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Comment Re:Short Sightedness Led to China's Dangerous Rise (Score 1) 27

It's short sighted of a special kind, even.

2-3 decades ago, it was car manufacturing. Every car maker by then knew that the Chinese would steal the tech. There's a famous example of a Mercedes Benz factory making busses which for the first year or two sold like hot cakes. Then demand suddenly vanished. Research found that the chinese joint venture partner (you had to joint venture in those days, not sure about now) had copied the entire factory, brick by brick, one city away. An exact copy making the exact same busses, just without Mercedes Benz in the loop. And, of course, slightly cheaper.

Everyone knew that.

And yet everyone went to China. They figured that it was still profitable to accept that risk.

Of course, the fact that CEOs these days change every few years and get a severance package large enough that they can immediately retire doesn't exactly make them long-term thinkers.

Comment Re:Rest of world should also target self-reliance (Score 1) 27

- Seafood - stop getting cheap frozen seafood harvested by China's fleet

Heck, stop getting any food that is available locally. It's insane that I can buy some food that was grown in South America, shipped to Asia for processing and packaging and then shipped to Europe for less than the same food grown in Europe.

There's quite a bit of utter insanity there.

Comment Re:Not much new (Score 1) 27

If a full-blown trade war broke out between China and the G7/friends, China would be forced to overload poorer countries with its exports, which is not sustainable

Yes, but this cuts both ways. These days, a LOT of essential day-by-day supplies are manufactured in China. If China and the G7 stopped all trade tomorrow, the damage to the G7 would be bigger and more immediate than that on China.

The problem for China is that a huge trade surplus is a drug that would bring huge withdrawal symptoms if the drug were not available.

True. Germany is learning that lesson now that cheap energy from Russia is no longer available and its export business can't compete anymore.

Comment Re:Enjoy it while it lasts (Score 1) 44

Their licensing model isn't complicated. You either get a design license or you license cores/core families. Amazon, for example, is (or has been) using fairly bog standard Neoverse setups with small-ish L3. If they intend to license newer iterations of Neoverse then they will pay accordingly.

Anyone with a full design license (such as Apple) gets access to the entire version. Apple fairly recently updated to a v9 license (M4, probably others) so they're good for awhile. Each individual license may include exceptions, and of course ARM could leverage those for additional revenue opportunities if they can convince companies like Apple to agree to more-restrictive design licenses.

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