TSMC Reports Q3 Earnings [pdf]

Post by epicureanideal » Thu, Oct 13, 2022, 4:06 PM UTC

zztop44 wrote: post #63

londons_explore wrote: post #60

Earlier quoted context omitted.

I think China could easily fix their demographics if they wanted to. They have sufficient control of their population that if they said "everyone of child bearing age must try for a child this year and next", they'd probably double their population within 2 years. The 'demographic problem' is only a problem because they don't see it as an issue worth fixing.

I think this is wildly off base. Lots of them don’t want to have kids. The government has many ways to influence the public. But I don’t think it’s true to say that they have so much control over their populace that they could do anything like double their population in 20 years, let alone 2. People in China are just people, right? Many of them don’t want to have kids. What’s the government gonna do? Of course, hypot…

Post by jacooper » Thu, Oct 13, 2022, 4:26 PM UTC

amusingimpala75 wrote: post #76

pweezy wrote: post #45

Earlier quoted context omitted.

China overtaking the US seems a lot more likely based on sheer numbers. China’s population is over 4x larger than that of the US. So China “just” needs to reach a GDP per capita of 25% to have a larger economy than the US. This metric has been growing rapidly in the past decade or two and from a rough search, seems to currently stand around 17-18% of the US’s figure. Of course GDP isn’t the only factor in world power…

Give it a few years. The one child policy, even though it’s gone now, it really going to mess up population growth.

Post by majormajor » Thu, Oct 13, 2022, 4:40 PM UTC

photochemsyn wrote: post #28

sct202 wrote: post #17

Earlier quoted context omitted.

Their stock is falling because of future demand issues coming up with the whole semiconductor industry. Just this week, expanded export bans to China were announced and are an uncertainty on how much volume will be impacted in the future, because no one knows what will get an exemption or not.

The U.S. position on the entire Chinese semiconductor industry is getting increasingly ridiculous. It's not just chips, since China is the one country that's developed efficient monocrystalline silicon ingot production at scale, and solar panels made with that material are far superior to anything made in the USA currently. The USA's financialized short-term thinking has resulted in a failure to develop basic technol…

Post by addaon » Thu, Oct 13, 2022, 4:44 PM UTC

jakuboboza wrote: post #9

dis-sys wrote: post #3

> Gross margin for the quarter was 60.4% this is what happens when you can convince your top customer to pay you 2.4x to gain that https://forums.appleinsider.com/discussion/229139/a16-bionic...

i mean the wafers for N4 are smaller so the yields are smaller and in the end it costs more. Also Apple doesnt do small chips or chiplets so some silicon they make is really big. Big die = smaller yields.

Post by xadhominemx » Thu, Oct 13, 2022, 4:54 PM UTC

cptskippy wrote: post #77

photochemsyn wrote: post #28

Earlier quoted context omitted.

The U.S. position on the entire Chinese semiconductor industry is getting increasingly ridiculous. It's not just chips, since China is the one country that's developed efficient monocrystalline silicon ingot production at scale, and solar panels made with that material are far superior to anything made in the USA currently. The USA's financialized short-term thinking has resulted in a failure to develop basic technol…

You speak as if the security and strategic concerns of the state are shared by the businesses that exploit the state while simultaneously influencing policy. It seems naive to think that the state is always working in it's own interest when all of the money that flows into our political system is designed to keep the state from functioning efficiently or at all.