hide the fact they are scamming people.

 

[vincent]

For military ToT, the Ukraine war has forced Putin's hand to be more generous with ToT that otherwise. It's good to have military ToT cooperation with Russia and one day buy Chinese military equipment directly. Imagine an Fujian-class carrier with J-35E in Sevastapol port.

Russkies need to get ships with decent air defence capabilities, like 054A first.