Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Samsung boosts non-memory chip investment to $151B

reuters.com

Post reply on HN
Print view View original

71–80 of 171 posts

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

#71

Post by manquer »

totalZero wrote: post #5
ivalm wrote: post #2

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…

Only very small portion of the workforce is tech, a smaller portion is employed by startups/silicon valley companies, a even smaller portion is directly on payroll of these companies, rest of the roles such as content moderators, support staff work for IT consultanting majors.

there will be lasting change to to our lives and lives of people in our oribt. I don't think we appreciate that vast majority of the workforce (in transport, hospitality, retail, manufacturing) is not changing at all.

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

#72

Post by varispeed »

tooltalk wrote: post #15
throwaway4good wrote: post #10

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.

@dirtyid: makes no sense for China to use the Korean fabs. They could simply hire more Taiwanese engineers, aka ex-TSMC'ers, who had been the main drivers behind the development of China's chip industry so far.

And that's problematic. I think Taiwan should be given ultimatum - either drop any business with China or they should get sanctions.

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

#73

Post by lumost »

vasac wrote: post #63
frant-hartm wrote: post #56

Earlier quoted context omitted.

In WW2 Russia actually was one of the aggressors.

Was Poland too?

Russia invaded Poland in coordination with Germany as part of the Molotov-Ribbentrop pact at the start of the war.

https://en.wikipedia.org/wiki/Molotov%E2%80%93Ribbentrop_Pac...

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

#74

Post by ad404b8a372f2b9 »

csomar wrote: post #44
throwaway4good wrote: post #34

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 don't think so. > German Chancellor opposes US troop withdrawal plan https://www.aa.com.tr/en/europe/german-chancellor-opposes-us... Without having a powerful army, Europe is just an order from being invaded by Russia.

You can't seriously believe Europe is defenseless without America. Germany, the UK and France are among the most powerful militaries in the world, with economies that trump Russia, and enough nuclear weapons to flatten it a hundred times over.

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

#75

Post by Infinitesimus »

varispeed wrote: post #72
tooltalk wrote: post #15

Earlier quoted context omitted.

@dirtyid: makes no sense for China to use the Korean fabs. They could simply hire more Taiwanese engineers, aka ex-TSMC'ers, who had been the main drivers behind the development of China's chip industry so far.

And that's problematic. I think Taiwan should be given ultimatum - either drop any business with China or they should get sanctions.

Given an ultimatum by whom? And is the ultimatum issuer OK with the other side of the coin? (That China will likely invade Taiwan the moment there's no global economic incentive not to?)

Global politics are always very messy and ultimatums don't help.

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

#76

Post by quickthrowman »

throwaway4good wrote: post #34
lifeisstillgood wrote: post #21

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.

> 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?

Yes, I believe those countries would prefer if we stayed. Japan and S. Korea are particularly close to China and prefer we’re around to tamp down Chinese aggression. Germany is hoping we don’t withdraw our troops: https://m.dw.com/en/germany-welcomes-bid-to-halt-us-troop-wi...

Edit: This may offend some Europeans, but I think the world is better off with the US having bases in Europe and as a NATO member. Internecine squabbles in Europe don’t have a good track record over the past 100 or so years. One might even say the bases should be located where the trouble seems to start.

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

#77

Post by paganel »

Paradigma11 wrote: post #52
orbifold wrote: post #51

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.

Or more recently: https://en.wikipedia.org/wiki/Hungarian_Revolution_of_1956 https://en.wikipedia.org/wiki/Prague_Spring or those russian soldiers on holiday in the ukraine.

In all fairness OP was mentioning Western Europe. One could argue about the validity of ideologically partitioning Europe into an Eastern and Western part (I know I'm also guilty of that) but that's another discussion.

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

#78

Post by quickthrowman »

vasac wrote: post #63
frant-hartm wrote: post #56

Earlier quoted context omitted.

In WW2 Russia actually was one of the aggressors.

Was Poland too?

I think you may need to revisit WW2 history, Poland was invaded by the USSR and Germany as part of the Molotov-Ribbentrop pact.

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

#79

Post by manquer »

varispeed wrote: post #72
tooltalk wrote: post #15

Earlier quoted context omitted.

@dirtyid: makes no sense for China to use the Korean fabs. They could simply hire more Taiwanese engineers, aka ex-TSMC'ers, who had been the main drivers behind the development of China's chip industry so far.

And that's problematic. I think Taiwan should be given ultimatum - either drop any business with China or they should get sanctions.

It is not like they are being kidnapped/brainwashed to work there aka Soviet Union style, or their genocidal war crimes are ignored like the US did with Nazi scientists.

Chinese companies are simply offering a good financial package to these people with valuable skill sets. TSMC can pay it's employees to retain they can certainly afford to.

Taiwan is not officially exporting talent to China.

No country wants their best people to leave, US and countries have used their wealth to attract the best from developing countries and benefited immensely, china is also using a similar strategy

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

#80

Post by tw04 »

throwaway4good wrote: post #34
lifeisstillgood wrote: post #21

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.

And you think if the US were completely isolationist that China wouldn't assist North Korea in "unifying" the peninsula?

I wouldn't want to bet my freedom on that.

Post reply on HN