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Germany paying $5.5B for Intel fab

electronicsweekly.com

141–150 of 593 posts

Re: Germany paying $5.5B for Intel fab

#142

German investment again going to foreign companies, the very opposite of strategic sovereignty. The Trump era should be enough evidence that there are no friends in geo-politics, just temporary alliances of convenience.

That was only 4 years, hardly an era.

Also hardly anomalous. Trumpism didn't vanish just because Trump lost the election, rather it's become mainstream within the political establishment. Every four years now the world has to wonder whether the coin is going to land again on sane or crazy.

Re: Germany paying $5.5B for Intel fab

#143
post #85

Earlier quoted context omitted.

It's about national security. A fab is necessary for national security

Subsidizing an American company is not necessary for Germany's security. In fact, it undermines it.

Would you mind explaining why you think this is the case?

Re: Germany paying $5.5B for Intel fab

#144

A more interdependent world is a friendlier and more secure world. When countries are completely independent of each other they will be able to more easily shrug off economic consequences of their aggression. Economic ties also foster greater cultural exchange and understanding, so the less of those there are the insular and navel-gazing the inhabitants of such countries will tend to be, which will also increase the…

I think that argument has been lost. Russia still invaded Ukraine and China still took Hong Kong backwards. America has invaded many countries. Taiwan is under threat. Interconnectedness doesn’t seem to matter a great deal when you have either a ruthless dictator in power or a country has a strong military advantage.

Re: Germany paying $5.5B for Intel fab

#145
post #85

Earlier quoted context omitted.

It's about national security. A fab is necessary for national security

Subsidizing an American company is not necessary for Germany's security. In fact, it undermines it.

Ideally, the EU would be trying to build its own semiconductor industry. I don't see that kind of foresight in any of our political leaders, much less mine in Germany. So the next best thing is to ensure that the current company we're reliant on builds local production.

Re: Germany paying $5.5B for Intel fab

#147
post #135

A more interdependent world is a friendlier and more secure world. When countries are completely independent of each other they will be able to more easily shrug off economic consequences of their aggression. Economic ties also foster greater cultural exchange and understanding, so the less of those there are the insular and navel-gazing the inhabitants of such countries will tend to be, which will also increase the…

That has been the prevailing thought since before WWI, but multiple World Wars and Russia's invasion of Ukraine this year have proven otherwise. Do you know who was the biggest trading partner of Nazi Germany on the eve of Operation Barbarossa? You guessed it, the Soviet Union. It was responsible for the vast majority of imports of critical resources like various metals, oil, grain, etc. It didn't stop Hitler. Do you…

The difficult thing about even very good prevention is that the absence of events is difficult to prove.

Is interconnection perfect? obviously not. Does interconnection prevent more conflicts vs fully independent nations? Likely yes.

I think what we are seeing is societies and governments forgetting how bad wars are for stability, on a backdrop of slowing or reversing quality of life for many modern nations.

Re: Germany paying $5.5B for Intel fab

#148

It's going to be a while before we are not depending on China. If you look at this 2020 Apple List of Suppliers: https://www.apple.com/supplier-responsibility/pdf/Apple-Supp... you can see the large variety of companies they they rely on for manufacturing. Plugging this into Excel, you get the following distribution: Country Count: China 156 Japan 40 US 30 Taiwan 26 South Korea 23 Vietnam 21 Malaysia 15 Philippines 1…

  China           156 
  Japan            40 
  US               30 
  Taiwan           26 
  South Korea      23 
  Vietnam          21 
  Malaysia         15 
  Philippines      15 
  Thailand         15 
  Singapore        14 
  India             9 
  Germany           8 
  United Kingdom    4 
  Austria           3 
  Mexico            3 
  Belgium           2 
  Brazil            2 
  Czech Republic    2 
  France            2 
  Indonesia         2 
  Australia         1 
  Cambodia          1 
  Costa Rica        1 
  Finland           1 
  Ireland           1 
  Israel            1 
  Italy             1 
  Malta             1 
  Netherlands       1 
  Norway            1

Re: Germany paying $5.5B for Intel fab

#149

Earlier quoted context omitted.

No but it is the monopoly supplier of the single most important device for fabs. If ASML (and all their knowledge) disappeared off the face of the earth today progress in semiconductors would probably be set back a decade or two. The fact they are a single company in one country that the global industry depends on for progress in semis should be of concern.

What company has the next-best litho machines after ASML?

[deleted]

Re: Germany paying $5.5B for Intel fab

#150

A more interdependent world is a friendlier and more secure world. When countries are completely independent of each other they will be able to more easily shrug off economic consequences of their aggression. Economic ties also foster greater cultural exchange and understanding, so the less of those there are the insular and navel-gazing the inhabitants of such countries will tend to be, which will also increase the…

You can tell that to all the countries in Africa that are interdependently connected to Ukraine's grain.
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