191–200 of 233 posts
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As a taxpayer, I'm not particularly keen in seeing my money subsidize privately owned firms. Spend-spend-spend should either be done through secured loans, or by the government receiving equity.
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
I'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?
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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 .
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The next war will be fought with AI. It's essential the West stays ahead in chip technology, one of the few advantages we still have. It could be the difference between winning or losing a war with China. > tangling their economy up more with that of the West so that they have more reasons not to go to war This strategy failed, China wasn't interested in becoming like the West. We're in a new cold war, it's time peop…
We are in a cold war because, like back in the day with the USSR and the old cold war, China doesn't want to turn into an Asian copy of the US. I'm no fan of PRC but I wish more countries would do the same. Traveling a lot today and you'll see American cultural imperialism everywhere. Besides, we do need another power to compete with the US so it can't do what ever the f** it wants to. Sadly the only real competition…
America is far from perfect, so many things are broken it is insane, but to prefer to have a stronger Russia or China is bewildering to me. Everything that is bad about America is equally bad or worse in both of those places plus an undeniable loss of liberty. Cronyism, inequality, racism, imperialist tendencies, environmentalism, etc.
I'm not blind to the problems America has, but I've also lived in China and it boggles my mind that people think this way.
Wow he really said that. Kinda stupid if you ask me, people may take it personally. This is why when you mean "We need a more distributed supply chain" you say "we need a more distributed supply chain" and don't single out a geoethnic region.
How is his statement any different from saying too much of our oil comes from the Middle East or too much of our wine from Europe? Or are all those also forbidden statements?
As for wine, wine isn't as fundamental/crucial to modern civilization as computer chips and oil.
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I don't think they're worried about China's military so much as China's independence from the rest of the semiconductor supply chain. When you give China a machine, it's only a matter of time before they reverse engineer it and make something slightly worse but much cheaper. This kind of theft is backed by the government. So the expectation that they will remain forever dependent upon ASML is wishful thinking.
> When you give China a machine, it's only a matter of time before they reverse engineer it and make something slightly worse but much cheaper > This kind of theft You called what they did “reverse engineering.” But then you next called it theft. Why? Reverse Engineering is not theft. It’s a follower route, where you build the same thing that someone else had built. You don’t even need their blueprints. You can just…
China can and should do clean room reverse engineering for whatever technology they want to, and sell the resultant work back to the US (contingent on other IP restrictions of course)
And the US and Netherlands are well within their rights to block equipment equipment to China on grounds that it will be used by a unfriendly military.
The atomic bomb example is not just about "the principle has been proven", it was also a story of Soviet Union spies within the Manhattan Project.
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ASML EUV machines are the combined result of basically everybody in the business except maybe Canon and Nikon. Motorola, AMD, Micron, Infineon, IBM, Intel, Samsung, TSMC, lasers and plasma physics from LLNL.
What happens when China cracks the laser and plasma physics, and builds their own indigenous EUV machine? I hear the last thing standing in their way is the light source from Cymer (sp?).
It's likely the semiconductor industry will have moved on by then.
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ASML only makes a few machines every year, you can't just buy them off the shelf IMHO banning sales of ASML's product to China is chest thumping protectionist nonsense - if you're worried about the rise of China's military then you should be tangling their economy up more with that of the West so that they have more reasons not to go to war rather than driving them to be self sufficient.
The next war will be fought with AI. It's essential the West stays ahead in chip technology, one of the few advantages we still have. It could be the difference between winning or losing a war with China. > tangling their economy up more with that of the West so that they have more reasons not to go to war This strategy failed, China wasn't interested in becoming like the West. We're in a new cold war, it's time peop…
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I think National Security might have something to do with manufacturing of electronics moving outside the US. The war on crypto called for manufactures to either provide two versions of their product, or move manufacturing to a place they could export a single product: https://www.eff.org/pages/decrypting-puzzle-palace
So? Don't most manufacturers already have to provide multiple product versions if they sell internationally, to handle different electricity/plug differences around the world (among many other things)? Maybe there is an effect, but it isn't as if products sold worldwide come in one version that works everywhere. Corporations love excuses to differentiate (read: charge more, especially for local captive customers) for…
As for intel they need to get back on their game for leading edge nodes/processes.