21–30 of 107 posts
Earlier quoted context omitted.
The solution is to stop playing the bullshit game of Taiwan non-recognition, give it a seat in the UN and protect it.
Can a place be recognized as a country by the UN if a Security Council member vetos?
It's interesting to think about what the solutions to this problem are. The advantages of buying from TSMC are presumably they have a lead in both technology and cost that will make your product better and cheaper. The disadvantages are that in natural disaster or war/military event the chips won't be available and you'll have difficulty shipping your products. It's very hard for a company to take the latter seriousl…
If you want to sustain a local cutting-edge manufacturer even when its capacities are redundant or too small to be economical then the pot of subsidies would have to increase yearly and not be spent wastefully. Is there a precedent for that?
I mean to me this sounds as if TSMC could easily raise prices and increase profits and their customers will still buy the exact same amount... Because they have to.
It's interesting to think about what the solutions to this problem are. The advantages of buying from TSMC are presumably they have a lead in both technology and cost that will make your product better and cheaper. The disadvantages are that in natural disaster or war/military event the chips won't be available and you'll have difficulty shipping your products. It's very hard for a company to take the latter seriousl…
Why is news like this not driving the stock price up? I mean to me this sounds as if TSMC could easily raise prices and increase profits and their customers will still buy the exact same amount... Because they have to.
TSMC are a critical piece of the world's infrastructure. The fact that car makers are grinding to a slowdown and for particular assemblies, a complete halt, is very telling. The automakers themselves now fully appreciate just how critical TSMC really are. If they weren't critical, then they'd already have an alternate supply ready right now. But they don't. Its TSMC being pressured to increase production capacity, no…
Here is another headline, The world relies on two chip marker in South Korea for NAND and DRAM, leaving Everyone Vulnerable. Although arguably NAND and DRAM are commodities, and US already has a back up strategy ( Micron ).
Here is another one. World relies on only one relatively obscure dutch company for its EUV lithography equipment. For DUV the market is divided between 3 players two in japan and the aforementioned one. Apps market for semiconductors is also cornered by two companies. This whole space has consolidated in last decade or so. Everyone wants to have full control over their supply chain, so everyone is trying to buy their…
Here is another headline, The world relies on two chip marker in South Korea for NAND and DRAM, leaving Everyone Vulnerable. Although arguably NAND and DRAM are commodities, and US already has a back up strategy ( Micron ).
Here is another one. World relies on only one relatively obscure dutch company for its EUV lithography equipment. For DUV the market is divided between 3 players two in japan and the aforementioned one. Apps market for semiconductors is also cornered by two companies. This whole space has consolidated in last decade or so. Everyone wants to have full control over their supply chain, so everyone is trying to buy their…
It's interesting to think about what the solutions to this problem are. The advantages of buying from TSMC are presumably they have a lead in both technology and cost that will make your product better and cheaper. The disadvantages are that in natural disaster or war/military event the chips won't be available and you'll have difficulty shipping your products. It's very hard for a company to take the latter seriousl…
The solution is to collectively, clearly, and politely tell the Communist Party of China to get fked. A lot of companies will lose money and a lot of things will get expensive, but it’s either rip the bandaid off now or amputate a limb later. Does the world have the courage to do it?
We're going to see a repeat of these events 20 years from now when Vietnam's economy grows, thanks to manufacturing relocation, and we're just as dependent on them for various things. Right now the world is hoping and praying that Vietnam will liberalize when money flows in, but it's more likely they'll follow a similar path as China, albeit less powerful.
It's interesting to think about what the solutions to this problem are. The advantages of buying from TSMC are presumably they have a lead in both technology and cost that will make your product better and cheaper. The disadvantages are that in natural disaster or war/military event the chips won't be available and you'll have difficulty shipping your products. It's very hard for a company to take the latter seriousl…
The solution is to collectively, clearly, and politely tell the Communist Party of China to get fked. A lot of companies will lose money and a lot of things will get expensive, but it’s either rip the bandaid off now or amputate a limb later. Does the world have the courage to do it?
It took several iterations of territorial expansion for Germany to be considered an actual fightable foe. Austria, Memel, Sudetenland, the rest of the Czech lands, Poland. Even after the invasion of Poland, when war was declared, it was a Phony War in the beginning. The fighting in the West only really started in 1940.