Comments by "tooltalk" (@tooltalk) on "Bloomberg Television" channel.

  1. You are so right. All they really have to do is force Apple to move out of China and effectively stop importing iPhones/iPads from China.
    1
  2. Tim Apple + Xi Jingping BFF! Apple is never leaving China. Apple == Make China Great Again!
    1
  3. Intel is toast is either way. They are going the way of Wang, DEC, Compaq..
    1
  4. how many chemical engineers know what TFP is?
    1
  5.  @TSRHelios  : Your nonsense YMTC market/capacity number doesn't matter in China as the demand for YMTC's chp is artificially driven by the CCP's state planning/industrial policy.
    1
  6.  @TSRHelios  : If there is a mismatch between market share and capacity, you are not being efficient and quickly will be driven out of business, as have many companies been forced exit the business before during the memory chip down cycles before. YMTC and other Chinese companies don't fit into this model as demand for their product is artificially driven by the CCP's state industrial policies that favor domestic companies and their supply-chain artificially limited by equipment sanction by the US. In free-market, YTMC and its parent company wouldn't have existed beyond the first a few years.
    1
  7.  @TouchthisiProduction  that's 90% of sub-7nm nodes. Going back to 2022 iPhones 12 isn't going to end the world.
    1
  8.  @TouchthisiProduction  You mean TSMC? Do you even know what it stands for?
    1
  9.  @TouchthisiProduction  : TSMC's primary customer for their most cutting edge node is Apple and their mobile processors; then comes datacenter GPU from nVidia, AMD and the likes. Contrary to your misbelief, military applications don't require anything remotely cutting edge -- they share the same MCUs found in toasters or refrigerators.
    1
  10.  @TouchthisiProduction  Why don't you just stop it? It's fairly clear that you know nothing about the chip business and the types of chips different industries requires? Most military weapon systems prioritize "reliability" -- eg, from external environ shocks, radiation, etc -- over anything else and it takes on average 10 years to validate/certify them for real-life battle use. In the automotive industry, a typical testing/certification process takes anywhere betwee 3-5 years and nobody prioritizes "cutting edge" over safety, reliabilty or stable supply-chain...
    1
  11.  @rajragune7632  : and Samsung pulled mostly out of China. So your point?
    1
  12. >> What are the secret agenda of Tim Cook, behind his persistence to keep all the Apple production in China? << maybe Tim Apple is nowhere as competent a supply-chain genius as Steve made him out to be. Foxconn, a sleazy Taiwanese contract manufacturer, runs much of Apple's manufacturing and the company has had little success operating outside China (eg, Brazil, Wisconsin in US). Their Chinese operation likewise depends on millions of 23 yo unskilled, slave-wage earners from rural China (Tim Apple just announced he's going to increase Apple's spending on rural China yesterday), plus various subsidies, free factories/dorms, bonus payment for exceeding export quota, etc, etc provided by the CCP. Tim Apple in turn supports local Chinese economy buy spending over $270+B to train their rural youth and prop up local tech industry -- eg, Apple helped Chinese companies recruit American engineers and was the largest backer of YMTC which was recently blacklisted.
    1
  13.  @nicolasgiroux2136  it's "good enough" car for the price, which wouldn't have been possible without the CCP's subsidies violation.
    1
  14. This is not "Electric Viking" or "CCP Viking"
    1
  15. Yeah, Japan's case number didn't explode because hospitals were busy refusing and turning away potential cases.
    1
  16. Only if Roach can start the other 50% of the real story between US-China trade.
    1
  17. Just like China has been doing against foreign battery competitors since 2016.
    1
  18. When will China allow foreign battery makers to compete in China's local EV market?
    1
  19.  @shineluvslambiel  Sure, Tesla already use Panasonic and LG in Long Range and Performance EVs; and Chinese cheap, inferior battiers in entry-level, low-range RWD trims. read the wsj article I cited: ... China requires auto makers to use batteries from one of its approved suppliers if they want to be cleared to mass-produce electric cars and plug-in hybrids and to qualify for subsidies. These suppliers are all Chinese, so such global leaders as South Korea’s LG Chem Ltd and Japan’s Panasonic Corp. are excluded.
    1
  20.  @shineluvslambiel  (continue) Foreign batteries aren’t officially banned in China, but auto executives say that since 2016 they have been warned by government officials that they must use Chinese batteries in their China-built cars, or face repercussions. That has forced them to spend millions of dollars to redesign cars to work with inferior Chinese batteries, they say. ... “We want to comply, and we have to comply,” said one executive with a foreign car maker. “There’s no other option.”
    1
  21.  @greedyinvader9462  see my resp to @shineluvslambiel. This is fairly well known in the industry and the trade regulators around the world, which is why China is getting slapped left and right in the US and EU (and Turkey, France, etc, etc)
    1
  22.  @greedyinvader9462  Yes, CATL/BYD make low-end LFP batteries for entry-level, low-range EVs; whereas Japan/Korea make premium batteries which is why they were banned in China.
    1
  23.  @shineluvslambiel  Only Chinese batteries allowed in China.
    1
  24. "unfair" <-- LOOOOOOLLLLLL When is China going to allow foreign battery makers to compete in China?
    1
  25.  @livefree1030  You mean Tesla is "building" one? No worries, China bans foreign battery competitors? The US bans Chinese competitors. Simple as that.
    1
  26. ​ @WenruiZheng  China doesn't believe in or practice competition. Power Play: How China-Owned Volvo Avoids Beijing’s Battery Rules Car maker is allowed to use high-end foreign technology, while rivals are squeezed into buying local, Trefor Moss, May 17, 2018 WSJ: ... China requires auto makers to use batteries from one of its approved suppliers if they want to be cleared to mass-produce electric cars and plug-in hybrids and to qualify for subsidies. These suppliers are all Chinese, so such global leaders as South Korea’s LG Chem Ltd and Japan’s Panasonic Corp. are excluded.
    1
  27.  @WenruiZheng  (continue) ... Foreign batteries aren’t officially banned in China, but auto executives say that since 2016 they have been warned by government officials that they must use Chinese batteries in their China-built cars, or face repercussions. That has forced them to spend millions of dollars to redesign cars to work with inferior Chinese batteries, they say. ... “We want to comply, and we have to comply,” said one executive with a foreign car maker. “There’s no other option.”
    1
  28.  @WenruiZheng  repost: China doesn't believe in or practice "competition." No foreigner allowed from the very beginning. Power Play: How China-Owned Volvo Avoids Beijing’s Battery Rules Car maker is allowed to use high-end foreign technology, while rivals are squeezed into buying local, Trefor Moss, May 17, 2018 WSJ: ... China requires auto makers to use batteries from one of its approved suppliers if they want to be cleared to mass-produce electric cars and plug-in hybrids and to qualify for subsidies. These suppliers are all Chinese, so such global leaders as South Korea’s LG Chem Ltd and Japan’s Panasonic Corp. are excluded.
    1
  29.  @WenruiZheng  repost: China doesn't believe in or practice competition. Power Play: How China-Owned Volvo Avoids Beijing’s Battery Rules Car maker is allowed to use high-end foreign technology, while rivals are squeezed into buying local, Trefor Moss, May 17, 2018 WSJ: ... China requires auto makers to use batteries from one of its approved suppliers if they want to be cleared to mass-produce electric cars and plug-in hybrids and to qualify for subsidies. These suppliers are all Chinese, so such global leaders as South Korea’s LG Chem Ltd and Japan’s Panasonic Corp. are excluded.
    1
  30.  @WenruiZheng  Also, over 80% of EV batteries in EU come from Poland (LG) and Hungary (Samsung). In China, all European automakers are required to use Chinese batteries only; where they don't have to, they use non-Chinese batteries.
    1
  31.  @WenruiZheng  repost: China never made competitive batteries until all foreign batteries were shadow-banned and all foreign EV makers were forced to use local batteries by local companies only. The Key to Electric Cars Is Batteries. One Chinese Firm Dominates the Industry. Beijing built the world’s largest EV market, then pressured foreign car makers to use its batteries, Trefor Moss, Nov. 3, 2019 ... “I was hired as a supply-chain manager,” recalled another former employee, Win Tsao. ... Still, auto makers bridled at CATL’s dominance, according to Mr. Tsao, the former supply-chain manager there. CATL’s batteries also cost 25% more than those of leading rivals because the company was still learning to mass-produce cost-effectively, he said. ... “The price is high, and the service is slow,” he said, summing up CATL’s proposition to auto maker clients. ... “What the government did was a good thing for China,” said Mr. Jiang, the former CATL project manager. “Without its restrictions, I don’t think CATL would ever have been successful.”
    1
  32.  @livefree1030  Sure, LG, Panasonic, Samsung, etc, all have factories since 2015, but no access to China's EV market or the CCP's protectionism.
    1
  33.  @livefree1030  Sure, foreign battery makers has built battery factories since 2015 or even older, but no access to local EV market. China’s Road to Electric-Car Domination Is Driven in Part by Batteries But foreign auto makers and experts say it has set up the market to favor domestic suppliers. Trefor Moss, Oct. 21, 2017: South Korean battery maker Samsung SDI opened a $600 million plant in Xi’an, China, in 2015, but can’t sell locally because they are not on the technology ministry’s list. “We are exporting these batteries to European car makers,” said a company spokesman, who declined to speculate on why it didn’t make the list. Panasonic built a $457 million plant in Dalian, China, and is trying to figure out how to get its newest battery onto the approved list in time for its release in March, a company spokeswoman said."Show less
    1
  34. Intel's most cutting edge processing node is 10/7nm and China still has to import all chip-making equipments from the US and Japan (and the EU).
    1
  35. why? Trump is a peace president. He doesn't want any military conflict with North Korea.
    1
  36.  @KevinBakin365  : not all subsidies are bad or illegal, but China's subsidies on the other hand..
    1
  37. what's "global warming" got to do with covid?
    1
  38. Elon Musk said we should get rid of all subsidies, but his business.
    1
  39.  @katherinepark3905  : sounds like you are fairly clueless. Japan's top imports are industrial chemicals and machineries, not consumer goods. Boycotting Uniqlo won't do much at all. I'm not sure if South Korea was all wonderful and prosperous under Park Guen Hye.
    1
  40.  @MJ-revered  Not western companies, just the Japanese/Koreans. The Korean company, LG, has the largest battery tech patent portfolio, followed by Panasonic, Toyota (mostly in SSB), Samsung, etc, etc.. This is one of key reason why China focused so much on LFP -- largely neglected because of its inefficient. LFP core patents were all soon to be expired and that allowed China to export EVs patent-free. CATL only recently started investing heavily in R&D after years of stealing from Korea and Japan. And likewise, most Chinese battery patents are "application," not yet "granted" -- meaning they are new patents.
    1
  41.  @林振华-t4v  BYD unlike CATL is actually a legit player, having developed and manufactured LFPs for well over a decade. BYD makes better LFP than CATL.. everyone else is better than CATL in high-nickel batteries.
    1
  42. I'd like to drive a EV, made by Japanese or Koreans.
    1
  43.  @poiounhotmail  hmm... you mean three wheelers?
    1
  44. all that matter is how much of it is contributed to Tesla's export to EU. Tesla's CVD should be lower because a sizeable chunk of their EV batteries come from LG, not subsidized by the Chinese gov't.
    1
  45. ​ @anubizz3  As early as 2019, though the first EV wasn't until the late 2020 -- the M3/Y Long Range models use LG's NCM811. LG and Panasonic are the industry leaders past 30+ years and Tesla had negotiated since mid 2010's. You can't use cheaper, inferior LFPs in the Long Range or Performance trims.
    1
  46.  @cobaltblue2756  >> Pretty sure iPhone will be much more expensive << or Apple can make 45% margin, instead of 55%.
    1
  47.  @jameschalkwig787  : That must be why China has been crying and just filed a WTO dispute accusing the US IRA of doing what China has been doing past 9 years!!
    1
  48.  @江泽民-k9n  Tesla is not a battery maker. No foreign battery makers allowed in China and all foreign EV makers were forced to use locally made inferior batteries by local battery companies only since 2016.
    1
  49.  @江泽民-k9n  LOL.. You are not Chinese, are you? You no bright LOL Let's do a simple math: China's global EV market share 66% multiply that by 99.99999% of EV OEMs forced to use locally made batteries in China = ?? That's "half of global market." you need to work harder for social credit.
    1
  50.  @江泽民-k9n  I'm almost positive you are not a Chinese since you've never heard of daddy Xi's Make-China-Great-Again 2025. LOL Perhaps you are a time traveler from 2026 when China's economy is self-destroyed by the C C P's real estate collapse and all that whipping from Trump.
    1