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Saturday, December 14th, 2024
Time |
Event |
5:34p |
Chinese Electric Cars are Already Surging in Popularity in Mexico, Europe, Asia, and Africa "The Chinese government has long subsidized carmakers with the goal of becoming a major auto exporter," notes the New York Times. But this week they reported on dozens of dealerships around Mexico that are now selling China-made electric vehicles, saying it could be "a potentially grave threat to the North American auto industry."
One employee said their dealership "was selling cars as fast as they arrived from China," including "a small but capable four-door electric compact that costs about $18,000."
Chinese carmakers are effectively barred from the United States by tariffs that double the sticker price of vehicles imported from China, and they are not yet manufacturing significant numbers of vehicles in Mexico that could be exported across the border. But their ambition to expand overseas is on vivid display in Mexico and across Latin America, Asia, Europe and Africa. Ads for Chinese brands are in airports and soccer stadiums and loom above Mexico City streets on large billboards. Chinese cars, both gasoline and electric models, are an increasingly common sight. BYD and others are also looking for places to build factories in Mexico, although none have announced firm plans. Initially, the plants would serve Latin America, part of a campaign by Chinese automakers to erode the dominance of Japanese, American and European carmakers in places like Brazil and Thailand.
But there is little doubt that, eventually, Chinese carmakers hope to use Mexico as an on-ramp to the United States.
One of Mexico's EV dealers suggested to the Times that "maybe next year BYD can enter the United States." And he added with a smile, "If not, I can deliver."
It is very unlikely that the Dolphin or any other Chinese car brand will be available in the United States soon. Because of the high tariffs, Chinese carmakers have not tried to establish dealerships or get approval from federal regulators to sell in the United States. (BYD does make electric buses in California.) And someone buying a BYD from a Mexican dealer like Mr. Alegría would have a hard time registering and insuring it in the United States because the cars have not demonstrated that they meet safety standards... But in the years to come it may be difficult to explain to consumers in the United States why they're not allowed to buy inexpensive electric vehicles that are readily available across the border, especially if they're made in Mexico, which already manufactures millions of cars for the United States.
Less than 20 years ago, Chinese cars were widely seen as inferior, even by many Chinese drivers. But in recent years, the country's manufacturers have pulled even with foreign rivals in mechanical quality, analysts say, and often surpass U.S., Japanese and European carmakers in battery technology, autonomous driving and entertainment software. (Think in-car karaoke and rotating touch screens)... [T]he auto industry does not appear to have seen anything like the current wave of Chinese brands, which have quickly overtaken Japanese companies as the world's largest auto exporters. Chinese carmakers have made deep inroads in countries where they have local production or face few significant trade barriers. In Brazil, Chinese brands have a 9 percent share of car sales, up from 1 percent in 2019. In Thailand, they have 18 percent of the market, up from 5 percent in 2019, according to JATO.
The article notes that for the world's largest car market — China itself — General Motors just announced "a more than $5 billion hit to its profit" to restructure China operations that have been losing money in recent years. And the article includes this quote from Felipe Munoz, global analyst at the research firm JATO Dynamics.
"Before the pandemic, the rules were set down by the Western carmakers. Now it's the opposite."
Read more of this story at Slashdot. | 7:34p |
America Prepares New AI Chip Restrictions to Close China's Backdoor Access The U.S. wants to limit China's access to advanced AI chips, reports the Wall Street Journal, with new rules to restrict sales in parts of the world.
"The rules are aimed at China, but they threaten to create conflict between the U.S. and nations that may not want their purchases of chips micromanaged from Washington.
The latest round of curbs could come this month... Among the restrictions, the administration aims to introduce caps on shipments of AI chips to certain countries for use in large computing facilities, people familiar with the plans said. One grouping of countries — close U.S. allies — would be unrestricted, the people said, while another tier of countries would face limits on the number of chips that can go into data centers used for AI... The purchasing caps primarily apply to regions such as Southeast Asia and the Middle East, the people said...
The administration recently sent letters to major chip-makers including Taiwan Semiconductor Manufacturing and Samsung Electronics informing them about some of the restrictions, these people said. The letters said the companies needed to apply for a license to transfer chips to China that are manufactured using advanced chip-making technology or meet other criteria. These criteria include a size and transistor-number limit as well as any indication that the chips are for use in training AI models, the people said. Previous regulations already limit the shipment of advanced GPUs and memory chips to China, but the new rules spell out more clearly to manufacturers what is banned.
U.S. officials "are also considering other options," the article points out. "The administration is considering placing controls on exports of the so-called weights that underlie advanced AI models, according to people familiar with the matter, and weighing further China-specific restrictions on chip manufacturing."
Read more of this story at Slashdot. | 10:34p |
Donald Bitzer, a Pioneer of Cyberspace and Plasma Screens, Dies At 90 The Washington Post reports:
Years before the internet was created and the first smartphones buzzed to life, an educational platform called PLATO offered a glimpse of the digital world to come. Launched in 1960 at the University of Illinois at Urbana-Champaign [UIUC], it was the first generalized, computer-based instructional system, and grew into a home for early message boards, emails, chatrooms, instant messaging and multiplayer video games.
The platform's developer, Donald Bitzer, was a handball-playing, magic-loving electrical engineer who opened his computer lab to practically everyone, welcoming contributions from Illinois undergrads as well as teenagers who were still in high school. Dr. Bitzer, who died Dec. 10 at age 90, spent more than two decades working on PLATO, managing its growth and development while also pioneering digital technologies that included the plasma display panel, a forerunner of the ultrathin screens used on today's TVs and tablets. "All of the features you see kids using now, like discussion boards or forums and blogs, started with PLATO," he said during a 2014 return to Illinois, his alma mater. "All of the social networking we take for granted actually started as an educational tool."
Long-time Slashdot reader theodp found another remembrance online. "Ray Ozzie, whose LinkedIn profile dedicates more space to describing his work as a PLATO developer as a UIUC undergrad than it does to his later successes as a creator of Lotus Notes and as Microsoft's Chief Software Architect, offers his own heartfelt mini-obit." Ozzie writes:
It's difficult to adequately convey how much impact he had on so many, and I implore you to take a few minutes to honor him by reading a bit about him and his contributions. Links below. As an insecure young CS student at UIUC in 1974, Paul Tenczar, working for/with Don, graciously gave me a chance as a jr. systems programmer on the mind-bogglingly forward thinking system known as PLATO. A global, interactive system for learning, collaboration, and community like no other at the time. We were young and in awe of how Don led, inspired, and managed to keep the project alive. I was introverted; shaking; stage fright. Yeah I could code. But how could such a deeply technical engineer assemble such a strong team to execute on such a totally novel and inspirational vision, secure government funding, and yet also demo the product on the Phil Donahue show?
"Here's to the crazy ones. The misfits. The rebels. The troublemakers. The ones who see things differently. They're not fond of rules." You touched so many of us and shaped who we became and the risks we would take, having an impact well beyond that which you created. You made us think and you made us laugh. I hope we made you proud."
Read more of this story at Slashdot. |
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