The Official Politics Thread (enter at your own risk)
Posted: 09 Dec 2024, 09:19
There. Resident WHO political commentators and gurus can knock yourselves out in here and conduct your endless bickering. All other threads will be locked.
The West Ham Fan Forum | More like the terraces than the family stand!
https://forum.westhamonline.co.uk/
Nutsin wrote: ↑18 Apr 2025, 20:16goose wrote: ↑18 Apr 2025, 19:53Nutsin wrote: ↑18 Apr 2025, 19:46Lying again? where did I say that America can replace every Chinese product? If they replace just 25% the Chinese will shit themselves.
Let’s see how long they will last without our advanced micro chips….. My guess is it’s not too long.
Then there is the huge trade imbalance in their favour that they will lose too.
Agreements for Trillions in new investments in US production from various countries and companies have already been struck so it’s already happening.
MAGA!
No, let’s see how America gets on without microchips. Your production and retail sales of thousands of products would grind to a halt overnight.
thats without considering the trade that goes the other direction for Intel, Qualcomm etc etc.Looks like China isn’t a factor old boy! Taiwan and S Korea aren’t going anywhere. Wrong again?
U.S. microchips are primarily designed and manufactured by a mix of American companies and foreign manufacturers with strong U.S. ties. Key players include:
- **Design and IP**:
- **Nvidia**: Leading in GPUs for AI, gaming, and data centers.
- **AMD**: Produces CPUs, GPUs, and server chips.
- **Intel**: Designs CPUs, server chips, and some AI accelerators; also manufactures chips.
- **Qualcomm**: Specializes in mobile and IoT chips.
- **Apple**: Designs custom chips (e.g., M-series, A-series) for its devices.
- **Broadcom**: Focuses on networking and connectivity chips.
- **Manufacturing (Foundries)**:
- **Intel**: One of the few U.S. companies with domestic foundries, producing chips in Arizona, Oregon, and New Mexico.
- **GlobalFoundries**: U.S.-based, with fabs in New York and Vermont, focusing on mature nodes (not cutting-edge).
- **TSMC (Taiwan)**: Not U.S.-based but critical for U.S. chipmakers (e.g., Nvidia, AMD, Apple), with new U.S. fabs under construction in Arizona.
- **Samsung (South Korea)**: Manufactures some chips for U.S. firms, with a growing U.S. presence (e.g., Texas fab).
- **Equipment and Tools**:
- **Applied Materials**, **Lam Research**, **KLA**: U.S. firms supplying critical chipmaking equipment.
- **Cadence**, **Synopsys**: Provide essential chip design software.
Most advanced U.S.-designed chips (e.g., Nvidia’s H100) rely on TSMC for manufacturing due to its cutting-edge processes (3nm, 5nm). The U.S. is investing heavily via the CHIPS Act to boost domestic production, but currently, only about 10% of global chip manufacturing happens in the U.S.
If you want specifics on a company or recent developments, I can search X or the web. Interested?
goose wrote: ↑18 Apr 2025, 19:53Nutsin wrote: ↑18 Apr 2025, 19:46goose wrote: ↑18 Apr 2025, 18:53Because it’s a very simplistic view of markets.
Firstly you’re assuming that American can replace every Chinese product, component & raw materials. It cannot, and where it can the US alternative is more than 100% more expensive. Hence why they are using China.
For components & raw materials the retail market isn’t growing. The make up of the product is. There’s no additional market share up for grabs there, just higher cost of goods.
For Chinese completed products going straight to market you’re assuming that America has a ready made alternative, in many cases it doesn’t. Otherwise you assume that the American version will be cheaper even with tariffs, and in most cases it won’t.
This is completely ignoring every other country on the planet who can produce these products (cheaper than the US) who can & will enter the market.Lying again? where did I say that America can replace every Chinese product? If they replace just 25% the Chinese will shit themselves.
Let’s see how long they will last without our advanced micro chips….. My guess is it’s not too long.
Then there is the huge trade imbalance in their favour that they will lose too.
Agreements for Trillions in new investments in US production from various countries and companies have already been struck so it’s already happening.
MAGA!
No, let’s see how America gets on without microchips. Your production and retail sales of thousands of products would grind to a halt overnight.
thats without considering the trade that goes the other direction for Intel, Qualcomm etc etc.
Nutsin wrote: ↑18 Apr 2025, 19:46goose wrote: ↑18 Apr 2025, 18:53Because it’s a very simplistic view of markets.
Firstly you’re assuming that American can replace every Chinese product, component & raw materials. It cannot, and where it can the US alternative is more than 100% more expensive. Hence why they are using China.
For components & raw materials the retail market isn’t growing. The make up of the product is. There’s no additional market share up for grabs there, just higher cost of goods.
For Chinese completed products going straight to market you’re assuming that America has a ready made alternative, in many cases it doesn’t. Otherwise you assume that the American version will be cheaper even with tariffs, and in most cases it won’t.
This is completely ignoring every other country on the planet who can produce these products (cheaper than the US) who can & will enter the market.Lying again? where did I say that America can replace every Chinese product? If they replace just 25% the Chinese will shit themselves.
Let’s see how long they will last without our advanced micro chips….. My guess is it’s not too long.
Then there is the huge trade imbalance in their favour that they will lose too.
Agreements for Trillions in new investments in US production from various countries and companies have already been struck so it’s already happening.
MAGA!
goose wrote: ↑18 Apr 2025, 18:53Nutsin wrote: ↑18 Apr 2025, 18:06goose wrote: ↑18 Apr 2025, 16:58No business is going to just shrug and settle for less profit. Short term they’ll pass it on to consumers and longer term they’ll lobby to have the tariffs reversed.
US is decades away from being able to walk away from Chinese imports. And to get there will cost billions in investment to then produce more expensive products.
It will never be delivered. Mid terms, next election will see it reversed.
and there’s a good reason people don’t buy American cars & food……… and the answer is not tariffs.Why would it be less profit if they have a bigger slice of the pie (market share) and how will they mark up their prices if it’s a competitive market?Because it’s a very simplistic view of markets.
Firstly you’re assuming that American can replace every Chinese product, component & raw materials. It cannot, and where it can the US alternative is more than 100% more expensive. Hence why they are using China.
For components & raw materials the retail market isn’t growing. The make up of the product is. There’s no additional market share up for grabs there, just higher cost of goods.
For Chinese completed products going straight to market you’re assuming that America has a ready made alternative, in many cases it doesn’t. Otherwise you assume that the American version will be cheaper even with tariffs, and in most cases it won’t.
This is completely ignoring every other country on the planet who can produce these products (cheaper than the US) who can & will enter the market.
BillyJenningsBoots wrote: ↑18 Apr 2025, 18:53Nutsin wrote: ↑18 Apr 2025, 18:04BillyJenningsBoots wrote: ↑18 Apr 2025, 17:19
Agreed neither the EU nor the UK will take your bleached chicken or your shit gas guzzling cars why do you think Asian and European cars are so popular its not just the price.
If you are not importing cheap goods from China where are you going to get them from. You cant make them in the US so either you carry on importing or prices will rocket.
Its just common sense.
What the US need is a long term strategy and Im not sure the Tarrif hokey cokey is the way to achieve it. Try making stuff people actually want. Tech and AI is surely what the US is good at why try to bring back an era of manufacturing when others will always do it cheaper and better that is what a global economy is for! Trump just got to stop harking backwards and look forwards. Focus on the areas that count and apply tarrifs specifically to those instead of this ridiculous blanket approach.
The services the US provides and exports virtually levels off the deficit with the EU so why pretend its all about agriculture and manufacturing?What world do you live in ffs!
we have plenty of Mercedes and BMW’s, VW etc: out here and they get just a many mpg as a Cadillac, Ford and GMC and Chevy. Oh and they’re the same size too.
As for Pick up trucks there are plenty of short bed trucks available although there are some bigger ones too but all of them are smaller than a fucking Lorry ffs! Think of a !
BMW X5 for example.
So stop talking bollocks!
And there are plenty of other countries we can get product from.
As for food I’m pretty fucking sure we have the technology to produce food to meet your standards.
What a bunch of fuckwits.Oh here’s Nutsack making out American cars are as good as BMWs and VWs what utter bollocks! Yeah dream on. If that was the case how do any VWs get sold in America?
Why would we want your trucks however big or small they are. To ship them all the way over here when we have home built and Europe built on our doorstep! When exactly in any time in the past has Europe bought American cars or trucks in any sort of volume. Answer they havent and its not because of any tarrifs.
When you and you MAGA muppets start realising that US goods arent all that you'll concentrate on what you are actually good at, although even that might be difficult now youve pissed all your potential markets off!!
Nutsin wrote: ↑18 Apr 2025, 18:04BillyJenningsBoots wrote: ↑18 Apr 2025, 17:19Agreed neither the EU nor the UK will take your bleached chicken or your shit gas guzzling cars why do you think Asian and European cars are so popular its not just the price.goose wrote: ↑18 Apr 2025, 16:58No business is going to just shrug and settle for less profit. Short term they’ll pass it on to consumers and longer term they’ll lobby to have the tariffs reversed.
US is decades away from being able to walk away from Chinese imports. And to get there will cost billions in investment to then produce more expensive products.
It will never be delivered. Mid terms, next election will see it reversed.
and there’s a good reason people don’t buy American cars & food……… and the answer is not tariffs.
If you are not importing cheap goods from China where are you going to get them from. You cant make them in the US so either you carry on importing or prices will rocket.
Its just common sense.
What the US need is a long term strategy and Im not sure the Tarrif hokey cokey is the way to achieve it. Try making stuff people actually want. Tech and AI is surely what the US is good at why try to bring back an era of manufacturing when others will always do it cheaper and better that is what a global economy is for! Trump just got to stop harking backwards and look forwards. Focus on the areas that count and apply tarrifs specifically to those instead of this ridiculous blanket approach.
The services the US provides and exports virtually levels off the deficit with the EU so why pretend its all about agriculture and manufacturing?What world do you live in ffs!
we have plenty of Mercedes and BMW’s, VW etc: out here and they get just a many mpg as a Cadillac, Ford and GMC and Chevy. Oh and they’re the same size too.
As for Pick up trucks there are plenty of short bed trucks available although there are some bigger ones too but all of them are smaller than a fucking Lorry ffs! Think of a !
BMW X5 for example.
So stop talking bollocks!
And there are plenty of other countries we can get product from.
As for food I’m pretty fucking sure we have the technology to produce food to meet your standards.
What a bunch of fuckwits.
Nutsin wrote: ↑18 Apr 2025, 18:06goose wrote: ↑18 Apr 2025, 16:58Nutsin wrote: ↑18 Apr 2025, 16:40 I think the USA can increase trade with Mexico, which will help our southern neighbours pull more people out of poverty. Much rather a wealthier Mexico than a wealthier China. Same with the Canadiens, India and Vietnam too.
A free and fair trade market will help prevent the corporations from passing the cost onto the consumer due to increased competition, the shareholders will give up a portion of their profits by percentage but will have a bigger pie to make up for it. So it’s a win win.
Trump already issued a warning to US car manufacturers not to take the piss and increase prices. So he is watching it, I’m sure the Unions will be too.
Trumps tax cuts will help too.
And NOBODY has said this will all happen over night but that is where global trade is heading. The EU will remove its trade barriers and Tarrifs, as will others and you will see more American made products globally which includes Europe so look for USA Trucks and Cars.
on the road and US agriculture on your shelves. And the USA will not be beholden to China.
The US consumer is not easily replaced, China’s production is.
No business is going to just shrug and settle for less profit. Short term they’ll pass it on to consumers and longer term they’ll lobby to have the tariffs reversed.
US is decades away from being able to walk away from Chinese imports. And to get there will cost billions in investment to then produce more expensive products.
It will never be delivered. Mid terms, next election will see it reversed.
and there’s a good reason people don’t buy American cars & food……… and the answer is not tariffs.Why would it be less profit if they have a bigger slice of the pie (market share) and how will they mark up their prices if it’s a competitive market?
goose wrote: ↑18 Apr 2025, 16:58Nutsin wrote: ↑18 Apr 2025, 16:40 I think the USA can increase trade with Mexico, which will help our southern neighbours pull more people out of poverty. Much rather a wealthier Mexico than a wealthier China. Same with the Canadiens, India and Vietnam too.
A free and fair trade market will help prevent the corporations from passing the cost onto the consumer due to increased competition, the shareholders will give up a portion of their profits by percentage but will have a bigger pie to make up for it. So it’s a win win.
Trump already issued a warning to US car manufacturers not to take the piss and increase prices. So he is watching it, I’m sure the Unions will be too.
Trumps tax cuts will help too.
And NOBODY has said this will all happen over night but that is where global trade is heading. The EU will remove its trade barriers and Tarrifs, as will others and you will see more American made products globally which includes Europe so look for USA Trucks and Cars.
on the road and US agriculture on your shelves. And the USA will not be beholden to China.
The US consumer is not easily replaced, China’s production is.
No business is going to just shrug and settle for less profit. Short term they’ll pass it on to consumers and longer term they’ll lobby to have the tariffs reversed.
US is decades away from being able to walk away from Chinese imports. And to get there will cost billions in investment to then produce more expensive products.
It will never be delivered. Mid terms, next election will see it reversed.
and there’s a good reason people don’t buy American cars & food……… and the answer is not tariffs.
BillyJenningsBoots wrote: ↑18 Apr 2025, 17:19Agreed neither the EU nor the UK will take your bleached chicken or your shit gas guzzling cars why do you think Asian and European cars are so popular its not just the price.goose wrote: ↑18 Apr 2025, 16:58Nutsin wrote: ↑18 Apr 2025, 16:40 I think the USA can increase trade with Mexico, which will help our southern neighbours pull more people out of poverty. Much rather a wealthier Mexico than a wealthier China. Same with the Canadiens, India and Vietnam too.
A free and fair trade market will help prevent the corporations from passing the cost onto the consumer due to increased competition, the shareholders will give up a portion of their profits by percentage but will have a bigger pie to make up for it. So it’s a win win.
Trump already issued a warning to US car manufacturers not to take the piss and increase prices. So he is watching it, I’m sure the Unions will be too.
Trumps tax cuts will help too.
And NOBODY has said this will all happen over night but that is where global trade is heading. The EU will remove its trade barriers and Tarrifs, as will others and you will see more American made products globally which includes Europe so look for USA Trucks and Cars.
on the road and US agriculture on your shelves. And the USA will not be beholden to China.
The US consumer is not easily replaced, China’s production is.
No business is going to just shrug and settle for less profit. Short term they’ll pass it on to consumers and longer term they’ll lobby to have the tariffs reversed.
US is decades away from being able to walk away from Chinese imports. And to get there will cost billions in investment to then produce more expensive products.
It will never be delivered. Mid terms, next election will see it reversed.
and there’s a good reason people don’t buy American cars & food……… and the answer is not tariffs.
If you are not importing cheap goods from China where are you going to get them from. You cant make them in the US so either you carry on importing or prices will rocket.
Its just common sense.
What the US need is a long term strategy and Im not sure the Tarrif hokey cokey is the way to achieve it. Try making stuff people actually want. Tech and AI is surely what the US is good at why try to bring back an era of manufacturing when others will always do it cheaper and better that is what a global economy is for! Trump just got to stop harking backwards and look forwards. Focus on the areas that count and apply tarrifs specifically to those instead of this ridiculous blanket approach.
The services the US provides and exports virtually levels off the deficit with the EU so why pretend its all about agriculture and manufacturing?
Agreed neither the EU nor the UK will take your bleached chicken or your shit gas guzzling cars why do you think Asian and European cars are so popular its not just the price.goose wrote: ↑18 Apr 2025, 16:58Nutsin wrote: ↑18 Apr 2025, 16:40 I think the USA can increase trade with Mexico, which will help our southern neighbours pull more people out of poverty. Much rather a wealthier Mexico than a wealthier China. Same with the Canadiens, India and Vietnam too.
A free and fair trade market will help prevent the corporations from passing the cost onto the consumer due to increased competition, the shareholders will give up a portion of their profits by percentage but will have a bigger pie to make up for it. So it’s a win win.
Trump already issued a warning to US car manufacturers not to take the piss and increase prices. So he is watching it, I’m sure the Unions will be too.
Trumps tax cuts will help too.
And NOBODY has said this will all happen over night but that is where global trade is heading. The EU will remove its trade barriers and Tarrifs, as will others and you will see more American made products globally which includes Europe so look for USA Trucks and Cars.
on the road and US agriculture on your shelves. And the USA will not be beholden to China.
The US consumer is not easily replaced, China’s production is.
No business is going to just shrug and settle for less profit. Short term they’ll pass it on to consumers and longer term they’ll lobby to have the tariffs reversed.
US is decades away from being able to walk away from Chinese imports. And to get there will cost billions in investment to then produce more expensive products.
It will never be delivered. Mid terms, next election will see it reversed.
and there’s a good reason people don’t buy American cars & food……… and the answer is not tariffs.
Nutsin wrote: ↑18 Apr 2025, 16:40 I think the USA can increase trade with Mexico, which will help our southern neighbours pull more people out of poverty. Much rather a wealthier Mexico than a wealthier China. Same with the Canadiens, India and Vietnam too.
A free and fair trade market will help prevent the corporations from passing the cost onto the consumer due to increased competition, the shareholders will give up a portion of their profits by percentage but will have a bigger pie to make up for it. So it’s a win win.
Trump already issued a warning to US car manufacturers not to take the piss and increase prices. So he is watching it, I’m sure the Unions will be too.
Trumps tax cuts will help too.
And NOBODY has said this will all happen over night but that is where global trade is heading. The EU will remove its trade barriers and Tarrifs, as will others and you will see more American made products globally which includes Europe so look for USA Trucks and Cars.
on the road and US agriculture on your shelves. And the USA will not be beholden to China.
The US consumer is not easily replaced, China’s production is.
Nutsin wrote: ↑18 Apr 2025, 16:40 I think the USA can increase trade with Mexico, which will help our southern neighbours pull more people out of poverty. Much rather a wealthier Mexico than a wealthier China. Same with the Canadiens, India and Vietnam too.
A free and fair trade market will help prevent the corporations from passing the cost onto the consumer due to increased competition, the shareholders will give up a portion of their profits by percentage but will have a bigger pie to make up for it. So it’s a win win.
Trump already issued a warning to US car manufacturers not to take the piss and increase prices. So he is watching it, I’m sure the Unions will be too.
Trumps tax cuts will help too.
And NOBODY has said this will all happen over night but that is where global trade is heading. The EU will remove its trade barriers and Tarrifs, as will others and you will see more American made products globally which includes Europe so look for USA Trucks and Cars.
on the road and US agriculture on your shelves. And the USA will not be beholden to China.
The US consumer is not easily replaced, China’s production is.
Nutsin wrote: ↑18 Apr 2025, 15:53goose wrote: ↑18 Apr 2025, 15:05 This is what you said:
“We have all seen the effects that the China model has done to the USA, who do you think will want to follow suit ?
Do you think the EU will be on board with that?
Is it a price worth paying for cheap goods?”
The EU’s imports of Chinese goods largely follows the same pattern as the US.
you’ll have to post up your buddies ‘tweet’, I don’t have an account. Funny how you only wanna reference him when he agrees with you…….I referenced him at the very beginning, remember? And I called him out for his globalist scaremongering. I knew he knew better.
And no, the EU doesn’t as the USA has a major trade deficit. For China to trade with the EU instead of the USA they would want to maintain the same deficit, otherwise why change?
Fact is the EU won’t want to pick up the slack for a number of reasons mentioned in my c&p post, however China will have little to gain if they made a change which means they’d both be stupid to do it and risk the wrath from the USA.
Remember who pays the lion share of the EU’s defence budget too. Trump won’t tolerate the EU funding China’s war machine just like he didn’t like them funding Russia’s.
China has boxed itself in. It loses if it looks to trade elsewhere, it is as simple as that.
As for Trump looking to bring jobs back to the USA, this will help drive up wages, Corporate America will have to pony up, instead of just worrying about shareholders at the expense of the worker. Time for workers and unions to get their voices back which is already happening.
China has the losing hand.
goose wrote: ↑18 Apr 2025, 15:05 This is what you said:
“We have all seen the effects that the China model has done to the USA, who do you think will want to follow suit ?
Do you think the EU will be on board with that?
Is it a price worth paying for cheap goods?”
The EU’s imports of Chinese goods largely follows the same pattern as the US.
you’ll have to post up your buddies ‘tweet’, I don’t have an account. Funny how you only wanna reference him when he agrees with you…….
goose wrote: ↑18 Apr 2025, 14:35 Great bit of AI c&p there son.
Your point was about China taking away manufacturing jobs from the middle classes because the US is importing those manufactured goods.
The EU imports the same white goods, electrical items, clothes, toys etc etc.
Only difference is that the EU makes & exports more luxury items like cars & alcohol & fashion brands.
Nutsin wrote: ↑18 Apr 2025, 06:57 Something to consider.
If China’s cheap labor hollows out a countries middle class by taking away manufacturing Jobs, and undercuts the value of Domestic products, why would another country choose that option ? We have all seen the effects that the China model has done to the USA, who do you think will want to follow suit ?
Do you think the EU will be on board with that?
Is it a price worth paying for cheap goods?
There’s a price to pay for cheap goods. Not sure other countries will want to pay it or can afford to pay it.
Trump needs to slow walk any deal with China, make them feel the pain, civil unrest will be a big issue. So will the continued decline of their real estate market.
might take a minute but it’s gonna be interesting to see how it all shakes out.