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America’s semiconductor boom [video]

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Re: America’s semiconductor boom [video]

#101
post #55

I love Asianometry! The semiconductor history videos are incredible. The level of quality on that channel just blows my mind. It’s one of the best examples of the revolution happening in high-quality, independently produced content. I actually first heard about it from the Acquired podcast, which is another great example of that same trend.

His unix videos are excellent as well.

Re: America’s semiconductor boom [video]

#102

I found an interesting thread on the /r/semiconductors subreddit discussing what it is like to work at TSMC https://reddit.com/r/Semiconductors/comments/1m96m4f/my_expe...

> They sent Taiwanese over to clean up because they just couldn't handle all the American blue-collar workers. Translation: Unions got in the way of actually efficient construction so they had to bypass them with their own people. Unions in the US, in general, are extremely luddite as any new technology improvement that's better is treated with hatred because it removes jobs from the union's control. This is how the…

I disagree with your assessment, the poster is obviously disillusioned but they just detail their point of view. You can't just write off safety violation and toxic environment as "high-intensity work culture". You also just work in your own anti-union discourse without any basis in the actual text.

Re: America’s semiconductor boom [video]

#103

I found an interesting thread on the /r/semiconductors subreddit discussing what it is like to work at TSMC https://reddit.com/r/Semiconductors/comments/1m96m4f/my_expe...

Reading that post, all i felt what a splendid luxury it is to live in the united states and be paid much better than those in other nations because of the country’s brand.

Re: America’s semiconductor boom [video]

#104
post #75
post #67

Earlier quoted context omitted.

China Airlines recently opened a new direct flight route between Taoyuan and Phoenix. They've been plastering it all over their plane signage. I thought it was funny that the flight must be pretty empty other than the handful of TSMC employees that need to go there.

Apparently China Airlines and Starlux are both going to fly that route next year. I have a hard time imagining there's demand for one let alone both.

FYI to all: China Airlines is a Taiwanese company (ROC) and has no affiliation with mainland China (PRC).

Re: America’s semiconductor boom [video]

#105
post #70
post #31

Earlier quoted context omitted.

Once you're in a air-conditioned environment the outside world doesn't matter. More likely he compared the 4nm yield to the 3nm yield in Taiwan?

The moisture of the outside world might not matter. But aircon doesn't protect you from earthquakes, alas.

Yep, you need to install a ground conditioner for that.

Re: America’s semiconductor boom [video]

#106
post #75
post #67

Earlier quoted context omitted.

China Airlines recently opened a new direct flight route between Taoyuan and Phoenix. They've been plastering it all over their plane signage. I thought it was funny that the flight must be pretty empty other than the handful of TSMC employees that need to go there.

Apparently China Airlines and Starlux are both going to fly that route next year. I have a hard time imagining there's demand for one let alone both.

Earlier this year Eva Air also announced a direct route to Dallas, supposedly starting next month. At the time I felt like it was a tariff negotiation tactic because that one also does not make sense.

Re: America’s semiconductor boom [video]

#107

I found an interesting thread on the /r/semiconductors subreddit discussing what it is like to work at TSMC https://reddit.com/r/Semiconductors/comments/1m96m4f/my_expe...

Reading that post, all i felt what a splendid luxury it is to live in the united states and be paid much better than those in other nations because of the country’s brand.

Not for much longer

Re: America’s semiconductor boom [video]

#108
post #76

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.

Semiconductor fabs require a significant amount of water, with some large facilities consuming up to 10 million gallons of ultrapure water daily. Water is something Arizona is lacking.

I thought these days the fabs in water-scarce areas collect their waste water. re-purify it, and re-use it. So their actual drain on outside water sources is far lower.

> It will initially have a water recycling rate of around 85 percent, with a goal to achieve 90 percent. Currently, the company’s water resource center has an efficiency rate of 65 percent, converting industrial wastewater for use in the company's operations.

https://www.datacenterdynamics.com/en/news/tsmc-breaks-groun...

Re: America’s semiconductor boom [video]

#109

I found an interesting thread on the /r/semiconductors subreddit discussing what it is like to work at TSMC https://reddit.com/r/Semiconductors/comments/1m96m4f/my_expe...

> They sent Taiwanese over to clean up because they just couldn't handle all the American blue-collar workers. Translation: Unions got in the way of actually efficient construction so they had to bypass them with their own people. Unions in the US, in general, are extremely luddite as any new technology improvement that's better is treated with hatred because it removes jobs from the union's control. This is how the…

Capitalism is Luddite at a fundamental level - if their isn't competition, there is absolutely no reason to innovative, change, or maintain a quality level - so, in a capitalist economy all participants are always incentivised to grow as large as possible, above all other things, bc at some point, they really will become "too big to fail" - whether in a small monopolized niche or a massive but dominated industry, that is always true, without fail as profits are always most important.

It works with everything in a capitalist system too - all production, resources, and outputs of a society that allows unchecked greed, will grow until it stops due to market consolidation (not always nefarious either). Google search as an example, we all picked it first, then they got greedy - even if they were saints that always was going to play out like that, bc of capitalism.

Once a market is controlled by a few players - ALL TRUE GROWTH STOPS and bare minimum, most cost effective to profit ratio "limited/controlled/planned" growth follows.

Hard drives for my adult life are my singular example. Lots of tech is like that actually.

Capitalism without competition will naturally evolve into full on Feudalism and Serfdom if it is allowed to.

Re: America’s semiconductor boom [video]

#110

Earlier quoted context omitted.

> They sent Taiwanese over to clean up because they just couldn't handle all the American blue-collar workers. Translation: Unions got in the way of actually efficient construction so they had to bypass them with their own people. Unions in the US, in general, are extremely luddite as any new technology improvement that's better is treated with hatred because it removes jobs from the union's control. This is how the…

Capitalism is Luddite at a fundamental level - if their isn't competition, there is absolutely no reason to innovative, change, or maintain a quality level - so, in a capitalist economy all participants are always incentivised to grow as large as possible, above all other things, bc at some point, they really will become "too big to fail" - whether in a small monopolized niche or a massive but dominated industry, tha…

Isn’t TSMC one of like 3 semiconductor producers on the planet? And wouldn’t that satisfy your claim of “once a market is controlled by a few players, all true growth stops”? But we’ve seen phenomenal and continuous improvements over the last few years. So which part of our situation do we have to re-interpret for your claim to be correct? Is the growth not “true”? Is 3 not “a few players”? Or is, perhaps, your outlook somehow incorrect?
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