Comments by "tooltalk" (@tooltalk) on "Dell to phase out chips made in China by 2024" video.

  1. There are really no Chinese chip companies -- they are rather non-Chinese companies, such as Intel, Samsung, Micron, HP, etc that setup shops in Shenzen or Xi'an to supply Apple, Dell, HP's in China.
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  2. @@omni1189 : Sure, why don't you name some whose chips are used in smartphones?
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  3. @@omni1189 : >> Moving goalposts already? My bad. I was talking to some cluelese wumao's who claim that Apple's entire supply-chain was in China -- thought I was in the same thread. LOL, why don't you name some Chinese chips companies that supply to Dell, since this particular video is about Dell pulling out China? or you could name some Chinese companies that suppy chips to Apple, HP or any other companies I listed already. >> Or why was Apple pressured to not use Chinese chips in their phones? The right question to ask is why was Apple allowed to source chips from a virtually unknown memory chip start-up backed by the CCP and with less than 2% market share in the first place, no proven track records of product quality or volume production? Of course, Apple was just fullfiling its promise to invest $270+B in China's chip industry, which is a huge embarrassment in itself.
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  4. @@omni1189 : insofaras we are concerned there is no Chinese company supplying chips to American tech companies. Sure, if you know any, just name them. Like Apple, most of Dell's supply-chain come from non-Chinese entities like Intel/AMD (CPUs), Samsung/Micron/Hynix (memory/flash), LG/AUOptics (display), etc.. There are some Chinese suppliers like BOE (display), but you apparently have no idea who they are.
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  5. @@omni1189 : >> Why would I care if Chinese chip companies supply American tech companies Duh, b/c this video is all about American company called Dell pulling out China. Sorry, China make potatoe chips used in toasters and refrigrators. LOL!
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  6. @@omni1189 : >> What do you think I meant when I said you were in for a rude awakening? LOL! It's too laughable how little you know about the chip industry or the supply-chain. Let me make it clear, there is really no indigenuous chip talent in China. Period. Whatever you think you see in China is mostly Taiwanese or some instances American expats doing the biddings of the CCP. Most of CCP's' chip initiatives are in fact spearheaded by Taiwanses-expats (ie, former TSMC/UMC engineers). Take China's most advanced custom foundry, SMIC, for instance, which recently announced 7nm -- that's entirely the work of Mong Sang Liang who formerly led TSMC's R&D group. China's most advanced chip equiment maker SMEE for another also relies entirely on Japanese parts and their engineering expertise to create their 28nm litho scanners which is already 4-5 generation behind. How about China's fatest GPU maker Biren? which not surprisingly was started by former nVidia engineers. They all came seeking to strike gold in China, but much of this started before the US sanction started. China's future in chip manufacturing depends entirely on foreigner's engineering expertise and equipments. China may be able to develop their own infrastructure -- in equipements, manufacturing, IP/EDA, IC design -- to be independent, but we are talking 30-40 years down the road without the "outsider's" help. Likewise, America's fear is not so much that China is going to develop their own chip technology on its own, but that some unscrupulous "outsiders" are going to make a carbon copy of the West's existing know-how to China.
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  7.  @David_Lo_Pan  : Tim Apple doesn't quite want to move out of China. I wouldn't bet on Apple's unscrupulous Taiwanese contract manufacturers to do any better in India.
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