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America’s semiconductor boom [video]

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Re: America’s semiconductor boom [video]

#11

Post by foobarian »

ansk wrote: post #10
itsnowandnever wrote: post #6

Earlier quoted context omitted.

I always thought it was funny that for my entire lifetime people have talked about Arizona being perfect for fabs because it's dry there and not subject to tremors meanwhile Taiwan where 60% of all chips are produced (and 90% of the most sensitive ones) is tropical and has earthquakes fairly frequently.

I can only imagine what the Taiwanese can do in Arizona. Truly a synergy for the ages.

Maybe that's why yields there are better? [1]

[1] https://www.tomshardware.com/tech-industry/semiconductors/ts...

Re: America’s semiconductor boom [video]

#12

Post by bee_rider »

fungi wrote: post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

I don’t think the mix of engineers we’ve been producing is right for this. We need a whole generation of folks at a higher hardware:software ratio. Check back in a decade to see if we’ve seriously started.

Re: America’s semiconductor boom [video]

#13

Post by AxiomaticSpace »

maplant wrote: post #3
AxiomaticSpace wrote: post #2

This is just anecdote, but my roommate's dad works in construction management specifically for semiconductor fabs, and he was working for about a year on one of Intel's new fabs in Arizona up until a few months ago when the entire project was suddenly scrapped. IIRC he got the sense it was someone high up in intel that decided to pull the plug on it.

I mean, not to sound rude, but of course it would be someone high up who would make that decision. It’s not like a grunt could decide to scrap a whole new fab

Yea fair. What I was trying to say was that it seemed like a decision that was less the construction/development team saying "this plan isn't workable for xyz reason and we need to reconsider our approach" and more someone high up saying "we are cancelling this and we won't say why".

Re: America’s semiconductor boom [video]

#14

Post by yieldcrv »

fungi wrote: post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply?

Gamers are still buying them and so is everyone else

Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform

Re: America’s semiconductor boom [video]

#15

Post by edverma2 »

bee_rider wrote: post #12
fungi wrote: post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

I don’t think the mix of engineers we’ve been producing is right for this. We need a whole generation of folks at a higher hardware:software ratio. Check back in a decade to see if we’ve seriously started.

Does America need to produce the talent or can they import it?

Re: America’s semiconductor boom [video]

#16

Post by ojbyrne »

AxiomaticSpace wrote: post #2

This is just anecdote, but my roommate's dad works in construction management specifically for semiconductor fabs, and he was working for about a year on one of Intel's new fabs in Arizona up until a few months ago when the entire project was suddenly scrapped. IIRC he got the sense it was someone high up in intel that decided to pull the plug on it.

New CEO started in March, I vaguely recall him cancelling fabs.

https://en.wikipedia.org/wiki/Lip-Bu_Tan

Re: America’s semiconductor boom [video]

#17

Post by ojbyrne »

fungi wrote: post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

I am guessing that it’s a highly automated process, so per unit costs are not going to be affected much by the cost of labor.

Re: America’s semiconductor boom [video]

#18

Post by epistasis »

edverma2 wrote: post #15
bee_rider wrote: post #12

Earlier quoted context omitted.

I don’t think the mix of engineers we’ve been producing is right for this. We need a whole generation of folks at a higher hardware:software ratio. Check back in a decade to see if we’ve seriously started.

Does America need to produce the talent or can they import it?

The talent is already here, the employers just need to pay better.

Re: America’s semiconductor boom [video]

#19

Post by rangestransform »

edverma2 wrote: post #15
bee_rider wrote: post #12

Earlier quoted context omitted.

I don’t think the mix of engineers we’ve been producing is right for this. We need a whole generation of folks at a higher hardware:software ratio. Check back in a decade to see if we’ve seriously started.

Does America need to produce the talent or can they import it?

America could import it if the current administration wasn’t so hell bent on repelling global talent through inflicting great cost and uncertainty upon the talent

Re: America’s semiconductor boom [video]

#20

Post by walsh404 »

yieldcrv wrote: post #14
fungi wrote: post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply? Gamers are still buying them and so is everyone else Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform

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