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Trying to hide the mass move to India???

I found this article on LinkedIn -

Nike is undergoing a massive operational reset. In a move that signals a significant shift in corporate strategy, the sportswear giant is consolidating its global technology functions back to its Portland headquarters.
The Shift: Just two years ago, the strategy focused on expansion in hubs like Atlanta for #Al and #Cybersecurity.
Today, the focus has shifted to simplification. By closing tech offices in #Atlanta, #China, and #Poland, Nike is aiming to strip away organizational layers and align its tech talent more closely with core business priorities.
The Context:
Job Cuts: Part of a broader restructuring expected to eliminate ~1,400 roles.
Direct-to-Consumer (D2C) Reassessment: As growth in digital retail moderates, Nike is

No mention of all the jobs they cut in tech in the US getting reposted to rehire in India


Chinese court rules companies can't fire workers just because AI is cheaper — ruling says automation alone doesn't justify layoffs

https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-court-rules-companies-cant-fire-workers-just-because-ai-is-cheaper-ruling-says-automation-alone-doesnt-justify-layoffs

Can you hear me now?


EH!!! Achtung Baby!

While you are busy Mickey Mousing, cutting and laying off people every month without solving big problem. There is a marauder on the horizon. And I am afraid they are here is to conquer you.
And I am talking about Chinese Shoe Makers. Yes, those people that were making your contract Nikes are now have grown up.
I was at GuangZhou about 30 days ago and I had to admit that I was impressed of Anta and Li Ning. And the energy and motivation that I felt from them was same one that I got from Nike during 90s.
Just like Nike of yesterday years, NO was not an answer. Arrogance, entitlement, overconfidence was not with them yet.
And they are ready to expand. They conquered China and Asia. Now they are eyeing towards America.

Get your A game out!!

Or one IT design from Anta and it will leave Nike in the dust.


SAP talks about AI layoffs and China does the opposite

Chinese Courts Rule Companies Cannot Fire Workers Simply to Replace Them With AI
https://www.caixinglobal.com/2026-04-30/chinese-courts-rule-companies-cannot-fire-workers-simply-to-replace-them-with-ai-102439602.html

I think this is great and would force companies to work on long-term solutions to improve their products instead of short term solutions like layoffs which only increase share price to give the executive board more bonuses.

There was a good economics paper on this phenomenon recently:
https://arxiv.org/abs/2603.20617

The TL;DR of this is: companies are financially incentivized to automate as much as they can and it is very hard to change this. But when one company automates and lays off workers, that affects all other companies (since the workers no longer have wages to buy goods and services). If all companies are automating and laying people off, everyone ultimately makes less money.

They propose as the solution what is basically a tax on layoffs: if you lay people off, and those people don't get re-absorbed into the job market at equivalent or better-paying jobs, then you gotta pay the difference in wages as a tax. The money from that tax goes back to the workers (they propose partially for income replacement and partially for retraining).

From what I see, Germany and other vassal states are just copying the US as usual and trying to fire as many employees as possible to show their "AI efficiency". So I expect that SAP won't change their course unless there is intervention from the EU or the state to save the economy when the AI bubble bursts.


Has LBT addressed Trump's Truth Social post about Intel?

"I used to be a great supporter of Indians in India until I opened my eyes up to what's going on here. White men need not apply to jobs in the state of California. Never mind in high tech. I don't care what your qualifications are. You're not getting a job at High Tech in California. Your chances are nil. You have to be from India or China because almost all the internal mechanisms are set up to be run by Indians and Chinese."

https://www.cnbctv18.com/world/donald-trump-reposts-controversial-birthright-citizenship-post-calling-india-china-hellholes-ws-l-19891897.htm


China Severance package n + 6

Oracle's notable layoffs in China, particularly during 2019, featured a generous N+6 severance package (years of service + 6 months) for many employees. This package, covering over 900 staff in R&D centers, significantly exceeded standard Chinese labor requirements, which generally dictate N+1. However, some employees reported the calculation was capped by local salary regulations.


It just gets worse, when we were just starting to see the light at the end of the tunnel.

Some of us go to work with the hopes that Intel will get a lucky break and things will stabilize. Some of my coworkers are great to work with, and I've worked for some great managers. We were starting to see a glimpse of light at the end of the tunnel and the light had now gone out again. I'm thinking that HR will let lay me off this year, as I now fall within the rule of 75.

Nvidia enters the data center CPU space to compete with Intel and AMD.
https://finance.yahoo.com/news/nvidia-is-moving-in-on-intel-and-amds-home-turf-191711635.html

Meta partners with Nvidia; moving to Arm-based CPUs.
https://www.marketwatch.com/story/why-nvidias-deal-with-meta-is-an-intel-ki-ler-according-to-this-analyst-a531f80d

Intel Foundry Manager walks off Intel's sinking foundry ship to join Qualcomm.
https://www.techpowerup.com/346814/intel-foundry-manager-kevin-obuckley-departs-for-qualcomm

China Is Flexing Its Rare Earth Muscle
https://www.tipranks.com/news/china-is-flexing-its-rare-earth-muscle-as-ge-intel-and-nvidia-face-supply-risk

Nova Lake delayed until 2027.
https://www.tweaktown.com/news/110235/intels-next-gen-nova-lake-s-desktop-cpus-reportedly-delayed-until-ces-2027-it-seems/index.html


Geely partnership = Ford admitting defeat

“Ford Motor Co. and China’s Geely Auto are in discussions about a potential partnership, eight people with knowledge of the ongoing talks said, as the world's carmakers look to share heavier technology and manufacturing costs.”

So, the Chinese can do better in Europe than Ford ever did. Not winning…


Do you think?

CS really wanted the Head of EMEA job instead of China? Do you think she asked EH when the had the conversation about this? I'd imagine she'd rather move back to the Netherlands verses Shanghai but hey maybe there is a hidden reason that I am not privy to. Let's see. I do wish her the best.


President Trump to US car makers: let China come

https://www.thedrive.com/news/let-china-come-in-to-us-auto-industry-trump-says-while-in-detroit-tds

While in Detroit, Michigan speaking to the Detroit Economic Club President Trump said, “If they want to come in and build a plant and hire you and hire your friends and your neighbors, that’s great, I love that,” followed by “let China come in, let Japan come in;” Japanese automakers have auto factories in the U.S. today.


Ford planning to build EREV

Ford is copying what China has been delivered during that last 2 years. 600 to 800 miles range hybrids. Basically, hybrids with large hybrid battery that will provide at least 100 miles instead of 20 miles range. That is good that Ford is learning something good from China.


Ford will bench mark China - The New Ford Plan

Everything that Ford announce yesterday is basically they will copy China automotive companies products. Farley's team been in China and they finally realized what they need to do to survive. Seeing what China already produced and successful, Ford will bench mark China.


Farley isn't giving up on EVs even if Model e bleeds more cash.

Ford + Renault partnership for new small EVs in Europe only and the vehicles are schedule to hit the market in 2028. Like the VW partnership for the EV Explorer and Capri really did well. Late to the game in a market already being oversaturated by China.

CE1 is going full bore, Farley did not mention much about the Skunk during the townhall. Maybe his sweater was too tight?

Hybrids an EREVS were mentioned, which is logical.

Does Ford really think they can beat China so late to the race? Verstappen cannot even win this one!


China EV Sales Numbers Faked?

https://www.autoextremist.com

"China much better than John Wayne USA" (or are they?)

“In China, you can buy a heavily discounted ‘used’ electric car that has never, in fact, been used. Chinese automakers, desperate to meet their sales targets in a bitterly competitive market, sell cars to dealerships, which register them as ‘sold,’ even though no actual customer has bought them. Dealers, stuck with officially sold cars, then offload them as ‘used,’ often at low prices."


China closure, why?

There was no clear messaging as to the “why” of the China office closure. Anyone have insight? Clearly it’s not to bring jobs to back US as replacement hiring has been happening Glasgow since summer.

I wonder if SAS is chasing federal projects that have stated or implied requirements that development not occur there?

No issue with journalists mu---ring Saudis however. #saslife


Update(s) - Trump China Import tariffs, the U.S. Government shutdown; and the U.S. National debt.

China -

This is a (really bad) combination for the U.S. economic-financial system (and ultimately, the stock market) if (current) trends continue.

Trump "Retaliatory" Import tariffs, the U.S. government shutdown (continues) and the U.S. National debt (continues) its' (exponential) rise.

Is the 2nd largest economy in the world.

Does (not) need any U.S. products what-so-ever (at all, including soybeans).

China has formed numerous Trade alliances with other countries (and continues, to do so) the E.U., India, South Korea, Russia, Brazil, Argentina; and the list goes on.

The U.S.-China Trade war continues to escalate, right now; it appears.

Trump (most likely) will raise the (current) China Import tariffs (by another 100% on November 1st).

The (current) China Import tariff of 30% is the rate until November 10th (as of August 25th).

Trump (most likely) will not meet Xi Jinping in November (previously planned) due to escalating Trade war tensions.

Also, on a side note.

The U.S. government shutdown appears to be headed to the (longest in U.S. history).

The U.S. economic-financial system (thus far) has (not) taken into account the (full) effect of Trump tariffs, and the (exponentially) rising U.S. National debt (currently) at $37.8 Trillion per (usdebtclock) with the price of Gold, and Silver; reflecting the (continued) devaluation of the U.S. dollar (Inflation).