Xiaomi: New CPU matches Apple cores single threaded, much faster multithreaded (twitter.com)

Is this better outcome for the US in the room with us?

China could have the monopoly of rare earth production and refinery for all of eternity. But because of their reaction towards all the us allies when the us increased tariffs, I don't expect them to be relevant enough to disrupt markets with rare earths sanctions in 10-20 years.

Now Japan is known for quality electronics and options and Taiwan for state of the art semiconductors.

China has made a tremendous effort to move to a clean(er) industrial system, using a lot of renewables and clean energy and improving environmental standards. At this point production in China is probably the best for the environment compared to most countries, including the US that is deeply invested in oil production.

Imagine what those kinds of people would have said in China in the 70s, with western industries being vastly more advanced and efficient. "It's over, we will never catch up." they would probably have said. Wrong then, more wrong now.

Now, if the EU would start make to make chips that have no subsystem to screw me over, that would be something.

There are accounts of interdiction and post-manufacturing compromises, such as those revealed in the Snowden leaks (2013) and most recently by reporting about the Israeli security services' sabotage of Hezbollah pagers and 2-way radios. These projects didn't expose primary manufacturers to the reputational and legal risk of association.

Until there's evidence of backdoors implanted by these companies, it's better to adopt a "trust but verify" approach and use standard layered security practices to detect intrusion. Conventional network intrusion and insider threat campaigns carry less risk of failure and are simpler and cheaper to execute.

China isn’t going to invade China until after we get our semiconductors up and running in Arizona for real

(because US won’t have to think about that situation ever again)

removing dependence imperils that island, CCP already has an EUV machine so the inevitable sanctions and export controls on ASML’s in Europe won’t matter either

They would lose all of TSMC if they do any military actions. It's not the fact that the CCP thinks that they can make Taiwan and China a country, it's the the fact that most of China does in fact consider them as one country. Taiwan is ready to defend themselves, but are very happy keeping their relationship with China the way it is.

This whole idea of collapsing everything to some single semi-military geo-political concern is naive and not at all how the world works.

Of course there are people in China who would prefer Xiaomi did all their manufacturing inside China, and there are others who prefer to build stronger economic ties between Taiwan and China to make Taiwan economically dependent on China.

There are others who want Xiaomi to dominate world mobile markets by any means necessary. There are others who want Xiaomi to make the most profit possible, and still others who want Chinese firms to race to match US companies technology on every dimension.

These concerns are all interlinked and play out over years in lots of micro decisions.

How do you make one country into one country? It's already one country and is treated as such by even countries that consider China an adversary

Take a look at the PostmarketOS Device Wiki[1], you'll see that even phones released 10+ years ago (like Xiaomi Redmi 4) still do not have 100% functionality.

In saying that, in this era of LLMs and reverse-engineering, it may not be long before some of these blockers are reverse-engineered and we might end up with a fully functional Linux distro on older phones like this.

The subsidies were around 25% of sales in 2018 and have dropped down to about 10%.

And of that 250 billion, half is a sales tax exemption and a quarter is purchase rebates. That bulk of the money doesn't lead to unfair competition.

https://www.csis.org/blogs/trustee-china-hand/chinese-ev-dil...

I literally didn't say that it was?

In any case, the point is that the US also subsidizes markets, including the auto markets. China is far from unique in this. As you say, free market capitalism isn't binary, and in this case all parties are subsidizing to some degree.

Direct producer subsidies for PRC EV was <100B, less than US injected into US auto, not much more than Euro auto. The latter just poorly, i.e. pork barrel / jobs programs that does not raise baseline competitiveness.

Most of CSIS muh PRC 200b-400b includes rebates/taxes AND subsidies to upstream, i.e. battery industry which used more than cars. AKA they bundled energy sector to skew PRC numbers.

For comparable you'd have to include all historic US/EU auto subsidies, AND ASSOCIATED upstream subsidies like MOST OF fossil industry, related diesel/fuel discounts... etc etc in which case US/EU have been rebating to the tune of trillions.

Strict auto-auto sector equivalence = PRC subsidized less to commoditize their car industry in fraction of time, which is not remotely "overproduction", they still barely exports 20%... they'd have to export 50/75%+ to reach shares of EU/JP/SKR etc and even then those absurd export%s not treated as overproduction. PRC would need to be exporting ~20m more cars then they do now to even qualify.

Auto+energy sector equivalence (the 200-400b figure), PRC not even on the axis in equivalence scenario.

E:cleaner language