Samsung boosts non-memory chip investment to $151B
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Re: Samsung boosts non-memory chip investment to $151B
#2Exciting about the progress but semi has always been boom and bust, I hope all the rush for investment will not create another down cycle.
Re: Samsung boosts non-memory chip investment to $151B
#3Exciting about the progress but semi has always been boom and bust, I hope all the rush for investment will not create another down cycle.
I didn’t know that. Do you have some sources / examples?
Re: Samsung boosts non-memory chip investment to $151B
#4Exciting about the progress but semi has always been boom and bust, I hope all the rush for investment will not create another down cycle.
Yeah, because it's not like this exact thing has happened repeatedly since the emergence of capitalism.
Re: Samsung boosts non-memory chip investment to $151B
#5Exciting about the progress but semi has always been boom and bust, I hope all the rush for investment will not create another down cycle.
There is a chance that what we are observing is different from the past demand spikes.
The way we work and learn has changed, and it doesn't look like a reversion to pre-telework habits will ever fully occur. Several companies (including Salesforce, Twitter, Square, and Spotify) have said that telework will be a significant part of their post-pandemic reality.
Meanwhile, electric vehicles are slowly but surely taking market share from internal combustion engines that use less than a third as much silicon.
It feels like demand creation to me, and that means we ought to treat the prior capex roadmap for the industry as insufficient.
Even in the absence of demand creation, fab concentration in Taiwan is increasingly a liability in a world where Chinese economic hegemony is growing. One way to mitigate future perturbations that may result from military conflict, natural disasters, or other interruptions in Taiwan's fabs would be to build greater capacity outside of Taiwan.
Re: Samsung boosts non-memory chip investment to $151B
#6Exciting about the progress but semi has always been boom and bust, I hope all the rush for investment will not create another down cycle.
Yeah, because it's not like this exact thing has happened repeatedly since the emergence of capitalism.
The same thing happens in nature too (https://en.wikipedia.org/wiki/Lotka%E2%80%93Volterra_equatio...). Capitalism isn't the cause of everything you don't like.
Re: Samsung boosts non-memory chip investment to $151B
#7Alternative title: South Korea decides to offer tax breaks for something that was going to happen anyway given the crypto frenzy and auto industry own goal.
Re: Samsung boosts non-memory chip investment to $151B
#8Exciting about the progress but semi has always been boom and bust, I hope all the rush for investment will not create another down cycle.
Yeah, because it's not like this exact thing has happened repeatedly since the emergence of capitalism.
We should let the government decide how many chips we need, they really outdid themselves on toilet paper last time.
Re: Samsung boosts non-memory chip investment to $151B
#9Earlier quoted context omitted.
Yeah, because it's not like this exact thing has happened repeatedly since the emergence of capitalism.
We should let the government decide how many chips we need, they really outdid themselves on toilet paper last time.
Have we all already forgotten how the free market has failed to provide us with sufficient toilet paper through the spring of 2020?
Re: Samsung boosts non-memory chip investment to $151B
#10It would make a lot of sense if the Koreans could fab for boycotted Chinese customers (HiSilicon etc.). Instead of trying to steal TSMC's business at Qualcomm, Apple, AMD etc.