Comments by "D W" (@DW-op7ly) on "Inside China Business" channel.

  1. China went from having virtually no chip making ability and no foundries to being a threat as an exporter for legacy chips
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  2. Chinese were in Vietnam long before Americans got the idea the could move their manufacturing out of China. The majority of the companies who did leave China went to SE Asia... Majority of those to Vietnam
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  3. O the Americans believe in capitalism... Just not when they are on the losing end
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  4. I stopped being pro American in 1990s... This does not surprise me one bit
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  5. Kevin is on top of everything, as this just came out
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  6. the Chinese would be more likely to give a universal basic income Than most countries
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  7.  @butmunchass how about you take the time to dispute the facts he put out ? That could easily be a typo or even his spell check changing the word on him
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  8. It's was just easier for the Chinese to import cheap Chips... As it's the USA on this trade war/decouple mantra. If the Americans and their allies were smarter they would have lowered their chip prices and dumped even more cheap chips on Chinese markets. Instead they figured cutting off chips and forcing China to innovate was a good idea.... Where China these days leads the world in 37 of 44 critical technologies of the future
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  9. China was importing 300 billion worth of chips before the sanctions To go from that.... to being a world leader in legacy Chips as they export them out of the country Will take time but will be huge when it happens
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  10. I gave up on the USA in the 1990s These Chinese students should do the same 👇 Chinese Americans are 1.58% of the total U.S. population (2021) 👇 Today, Chinese Americans still continue to own about 20% of all U.S.-based information technology companies that were founded in Silicon Valley since 1980. Wikipedia
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  11. That has been the case for a longtime now Chinese use to dominate Silicon Valley Now the Indians have the numbers but the China is where the latest tech is these days Same can’t be said for India in most parts
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  12. Chinese are just too smart... Too many steps ahead
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  13.  @MrNickjberry you have no clue what you are talking about In China in 2008 around 70% of the people in their real estate markets were buying their 1st homes in their cities By 2018 around 70% of the people in their real estate markets were buying their 2nd and 3rd homes in their cities That’s why you are hearing about problems with their property developers these days. Because back in 2010? Their Central Government started cutting of money flow to these developers. Thus why you heard about Shadow Banks and Underground Economy back then, that their Government had to come into to shutdown or regulate. Even then, It took them almost 14 years to get their overheated real estate under control Heck they were about to introduce a nation wide property tax, but then trump started the trade war in 2018 Why is their Central Government doing this? Because there are still a few hundred million poorer rural folk they still expect to move to the cities to join their more well off urban city folk countrymen. Problem is these property developers were building higher end homes, and not building the affordable homes these rural migrants will need In China Owning a home in the city you migrate to? Affects your employment, health, education and even marriage prospects don’t have a house you don’t get married Thus the common prosperity push and the crackdown on the overt displays of wealth in China Their Government probably figured out you disenfranchise the people at the bottom of your society they are the ones most likely to act out in protest
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  14.  @Quagma-b2i  I stopped being pro American in the 1990s Things have gotten much worse since then
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  15. You Americans didn't kidnap that Huawei CEO it was us Canadians who did. We just played the boyscout arguing rule of law to the Chinese. Doing America 's biding, when there were companies and people walking around free in the USA at the time guilty of doing the same crime, while anyone else was given a slap on the wrist and a fine That's because it was the USA who unilaterally exited that Iran nuclear deal. As this Huawei CEO was doing what the USA was doing 7 months prior dealing with the Iranians All while Trump threw us under the bus. Stating he could secure the release of the Huawei CEO. If a USA and China trade deal could be made
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  16. Ethnic Chinese and their companies have been in Vietnam for decades upon decades and economically dominate in Vietnam And the Vietnamese economy is dependent on the Chinese Economy Vietnamese of Chinese descent? 👇 Prior to 1975, entrepreneurial savvy Chinese had literally taken over Vietnam's entire economy and have been prospering disproportionately as a result of the country's post-1988 economic liberalization reforms.[195][191] The Chinese have maintained a considerable presence in Vietnam's economy having been an affluent market-dominant minority for centuries, historically controlling the country's most lucrative commercial, trade, and industrial sectors.[198] The economic power of the Hoa is far greater than that of their proportion would suggest relative to their small population size in addition to the Chinese community being a socioeconomically successful ethnic minority for hundreds of years than the indigenous host Kinh majority population. Wikipedia
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  17.  @MrNickjberry  The Chinese had “virtually” no chip making ability/foundries 6 years ago thanks to the USA who did the job for the Chinese Where their Government was trying to get their people to switch to homegrown chips before the sanctions China is now expected to take over those legacy chip markets If the USA was smarter instead of cutting off China from semiconductor chips and equipment for manufacturing They should have themselves and their allies, lowered prices even more, and dump even more chips on China Instead their idea was to force the hand of Chinese people at the time content with cheap imported chips. Hope they could not innovate When there is now a 7 volume 27 book series on what China invented first that says the world copied from them And China leads the world in 37 of the 44 critical technologies of the future 🙄 At one point China was importing over 300 billion in chips a year Now they will probably be exporting around 200 billion dollars worth of their own homegrown chips per year, within the products they export 👇 How Close Is China to World Dominance in Legacy Semiconductors? 27-02-2024 | By Paul Whytock * Bread and Butter Technology Obviously, China would like to be a major player when it comes to high-end sophisticated semiconductor devices, but that doesn’t mean they are not interested in the bread-and-butter end of the market, particularly when it comes to legacy products. In fact, they are very interested in the legacy market, and there are some very good reasons why. Legacy devices make up a huge amount of global chip sales. Most chips manufactured today are not advanced chips but legacy chips, and around 71% of devices * China's Aggressive Expansion in the Semiconductor Industry In September 2023, Reuters reported that China was set to launch a new state-backed fund aimed at raising about €43bn to support its chip industry, and according to research analysts, the Rhodium Group, in less than ten years, China is expected to domestically add nearly as much 50–180nm wafer manufacturing capacity as the rest of the World. The views of industry analysts and observers vary, but generally speaking, it’s thought that 22 wafer fabs are being built in the country, and there is an overall plan to create a total of 30 new wafer fabrication plants. Many of these will concentrate on the production of legacy devices. As for market share, industry intelligence gatherers Trendforce believe China’s legacy chip manufacturing base could provide as much as 30% of the global demand for older devices. ElectroPages
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  18. Like the article and Kevin argues. American weapons worked... Then they stopped working because Russia adapted... Where the USA is not making those adaptions. Russia is not Iraq, Iran or Afghanistan
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  19. We in the west deserve the future we will get.... Time to apologize to the kids as we prop up this overindulged lifestyle high standards of living up with borrowed and spent money. In the past it was with cheaper imported goods. Now we are Set on paying for more expensive imported goods. Because that will show the Chinese!!!!
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  20. The US FED
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  21. He hit on it a little with rare earths There are countries mining rare earths and refining rare earths (Although I read that some of that rare earth is sent it to China to refine) And for sure, no one else is refining the Heavy Rare Earths And China has tons of proprietary rare earth patents on its refining process
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  22. The UN forces began to encounter Chinese tactics as they neared the Yalu River. The Chinese tactics were the result of the conditions in China. They were hopelessly outgunned by UN forces, lacking equipment both in quality and quantity. Many Chinese soldiers attacked without a firearm and were expected to obtain captured or abandoned equipment from the enemy. Some even fought with spears improvised from enemy vehicles. However, they made up for these deficiencies with a number of devices. First and foremost, the Chinese took full advantage of their enormous reserves of manpower. They favored attacks by masses of men who rushed a smaller enemy unit from all sides. The Chinese 'human wave' was a reflection of manpower strength and a disregard for human life the UN forces found shocking. HistoryIsNowMagazine
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  23. They probably told you... They would have built all that for you.... Eventually in the future
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  24. They won’t come out but you can’t trust them
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  25. China still has a 200 billion plus trade surplus with the USA alone 500 billion plus trade surplus with the rest of the world A good portion of that has to be USD that they have to do something with those dollars
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  26. This channel needs more subs
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  27. A generation earlier, the vast majority of Chinese students at American universities had stayed in the country, but the pattern changed dramatically with China’s new prosperity. In 2022, the Chinese Ministry of Education reported that, in the past decade, more than eighty per cent of Chinese students returned after completing their studies abroad. TheNewyorker
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  28.  @slomo4672 he forgot the racism and Chinese seen as spies these days I’m curious if Australia will follow those US 100% tariffs
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  29. As a person who has been debating with Americans since the late 1980s. I’m my opinion the “well read” Americans like Kevin The ones who do the reading and research and still question what they are being told are few and far between. More and more Americans are the type to watch biased commentary from FOX or MSNBC to get their data and facts and then regurgitation of what they remember the next day during the lunch break. The type that only reads the headlines of an article. But wont read the article and won’t question/fact check what they are being told in that article
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  30. They already know, just put up some f ache news or live in some fantasy world.... And all is good
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  31.  @arthurlincoln9093  Forgot to mention how Chinese companies like BYD are sending 5000 car cargo ships to Europe BYD's first chartered vessel sets sail with 5,000 EVs for Europe - Xinhua
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  32.  @icemike1  wouldnt you want a $10,000 dollar EV?
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  33. It’s possible if America taxed more and borrowed more To bring manufacturing back home Because there will be a cost to build those factories, infrastructure, financial incentives, educating the people And there would be no guarantees these companies could make a profit or not pollute the environment.
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  34. I read in the Korean war when China Intervened Chinese soldiers were given 5 days of rice at the start and some regiments had 1 rifle between 5 guys And the real reason their offensive stalled (after the US Army longest retreat in history) Was when the UN forces dug into the high ground. And where UN forces could focus the Air/Naval and Ground superiority As the Chinese had to carry in supplies by foot from China. If they were lucky by "bicycle" (peddle powered not motorcycle)
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  35. I stopped being pro American in the 1990s I called it blowback after blowback
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  36. Yes while the Chinese ships did have swordsmen on it. The Chinese mostly filled the ships with goods to trade with
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  37. European Economic Review Volume 144, May 2022, 104079 Asian American Discrimination in Harvard Admissions Among typical applicants, Asian Americans actually have a slightly higher unconditional admit rate than whites. But as we show in Section 3, these unconditional admit rates mask substantial differences in qualifications between the two groups. While it is widely understood that Asian American applicants are academically stronger than whites, it is startling just how much stronger they are. During the period we analyze, there were 42% more white applicants than Asian American applicants overall. Yet, among those who were in the top ten percent of applicants based on grades and test scores, Asian American applicants outnumbered white applicants by more than 45%.2 Of course, Harvard values more than just academics. And here, too, Asian American applicants as a whole perform as well or better than white applicants on most of Harvard’s ratings. But Harvard’s ratings may also be affected by racial preferences and penalties. Indeed, Harvard acknowledges that race, in the form of preferences for under-represented minority groups (URMs), is one of the inputs into the overall rating (Day 4 Trial Transcript, p. 50).3 Consistent with this, we find large racial gaps in the assignment of the overall rating conditional on academic strength. Similar patterns hold for the personal rating, suggesting that this measure is also directly influenced by race. Further, we show that racial groups who have observed characteristics associated with lower overall and personal ratings score higher on these ratings, again suggesting a direct role of race Science Direct
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  38.  @joelturley4847 if that is your best defence the USA is even more dum down than ever
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  39. Chinese AI Chips were always ahead
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  40.  @NvidiaRTX5080 from 2012 to 2021 US Companies did 11 trillion in stock/share buybacks From my understanding much of that with borrowed money Not sure why they picked those years only for that Stat last year it was 773 billion in stock/share buybacks
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  41. Filipina girls in those go go bars are happy when American soldiers come
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  42. From what I understand even ASML can’t produce a homegrown machine but it’s a biased criteria the world puts on China where the Chinese are on the path of creating a indigenous semiconductor industry 👇 Even ASML, dominant in the world’s EUV lithography machine manufacturing, makes up only 15% of the total components. The rest must be sourced from the global supply chain. Techwireasia
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  43. Even these last few years as China has invested trillions in their belt and road partner countries China exports are up 7.1% for the first few months of 2024 And it still has a 820 billion plus dollar a year trade surplus with the world the last 2 years Even though their Central Government is cracking down in real estate speculation Slowing down the economy? The Chinese people have added 2.6 trillion to their savings in 2022 And 1.8 trillion to their savings for first 10 months of 2023 👇 Chinese Consumers Are Saving Rather Than Spending Amid Economic Downturn Dec 21, 2023 — Chinese households have added 13.8 trillion yuan ($1.89 trillion) The middle class is also prioritizing savings and seeking safe investment opportunities, according to the report. Chinese households have added 13.8 trillion yuan ($1.89 trillion) in savings in the first 10 months of the year, an 8.5% increase from the previous year. Pymnts
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  44. He has already talked about how stoooopid the USA was to attempt to cut off chips and chip making equipment to China This current chip ban is like shutting. The barn door after the animals got out of the barn
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  45.  @unglaubichuberlieber8048  Americans consume more than they produce that has been the case for decades upon decades upon decades Plus the current generation has lost that pioneer ethos that would make the previous generations roll over in their graves
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  46.  @TheGreatAmphibian  another way to look at it China has managed to make a homegrown Lithography machine albeit one that creates legacy type/level 28nm chips Where they are using their proprietary layering/patterning technique to get down to that 7nm/5nm So yes one could argue they are behind from a sanctioning standpoint But from an all out war standpoint where a Country has been cut off from inputs from other countries? I look at it as a China is ahead Because really that is the worst case scenario the USA/West is envisioning. As that being the reason they have sanctioned/cut off China right now
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  47. They won't tell Americans the Chinese dominate the production of shipping containers And have controling interest in 2/3 rd of the world's largest ports Since the Chinese only have minority interest in a few US ports That's effectively means, what ever gets sent on a cargo ship to the USA Will basically go onto/through a Chinese controlled interest before it gets to the USA, no matter the country it was sent from
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  48. Most Americans from all political spectrums don't wish to waste money and lives on wars these days
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  49. Yup few years ago interest rates were near zero 🙄
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  50.  @slomo4672  I’m aware if that Still does not mean they won’t follow the USA lead As we know Chinese EVs are not really about price, national security, over capacity etc etc etc It’s really about containing the China threat to Western countries
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