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Samsung boosts non-memory chip investment to $151B

reuters.com

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Re: Samsung boosts non-memory chip investment to $151B

#61
post #42

Earlier quoted context omitted.

TSMC's salaries have doubled, but that only means that an engineer with 5-7 years experience gets $43k-$58k. The rest of the industry is still around $34k-$45k That lags behind the wage growth in the rest of Taiwan.

Not challenging this but do you have a link? If that’s the case that’s really surprising given how significant TSMC is to Taiwan politically.

For 12-10 year old ones, my own contacts. For what's recent more from local chit chat.

Re: Samsung boosts non-memory chip investment to $151B

#62

This is not just some pork-barrel politics of bribing a company to stay in a given country. S Korea will view this similarly to Taiwan - their chip fabs are existential to their country and state. The USA is becoming more isolationist - it is nearly oil-independent, so it's signalling pulling out of the middle east (deals with Iran etc). But it is not silicon-independent. So S Korea and Taiwan are totally dependent o…

That is a very American perspective on things. Hundreds of thousands of US troops are stationed in Germany, Japan, Korea here 75 years after the end of the second world war. Do you think we would like them to stay for another decade? Our politicians may not be in a position to say so, but we would really like our land to be free of foreign troops. As would any other nation.

I would not speak for Japan. Most Japanese I've met and talked to think that on balance having the US troops there is MUCH better than the alternative. The only Japanese I'm aware of where a significant minority are against the US presence is in Okinawa where US bases occupy double digit percentages of the available land.

Re: Samsung boosts non-memory chip investment to $151B

#63

Earlier quoted context omitted.

Sure because Russia has a long history of attacking Western Europe unprovoked. Napoleon, WW1, UK US intervention in the Revolution, Polish Invasion and WW2 clearly had Russia as an Aggressor.

In WW2 Russia actually was one of the aggressors.

Was Poland too?

Re: Samsung boosts non-memory chip investment to $151B

#64

Earlier quoted context omitted.

It doesn't make any business sense at all. 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.

That is a very western-centric view. Outside of the west and India, Huawei is still going strong. Support for China is quite high in the middle east and in Africa, where many people are skeptical of western narratives about China. Furthermore, Huawei isn't the only Chinese party that needs advanced chips. Other Chinese phone makers such as Oppo and Xiaomi aren't banned. But they have become wary of US dependence and…

> Support for China is quite high in the middle east and in Africa, where many people are skeptical of western narratives about China.

Which is unfortunate for them I suppose as they'll have to learn the hard way just like the west has learned.

Re: Samsung boosts non-memory chip investment to $151B

#65

Earlier quoted context omitted.

That is a very American perspective on things. Hundreds of thousands of US troops are stationed in Germany, Japan, Korea here 75 years after the end of the second world war. Do you think we would like them to stay for another decade? Our politicians may not be in a position to say so, but we would really like our land to be free of foreign troops. As would any other nation.

I'm in Korea and I've yet to meet someone who actually wants the US troops out. I've met people vaguely annoyed with drunken US soldiers and stuff like that, but as far as annecdata goes, I think Korea wants US troops.

> I'm in Korea and I've yet to meet someone who actually wants the US troops out.

That's because voicing such opinions, particularly to foreign strangers, is so far outside the established Overton window that South Koreans have been jailed for voicing them while working in the wrong occupation [0].

Case in point: Just look at the history of the No Gun Ri massacre during the Korea war [1], to this day neither the US nor South Korean government have really fully acknowledged or taken responsibility for what happened there, and just like with similar massacres of that kind: For the longest time survivors were persecuted for speaking out about what happened [2]. Decades of that breeds a culture of silent compliance.

There's also that whole politeness aspect: If you are a American, then no Japanese, Korean, or many Asian people in general will have small talk with you by opening a can of worms like "Your soldiers are/did occupying/bomb my country!", that would just be considered a very inappropriate thing to do.

[0] https://en.wikipedia.org/wiki/National_Security_Act_(South_K...

[1] https://en.wikipedia.org/wiki/No_Gun_Ri_massacre

[2] https://thediplomat.com/2014/08/south-koreas-own-history-pro...

Re: Samsung boosts non-memory chip investment to $151B

#66

Earlier quoted context omitted.

That is a very American perspective on things. Hundreds of thousands of US troops are stationed in Germany, Japan, Korea here 75 years after the end of the second world war. Do you think we would like them to stay for another decade? Our politicians may not be in a position to say so, but we would really like our land to be free of foreign troops. As would any other nation.

I would not speak for Japan. Most Japanese I've met and talked to think that on balance having the US troops there is MUCH better than the alternative. The only Japanese I'm aware of where a significant minority are against the US presence is in Okinawa where US bases occupy double digit percentages of the available land.

> The only Japanese I'm aware of where a significant minority are against the US presence is in Okinawa where US bases occupy double digit percentages of the available land.

"Only" makes it sound weird considering it's in major parts these Okinawan's that have to pay the burden for the massive US presence [0].

While for most mainland Japanese it's as simple as "It doesn't affect me personally, it's an advantage for the whole nation, why not?"

[0] https://apjjf.org/2018/03/Mitchell.html

Re: Samsung boosts non-memory chip investment to $151B

#67
post #23

Earlier quoted context omitted.

> it is nearly oil-independent, Like as if it wasn't for the entire century. USA has ennormous, and largely unexplored oil reserves.

They're unexplored for a reason. Fracking is immensely damaging to the ecosystem. Additionally, the US won't ever need to touch these again if it manages to reduce its reliance on fossil fuels.

It’s not as damaging as coal, which is fortunate for the clean energy transition.

Solar is now the cheapest assuming we get grid scale storage(or, more likely, store excess solar as hydrogen fuel).

Re: Samsung boosts non-memory chip investment to $151B

#68
Samsung stopped their own CPU development a couple years ago. I wonder how it costs in this chip warfare context. Maybe not a lot because the layer is different, but the moral level in the field might not as high as they hoped.

[1] https://www.anandtech.com/show/15061/samsung-to-cease-custom...

Re: Samsung boosts non-memory chip investment to $151B

#69
post #40

Earlier quoted context omitted.

The picture of silicon industry that you paint is very far from reality. Neither Taiwan nor South Korea are third world countries and baking top chips isn't the same as sewing cotton T-shirts or gathering strawberries under the scorching sun. Instead of "cheaper labor", you need top talent and very high quality equipment. That top talent collects very good salaries. If chip production was just a matter of money, both…

> That top talent collects very good salaries. Semiconductor engineers salaries in Taiwan could've been as low as $26k-$28k USD back in 2007-2009. Multi-year long PhD "interships" can be unpaid, or completely minimally so. A chance for an average semi process engineer graduate to survive to doing real RnD was close to 80-100 to 1.

The mainland is taking advantage of this to get skilled engineers, as mainland Chinese tech salaries are closer to those in the US. So much so that Taiwan has banned recruiting for mainland jobs: https://asia.nikkei.com/Business/Tech/Semiconductors/Taiwan-...

Re: Samsung boosts non-memory chip investment to $151B

#70

Earlier quoted context omitted.

I would not speak for Japan. Most Japanese I've met and talked to think that on balance having the US troops there is MUCH better than the alternative. The only Japanese I'm aware of where a significant minority are against the US presence is in Okinawa where US bases occupy double digit percentages of the available land.

> The only Japanese I'm aware of where a significant minority are against the US presence is in Okinawa where US bases occupy double digit percentages of the available land. "Only" makes it sound weird considering it's in major parts these Okinawan's that have to pay the burden for the massive US presence [0]. While for most mainland Japanese it's as simple as "It doesn't affect me personally, it's an advantage for t…

Okinawa isn't the only US military presence in Japan. It's not even where the US Navy has it's fleet stationed out of.

And not to diminish it, but the rate in your article is quite small considering the populations involved. I wouldn't be surprised if the assault rates by military personnel stationed in the US was much different.

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