Actually, this is true. The big question is what's going on behind the scenes. China has been busy building up its own supply chain after the U.S. closed off shipments of any U.S.-based R&D to Huawei last summer. It also has made statements that Taiwan is part of China since then, which has left the U.S. without an advanced-node fab. Intel is at least a node behind both Samsung and TSMC, and the U.S. has no trusted f…
> So this will happen. The big question is who's funding this move. Indeed, hearing this was a shock to me. $12B would be a double digit of their capex plan for the decade. Them committing even to basic operation in the Arizona plant would mean to take double digit percentage off their existing 5nm, 3nm plant plans, or having this money come from the outside. Also take this, their CapEx plan for the decade is entiret…
I wonder if tsmc is getting a sweetheart defense contract for this fab.
What are you talking about? ARM has overtaken x86 in volume I'm pretty sure, but certainly in edge type applications like coffee machines
Aren't coffee machines and other "dumb" appliances often MIPS? Even my internet router has a MIPS controller (Fritz!Box by AVM).
Could be, but I've been shocked by some of the products I've seen that have a full blown ARM in them these days. My friend bought a mouse with a full 32 ARM MCU in it.
> Never mind the civil unrest, the entire world would bail out of China. That is not clear.. at all. Europe, Canada, Australia, New Zealand -- the non-US western allies -- have all known exactly what China's end goal is and have down jack diddly squat to put pressure on them. The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anythi…
Russia took crimea without any issue. Do you really think anything will happen if china took taiwan by force? It's a matter of time before china takes taiwan.
But Ukraine had a very bad strategic position and outdated military. Taiwan is an island well prepared. Taking it is possible but very costly. Nuking it into oblivion is always an option but the optics of that kind of liberation is bad.
> Another aspect of Russia taking crimea is that the people living there to a large extent welcomed it. Man, are saying this in your right mind? Where do you read this stuff? People there abandoned their property, and ran! This is what they did. Nobody openly welcomed it in their sane minds, besides few thousands elderly ex-party members, and alt-right weirdos. The fact that I hear sentiments like this in the West is…
Do you mean Russian ethnic majority inhabiting the Crimea for over a century now, abandoned their property, and ran?
Yes? Yes!
Ask any Russian abroad if he wants to come back to his "free" fatherland
Sound pointlessly nationalist. Because of all of my electronics being assembled in China, there have been millions of people that were pulled out of poverty.
Sounds pointlessly corporate. Globalization has put millions of people in the West into poverty. Globalization is a scheme by corporations to get cheaper labor and have the whole world compete against each other while destroying a healthy societal coherence.
That's a domestic issue in the United States. US GDP has grown steadily during the last 30 years. The corporate earnings of the s&p 500 has went up by multiple folds. Companies like Microsoft, Apple, Nike , McDonald, Johnson & Johnson etc are earnings more money from around the world then ever before. The record levels of s&p stock buybacks tells you that companies have more money than they know what to do with it. So the US is earning a lot more money from all of globalization. Yet all of this earning is not benefited the lower class Americans. It should have been distributed better internally within the US. Yet, the politics within the US is preventing that from happening. But have you thought about what other countries feels about US dominating in so many industries? Other countries need income as well. They have people to feed. From a equality stand point, they should also enjoy similar quality of life that developed countries are enjoying. If you have visited a developing country, you would know that life is so much different there than here in US. Globalization lifted hundreds of millions of people out of proverty around the world, not only in China, but also in Philippines, Thailand, vitenem, etc. Then these people have more money to spend on more expensive US goods, iPhones, computers, Starbucks etc. Globalization didn't put millions in the developed world in poverty, uneven tax system, economic distribution system, government that doesn't invest in the lower class population did. In the US for example, you have record jobs creation, yet a lot of companies say they can't hire the right talent. They have to hire h1bs. From a personal experience, a lot of companies would love to hire locally yet they can't because there is no talent available. The fundamental issue is that the education system does not produce enough talents needed by the job market.
This is interesting. Right now TSMC seems to provide Taiwan with guaranteed US protection because they are so far ahead technologically. Apple, AMD, and the defense industry have little alternative if they want a cutting edge node. It's unclear how long they will maintain this dominance. Maybe the long term US-Taiwan ties of factories in the US will make this worth it strategically. I assume that all R&D will remain…
What does the defense industry need a cutting-edge node for? Better drone battery life?
China marching into Taiwan would be a losing move. Never mind the civil unrest, the entire world would bail out of China. Japan, Korea, Vietnam, Malaysia, Singapore and Thailand + India would be even more alerted than they are right now with HK situation. The narrative in these countries is quickly evolving. CCP is over playing their hand by engaging in asymetrical trade.
> Never mind the civil unrest, the entire world would bail out of China. That is not clear.. at all. Europe, Canada, Australia, New Zealand -- the non-US western allies -- have all known exactly what China's end goal is and have down jack diddly squat to put pressure on them. The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anythi…
To be fair, I wish the EU would put more pressure on the US too ie regarding the Iran Deal etc.
Someday I would really love to buy an iPhone that says "designed and built by Apple in California" Stuff like this is just one step closer to that. I would happily pay a premium for it. Excellent news. And to all of you currently looking at your rent in SF and wondering if you should stay there now that you can work remote: AZ is a pretty awesome place, and more and more it's looking like it actually could become a h…
Nationalism is a powerful thing huh. I wouldn’t want to buy a ‘Made in CA’ iPhone. How would this be any different to one with chips made in Taiwan? Keep in mind Apple is sold around the world. Not everyone is American.
Because it feels good to support your immediate neighbor?
Another aspect of Russia taking crimea is that the people living there to a large extent welcomed it. There are some that are pro-unification in Taiwan, but it's a minority. Most people are pro status quo, and the number that are for declaring independence is growing. The ruling party is very pro-independence (ideologically speaking, in practice they have to move slowly and maintain status quo to some degree), meanin…
> Another aspect of Russia taking crimea is that the people living there to a large extent welcomed it. Man, are saying this in your right mind? Where do you read this stuff? People there abandoned their property, and ran! This is what they did. Nobody openly welcomed it in their sane minds, besides few thousands elderly ex-party members, and alt-right weirdos. The fact that I hear sentiments like this in the West is…
I had an ethnically Russian co-worker from Donetsk at a previous job right around the time Russia started "supporting" the rebels there (i.e. sending in a large number of their own troops as "tourists" etc.) and while he personally hated Russia, he lamented that the vast majority of his extended family back in the Donetsk region supported and welcomed the Russians
Russia took crimea without any issue. Do you really think anything will happen if china took taiwan by force? It's a matter of time before china takes taiwan.
England stole Las Malvinas in 1982 from Argentina and nobody gave a damn. Funny how things work when it's "you" and not "them".
99% of Falkland Islanders support British rule (and this had 92% turnout of registered voters):