Germany Carl Zeiss, heart of Dutch ASML Lithography Equipment.

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antiterror13

Brigadier
Is Samsung legally and technically willing and able to substitute for TSMC to some extent?

Very interesting question, I suspect Samsung can't either. There must be some US products in Samsung factory

Now the move is to de-Americanisation all products everywhere, as it has been proven (again and again), the US is not a reliable partner. Thats very very dangerous to the high tech industries in the US
 

0Fox0

New Member
Registered Member

As for providing details, he has even shown presentations here about what materials, specifications are required to get the performance desired (mirrors, coatings, immersion, etc). You ask him for details. He provides it and you dismiss it as "bs".

He mostly gets angry with you because you tend to nitpick. I don't even know if you want to hear a plan or want to embarrass him.

BTW, it's not just tidalwave making these observations either. Other people in the Chinese semiconductor industry are echoing some of his criticisms.

You are the one with the over confidence that bothers me the most. I look at China and I see many examples of them NOT being vigilant at all. Yes, the leadership is good in many areas, but they have enormous blind spots in certain areas from what I can tell (unless they're playing 4d chess, which I highly doubt). In fact, their exceptional performance in many areas of governance blinds people like you from recognizing their deficiencies.

Just in the realm of soft power. They are making mistakes that even a low IQ teenager would not make. Yet, according to you, anyone who doesn't have a PhD in sociology or psychology or spent decades running an international advertising agency should go away and stop pestering them with "crappy ideas". Yet, year after year they continue wasting billions on scoring own goals on themselves because they don't understand the most simple BASICS of how to communicate, control a narrative, attack propaganda, rile up emotions, or just not disgust or bore people.

Having seen their epic failures in numerous areas, I am far less hopeful than you about China's future.
 

adiru

Junior Member
Registered Member
As for providing details, he has even shown presentations here about what materials, specifications are required to get the performance desired (mirrors, coatings, immersion, etc). You ask him for details. He provides it and you dismiss it as "bs".

He mostly gets angry with you because you tend to nitpick. I don't even know if you want to hear a plan or want to embarrass him.

BTW, it's not just tidalwave making these observations either. Other people in the Chinese semiconductor industry are echoing some of his criticisms.

You are the one with the over confidence that bothers me the most. I look at China and I see many examples of them NOT being vigilant at all. Yes, the leadership is good in many areas, but they have enormous blind spots in certain areas from what I can tell (unless they're playing 4d chess, which I highly doubt). In fact, their exceptional performance in many areas of governance blinds people like you from recognizing their deficiencies.

Just in the realm of soft power. They are making mistakes that even a low IQ teenager would not make. Yet, according to you, anyone who doesn't have a PhD in sociology or psychology or spent decades running an international advertising agency should go away and stop pestering them with "crappy ideas". Yet, year after year they continue wasting billions on scoring own goals on themselves because they don't understand the most simple BASICS of how to communicate, control a narrative, attack propaganda, rile up emotions, or just not disgust or bore people.

Having seen their epic failures in numerous areas, I am far less hopeful than you about China's future.

I was initially hoping for some 11D Go as well....

Honestly I think the closest explaination or possibility is in talks US told China what its red lines were, Xi agreed to back down in secret back channel talks, but publicly couldnt officially state a change in MIC 2025 policy so it just lets America takes punches, doesnt fight back, and lackluster even in terms of pursuing homegrown chip tech supply chain in earnest...

China probably made some backroom concession to bid time but couldnt publicly come out and state a change in policy
 

manqiangrexue

Brigadier
As for providing details, he has even shown presentations here about what materials, specifications are required to get the performance desired (mirrors, coatings, immersion, etc). You ask him for details. He provides it and you dismiss it as "bs".
I have never dismissed a presentation as BS in the sense that it is wrong but what he usually posts falls into the area of "too much information for the casual reader, far too little information for a tech company."
He mostly gets angry with you because you tend to nitpick. I don't even know if you want to hear a plan or want to embarrass him.
He can present a plan, but I didn't see one that wasn't made of Google-able information that would be educational to us but completely useless to a real company. I like to embarrass people who have no humility. A guy with nothing who curses on forums saying Ren Zhengfei doesn't know what he's doing?? Yeah, he needs to be embarrassed for that.
BTW, it's not just tidalwave making these observations either. Other people in the Chinese semiconductor industry are echoing some of his criticisms.
Who? Here? Every industry complains that their government isn't giving them enough attention to prosper. Nobody steps up to the plate. If someone had the research and needed a grant from the Chinese government to make it work, they would get it. Instead what is it? Bunch of useless hacks complaining without any usable input, complaining that blue isn't green, and I think it's obvious that Huawei and the CCP are very open to talent wanting to help Chinese tech.
You are the one with the over confidence that bothers me the most. I look at China and I see many examples of them NOT being vigilant at all. Yes, the leadership is good in many areas, but they have enormous blind spots in certain areas from what I can tell (unless they're playing 4d chess, which I highly doubt). In fact, their exceptional performance in many areas of governance blinds people like you from recognizing their deficiencies.
I don't care if it bothers you but all I can do is give a big picture of the trend of success and how equipped they are economically and manpower-wise to succeed again. Nobody, not me, not tidalwave, not anybody unless they have access to privileged information, can tell you more about what is going on inside China to create this tech. And pretending that you know things that you don't, or that all X values are 0 is much worse than just saying you don't know the specifics but can get a gist from the big picture.
Just in the realm of soft power. They are making mistakes that even a low IQ teenager would not make. Yet, according to you, anyone who doesn't have a PhD in sociology or psychology or spent decades running an international advertising agency should go away and stop pestering them with "crappy ideas". Yet, year after year they continue wasting billions on scoring own goals on themselves because they don't understand the most simple BASICS of how to communicate, control a narrative, attack propaganda, rile up emotions, or just not disgust or bore people.
Why didn't you respond that that discussion when I had put it there, with all the points? I had written a fairly long post to you that you did not reply to and now you dredge that up here? I think the teenager with a low IQ is much more likely to be you than an entire government, especially because you could not answer my rebuttal to your "fixes" which I feel would be unlikely to to improve anything measurably.
Having seen their epic failures in numerous areas, I am far less hopeful than you about China's future.
China's entire rise is an epic success; people who bet against China have experienced the epic failures. That is the big picture and it supersedes any nit-picked ones you can imagine.
 

Chish

Junior Member
Registered Member
Ren got nothing to say this time.
Previous ban, he was boasting Huawei got backup and all. No worry. All US components will be replaced. No google, no problem.. HMS here we come.
He boasting US aint see nothing yet. 5G is only an appetizer, wait till Huawei AI onslaught..

Come on Ren! He got nothiing to say now....
I am not sure whether you are genuinely trying to help or despising China/Huawei or just being arrogant.
 

manqiangrexue

Brigadier
I was initially hoping for some 11D Go as well....

Honestly I think the closest explaination or possibility is in talks US told China what its red lines were, Xi agreed to back down in secret back channel talks, but publicly couldnt officially state a change in MIC 2025 policy so it just lets America takes punches, doesnt fight back, and lackluster even in terms of pursuing homegrown chip tech supply chain in earnest...

China probably made some backroom concession to bid time but couldnt publicly come out and state a change in policy
That seems completely implausible. If that were to be the case, then the US would stop trying attack China and China would dismantle some of its programs. Instead, we see the US trying to do everything in its power to stunt China and China pouring money and resources getting fast improvements in its fields. MIC 2025 isn't mentioned anymore because now it's MIC ASAP! This has all the markings of a full on tech war instead of any side making concessions.
 

adiru

Junior Member
Registered Member
I am not sure whether you are genuinely trying to help or despising China/Huawei or just being arrogant.

Also public court docs on pacer.gov, if factual, reveal Huawei CFO Ren daughter was using a Mac laptop, instead of linux or even Chinese Gov edition of Windows 10, and no Full disk encyption like TrueCrypt or Veracrypt. Ostensibly thats how they found the powerpoint docs implicating Huawei doing deals with Iran as evidence for her arrest. Sure its politics, but goes to show she hasnt practicing the most basic of infosec even a high school dropout would do to protect his computer system including using secure erase tools, full disk encryption at rest, long passwords high entrophy, seperate encyption volumes with hidden volumes for plausible denailability when forced to decrypt etc etc

And after the Snowden and Assuage incidents, or Kim Dot Com, she should have known to avoid flights crossing over in countries with US extradiction friendlies....

Basically it was naiveity and or amatuer hour
 
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0Fox0

New Member
Registered Member
Why didn't you respond that that discussion when I had put it there, with all the points? I had written a fairly long post to you that you did not reply to

didn't know you even replied. I'll continue that discussion there.

>too much information for the casual reader, far too little information for a tech company.

How would you even know if you're not in the industry?

>saying Ren Zhengfei doesn't know what he's doing

Ok. He shouldn't have said that.

>big picture of the trend of success and how equipped they are economically and manpower-wise to succeed again.

You're missing the point. They are failing at things that require next to no brain power and very little money yet they fail hard. Just their PR performance against the US during covid19 is a great example of their failures.

>epic success

This is that over confidence again. In many, not all, areas, which is the point I was making. BTW, if the were failing at things that were super hard like EUV, I wouldn't be so worried because that's truly challenging. Yet, they're consistently failing at certain easy tasks, which is very alarming.

> And after the Snowden and Assuage incidents, or Kim Dot Com, she should have known to avoid flights crossing over in countries with US extradiction friendlies....

Thanks for another great example of the ludicrous levels of incompetence. Here's the CFO of a national champion doing this. It just boggles the mind. Who else is using western spyware? CFO of Huawei uses Apples spy gear. This is unreal.
 

adiru

Junior Member
Registered Member
didn't know you even replied. I'll continue that discussion there.

>too much information for the casual reader, far too little information for a tech company.

How would you even know if you're not in the industry?

>saying Ren Zhengfei doesn't know what he's doing

Ok. He shouldn't have said that.

>big picture of the trend of success and how equipped they are economically and manpower-wise to succeed again.

You're missing the point. They are failing at things that require next to no brain power and very little money yet they fail hard. Just their PR performance against the US during covid19 is a great example of their failures.

>epic success

This is that over confidence again. In many, not all, areas, which is the point I was making. BTw, if the were failing at things that were super hard like EUV, I wouldn't be so worried because that's truly challenging. Yet, they're consistently failing at certain easy tasks, which is very alarming.
Huawei press guy couldnt even speak English without accent, reading from a script, and was not polished at all, those pressers were clearly intended for western audience so yes it was PR fail.

They could have hired me to do a much better job even.
 

manqiangrexue

Brigadier
How would you even know if you're not in the industry?
Obviously, because he drew diagrams with information you could find on Google. Does that sound like something useful to a major tech company??
You're missing the point. They are failing at things that require next to no brain power and very little money yet they fail hard. Just their PR performance against the US during covid19 is a great example of their failures.

This is that over confidence again. In many, not all, areas, which is the point I was making. BTW, if the were failing at things that were super hard like EUV, I wouldn't be so worried because that's truly challenging. Yet, they're consistently failing at certain easy tasks, which is very alarming.
And you are putting the cart before the horse. I never accepted and you never proved that your proposed changes to the media would yield anything. I rebutted your argument and you never replied, now don't go assuming they are points already made until you've met me in that debate.
Thanks for another great example of the ludicrous levels of incompetence. Here's the CFO of a national champion doing this. It just boggles the mind. Who else is using western spyware? CFO of Huawei uses Apples spy gear. This is unreal.
Yeah, that was quite a serious mistake, I agree. Hopefully, it serves as an example for Chinese people to be more careful if they hold valuable information.
 
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