Comments by "David Wong" (@davidwong5197) on "CNBC Television" channel.

  1. Well, there are consequence. The problem is US is not ready for the consequence. Micron is down to 1/3 of their former size and laying off 50,000 people. Android is an open source OS and how is that national security. well Huawei now has the Harmony OS and Andrid is not getting any update. Huawei also has completed their Kirin chip and no longer need any Qualcomm chip. China is now also controlling Gallium and Germanium, becessary foe chip production. Is this what US is targeting and anticipated results. I beg you not. It is fatal to underestimate your enemy.
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  2.  @urimtefiki226  Actually, BT and DT had both found thta is not the case. However, Cisco routers do have US backdoor (Wikileak). YMTC is a Chinesememory company banned by the US last yea (security risk US claimed)r.
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  3. Or sanction them. I guaranteed Deepseek will be sanctioned
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  4.  @tooltalk  Yes they are. Samsung is building and selling battery in China.
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  5. To raise US car price.
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  6.  Audio  They have been moving for years. The labor is too high in China, For every Chinese workers, you can hire three Vietnamese. Check the sneakers. They're made in Vietnam. But have no fear, Trump is planning to put tariff on Vietnam and India too.
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  7. Not only REM. Also Antimony, Galium and Germanium. These are needed for weapons
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  8.  @jeffkok9170  You are so wrong. Huawei made their phones just like anybody else and they NEVER manufactured for anybody. They used chips from Qualcomm for their smartphone and chips from Taiwan for their other phones. It is the world's largest Telecom company. Huawei also have 1/3 of the essential patents for 5G. Verizon used 235 of their patents and will have to pay $1 billion in licensing fee. If the technology is stolen, it will be US trying to steal Huawei's IP. Rubio introduced a bill to NOT pay any fee to Huawei for their patents. Imagine that the rest of the world will use that as a precedent and rip off all the drug patents. I guessed that's Trump's secret plan to reduce the drug prize. Don't believe the IP theft hype. US does not have ANY 5G technology to be stolen.
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  9.  @Jessica-kk1cz  Absolutrly
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  10. China has 150 brands of EV. Real free market.
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  11.  @user-yb4pq4my1o  The actual trade deficit went up. It just switch from China to Vietnam and mexico. No, it did not work.
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  12.  @basook6116  I'm not so sure. I think the congress (rubio) thinks by slowing down Huawei, US can compete with Huawei. However, US company value gross margin more than net profit. This is not an ideal market for US companiesw to get into.
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  13.  @dustwatcher1963  Garlic is a security risk. LOL
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  14.  @chrisccc22  Dude, you are making too much sense. However, American companies are mostly run by greed. After 2000, most US telecom manufacturers crashed. This is because they used to have a captive market. After ATT broke up, the market became competitive. The margin became smaller. The CEOs are rewarded when stock prize goes up. Lower margin and stock prize are not compatible, that is why nobody in US invested in 5G. There are only 3 5 G manufacturers, Huawei, Nokia and Ericsson. Samsung is next maybe next year. In the US the only company that can do 5G is Cisco. Their only 5G offering is just the security platform. Much higher margin with captive customer, the US government.
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  15. Tesla is in China. And GM sells more cars in China than US.
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  16.  @einroboter1301  Micron do have test and packaging factory in China. But Micron is replaceable and Apple is not.
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  17. US spent $1T to build a plane that does not work. Paid 80K for a trash can. You want US in charge. Seriously?
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  18. Nope she still claim China is paying the tariff
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  19. 140 people to do 400 application. Seriously?
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  20. China did make a lot of progress in the last 30 years. But it still have lots of rooms to improve. Over hyping is not gonna help progress.
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  21. HK has autonomy already. So what are the Human rights, freedom and democracy. Do you support the freedoms demand of the Tienanmen protesters. They have ver specific demands. I am not seeing the freedom demands in HK. Two of the five demands are really for the HK protesters to avoid accountability. The universal suffrage is a good one but Trump and the Republican do not support universal suffrage. The Saudi murdered a US Journalist and in your view that's okay? 9/11 terrorists are from the Saudi. You're not American so you don't care. I am an American, so why should I care about HK? Why should Iowa farmers go into bankruptcy for HK? The trade deal is meant to benefit US, not HK.
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  22. I knew it. Someone will cry national security. It is open source dude; you get to see the source code and modify it.
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  23.  @tm73827  Well raising tariff on 0.4% of the steel will definitely raise the price across the board. And that is definitely not for the well being of the country. We are better off just to ban Chinese Steel totally. Just decouple and no more drama.
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  24.  @Rogelio_007  They can force US company noy to use it and use the 500B stargaye. LOL Do not underestimate their stupidity.
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  25. GM sells more car in China than US and China sell 0 cars in US. Biden is incompetent.
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  26.  @SavanaT  So does US. See inflation reduction act. When you put tariff on 0.4% of the steel import. What do you expect the domestic steel price to be? And how is IP theft related to steel production?
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  27.  @TheLifestyleProtector  Deepseek's business is mining crypto. This is a side project
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  28. Your staement implied only one thing. Taiwan is part of China or how did a Chinese became the President of Taiwan.
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  29. Chinese EV is $15K in China. BYD is building a factory in Mexico. Tariff on Mexican cars?
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  30. @TeeHee-vo1bn A lot of them still use Chinese component. So it is really made by China. Mexico is now the biggest importer to US. But the biggest importer to Mexico is China. Same with Vietnam.
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  31. What is the CHIPS act? Not a subsidy?
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  32. Not the whole world just US. I guess we can always do on line purchase,
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  33. They need 3000 engineers with university degree in semiconductors. Then they will have to be trained to run the operatioon.
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  34. It is not about money. US gain nothing with tariff. As a matter of fact the deficit increases after tariff. It is about containing China.
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  35.  @inquisitvem6723  Intel plant is a money pit. TSMC will benefit more if it let Intel goes under. Broadcom wants to acquire the chip business and do not want te money losing Fab. No US company wants it that is why Trump wants TSMC to buy it
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  36. My understanding was Trump wanted to retain the tariff until the trade is balance. You have a very good question though. I also want to ask Tom, what market is not opened up. GM sold more cars in China than US. Cadillac had a 30% increase in sales, all in China. McDonald, Pizza Hut, Starbucks, Walmart are all making a ton of money. Rubio wanted to tax Chinese investment in US. I am sure these companies will really appreciated the help. And Sheldon Alderson (rubio's benefactor owns Sands Casino and is rumored to be making $1billion a month will certainly appreciated it. I think at the end of the day money talks and bullshit walks.
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  37.  @casualsuede  Please read the bill before you make comment. Assumption makes you look like an ass. The HK bill is actually similar to the Canadian law. There is extradition law in China, they just turned over any fugitive. THey just sent one murderer back to HK last month. In the mean time HK could be murderer central for criminals worldwide.
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  38. There might not be any jobs if US does not waive some of the demand like 75% profit sharing and sharing of trade secret. Plus a lot of the people they hired quit after training.
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  39.  @user-yb4pq4my1o  YT is deleting my post try look for this Mexico Is the Big Winner from the U.S.-China Trade War
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  40. The router software you have is open sourced.
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  41. Good news. BAE systems got $35M and they do ship repair. And they don't make chips. Well they do use chips.
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  42. Yes, let's have a war. Tom really want that war. Tom does not believe in diplomacy only war.
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  43. Americans are not going to sweat job work making sneaker and jean
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  44.  @fengzheng888-l6m  MAGA are racist and uneducated. Many still believe China is paying the tariff. The recent push to get white Afrikaners to immigarte a perfect example
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  45.  @Mdebacle  But Americans are not willing to pay premium for American goods. And the China is not a threat, they have no semiconductor technology. We made them a threat. Gelsinger said Intel does not need to build another fab without the Chinese market. Their new fab plan is now on hold.
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  46.  @majorcalvary6515  There is a China initiative in US. Chinese do not want to come. 4000 top scientist move to China in 2024.
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  47.  @Jacob99174  Yup he is making money with his coin and bible. US not so much. He has most deficit in history
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  48. @ You can believe what you want to believe. Zuck has data sharing deal with China and have already made billions. They have your data already.
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  49. The " democracy" they're supporting in HK is universal suffrage which US does not give to its own citizen. Do as I say not as I do. Ha.
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  50. The government is not serious about inflation or environment
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  51. Sanction and ban are coming. US has to have the Stargate.
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  52. And there will be lots of unemployment. Manufacturing will move to Mexico because they will no longer be able to buy Chinese component.
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  53. They are also giving money to TSMC as well. And you still need the raw silicon which China produce 80 to 90% of them. Maybe we need to have a better strategy than just give money away. We need better education and training. Investment/subsidy to the non-profitable mining operation,
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  54. Germany attacked US ships. That's one of the reasons.
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  55.  @herneyse11  You are using AI to google?
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  56. Global Foundry is a Taiwan company that needs investment to compete with TSMC
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  57. So you want to make your product more expensive
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  58. Chinese owned made in Sweden. Smithfield is also Chinese owned based in Dakota. And Chinese also own the Panama canal.
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  59.  @icu17siberia  You know there is a thing call Google. Being ignorant is not a strength.
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  60. It is more complicated than that. We are also giving money to foreign company and there is no provision that they can't use their money to use it else where. You are talking about companies that are already making billions of dollars
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  61.  @sunmand6136  No. The union stopped it. One of the reason for lack of talent.
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  62.  @matthewcoreyhall  In theory . you are correct. But US has a counter strategy. The China initiative. They were supposed to catch spys that are stealing IP. They indicted 400 scientist, prosecute about 30 and convicted none. Results 4000 scientists moved back to China. They included top AI and quantum computer expert. The program was stopped but damage is done. 62% of the scientists are leaning towards moving to China. Good job Biden.
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  63. You can keep her
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  64.  @maxisjordan2756  Well they can compete in China. Why can't they compete with China in US? I think they can. They just don't want to. Americans are easier to rip off with aid of the government.
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  65. Inflation. China only import 0.4% of US steel. US increase the tariff to 25%. Now US steel puice can go up another 25%
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  66.  @daviddupond8626  They have proposed to ban open source CPU and LLM before.
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  67.  @Mrinternational89  They can just ban any product that use it. They are trying that wirh RISC V
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  68.  @mudshovel289  China can't build chips without equipment. And US is not selling them any. China is just a BS excuse.
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  69. So what they are open source.
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  70. Is there IP on steel? Really? Wait there's steel worker union
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  71. Samsung can do 3nm as well
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  72.  @Amidat  The past sin is only copying the command line interface that no one used.
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  73. Please enlighten me how is China hostile to US. By loaning US a Trillion dollars? It is actually the other way.
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  74. The semiconductor industry in Taiwan is already complaining there is not enough talent in Taiwan. Main reason, they moved to China for better opportunity
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  75. So you are for the two trillion bailout. Did you also support Obama's $800B bailout?
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  76. No, only 49%. Most people that don't make enough to pay tax do not get a check. In the mean time TRump Organization is getting bailout of forgivable loan.
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  77. I rememver IT guy told me he just got 1G for the company
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  78.  @chunhaylee  We are going to send them home soon and replaced them with Americans.
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  79. Finally somebody spoke the truth.
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  80.  @ImpermanentWater  Tiktok is more American than TSMC. LOL
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  81. No, only those people that pay tax. Basically poor people are getting f**ked.
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  82. The government is too old. If this administartion is in the 80, we would still be paying $2000 for a XT
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  83.  @kennyng2289  HK will be under Chinese rule. If HKers want lasting democracy, they should go to china and protest.
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  84. The sad thing is they used to have that rule. The really sad thing is not the fab that need help. China can still shut down the fab by not shipping any raw silicon and we are doing nothing about it. Because you don't billions to mine quartz.
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  85.  @crystalpoindex  You can't. They are voting on a shell bill. Basically trust me bill
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  86. I worked for TJ years ago. I was aked to secure some funding for a project. I got a $400K grant from the government. And he turned it down. The guy is a principle libertarian. Google his law suit with the nuns. It was very interesting.
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  87. Yes. After the chip act we'll need a weapon act, oil act, pharma act. There are threats from China threat everywhere
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  88. It is unfair for me to pay more
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  89. Their customers are AMD. NXP and Infineon. Two out of three are European. And Global need to compete with TSMC in Germany. Intel and Micron are holding out negotiating terms for their Chinese business. It is a bad Biden move. TJ Rogers was right.
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  90. @ No Trump doesn't care. He has no idea what a nm is. He wants a money making business, And he doesn;t want Intel fab to go under under his watch.
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  91.  @leoxiao2751  Well they are building cars in Mexico. Tariff on Mexico too or learn to build cars efficiently. BTW, this happens in the 80s, Japnese were beating US in cars.
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  92. Try unemployment.
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  93. Things don't happen over night. Trump showed US cannot be trusted as an ally and they needed to be more independent. Biden basically continued Trump policy and blew up Norstream. What friend do that?
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  94.  @hengzi-cartoon  The French Nobel prize math winner just moved to China
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  95. Where can you buy one? Stop believe propaganda.
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  96. Bad translation I think.
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  97.  @inquisitvem6723  US will exempt TSMC regardless. Or American chips will no longer be competitive
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  98. US is also raising tariff on them. Biden is not serious about the environment or inflation? You know why US is scared? EV are selling in China for $15K a pop.
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