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Chip industry had worst sales year since dot-com bubble burst

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51–60 of 106 posts

Re: Chip industry had worst sales year since dot-com bubble burst

#51

Earlier quoted context omitted.

They really do slow down development though, and flrxe you to hire specialists who can make sense of the often terse datasheets.

Wouldn't a lot of the complexity be due to the fact that these are likely the most complex pieces of engineering on earth?

Complexity and nicely written datasheets /doc are tractable. Obfuscated docs and average complexity is cryptic.

Re: Chip industry had worst sales year since dot-com bubble burst

#52
post #28

>Revenue fell 12% to $412 billion in 2019, ....That’s the biggest drop since 2001, when industry sales slumped 32% as the dot-com bubble burst. In 2001 post Dot Com Bubble, that 32% drop was real . The 12% drop in 2019 was only due to NAND and RAM went from Record High and back to "normal". Samsung was the most profitable company in 2018 simply because NAND and DRAM. Almost everyone in Semiconductor industry is makin…

They've got a lot of authors. I invite you to read some Matt Levine.

Re: Chip industry had worst sales year since dot-com bubble burst

#54
post #40

Earlier quoted context omitted.

This absolutely. The chip people always make custom protocols for /everything/.

Custom protocols are not really the end of the world, it’s when they make a custom protocol and then use copyright to force you to do certain things in order to use it.

Are you talking about NVIDIA and their Cuda stack or some another manufacturer?

Re: Chip industry had worst sales year since dot-com bubble burst

#55
post #46

Earlier quoted context omitted.

10c 32-bit microcontroller from Intel/AMD? Have I been buying the wrong chips? Care to share some links? EDIT: commenter above edited their post, mentioned $.10 MCUs from Intel/AMD

I edited the comment for clarity, but never mentioned Intel or AMD.

All right, X0 c 32-bit microcontrollers from whom?

Re: Chip industry had worst sales year since dot-com bubble burst

#56

Earlier quoted context omitted.

By "being trained" do you really mean that we are thinking more critically about the information fed to us?

We've always been trained to think critically about media (I even had classes on it in high school - one called "critical thinking"!). Seems like now it's just "hate journalists" not "think critically". If something doesn't fit your world view, just ad hominem it. I'm hoping I'm just imagining it though (confirmation bias!), and it's really always been like this.

It might have something to do with social media making it more obvious that journalists and news agencies are usually partisan and agenda-focused rather than neutral and content-focused.

Political journalism (domestic US and international) has completely gone to shit. Tech journalism has slowly fizzled away into just clickbait and financial news has slowly drifted towards interpreting Ouija boards and magic 8-balls.

Re: Chip industry had worst sales year since dot-com bubble burst

#57
post #28

>Revenue fell 12% to $412 billion in 2019, ....That’s the biggest drop since 2001, when industry sales slumped 32% as the dot-com bubble burst. In 2001 post Dot Com Bubble, that 32% drop was real . The 12% drop in 2019 was only due to NAND and RAM went from Record High and back to "normal". Samsung was the most profitable company in 2018 simply because NAND and DRAM. Almost everyone in Semiconductor industry is makin…

In fact, a significant amount of the 2001 drop was not "real". A lot of computer equipment sold in 2000 was "stuffing the pipe" in some way, such as selling on credit to companies that would never be able to pay, or selling into distributor inventory. While the equipment was never used, the chips inside were still paid for, so the chip companies had a great year. Lucent nearly collapsed as a result [0] and never recovered.

[0] https://www.technologyreview.com/s/403672/how-lucent-lost-it...

Re: Chip industry had worst sales year since dot-com bubble burst

#58
post #28

>Revenue fell 12% to $412 billion in 2019, ....That’s the biggest drop since 2001, when industry sales slumped 32% as the dot-com bubble burst. In 2001 post Dot Com Bubble, that 32% drop was real . The 12% drop in 2019 was only due to NAND and RAM went from Record High and back to "normal". Samsung was the most profitable company in 2018 simply because NAND and DRAM. Almost everyone in Semiconductor industry is makin…

It's like saying Tesla stock had its largest ever price drop this week.

Re: Chip industry had worst sales year since dot-com bubble burst

#59
post #28

>Revenue fell 12% to $412 billion in 2019, ....That’s the biggest drop since 2001, when industry sales slumped 32% as the dot-com bubble burst. In 2001 post Dot Com Bubble, that 32% drop was real . The 12% drop in 2019 was only due to NAND and RAM went from Record High and back to "normal". Samsung was the most profitable company in 2018 simply because NAND and DRAM. Almost everyone in Semiconductor industry is makin…

They've got a lot of authors. I invite you to read some Matt Levine.

Levine is good, but I don't think he'd write something like this. (I'm sure someone will drudge up an example though)

Re: Chip industry had worst sales year since dot-com bubble burst

#60

Earlier quoted context omitted.

We've always been trained to think critically about media (I even had classes on it in high school - one called "critical thinking"!). Seems like now it's just "hate journalists" not "think critically". If something doesn't fit your world view, just ad hominem it. I'm hoping I'm just imagining it though (confirmation bias!), and it's really always been like this.

It might have something to do with social media making it more obvious that journalists and news agencies are usually partisan and agenda-focused rather than neutral and content-focused. Political journalism (domestic US and international) has completely gone to shit. Tech journalism has slowly fizzled away into just clickbait and financial news has slowly drifted towards interpreting Ouija boards and magic 8-balls.

So what are suggesting be done?
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