I'm excited to see what happens with Micron in Clay and seeing how far they're committing (and putting their money where their mouth is already) gives me a lot of hope to see it through.
How real is America’s chipmaking renaissance?
11–20 of 257 posts
Re: How real is America’s chipmaking renaissance?
#12While I have some sympathy for the policy makers attempting to do this they do appear to be oblivious that to the outside world, especially their allies, the meta-lesson is any critical industry will eventually be onshored by the printing of hundreds of billions to price you out if necessary. This isn't a recipe for long term peaceful co-operation.
It's ridiculous to criticise China on one hand, and then emulate every move they've made ten/twenty years later.
Re: How real is America’s chipmaking renaissance?
#13Judging by all the construction I see at the fabs around me, the people I see moving in to get the new jobs working at the fabs or related businesses, I'd say its pretty real to me and those around me.
https://www.ti.com/about-ti/company/ti-at-a-glance/manufactu...
https://news.ti.com/blog/2022/09/29/tis-new-300-millimeter-w...
https://dallasinnovates.com/finisar-considers-3-billion-semi...
https://www.dallasnews.com/business/jobs/2022/12/07/sherman-...
https://www.samsung.com/us/sas/Taylor
> Texas has led the country in semiconductor exports for 11 straight years, and has shown a commitment to expanding the industry.
https://www.texastribune.org/2022/07/26/texas-chips-act-semi...
Re: How real is America’s chipmaking renaissance?
#14When these types of things are funded one always gets the sinking feeling that the money is just getting stolen and/or wasted by savvy insiders who know how to write grants or who know the right people. In fact, I think that's a reasonable assumption and some proof is required to show that it is not the case.
Good thing there are $200B worth of proof already. At what point would you be satisfied, if 100% of semi manufacturing took place in the US and 0 chips were manufactured elsewhere the instant the grants were handed out?
Re: How real is America’s chipmaking renaissance?
#15While I have some sympathy for the policy makers attempting to do this they do appear to be oblivious that to the outside world, especially their allies, the meta-lesson is any critical industry will eventually be onshored by the printing of hundreds of billions to price you out if necessary. This isn't a recipe for long term peaceful co-operation. It's ridiculous to criticise China on one hand, and then emulate ever…
How is it ridiculous to build redundancy when the entire global economy has a single point of failure on an island just off the shore of a sworn foe, which they also would love to invade? If it hurts someone's feelings, they need to grow up - the situation is untenable and onshoring is the correct strategy.
Re: How real is America’s chipmaking renaissance?
#16Judging by all the construction I see at the fabs around me, the people I see moving in to get the new jobs working at the fabs or related businesses, I'd say its pretty real to me and those around me. https://www.ti.com/about-ti/company/ti-at-a-glance/manufactu... https://news.ti.com/blog/2022/09/29/tis-new-300-millimeter-w... https://dallasinnovates.com/finisar-considers-3-billion-semi... https://www.dallasnews.com…
Heh. We must live close to each other. I made the same comment with fewer (read: no) sources.
Definitely a lot of heavy construction.
Re: How real is America’s chipmaking renaissance?
#17The world’s largest deposit of ultra pure quartz, which is needed for the very high end processors, is in North Carolina.
The renaissance is real, or is about to be.
Re: How real is America’s chipmaking renaissance?
#18Judging by all the construction I see at the fabs around me, the people I see moving in to get the new jobs working at the fabs or related businesses, I'd say its pretty real to me and those around me. https://www.ti.com/about-ti/company/ti-at-a-glance/manufactu... https://news.ti.com/blog/2022/09/29/tis-new-300-millimeter-w... https://dallasinnovates.com/finisar-considers-3-billion-semi... https://www.dallasnews.com…
I've been thinking about moving out to that area. Building these fabs will do amazing things for the local community & economy. It is also likely the most resilient part of the TX power grid...
Re: How real is America’s chipmaking renaissance?
#19While I have some sympathy for the policy makers attempting to do this they do appear to be oblivious that to the outside world, especially their allies, the meta-lesson is any critical industry will eventually be onshored by the printing of hundreds of billions to price you out if necessary. This isn't a recipe for long term peaceful co-operation. It's ridiculous to criticise China on one hand, and then emulate ever…
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Re: How real is America’s chipmaking renaissance?
#20When these types of things are funded one always gets the sinking feeling that the money is just getting stolen and/or wasted by savvy insiders who know how to write grants or who know the right people. In fact, I think that's a reasonable assumption and some proof is required to show that it is not the case.
It's hard to fake a building going up.