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America’s semiconductor boom [video]

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Re: America’s semiconductor boom [video]

#131

Post by cycomanic »

nosianu wrote: post #122
eru wrote: post #90

Earlier quoted context omitted.

Net benefits are positive from open migration. Not just net benefits when you include the foreigners, but also just netted over natives.

Except for the guys receiving the lowered salaries. And all the other problems of migration, when some destinations are WAAYYYY more desirable to live in, even jobless, than others. You guys are very selective, either not even bothering with links, or carefully selecting that one particular piece of paper supporting your PoV. Which of course looked at only very few if not even just a single variable, and (by necessit…

So where are your links?

Re: America’s semiconductor boom [video]

#132

Post by noir_lord »

lesuorac wrote: post #129
noir_lord wrote: post #126

Earlier quoted context omitted.

I guess they could make the argument that holding 10% of the only company with an x86 license that manufacturers them at scale in the US was worth it. If you consider it a hedge against missiles flying in the indo-pacific. I don't know that I would but the US gov could - it's similar in terms of strategic goals as the Jones Act.

I mean the Jones act was pretty practical for it's time. When you could obtain a ship via a cheap lease from the US Navy then the lack of capital spend building the ship is fine to spend employing US sailors. However, now that the navy is out of the business of buying overpriced ships to rent out (with the idea that they'd be repurposed if a war broke out) now the Jones act isn't very effective. However, unlike the J…

Yeah hence the “I don’t know that I would” it was more an attempt to see it from their point of view and assume a rationale, there may not have been one or not a sensible one we can infer with what is publicly known, as an outsider I can’t say the US is a rational actor at this point.

Re: America’s semiconductor boom [video]

#133

Post by yieldcrv »

chrsw wrote: post #87
tick_tock_tick wrote: post #78

Earlier quoted context omitted.

> Europe isn't that poor and many chunks of Asia have a lot of wealth now. Europe is that poor and while lots of Asia has wealth not by comparison. > Yet America's appetite and more importantly capability of absorbing all manner of goods remains unimpaired...how?! We are just that much richer. It's honestly mind-blowing how much more money the average American has then anyone and everyone.

I'm American and I applied to a software dev role at a European tech company some years ago. The job looked interesting and I thought it would be a fun adventure living abroad. I was shocked how low their salary range was. Even if I got their best offer for that position it would have been less than half what I was currently making. I figured it would be pointless to even to try to negotiate so I just left it alone.…

It's super sustainable, look at it this way, we talk about various European country's social safety nets and how "America doesn't have that"

well America does, in most states, at low income brackets. free healthcare, subsidized groceries, childcare, even some higher education

which happen to be the same income brackets that most Europeans are at lol

Re: America’s semiconductor boom [video]

#134

Post by nickff »

__MatrixMan__ wrote: post #125
nickff wrote: post #58

Earlier quoted context omitted.

Software has also benefitted from a massive tax subsidy relative to hardware, as the latter requires a massive capital investment. Hardware requires expensive real estate, and benefits from saving the spending, whereas software can exist on debt and small footprints.

That may have been the case prior to section 174, when you could invest massively in something, write it off as a loss, and then pivot to reusing it profitably, but now I think that all R&D efforts are equally discouraged.

You're right that the delta has been reduced, but producing physical goods still requires much more capital outlay (which is still disadvantaged).

Re: America’s semiconductor boom [video]

#136

Post by tick_tock_tick »

dukeyukey wrote: post #96
tick_tock_tick wrote: post #78

Earlier quoted context omitted.

> Europe isn't that poor and many chunks of Asia have a lot of wealth now. Europe is that poor and while lots of Asia has wealth not by comparison. > Yet America's appetite and more importantly capability of absorbing all manner of goods remains unimpaired...how?! We are just that much richer. It's honestly mind-blowing how much more money the average American has then anyone and everyone.

The US is very rich, but Europe is not poor. Europe is richer than basically anywhere on the planet _except_ the US. Like even compared to Canada or Japan, Europe is (generally) as rich or richer. Poland just overtook Japan in GDP per capita! Both the UK and France are richer than the oil-rich UAE.

I mean on an absolute basis the average European enjoys a very comfortable quality of life and often a better work life balance then most in the USA.

That said in the context of this thread on why countries seem to bend over backwards for the "privilege" to sell to the USA it's because everyone is shockingly poor by comparison.

Re: America’s semiconductor boom [video]

#137

Post by rangestransform »

IAmBroom wrote: post #121
laborcontract wrote: post #103

Earlier quoted context omitted.

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.

... while having a 38th-in-the-world healthcare system that can completely bankrupt you, and an obscenely puny PTO allotment. Tradeoffs.

> 38th-in-the-world healthcare system that can completely bankrupt you

That’s what my Canadian passport is for, I can just go back home if I get cancer

Re: America’s semiconductor boom [video]

#138

Post by oceanplexian »

__MatrixMan__ wrote: post #25
epistasis wrote: post #18

Earlier quoted context omitted.

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

And attract them away from what? What are these skilled people doing? Does a photolithography skill set enable you to moonlight at some other gig such that they're here and keeping their skills fresh and we're just not noticing?

Seems like everyone forgets that the USA literally invented all these things. In fact some of the Americans who invented these technologies and processes are probably still alive, if not a bit older and retired. Photolithographic semiconductor fabrication was invented in the United States. Americans invented the transistor. Americans invented the integrated circuit.

I’m pretty sure the USA would do fine in the semiconductor industry in a short while if it was economical (i.e it stops being profitable to undermine American workers with cheap overseas labor).

Re: America’s semiconductor boom [video]

#139

Post by kulahan »

IAmBroom wrote: post #121
laborcontract wrote: post #103

Earlier quoted context omitted.

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.

... while having a 38th-in-the-world healthcare system that can completely bankrupt you, and an obscenely puny PTO allotment. Tradeoffs.

I’m not sure if people are aware, but there’s a little-known secret about America not having state-funded healthcare. Did any of you know? Don’t forget this important fact! It’s related to every single American topic.

Re: America’s semiconductor boom [video]

#140

Post by eru »

high_na_euv wrote: post #111
eru wrote: post #70

Earlier quoted context omitted.

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

So, how many earthquakes there were?

https://en.wikipedia.org/wiki/2025_Tainan%E2%80%93Chiayi_ear... has a recent example. Google or your favourite LLM can easily give you more or even a complete list of earthquakes in Taiwan.
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