11–20 of 171 posts
It 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.
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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?
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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.
Earlier 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.
But any time someone points out flaws in capitalism, people respond with 'but socialism is worse' or 'planned markets are bad too'. A false dichotomy as clear as you get.
Capitalism has known flaws. That we should name, know and solve. A famous flaw is the pork cycle, which we see at work here.
Pointing out such flaws is good, because it allows us to improve, or at least prepare for. Countering such statements with 'but communism is worse' helps noone.
It 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.
It 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.
Huawei doesn't have much of a future outside of China and the increasing distrust towards CPP doesn't look like changing this anytime soon.
So why would you want to help them out instead of trying to win business from US/EU companies who are desperately looking to diversify.
Exciting 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…
And the continued move within the enterprise towards using cloud computing and SaaS products.
No matter which way you look there is an increasing demand for silicon.
Earlier quoted context omitted.
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…
Also don't forget crypto which is still growing and demands custom hardware. And the continued move within the enterprise towards using cloud computing and SaaS products. No matter which way you look there is an increasing demand for silicon.
Earlier quoted context omitted.
We should let the government decide how many chips we need, they really outdid themselves on toilet paper last time.
Where are you located, with a government that managed toilet paper output and availability?