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File: 1751130386176736.png (1.69 MB, 1419x1588)
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US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years in November.
US also tighten their export control, causing CXMT expansion to cut short.
Both CXMT and YMTC might be fully banned soon, they are still allowed to work with other companies and supply their memory for chinese market for now, this could soon change.
>>
How will it kill DRAM and NAND manufacturers? Maximum it'll kill US DRAM and NAND market.
>>
>>107565396
CXMT supplied their memory to some large companies that also sell to overseas market like Xiaomi and Lenovo. A full ban means these companies cannot work with CXMT, even just for chinese market
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>>107565349
>DRAM
Taiwan, Vietnam
>NAND
South Korea

Literal nothingburger
>>
>>107565463
Xiaomi and Lenovo are both chinese companies lol
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>>107565463
>A full ban means these companies cannot work with CXMT, even just for chinese market
I don't get it. Aren't all 3 companies chinese?
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>>107565349
Trump HATES Gamers
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>>107565486
>>107565498
It means they will be banned from American's market completely
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>>107565349
>announces tariffs that pump up prices when consumers are struggling to afford goods
>announces this shortly after the RAM market blows up
Why does he do this shit?
>>
>>107565694
So? If this market is important to them they will make separate brand for it. Lets say Mi and Thinkpad. Just like Huawei and Honor that is completely not Huawei, I promise.
>>
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>>107565700
OP's post is in May. The US started its move around November, right after Samsung hiked its memory chip price by 60%
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>>107565694
>>107565463
Xiaomi couldn't care less about the us market
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>>107565349
All part of the plan to destroy consumer computing and force everybody to subscribe to cloud computing services that they have tried and failed to push over the years.
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>>107565700
incompetence or naked corruption, take your pick.
>>
>>107565700
Trump thinks local high-tech manufacturing will just materialize out of nowhere once all foreign products are banned.
The same way communists think utopia will happen once they murder all the rich people.
>>
Import it from Canada
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>>107565349
>US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years in November.
That'll just make the Chinese manufacturers stronger and everyone else weaker.
>>
>>107565349
Because such moves have worked out so well for you previously. I know, after losing hard in a game of trade war, lets try harder to lose in a game of trade war...

>>107565700
>Why does he do this shit?
Complete lack of understand and repeatedly demonstrated unsuitabiltiy for role?
Just a wild guess...

>>107568046
>subscribe to cloud computing services
It can't deliver what local can.
More importantly, these isn't generic CPU's they're loading up on. You're not using them for day-to-day computing tasks... They are limited in application. Very.
What's your explaination for companies existing in the consumer space intentionally stomping on their revenue stream for someone else's profit?

>>107568197
>will just materialize out of nowhere once all foreign products are banned.
More importantly, isn't taking into account the cost of infrastructure, tooling, and the energy mix expanding it's use of exponentially more expenisve fossiles...
But I'm sure the company will take that hit, they don't want profit. You'll be able to compete in your own back garden just as hard as the international stage...

>>107568783
>Chinese manufacturers stronger and everyone else weaker.
That's how it's worked so far. Good job.
>>
>>107565349
Won't this just hurt consumers?
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>>107568884
Only murricans. When the retaliations hit 'em harder into isolation by forcing them to move manufacturing base into a more expensive location...
Everyone else will continue as normal...
>>
>>107565349
>even higher prices for Amerimutts
kek I love Trump
>>
>>107565700
because he's being paid by leaders of the tech industry. how is this not obvious? they are being really transparent here.

>>107568197
>Trump thinks local high-tech manufacturing will just materialize out of nowhere once all foreign products are banned.
the retard believe in the "invisible hand" bullshit. meanwhile, western countries became powerful BECAUSE OF GOVERNMENT FINANCING AND INCENTIVES.
>>
>>107568949
>>107565396
>>107565486
>>107565498
>>107565784
do retards STILL don't understand that amerimutt laws are EXTRATERRITORIAL? and they are accepted because yuropoors are their puppet politicians.
>>
>>107569152
Right. That explains why china is paying the tarrifs. Because you can apply your law to other people.

>accepted because yuropoors are their puppet politicians.
They've been told to get screwed a few times, and the examples you can cite contradictory are commonly accompanied by additional variables, like coercion and extrortion...
>>
>>107565349
What happens if all the countries in the world, just... stop listening to this bully and continue on doing business as normal? Wouldn't that solve a lot of problems?
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>>107565694
>CHIPS Act recipients
>Chinese companies
>Xiaomi
>Lenovo
Are you guys fucking retarded?
>>
>>107565700
>Implying he cares about anyone but the 1%

Give OEM more money so they can stop making hardware for regular consumers because national security, protecting jobs or something.
>>
>>107569179
>Right. That explains why china is paying the tarrifs. Because you can apply your law to other people.
what the fuck does one thing has to do with the other, you brainlet?
ever heard of Cuba?

>They've been told to get screwed a few times, and the examples you can cite contradictory are commonly accompanied by additional variables, like coercion and extrortion...
yeah, so what? the reasons why don't matter, they are puppets and cowards.
>>
>>107569201
>Wouldn't that solve a lot of problems?
Some. But the tantrums are already problematic. This isn't going to stop them any.

Then there's an issue with long standing agreements... Some have come to depend on a sense of 'normality' and are eager to maintain this...

It's a complex and multifaceted problem. With many additional variables uncovered. Start throwing alphabet soups and their activities into the mix: Huawei bad! chink spy! turns out the issue there was it didn't have backdoors for Akamai to exploit. Result: China have free reign on the exploit they refused to install in their hardware, which 'five eyes' insisted be used near everywhere, whilst Akamai get kicked out of china entirely, making the only black spots to them china and N. Korea...
>>
>>107569295
>what the fuck does one thing has to do with the other, you brainlet?
You're the one that claimed your law was multinational.
If that was true, why didn't you make china pay the tarrifs?
Oh. That's right. You can't. You cannot enforce your law on another shore, you need to engage in underhanded tactics to achieve this. As previously mentioned.

>ever heard of Cuba?
I have.

>the reasons why don't matter, they are puppets and cowards.
I cannot deny the premise. However, I was simply pointing out that it doesn't always work, and when it does there's not just "bend over". There's some lube, somewhere... and possibly the offer of another anus.
>>
>>107569348
>your laws
imagine being this retarded. go read what I wrote again
>>
>>107565349
More to the EU
>>
>>107565349
>"free market economy"
>won't allow people to freely buy things they want
>>
>>107570110
Chinese RAM is a national security threat chud
>>
>>107570250
Fuck the nation. I want to play games
>>
>>107570250
No, it's a threat to your ability to retain control over their expansion...

Demonstrate how RAM is a threat.
>>
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>>107565349
And? How is this going to kill Chinese manufacturers?
Chinese will continue to produce them for themselves and for the rest of the world.
Once again Americans will make everything more expensive for themselves and then brag how much they managed to tax their own citizens.
>>
>>107565349
>>
>>107565349
Enemies of progress. This is the same country that killed Japan's tech industry in the 80s. All those cyberpunk movies and games where Japan became a global superpower thanks to their tech and spread its influence all over the world? All of it could have become a reality, had it not been for the US. And then America went on to fund a bunch of niggers and browns, flooding the entire world with them. Fuck this country.
>>
>>107565349
>a single amerishart can solve the ai/dram problem
>they do nothing
cowards lol
>>
>>107565349
>Bro I know the last 30743924798 sanctions did nothing but cause China to leapfrog local development but the 30743924799th sanction packet is really going to win the war this time bro!
Why is the US repeatedly shooting itself in the face and then smugly gurgling blood vaguely in the direction of China as if they just directed a serious threat towards them?
>>
>>107570388
>We've earned 18 trillion dollars with tariffs
>So anyways, every government administration has a fee, we have no public healthcare, we have no unemployment gibs, our roads are filled with potholes if there's even pavement on them, we don't have publicly protected housing that's cheaper for the young people
>And most importantly, you still have to pay 50% of your wage in taxes, pay VAT in bought products, pay housing tax, pay trash collecting tax, pay for schools, pay for healthcare and pay a random tariff on every good you import from outside (it changes every two days)
That country is such a fucking joke...
Muh freedumbs but only for corporations, and muh high taxes but only for the army...
>>
>>107571724
You forgot the best part
>infrastructure rots away for decades
>will now finally get upgraded (but only as necessary for corporate projects)
>the people suffering from both the rotting infrastructure and the new problems caused by gigawatt datacenters are paying for it
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>>107565486
And how successfull would they be if the can't sell in the US?
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>>107565349
won't make fuck all difference, China has a fuckhuge internal market that can suck up all their domestic production. All that happened is that China became self sufficient in one more thing, and in the event that anything happens to Korea or Taiwan, China will become the sole source for memory.

It's why US and EU are both pushing to have their own fabs.
>>
>>107565700
He does it because the person who tried to shoot him missed
>>
>>107571724
Most of the things you listed aren't even true, just europoor headcanon. Also, pretty confident roads are paid with State taxes not Federal.
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>>107571806
>pretty confident roads are paid with State taxes not Federal
Doesn't the federal government give a cut of the federal budget every year to every state so they can finance their shit?
Or does it come with strings attached as to what every dollar the state get from, has to be spent in some way?
Plus, most states have massive income taxes, being california and new york the highest ones, with new york having literally three levels of income tax on one of the most expensive cities in the world to live.
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>>107565349
>lets crush DRAM production in the largest DRAM drought in history
I love american imperialism
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>>107565349
this is retardedly insane.
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>>107571768
Quite. Before counting I'd still get one...
Start doing math. How many people in US?
How many in China? India? Africa?
India and africa are poor, now. This is about to change.

>>107571806
>pretty confident roads are paid with State taxes not Federal.
Nooo! it wasn't bill that stole the munny, it was bob!
I mean. On some level, yeah, the distinction matters. Especially if you're bill. But the money is still gone...
>>
>>107569152
Europe is a backwards poverty ridden shithole, nobody cares about Europe. US market is thousands of times bigger. If they don't care about US market, they are gonna care even less about the EU market.
>>
>>107571870
federal tax dollars are given to states via grants for projects, those grants can be for different purposes. This can range from social services to infrastructure, but it is usually health care.
>>107571944
>On some level, yeah, the distinction matters.
It matters when foreigners speak up on US topics.
>>
>>107565349
des minimis ending has already assblasted hobbyists bootstrapping into enterprise. you vill not pull up the bootstraps.
>>
>>107565349
Trump probably believes the US will start producing most of the RAM for the world market in 1 year.
>>
>>107571970
>It matters when foreigners speak up on US topics.
But the money is still gone...
>>
>>107572087
Yes, but the europoor doesn't bring up actual issues. No one would care if our tax dollars actually went to making infrastructure around us better. It's being used to fund infinite unskilled brown migration and to fund big AI. Europe just has the infinite brown issue because they killed their own tech sector.
>>
>>107569152
No they're not. They stop and end at trade interactions with the US. The reason why the Venezuelan oil tanker was seized is because it was flying a Guyanese flag with spoofed transponder data. Not only is Guyana a partner of the US that's currently under threat by Venezuelan attempts to annex it, the ship was effectively a stateless ghost ship because it hid its true allegiances. Between those specific conditions the US was right to stop it.
>>
>>107572184
I did. The issue is the money still gone.
If you evidence the local municipality doesn't ever waste the money on stupid shit, you might have a point.

Not who you was origianlly talking at, casual glance all they actually get wrong was VAT, did think you had much of that. On the flip side of that coin however, various subsidisations - especially down low in the energy mix - make energy cost far less for you as an individual, and by consequence many downstream things...
This is adjusting.

>Europe just has the infinite brown issue because they killed their own tech sector.
Yet it's always the murricans on here: waaa. Jeets took mah jerb!
Jeetification is definitely subinfinite. Some places can be denser I'll confess. But it's far from infinite. All our tech what matters we retained.
>>
>>107572238
what the fuck does the oil tanker has to do with extraterritorial laws, retard?
try doing business with Cuba and then asking the US to do business there. you won't be able to, and you might even be added to some obscure list somewhere.
>>
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>>107571956
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>>107572640
>then asking the US to do business there
Becoming less consequential, daily.
>>
americans pretending their shithole government abides by their own laws they impose on others is the funniest shit ever lol
>>
>>107565349
this is only going to make dram prices worse



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