Elder Teddy

I’m unserious with life | Call if you need me | Ask and it shall be given onto you, seek and ye shall find | Matt 7:7-8

[Elder Teddy @UkahaOffia]

Summer 2024!

[Siphs ✨ @Siphe_S]

Obsessed with my new wallpaper ❤️

[Elder Teddy @UkahaOffia]

@ScarTissue101 @eldivine But to be fair- this is the last protected market for them - they are worried about losing it

[Elder Teddy @UkahaOffia]

@eldivine And funny thing is that these guys make billions for Chinese market

[Elder Teddy @UkahaOffia]

@RnaudBertrand There is something I do not understand about Chinese diaspora. They assume that West is so good and China is so bad that it needs to be destroyed with such narratives. Meanwhile, Canada and Denmark were sterilising indigenous populations not too long ago. It’s so funny tbh

[Elder Teddy @UkahaOffia]

@LeakerApple Hauwei was the first to release this form factor this April.

[Elder Teddy @UkahaOffia]

@eldivine It is really not good - these guys controlled the Chinese car market for decades. Yet, they failed to see the shift to EV/PHEV and subsequently lost the market. For decades, the Chinese market subsidised the EU factories. VW spent money on share buybacks, not R&D. So sad!!

[Elder Teddy @UkahaOffia]

@OpeYeemiii Not only that - they heavily patented and blocked anyone who tried to do same. Chinese players took a different path to hybrid and beat them at the same game

[Elder Teddy @UkahaOffia]

@pstAsiatech Yeah - let’s see how the chips perform when they come out.

[Elder Teddy @UkahaOffia]

@pstAsiatech That’s a Huawei workaround - not a country wide capability. It gives you 2-3nm performance but it’s not a 2-3nm chip. It’s a workaround. They entire country needs to double down and get a few EUVs out say by 2028-2030

[Elder Teddy @UkahaOffia]

@lithos_graphein @Moaney_Hole As aspected - short loops are were they should be now. But again, they are not competing with ASML. They are surviving a global embargo and will work with anything they can work with

[Elder Teddy @UkahaOffia]

@Moaney_Hole @lithos_graphein Exactly, China is not discovering unknown science. The path is shorter for them than it was for ASML

[Elder Teddy @UkahaOffia]

@lithos_graphein Thousands of engineers, physicists and scientists working on something. Tongji university, CIOMP, SIOM, HUST - etc. Billions available to iterate quickly and solve a problem, and we think it will take them 20 years? We have more scientific tools now to accelerate the process.

[Elder Teddy @UkahaOffia]

@lithos_graphein This is hubris - I’m sorry but these guys are doing the same thing VW did. Decades old for you does not mean decades old for me.

[Elder Teddy @UkahaOffia]

@walterpols @JChengWSJ @crmiller1 Also, they only intensified efforts post 2022 when Biden’s policies forced them. They’ll crack the EUV sooner than we expect. It doesn’t have to beat ASML - it just has to work well enough for them.

[Elder Teddy @UkahaOffia]

@walterpols @JChengWSJ @crmiller1 I’m not sure how well you’ve researched the Chinese semiconductor supply chain but they’ve pretty much done a great job at every segment. But they have thousands working on this. This is not unknown physics. ASML had to figure it out from scratch, China does not.

[Elder Teddy @UkahaOffia]

@eldivine @NuesDaily You’re correct

[Elder Teddy @UkahaOffia]

@eldivine @NuesDaily Food inflation accounts for approx. 50% of Nigeria's inflation. If we don;t fix it then it will never be solved

[Elder Teddy @UkahaOffia]

@eldivine @NuesDaily No - that is not why inflation is 19%. GPD is = Consumption + Government Spending + Investment + Net Exports.

Nigeria's inflation is driven by supply-side shocks, not by too much money chasing too few goods. We don't even have enough goods for money to chase.

[Elder Teddy @UkahaOffia]

@JChengWSJ @crmiller1 It is also about incentives: Why make or build what you can buy? Being cut off from supply means you have to invent or build it yourself. It doesn't mean you are losing - you are on a different path. I am sure Cox and Wolf thought the same, before China became a peer competitor.

[Elder Teddy @UkahaOffia]

@JChengWSJ @crmiller1 He is so wrong. This is not about figuring it out late. It is about being forced to reinvent every part of a global supply chain because a group of people decided to cut someone else off. And it wasn't taken seriously until Biden's 2022 policies.