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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

#141

Post by lazide »

mensetmanusman wrote: post #67
mschuster91 wrote: post #26

Earlier quoted context omitted.

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).

Most solar is now produced in China, at 71%+ as of 2019 (and only grown since then I imagine). If we’re talking national security, that is a concern too.

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

#142

Post by orbifold »

frant-hartm wrote: post #56
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.

In WW2 Russia actually was one of the aggressors.

Well Poland had the brilliant idea of attacking https://en.wikipedia.org/wiki/Polish–Soviet_War, right after the end of WW1, so I am sure there was no love between them.

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

#143

Post by bpodgursky »

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.

These comments always confuse me, because the US troops in Germany, Japan and Korea are there entirely at the pleasure of the local government.

If Germany ordered US troops out, they would leave. Even Iraq, barely a functioning country, did this, and the US left. But Germany, Japan and South Korea have not asked.

And you might say, "well, the US is functionally bribing them with the economic boost of stationing troops there". And... OK? That's the tradeoff. Germany is a wealthy country, and the populace can vote and make choices themselves.

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

#144

Post by threeseed »

eunos wrote: post #84
threeseed wrote: post #37

Earlier quoted context omitted.

This comment would have been more accurate a year or two ago. But with the Belt and Road Initiative struggling to deliver on many of its infrastructure projects countries are increasingly reluctant to get back into bed with China. More so now that the world has seen what happens if you don't bow down to China's every demand i.e. Australian style economic blackout. My point still stands that if I was a fab right now I…

>Belt and Road Initiative struggling I've seen this narrative along with CPEC failure, but is it? Considering that US wants to join the infrastructure development game indicates it unlikely.

It's struggling because of poor management, mismatch in goals and debt-trap style financing.

Countries are looking at what happened in places like Sri Lanka [1] and pulling out.

https://www.nytimes.com/2018/06/25/world/asia/china-sri-lank...

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

#145

Post by dang »

jari_mustonen wrote: post #16

God damn that is one huge cookie consent pop up. I browse with cell phone and was unable to find what to click to make it dissapear. So I’m now here reading comments to figure out what the artcile said.

"Please don't complain about website formatting, back-button breakage, and similar annoyances. They're too common to be interesting. Exception: when the author is present. Then friendly feedback might be helpful."

https://news.ycombinator.com/newsguidelines.html

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

#146

Post by pm90 »

smhost wrote: post #117
quickthrowman wrote: post #76

Earlier quoted context omitted.

> 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/…

> Japan and S. Korea are particularly close to China and prefer we’re around to tamp down Chinese aggression. It's not that simple. American presence on the Korean peninsula makes reunification efforts overly complicated. By some estimates, reunification would grow the Korean economy to be the third largest in the world. It would also give Koreans access to Russian pipelines and a large border with China. When climat…

Korean unification is not impeded by the presence of US troops, but by the demands of the DPRK over the nature of what the unified state would look like; it seems unlikely that the current Regime would give up its power just like that.

Remember that US troops were stationed in Berlin/ West Germany prior to German unification (i'll admit its not the exact same situation since the East German economy was relatively much stronger pre-unification than the current DPRK economy).

If you're suggesting that we should just let the DPRK take over ROK... well, I don't think any of the ROK inhabitants would like that.

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

#147

Post by vasac »

quickthrowman wrote: post #78
vasac wrote: post #63

Earlier quoted context omitted.

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.

Nope, it's you who needs to revisit WW2 history: https://en.wikipedia.org/wiki/Polish%E2%80%93Czechoslovak_bo...

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

#148

Post by vasac »

lumost wrote: post #73
vasac wrote: post #63

Earlier quoted context omitted.

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...

I wasn't asking who was invaded by Russia but whether Poland was aggressor too?

And here's the answer:

https://en.wikipedia.org/wiki/Polish%E2%80%93Czechoslovak_bo...

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

#149

Post by lifeisstillgood »

AnthonyMouse wrote: post #100
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…

> it is nearly oil-independent This has never been how it works. Oil is a global commodity. Even if the US produced as much as it consumes, if something happened in the middle east, the global price would go up. Because when the price went up in Europe or Asia, American oil producers would sell to the highest bidder, which would force American consumers to bid higher. The real path to "independence" is to stop consum…

I agree, and while not clear was part of my orignal thoughts about oil independence - it's about both supply and demand. The electrification of our societies in the next decades will reshape a lot of the world.

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

#150

Post by vasac »

NicoJuicy wrote: post #57
csomar wrote: post #44

Earlier quoted context omitted.

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 are severely overestimating Russia's army and underestimating Europe's. Russia isn't even in the same league of spending power and the Soviet army of the past was way stronger. While Russia spends a lot of money on their army ( % wise), they don't have the resources to renew it. What's left is a lot of old gear and some renewed one. As a counter perspective, Ukraine would have made it's naval fleet completely unu…

Russia buys most of their arms from their own industry so while their military budget in $ is far smaller than the US they get more bang for the buck (or in their case ruble). So while they nominally spend ~$60B per year when accounted for PPP (purchasing power parity) that looks more like equivalent of $150B (or $200). Things are obviously more complex than this but it's obvious that while they spend similar $ amount as UK or France they maintain significantly larger military.

> As a counter perspective, Ukraine would have made it's naval fleet completely unusable, as it needs to pass that country for getting anywhere.

They had open access to the Black Sea even without Crimea, I'm not sure how Ukraine could block them then or now?

btw pipeline isn't halted (so far): https://www.spglobal.com/platts/en/market-insights/latest-ne...

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