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Germany paying $5.5B for Intel fab

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Re: Germany paying $5.5B for Intel fab

#461

Earlier quoted context omitted.

And in 1812 the UK was the US's biggest trading partner. And that created major tensions in the US, with New England almost threatening secession over it. But the war still happened.

The economic relationship between New England and the UK had historically been adversarial up to this point in time. New England was in direct competition with the UK, as both regions were industrial and educated. The monarchy did everything in their power to starve New England of the resources and tradesmen they needed to succeed. This is in contrast to the rest of the USA, which was supplying raw resources for indu…

In 1812 the monarchy of the UK wasn't doing shit. The Government of the UK called the shots.

Re: Germany paying $5.5B for Intel fab

#462
post #2

Investing in local chip fabs is long overdue. These are incredibly important for geopolitical stability and should be distributed world-wide. We've centralized too many fabs in too few places in the search for low cost.

ASML is in the Netherlands though. Edit: Yes ASML is obviously not a chip fab but they supply the machines that actually fabricate the chips.

ASML's core IP was developed and is owned by the US government, that's why they can't ship anything to China without the US's permission. ASML has some fancy stuff but is entirely dependent on the US at the end of the day

from all the way back in 1999 - https://www.eetimes.com/u-s-gives-ok-to-asml-on-euv-effort/

Re: Germany paying $5.5B for Intel fab

#463

Earlier quoted context omitted.

There's no contradiction in interconnected economies being both better for global stability and more volatile to global instability. On a populist level, these kinds of questions are always presented as either-or, when in reality it is a pretty delicate balancing act. No, we shouldn't be completely reliant on potentially adversarial states for our basic well-being, but intertwined economies change the cost-benefit-an…

The USSR and United States had zero trade and never went to war. And since the fall of the USSR the number of conflicts has not gone down. Ukraine and Russia were very interconnected, but that did not prevent the invasion.

The United States sold huge amounts of grain to the USSR. Did this prevent a war, or make a war more likely? Who knows?

https://coldwarheartland.ku.edu/documents/foes-or-friends

Re: Germany paying $5.5B for Intel fab

#464

Earlier quoted context omitted.

We just have example of another country shooting itself in the foot and attacking Ukraine despite a wealth of widely known arguments against doing this. Unfortunately logic and common sense sometimes take back sit in politics.

Especially when it comes to despotic life-long leaders. After 2018, Xi no longer has to worry about the pretense of term limits. We can only hope the state of Russia after the Ukrainian conflict is a convincing enough lesson. Invading Taiwan...the risks are substantial and the gain is legacy. Hardly a convincing for a nation, but potentially convincing for a man facing mortality.

> We can only hope the state of Russia after the Ukrainian conflict is a convincing enough lesson

We can also hope that the US refrains from creating another conflict to try to provoke China the same way they have been doing in Ukraine for the last 8 years. This "Pacific NATO" is the next thing. I am very pessimistic because the US is not going to allow China to overtake them in any way, and they have been behaving like that in their entire history.

Re: Germany paying $5.5B for Intel fab

#465
post #203

Earlier quoted context omitted.

ASML is in the Netherlands though. Edit: Yes ASML is obviously not a chip fab but they supply the machines that actually fabricate the chips.

Manufacturing anything large is an international affair these days. https://www.asml.com/en/news/stories/2020/inside-high-tech-m... "ASML has five manufacturing locations worldwide. Our lithography systems are assembled in cleanrooms in Veldhoven, the Netherlands, while some critical subsystems are made in different factories in San Diego, California, and Wilton, Connecticut, as well as other modules and systems in L…

>Manufacturing anything large is an international affair these days.

...or even the humble pencil:

https://genius.com/Leonard-e-read-i-pencil-annotated

Re: Germany paying $5.5B for Intel fab

#466
post #90

Earlier quoted context omitted.

This is spot on and I feel a lot of the comments here miss this context. Germany has tried this before and it was a gigantic waste - they build a fab somewhere at massive cost, claim it as victory because it's "invested locally", zero ecosystem materializes around it, and ten years later the fab is obsolete and shuts down. It helps nobody except the chip company.

Erm, maybe I'm out of the loop, but hasn't Dresden developed into a fairly healthy technology "hotspot" (at least for "German standards")? (e.g. AFAIK the former AMD fab is now GlobalFoundries: https://www.silicon-saxony.de/nc/mitglieder/mitglieder-foerd... )

GloFo is still producing at maximum capacity (of course, like ~every fab right now), a small ecosystem has developed, and Intel is... oops, not quite moving to the same area - 230 km away is not commuting distance.

Re: Germany paying $5.5B for Intel fab

#467
post #4

Just wait 10 years until we get rid of it again like we did with AMD and Infineon.

If they're willing to build a lot of processors rather than add dangerous features to use one chip or core or whatever maybe they can make it multiples of ten years this time ;-) Wenn sie bereit sind, viele Prozessoren zu bauen, anstatt gefährliche Funktionen hinzuzufügen, um einen Chip oder Kern oder was auch immer zu verwenden, können sie dieses Mal vielleicht ein Vielfaches von zehn Jahren schaffen ;-)

No comment on the actual content, but I love how the German version is almost 30% longer ;-)

Re: Germany paying $5.5B for Intel fab

#468
post #2

Investing in local chip fabs is long overdue. These are incredibly important for geopolitical stability and should be distributed world-wide. We've centralized too many fabs in too few places in the search for low cost.

Yup

May have had something to do with these tweets [1] from Emily Haber @GermanAmbUSA German Ambassador to USA:

>> "The current geopolitical situation and its impact on supply chains has triggered a discussion about “technological sovereignty” in the US and Europe. For us, it means being able to help shape future technologies in line with our values. We see the USA as natural partners in this."

>> "It's one reason our Minister for Education and Research is visiting Washington. Welcome, Minister @starkwatzinger . Your visit will deepen our cooperation as we face intense global challenges! 2/2"

https://twitter.com/GermanAmbUSA/status/1534236635562491905

Re: Germany paying $5.5B for Intel fab

#469
post #358
post #270

Earlier quoted context omitted.

That was the main argument for global trade already in 1914. France was Germany's most important commercial partner, and vice-versa. All German rifles had stocks made from French walnut wood! All French locomotives had German-made tubing! This stupid mantra was repeated ad nauseam after 1991, too, with silly op-eds from Friedman and friends about how two countries with McDonald joints in both can't be at war and simi…

If Taiwan didn't have the world's most advanced semiconducter industry, which China (and all other nations) rely on, China would have long ago attacked it. So that's an easy example of how trade helps keeps peace.

That's a made up scenario, it provides no example. We don't know what china would or wouldn't have done in that situation.

One may as well argue if Taiwan didn't have the world's most advanced semiconducter industry, it would have voulentarely joined China.

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