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TSMC to make advanced AI semiconductors in Japan

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Re: TSMC to make advanced AI semiconductors in Japan

#101

Post by joe_mamba »

bojan wrote: post #98
ido wrote: post #85

Earlier quoted context omitted.

The solution is to make the EU more like an actual unified economic and monitary union- with a central fiscal authority, unified public debt, all member states joining the Eurozone, unified tax system, etc.

Be aware that you are discussing with a 48-days old account that is almost exclusively posting doubious takes like this.

>48-days old account

Since when is the quality of arguments and the understanding of economics and politics tied to the age of your account? Is this how arguments are won here? Age discrimination goes against HN rules. Your opinion on global events is not automatically more correct than others just because you've been on HN 10 years longer than others.

>posting doubious takes like this

Universally recognized and factually proven facts = dubious to you?

What (counter-)arguments do you actually bring to this discussion, other than throwing ageism and baseless accusations at people as your strategy to discredit their opinions you dislike?

That's exactly the opposite of the HN rules.

Re: TSMC to make advanced AI semiconductors in Japan

#102

Post by joe_mamba »

selestify wrote: post #99
joe_mamba wrote: post #94

Earlier quoted context omitted.

Firstly, NO, the US is a country, the EU is not. Secondly, even if the US as a country is tighter integrated and more financially successful than the EU as a union, the US is not a successful model example of a well functioning society that people in the EU would aspire to emulate, on the contrary, they'd rather preserve the status quo than turning into something resembling what the US has become.

Ok, well I guess if Europe is fine with a continued slide in global economic relevance, they can keep their status quo. But something tells me that's not what Europeans generally want...

>Ok, well I guess if Europe is fine with a continued slide in global economic relevance, they can keep their status quo.

EU citizens understood and recognize that economic supremacy of some private sector industries is pointless if the gains all go to the hands of a few tax dodging trillionaires with sex trafficking private islands, while the externalities get outsourced to the environment and the public sector to deal with leading to increased wealth inequality, homelessness, crime, drug addiction, etc

That's why they want to see policies that will first address the environment and quality of life, before shareholder returns, even if that makes them less economically dominant.

EU people don't want to live in a world of fent zombies on the streets, cars with smashed windows from petty crime, food deserts, homeless people, all in the name of economic superiority.

Re: TSMC to make advanced AI semiconductors in Japan

#103

Post by Gravityloss »

jorvi wrote: post #44
avhception wrote: post #29

Earlier quoted context omitted.

Germany squandered so much money on nonsense, when they could have simply driven the few kilometers over to Eindhoven and bought an ASML machine for "Silicon Saxony". Sure, it would have taken years and years and serious commitment by the government and private sector to make that a successful move. But instead of putting in the hard work with a clear vision for the future, we mostly spend our time whining and wailin…

High-end chips should be more of a EU concerted effort rather than every country for itself. The problem is that unlike Airbus, which (highly inefficiently) can be made in multiple countries, you can't really spread out parts of a fab that way. The most you can do is fab machines + chips + chip packaging. Netherlands already has fab machines and in packaging there isn't a high margin. That leaves chips, and you can b…

There is one: https://www.european-processor-initiative.eu/

Re: TSMC to make advanced AI semiconductors in Japan

#104

Post by ffsm8 »

joe_mamba wrote: post #79
ffsm8 wrote: post #76

Earlier quoted context omitted.

> Yeah I know, UK isn't EU anymore, but the point still stands, as EU nations are still economically competitors to each other and they're not gonna spend their tax money to fund competing economies even in the EU block. Uh, no the point doesn't stand anymore if your example isn't actually a reflection of it - at least not anymore then any other unfounded opinion pieces with no collaborating evidence

>Uh, no the point doesn't stand anymore if your example isn't actually a reflection of it What part of my original statement you quoted "EU nations are still economically competitors to each other and they're not gonna spend their tax money to fund competing economies even in the EU block" do you think does not stand anymore and why? >unfounded opinion pieces with no collaborating evidence Maybe reading comprehension…

The preceding example to the quotes excerpt. I was just under the seemingly mistaken assumption you'd remember the contents of your own comment.

Re: TSMC to make advanced AI semiconductors in Japan

#105

Post by joe_mamba »

ffsm8 wrote: post #104
joe_mamba wrote: post #79

Earlier quoted context omitted.

>Uh, no the point doesn't stand anymore if your example isn't actually a reflection of it What part of my original statement you quoted "EU nations are still economically competitors to each other and they're not gonna spend their tax money to fund competing economies even in the EU block" do you think does not stand anymore and why? >unfounded opinion pieces with no collaborating evidence Maybe reading comprehension…

The preceding example to the quotes excerpt. I was just under the seemingly mistaken assumption you'd remember the contents of your own comment.

You again brought no argument when I asked you to. How can anyone have a conversation out of this when you refuse to play ball and are only interested in throwing hissy fits at comments you disagree with?

Re: TSMC to make advanced AI semiconductors in Japan

#106

Post by joe_mamba »

bjourne wrote: post #81
joe_mamba wrote: post #57

Earlier quoted context omitted.

>High-end chips should be more of a EU concerted effort rather than every country for itself. And how are we gonna do that exactly? EU runs on national interests of those footing the bill, mainly France and Germany as the largest net contributors. When you're relying on national subsidies to build and run a factory and adjacent infrastructure in a country, you're tied to national interests and demands of those countr…

Specialization takes away a lot of the competitive pressure.

What do you mean by this?

Re: TSMC to make advanced AI semiconductors in Japan

#108

Post by m-schuetz »

RobertoG wrote: post #89
sbinnee wrote: post #74

Not surprising from the fact that Taiwanese like Japan

A fact that is itself quite surprising, if you think about it.

Is it, though? Japan and America also have good relations, despite the latter nuking the former twice. Germany and other EU states are close now despite being on opposite sites in two world wars. Some/most countries manage to move on from past conflicts.

Re: TSMC to make advanced AI semiconductors in Japan

#109

Post by lotsofpulp »

petesergeant wrote: post #96
zarzavat wrote: post #80

Earlier quoted context omitted.

TSMC can shut the fabs down whenever they want. If the US think they can take over a fab like it's a t-shirt factory and keep it running without TSMC's cooperation they are sorely mistaken. What are you going to do when none of the Taiwanese workers turn up for work, or worse they do turn up and sabotage the fab.

If you don’t think the US security apparatus will come up with a reasonable plan for doing just that within 2 months of it opening, I don’t think you’re thinking hard enough about this. > What are you going to do when none of the Taiwanese workers turn up for work, or worse they do turn up and sabotage the fab. You’re going to offer them a lot of money, citizenship, and exfiltration of their family to turn up at work…

> If you don’t think the US security apparatus will come up with a reasonable plan for doing just that within 2 months of it opening, I don’t think you’re thinking hard enough about this.

The current US security apparatus is led by highly incompetent and corrupt people willing to sell the country down the river, so I would not count on them coming up with a plan, much less a reasonable plan, for anything.

Re: TSMC to make advanced AI semiconductors in Japan

#110

Post by joe_mamba »

ido wrote: post #97
petesergeant wrote: post #93

Earlier quoted context omitted.

> How is this not communist tyranny with extra steps? Isn’t this exactly how the United States and every other country works?

Right. That's exactly what I'm claiming, that the EU has to become more like a confederation, more closely integrated than it is now but less integrated than modern federations like the USA or Germany. Closer to the early USA (where the states had more power compared to today and the federal government less). It has zero to do with communism.

>that the EU has to become more like a confederation, more closely integrated than it is now but less integrated than modern federations like the USA or Germany. Closer to the early USA (where the states had more power compared to today and the federal government less).

Do you see the perfectly exemplified contradiction here? Centralized government power always tends to want more and more control, more and more power over time, while shedding any and all forms accountability. It never stops and says "ok, we have just the right amount of control now, we can start back off and leave everyone be". That never happened in history of humanity.

The evolution of the US central government you gave is the perfect example of this overreach that grew with time and the best argument why we shouldn't try to emulate that. Because so is the EU compared to how it was 30 years ago, and it will just keep growing and swallowing more control and influence over its members, with less and less accountability, and it won't just stop when you think the right balance has been achieved. It will only stop when IT decides it wants to, but by that point it will be too late for you to have a choice in this.

Plus, even ignoring all that, what worked in the US 200-300 years ago, can't simply be applied to Europe now. You can't simply copy-paste policies across continents, cultures and time, and imagine it will simply Just-Work™.

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