[HN Gopher] Romance of the Three Kingdoms: Semiconductor Edition
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Romance of the Three Kingdoms: Semiconductor Edition
Author : pantalaimon
Score : 57 points
Date : 2022-02-15 13:24 UTC (9 hours ago)
(HTM) web link (interconnected.blog)
(TXT) w3m dump (interconnected.blog)
| ngcc_hk wrote:
| Fundamental issue of a giant investing on alternative is that it
| is very hard to eat your own lunch.
|
| The essay strangely said arm was a threat but so would be risc-v.
| Not any risc is in play what is risc-v that cannot do but only
| arm can, any vice visa. And that also both is a threat to x86. By
| investing less or struggling upgrade to x86, it just weaken x86.
|
| For the china play given the geopolitics I am not sure Google and
| intel think they involvement can spell no USA attack.
| hangonhn wrote:
| I read that as those who are going to switch away from x86 to
| ARM is already a loss for Intel. So RISC-V gives them a way to
| claw back some of those losses. At the end of the day Intel has
| always been a foundry and x86 is one way to drive up business
| for those expensive foundries. RISC-V can be another way to
| drive business towards Intel if Intel can establish a
| relationship with RISC-V designers early on.
| jevoten wrote:
| > Of course, that was a war over power, territory, and dynastic
| legitimacy. There is no antitrust regulators in war. I don't see
| a "winner take all" ending happening among the three ISAs,
| whether it's 35 years or 350 years. Romance of the Three
| Kingdoms: Semiconductor Edition is here to stay.
|
| Antitrust regulators aren't all-powerful or immune from
| influence. There is no guarantee on how long they can resist
| powerful interests, especially if there is a shift in the
| geopolitics.
| djtango wrote:
| Tangential comment:
|
| I'm a fan of Kevin's blog - think he has quite a unique
| perspective having worked in US politics and Tech but having a
| good understanding of Chinese tech too.
|
| I also appreciate Lillian Li's Chinese Characteristics.
|
| Does anyone have any other good recommendations for coverage of
| Chinese tech?
|
| I worry that a lot of tech innovation is one-directional. There
| are far more Chinese tech workers who understand English (and
| have worked in the west) than the inverse (tech workers from the
| West who are Chinese speaking tech workers)
| throwaway4good wrote:
| The technical stuff seems to be all Chinese on sites like
| bilibili, gitee etc.
|
| For a more business perspective there are some twitter-accounts
| - maybe: ruima, danwwang ...
| TrainedMonkey wrote:
| > There are far more Chinese tech workers who understand
| English than the inverse.
|
| This is a really interesting observation. I will make one as
| well - there are far more people speaking English on aircraft
| carriers than all other languages combined by a significant
| margin. No idea what that means in the grand scheme of things,
| but hey we are making geopolitical observations.
|
| See https://www.businessinsider.com/magnitude-of-us-naval-
| domina...
| djtango wrote:
| That's a great share thanks - interesting to consider all the
| ways the English speaking world has exerted an edge
| indirectly.
|
| The observations don't necessarily _have_ to be geopolitical
| (although it seems talk about China always is these days).
|
| For example, PinDuoDuo hit 800M users in 6 years[1]
|
| And from Kevin's InterConnected blog, the Chinese CBDC's
| initial "small-scale" testing did 70M transactions[2]
|
| Seems like Chinese dev needs to be prepared for scale in ways
| most of us never have to dream of - would be interesting to
| know if they're adopting best practices we could learn from.
|
| [1] https://stories.pinduoduo-global.com/articles/pinduoduo-
| inte...
|
| [2] https://interconnected.blog/e-cny-players-dcep-e-rmb/
| agency wrote:
| This is kind of a tangent but I recently watched Wolf
| Warrior, an over-the-top Chinese military action movie that
| is also basically wall-to-wall propaganda for the PLA (not
| that this military-entertainment complex stuff is unique to
| China of course. You don't get to put all the latest shiny
| military tech in the new _Transformers_ movie unless you play
| ball with the DoD). In a climactic scene[1] after our heroes
| are attacked by the bad guys (a bunch of American ex-special
| forces mercenaries), while a voiceover speech is laying it on
| pretty thick ( "To a soldier the most beautiful place in the
| world is the border of the People's Republic of China,
| because it is what they fight and die to protect"), they rip
| off the patches they were wearing for the wargames they were
| participating in before the attack and slap on patches with
| the flag of China which say "I fight for China" _in English_.
| Thought that was kind of interesting.
|
| [1] https://www.youtube.com/watch?v=SCc0DWSZHCs
| detaro wrote:
| wouldn't be surprised if there were multiple language
| versions of that scene, to make sure everybody gets it.
| throwaway4good wrote:
| The Wolf Warrior movies are very entertaining to watch if
| you are a fan of classic American non-apologetic action
| movies. Basically the same thing but in Chinese ...
| Taniwha wrote:
| China is roughly 1/5 of the world's population, that means that
| it has roughly 1/5 of the world's smart people ... for a bunch
| of political/historical reasons up until this generation they
| haven't had the same chance to shine that others have, this
| generation have been catching up and taking their place in the
| world - the language barrier has made a lot of tech transfer
| one way, the recent western protectionism is only making this
| worse, it wont stop smart people doing smart things.
|
| I think that the US has been biting itself in the ass for a
| while now. Used to be it was the magnet for tech, but
| regressive immigration policy over the past generation has made
| it far harder for smart people to move there, meanwhile the
| internet has made actual geographical location less important
| (I moved to the US 40 years ago, and left 20 years later).
|
| I do think that China is a big part of the future, the world is
| a safer place if we trade rather than play at childish
| brinkmanship. The best thing we can do in the world is to grow
| large middle classes everywhere who have too much to lose b y
| going to war
| amelius wrote:
| And Apple built their castle in someone else's kingdom.
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