A Texas semiconductor boom on the horizon?
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A Texas semiconductor boom on the horizon?
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Re: A Texas semiconductor boom on the horizon?
#2It's debatable if it'll be much of a boom anywhere in the US.
Most uses of chips are in cheap consumer junk overwhelmingly made overseas for bottom dollar.
Second after that is actual serious uses for cars, not $1 electronics and more. And once you get into that category you have a finite market that is pretty much mature in terms of consumer reach. For all intensive purposes, the "EV demand surge" is over and existing semiconductors have caught up.
There's also a real fear that US sanctions have caused China and other countries to intensify investment in their own semiconductor manufacturing (the EU definitely is), which will ultimately hamper the demand for US fabs.
Re: A Texas semiconductor boom on the horizon?
#3It's debatable if it'll be much of a boom anywhere in the US. Most uses of chips are in cheap consumer junk overwhelmingly made overseas for bottom dollar. Second after that is actual serious uses for cars, not $1 electronics and more. And once you get into that category you have a finite market that is pretty much mature in terms of consumer reach. For all intensive purposes, the "EV demand surge" is over and existi…
It may be debatable but the idea the chip surge is “basically over” is laughable. By your logic no nation should ever try to do anything economically because the economy is already done forming, the end of history is here.
Re: A Texas semiconductor boom on the horizon?
#4Faster calculators incoming?
Re: A Texas semiconductor boom on the horizon?
#5It's debatable if it'll be much of a boom anywhere in the US. Most uses of chips are in cheap consumer junk overwhelmingly made overseas for bottom dollar. Second after that is actual serious uses for cars, not $1 electronics and more. And once you get into that category you have a finite market that is pretty much mature in terms of consumer reach. For all intensive purposes, the "EV demand surge" is over and existi…
It may be debatable but the idea the chip surge is “basically over” is laughable. By your logic no nation should ever try to do anything economically because the economy is already done forming, the end of history is here.
Yup the chip surge isn't anywhere over due to geopolitics and demand, both of which are serious driving forces now.
Re: A Texas semiconductor boom on the horizon?
#6It's debatable if it'll be much of a boom anywhere in the US. Most uses of chips are in cheap consumer junk overwhelmingly made overseas for bottom dollar. Second after that is actual serious uses for cars, not $1 electronics and more. And once you get into that category you have a finite market that is pretty much mature in terms of consumer reach. For all intensive purposes, the "EV demand surge" is over and existi…
The point is economic industrial independence for the US once Taiwan lights up. You're kind of missing the point.
Re: A Texas semiconductor boom on the horizon?
#7It's debatable if it'll be much of a boom anywhere in the US. Most uses of chips are in cheap consumer junk overwhelmingly made overseas for bottom dollar. Second after that is actual serious uses for cars, not $1 electronics and more. And once you get into that category you have a finite market that is pretty much mature in terms of consumer reach. For all intensive purposes, the "EV demand surge" is over and existi…
Just an idiom note: It's "intents and purposes" not "intensive purposes". Easy to mis-hear, but something you want to remember before it makes you look ill-educated in a work memo.
Re: A Texas semiconductor boom on the horizon?
#8It's debatable if it'll be much of a boom anywhere in the US. Most uses of chips are in cheap consumer junk overwhelmingly made overseas for bottom dollar. Second after that is actual serious uses for cars, not $1 electronics and more. And once you get into that category you have a finite market that is pretty much mature in terms of consumer reach. For all intensive purposes, the "EV demand surge" is over and existi…
Just an idiom note: It's "intents and purposes" not "intensive purposes". Easy to mis-hear, but something you want to remember before it makes you look ill-educated in a work memo.
This really jives with me.
Re: A Texas semiconductor boom on the horizon?
#9Faster calculators incoming?
I have a student who uses a TI-84. She's a high schooler taking university courses. Hers has a backlight and a USB-rechargeable battery, but it's basically the same machine otherwise.
The downstream costs of how we do standardized tests are bonkers.
Re: A Texas semiconductor boom on the horizon?
#10Faster calculators incoming?
I have a student who uses a TI-84. She's a high schooler taking university courses. Hers has a backlight and a USB-rechargeable battery, but it's basically the same machine otherwise. The downstream costs of how we do standardized tests are bonkers .
With LLMs being able to run locally on consumer hardware, I think we’re headed back to hand written tests pretty soon.