Trading wars impact

I didn’t write the article. I agree with most of it but not all of it.

We can bin this into the “without proof” category, that Huawei gets most of its funding from Chinese government. Like that ridiculous 300B IP theft allegation Trump admin made.

Meanwhile US has explicit laws to compel telcos to hand over data. I am not saying what we do is wrong and what China does is right, but put aside blind patriotism aside to acknowledge objective facts. Both sides have reasons to suspect one another.

“Meanwhile US has explicit laws to compel telcos to hand over data.”

They need a search warrant.

In Telecom world this is an open secret. Huawei was able to provide discounted pricing to gain market share in Asian countries initially as it was funded by Chinese state.

Its only now that such things are openly challenged. As for the US companies that China is banning or restricting and for how long, check what Marcus is saying. I am amazed at the hypocrisy here.

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Are you comparing western world to China.

Remember what happened last time when government asked Apple to help get the data? In China the company executive even showing minor reservation to a government request would have disappeared overnight!

I think you should stop comparing US to China on this front. It will just get ridiculous.

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Just because they are a stronger competitor that automatically means it’s funded by the state? How much is the funding? 20%? 50%? 100%?

They were not stronger competitor in technology. Won contracts based on super lower pricing in developing countries that were starting on telecom infra. Prices that were not possible for a regular telecom company.

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That’s what they did in the steel industry.

Doubling down on allegations without proofs?

So which one is it. Huawei a national security threat? Or Huawei taking massive government subsidies? Both?

BTW I am still waiting for proofs on that Bloomberg article about China putting spy chips on motherboards.

Huawei may turn out to be both a national threat and benefiting from massive government subsidies. I am open to that possibility. But so far nobody bothers to produce any proofs.

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Both.

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Questions should be more detailed. During formative years or still is? Ain’t all governments subsidize certain industries strategically till it can stand on its own? Is it not allow for members of WTO?

If true, by now many main stream news would have independently verified it. Did they? Sorry didn’t follow this issue. Whoever verify this should first prove that there is a spy chip and is put there by Huawei and is not modified by ahem.

The spy chips were supposed to be placed by Chinese spies on supermicro motherboards. Nothing to do with Huawei. I just used it as an example of the zero-proof allegations the west is now putting on everything Chinese.

Soon you will hear allegations all Chinese students and immigrants are spies intended to steal American technology. There’s already some signs of these allegations emerging.

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Sound like the emperor is feeling naked and making up 莫須有的罪名. 欲加之罪、何患無辭.

https://www.bloomberg.com/news/articles/2019-01-27/pegatron-moves-some-china-production-to-indonesia-on-u-s-tariff

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Not shifting to Austin? :sob: Recall Flextronics (now known as Flex) is making MacPro for Apple in Austin. Can’t they make some of the iOS devices?

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If anyone wants a company to short before its earnings…

SWKS seems like a slam dunk given Apple and Samsung have both said cell phone sales were weak in China. QCOM could be too.

Charges filed…

I have VZ :slight_smile:

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See here, another new story,

https://www.bloomberg.com/news/articles/2019-01-30/apple-worker-charged-with-secrets-theft-for-china-robocar-firm

An Apple Inc. hardware engineer was charged by the U.S. with stealing the iPhone maker’s driverless car secrets for a China-based company, the second such case since July amid an unprecedented crackdown by the Trump administration on Chinese corporate espionage.

Jizhong Chen was seen by a fellow Apple employee taking photographs Jan. 11 with a wide-angle lens inside a secure work space that houses the company’s autonomous car project, about six months after he signed a strict confidentiality oath when he was hired, according to a criminal complaint in federal court in San Jose, California.

Prosecutors said Chen admitted to taking the photos and backing up some 2,000 files to his personal hard drive, including manuals and schematics for the project, but didn’t tell Apple he had applied for a job with a China-based autonomous vehicle company.

As President Donald Trump ratcheted up his trade war with China, the Justice Department in November announced a “China Initiative” aimed at prioritizing trade-theft cases and litigating them as quickly as possible.

Apple said disclosure of the data taken by Chen would be “enormously damaging,” according to prosecutors. Among the photos seized by the government: an image stamped Dec. 19 diagramming Apple’s autonomous driving architecture. Another from June 2018 depicts an assembly drawing of a wire harness for an autonomous vehicle.

Chen told Apple investigators he’d taken the pictures to support applications for jobs within the company after supervisors tagged him with a performance improvement plan, according to the complaint. After Apple learned he was seeking employment with a Chinese rival, he was suspended.

The engineer later told Apple he intended to travel to China to visit his ill father, but was arrested last week before he could board his direct flight. He was released from federal custody after posting $500,000 in cash and property on Jan. 25.

Chen’s attorney didn’t immediately respond to phone and email requests for comment.

Zhang Xiaolang, the former Apple engineer charged in July with stealing self-driving car secrets for a Chinese startup, pleaded not guilty to the charges. He, too, told Apple investigators he was planning to go to China to visit family. The company that Zhang was allegedly working for, Guangzhou-based Xiaopeng Motors, said at the time it found no indication Zhang communicated any sensitive information to it from Apple.

Apple began its autonomous vehicle project around 2015 with the goal of developing a full self-driving electric car to compete with Tesla Inc… In 2016, Apple scaled back to focus almost exclusively on the underlying software and hardware that could eventually power a self-driving car, whether designed by Apple or a partner.

This year, under new leadership hired from Tesla, the company again retrenched, shifting a couple hundred of its employees from the autonomous software team to its other artificial intelligence teams inside the company. According to the complaint against Chen, Apple has approximately 1,200 employees working directly on what it calls Project Titan.

Representatives of Apple and the FBI didn’t immediately respond to requests for comment on Chen’s case.

The case is U.S. v. Chen, 19-cv-70117, U.S. District Court, Northern District of California (San Jose).

This was big news when I was there. One day he was just gone. No announcement from him or his boss that he was leaving or had left the company.