Is there a term for "company starts advocating a valid social concern when it aligns with their interests"?
since social concern are in most case lead to legislationing i would call "regulatory recapture".
Intel chief Pat Gelsinger: Too many chips made in Asia
81–90 of 233 posts
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#82It it Intel speak "we can't compete against TMSC/Samsung".
How is that? As the article explains, they have just announced their plans to directly compete against TSMC/Samsung as a manufacturer of chips for other companies (rather than just manufacturing their own designs). To me, this suggests Gelsinger is confident in the company’s ability to get their 7nm-and-beyond processes back on track and become competitive once again.
> this suggests Gelsinger is confident in the company’s ability to get their 7nm-and-beyond processes back
Or it may suggest that the company wants to say anything to reassure investors that it will change course and stop losing market share. I wouldn't read any particular guarantee into these statements.
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#83I'm all for redistributing fab capacity geographically. But I thought it became concentrated in Asia because of the lower cost for high quality engineers due to LCOL. How will Intel change this equation to make it profitable in other geographic regions?
USA has some of the lowest cost of energy / electricity in the world and one of the best rail-freight systems in the world. Our passenger rail sucks and our people are expensive. But significant manufacturing remains in the USA (yes, we manufacture more today than ever before, despite the hoopla about outsourcing). There's a reason for that: USA has some pretty good advantages if you know what to look for.
I (we... us Europeans) often make fun of the US but when shit hits the fan the US often seems to be quite a bit better at actually getting stuff done.
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#84We absolutely do need to keep the secrets for how this stuff is made local.
Who is we?
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#85Is there a term for "company starts advocating a valid social concern when it aligns with their interests"?
It's broader than just social, but I really like "strategy credit": https://stratechery.com/2013/strategy-credit/ Basically, do the right thing when it's easy to do, or even better, it directly benefits you.
See also: https://en.wikipedia.org/wiki/Moral_luck
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#86As he says here, the decision not to take risk and jump to EUV with TSMC and Samsung was the mistake that started this downfall and it snowballed. The decision happened somewhere in the pathfinding stage into 10nm. When Gerald Marcyk was running Intel components research back in the 2001 Intel was already considering using EUV lithography for the 45nm technology node that would come out 2007. It turned out that the s…
Well, not to forget the 157i debacle. Intel first started cheaping out as far back as 2003-2005. 157i could've been almost as good as EUV, at much lower cost, but Intel fully consciously decided to forego it because "nobody can beat us on 193i yet," and of conern that 157i consortium will give superior litho to potential competitors.
What is 157i? Googling with various helper terms doesn't turn anything up.
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#87Earlier quoted context omitted.
Sometimes the govt needs to intervene and provide resources when you want to get things done properly. https://en.wikipedia.org/wiki/Heavy_Press_Program
Yes, but some of the ROI of that intervention should be able to be captured by the US (as a representative of the people) in the form of equity or secured loans. Insisting on stimulus of private industry without equity or interest is a great way to socialize losses and privatize gains, as they say.
Agreed.
According to the article Alcoa operated them as a contractor starting in 1956 but but later bought it outright from the govt in 1982.
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#88> "Having 80% of all supply in Asia simply isn't a palatable manner for the world to have its view of the most critical technology," Mr Gelsinger said.
Eh, the whole set of FAANG plus Intel itself is based on American West Coast, and this guy's take is that so many chips being made in East Asia is not "palatable" for the world?
There's nothing wrong with saying "That's a large pie they're eating and we want a bigger slice for ourselves." We could do without this kind of self-serving pseudo-cosmopolitanism.
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#89Earlier quoted context omitted.
Well, not to forget the 157i debacle. Intel first started cheaping out as far back as 2003-2005. 157i could've been almost as good as EUV, at much lower cost, but Intel fully consciously decided to forego it because "nobody can beat us on 193i yet," and of conern that 157i consortium will give superior litho to potential competitors.
What is 157i? Googling with various helper terms doesn't turn anything up.
As someone with no background knowledge, I first looked up "193i" intel which lead me to the term 193nm immersion lithography. After that doing the same for 157nm was trivial.
Re: Intel chief Pat Gelsinger: Too many chips made in Asia
#90Earlier quoted context omitted.
Asia is not a continent though, more like “other worlds that don’t speak Indo-European languages”
> Asia is not a continent though According to...? And if it's not a continent, what is it? > “other worlds that don’t speak Indo-European languages” There are hundreds of Indo-European languages spoken in Asia. One of them (Hindi) is the 4th most common first language in the world, after Mandarin, Spanish, and English[1]. (I'm actually surprised Arabic isn't higher on that list but maybe the various regional variants…
Asia is a hyper broad term that could include areas from east to Russia to just west of Turkey except Middle East. Some thinks Central Asia is not or whatnot.
“Continent” refers to single contiguous land encircled by seawater, that aren’t islands, at least as I think of the word.
> where you're getting your geography
It’s 7:45 now where I am.