So-called "soft" tech firms shouldn't be underestimated, since they often command consumer loyalty, and the loyalty of the global communities of developers that create the content that makes hard tech useful. For instance, when Huawei was cut off from Google services, many people refused to buy Huawei phones even though they still had the best hardware, because of lack of Gmail and Google Maps. People would rather have the favorite apps on a slightly inferior phone than have better hardware but no apps. The hardware can be easily replaced, but the apps cannot. As another example, the demise of Japan's semiconductor industry owed a great deal to the country's lack of software, as it was unable to compete with the "Wintel" alliance. A third example is Apple - even though it only sells fewer phones than Samsung or Huawei (at its height), it has far higher profits due to its App Store. Even products you would think are all hardware, such as ASML's lithography machines, are based on millions of lines of code, that have grown exponentially. Look no further to the success of companies like Google, Facebook, and Amazon to see the value of software. The kind of money these companies bring in can power entire industries and strengthen the finances and economies of the countries they are based in. In my view, China should support its software industry and especially encourage overseas expansion and collaboration between Chinese and overseas software developers on ecosystems controlled by China, or at the very least open source ecosystems that cannot be taken away from China.
Chinese semiconductor industry
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ZeEa5KPul probably meant to criticize Alibaba, ByteDance and Tecent for being more of "content" than "tech" companies.
Obviously, no one would think that Adobe is not a tech company. To my knowledge Adobe does not make any hardware products.
So it is not about software vs. hardware. It is instead about wheter a company creates technologies or merely uses technologies to deliver contents.
Obviously, no one would think that Adobe is not a tech company. To my knowledge Adobe does not make any hardware products.
So it is not about software vs. hardware. It is instead about wheter a company creates technologies or merely uses technologies to deliver contents.
This will probably be music to @ansy1968 's ears.
"Huawei executives say the company hasn’t laid off any chip engineers and that its workers are designing next-generation products, even though major semiconductor manufacturers remain blocked from building them.
“They continue their work,” Catherine Chen, Huawei’s head of public affairs, said in June. “We’re confident that the difficulties can be overcome within two to three years.”
The table lists several Chinese photoresist manufacturers' abilities. The pink ones are photoresist for memory and logic use and the blue ones are photoresist for LCD panel use. It seems there is still only one ArF photoresist manufacturer and their product is still in client test stage. Same news we had on this threat actually. I am surprised the actual capability to manufacture even KrF and even LCD panel photoresist is still so low but it seems there are more companies working on their supply than I knew about.
Amazon designs their own chips for internal server use in the Amazon cloud service. They are basically replacements for high end Intel or AMD server chips. Amazon also designs and sells consumer hardware products like the Kindle, at one point the Fire Phone, etc.
Microsoft does the XBox and Surface tablet. Google has several miscellaneous consumer hardware and has started to design smartphone SoCs with the help of Samsung. They have also designed several AI accelerator chips for use in their backend servers. They have a team to design their own server systems (motherboards) but I don't know if they have their own server chip design or not. Never heard about it.
All of these companies basically do design work which is outsourced to OEMs in China for manufacture. That has been the general trend in US semiconductor for decades already however. Even companies like AMD and NVidia own no fabs.
@Topazchen Yup and it was from Queens "We Are The Champions"!!!
@Topazchen Mixed emotion bro coming from WSJ cause that is a shitty news organization! Only from SDF that I learned the Truism of what actually happening and it's conservative. This year Bro is the year where Huawei will show her true potential and the start of the fightback/rally.
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Are you serious? What's your definition of "top of the line"? Or maybe when 1 yuan = 10 USD?
At the end of the day, it's just sand, plastics, and a little metal.
Joking aside, I do hope that, once China has made breakthroughs in semiconductors, ICT products will become even more affordable to the global south.At the end of the day, it's just sand, plastics, and a little metal.
Seeing the performance of Apple M1 silicon, having a M1 phone could actually a capable working desktop when connected to mouse + keyboard and monitor. Imaging huawei and other producing it cheaper in China.
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