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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

#131

Post by joe_mamba »

whstl wrote: post #87
jorvi wrote: post #44

Earlier quoted context omitted.

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…

Good point, but gotta remember that people don't buy chips, they buy products. There's plenty of stuff to be produced. From components to PCBs to casing to packaging. China didn't become the manufacturing giant it is because of a single product, they did because the whole supply chain was moving there while the EU and US were only concerned about higher-margin products and activities. I'm sure some town in Italy wish…

>I'm sure some town in Italy wishes it was still the world's #1 diode manufacturer or something.

Except that's exactly what happened. EU semi fabs like the ones in Italy mostly make diodes, mosfets, microcontrollers and other such low margin products. Nobody here tapes out GPUs and CPUs, that's all Korea, Taiwan and US.

Re: TSMC to make advanced AI semiconductors in Japan

#132

Post by ekianjo »

joe_mamba wrote: post #62
chvid wrote: post #36

Earlier quoted context omitted.

ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.

Except China has fabs on smaller nodes than Europe, so why can't Europe?

Because they don't invest. It's always the same problem. Lack of capital directed in that field.

Re: TSMC to make advanced AI semiconductors in Japan

#133

Post by joe_mamba »

stingraycharles wrote: post #128
joe_mamba wrote: post #101

Earlier quoted context omitted.

>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 fact…

Your response is, completely expected, an appeal to outrage. You’re asserting that account age shouldn’t matter, and that any scrutiny is morally illegitimate. Nobody is discriminating against you. It’s just that account age is one of the few signals that an online platform has to go by. HN absolutely recognizes this in their policy, considering that they give new accounts an entirely different color to make them sta…

>Your response is, completely expected, an appeal to outrage.

How do you react towards ageism and discrimination?

>It’s just that account age is one of the few signals that an online platform has to go by.

None of that invalidates or even addresses my arguments. It's still about exclusion of people based on account date rather than WHAT they say.

>HN absolutely recognizes this in their policy, considering that they give new accounts an entirely different color to make them stand out from the rest, and that they don’t allow downvotes unless your account has achieved a certain karma level.

Except that my account is not green, and I AM allowed to downvote.

Re: TSMC to make advanced AI semiconductors in Japan

#134

Post by ekianjo »

yanhangyhy wrote: post #18

Taiwanese politicians, like those under American-style democracy in many regions, only care about safeguarding their own interests and have no concern for how to protect the interests of the public. Once TSMC’s factories are completed in Japan and the United States and the technology is secured, Taiwan will no longer have any value worth protecting. Of course, the politicians can always take planes and leave in advan…

Nobody was ever going to war with China over TSMC. Whoever believed that has been conned.

Re: TSMC to make advanced AI semiconductors in Japan

#135

Post by joe_mamba »

NicuCalcea wrote: post #127
lynx97 wrote: post #121

Earlier quoted context omitted.

That's a funny reply coming from a "data journalist". I hope you do the same when publishing your stuff.

Do the same what? I don't position my personal opinions as statements of truth that "we" all believe, if that's what you mean. The Eurobarometer and other surveys clearly show the majority of EU citizens want further integration in lots of fields including defence, foreign policy, fiscal matters, etc. Further integration, such as the adoption of the Euro, is legally mandated and pretty much inevitable. So when you sa…

>The Eurobarometer and other surveys clearly show the majority of EU citizens want further integration

Where, when and how were the samples for that barometer taken?

If they're really so confident those number being accurate, why don't we have referendum and we can decided there and ink it to make it official.

Re: TSMC to make advanced AI semiconductors in Japan

#136

Post by joe_mamba »

ekianjo wrote: post #132
joe_mamba wrote: post #62

Earlier quoted context omitted.

Except China has fabs on smaller nodes than Europe, so why can't Europe?

Because they don't invest. It's always the same problem. Lack of capital directed in that field.

Well there you go. The EU talks the big talk on "domestic sovereignty" but never puts their money where their mouth is, or when they do, it's breadcrumbs, just enough to keep it on life support, let alone to be in the top contenders.

Re: TSMC to make advanced AI semiconductors in Japan

#137

Post by joe_mamba »

ffsm8 wrote: post #122
joe_mamba wrote: post #105

Earlier quoted context omitted.

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?

okay,the preceding paragraph I referenced of yours was > It's the same with arms purchases now. France blocked Ukraine from using its money to buy British made weapons that are already available, since it expects that money to go back into the French economy, not to the economy of a competitor, even if the much needed weapons will arrive much later. Which you the followed up with > Yeah I know, UK isn't EU anymore, b…

>unfounded opinion pieces with no collaborating evidence

My evidence was (as you typed it yourself) that with the war in Ukraine and arms demand flourishing, France only spends money on subsidies with the guarantee that money is going back towards its own economy, as does every other major EU economy, not just for arms, but for semiconductors too.

If you were too thick to get that, or you refuse to belive it on some ideology, or want to die on a hill over a technicality, then I'm sorry, but nothing more I will do or say will convince you, when you've already made up your mind otherwise.

Re: TSMC to make advanced AI semiconductors in Japan

#138

Post by [deleted] »

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…

[deleted]

Re: TSMC to make advanced AI semiconductors in Japan

#139

Post by NicuCalcea »

joe_mamba wrote: post #135
NicuCalcea wrote: post #127

Earlier quoted context omitted.

Do the same what? I don't position my personal opinions as statements of truth that "we" all believe, if that's what you mean. The Eurobarometer and other surveys clearly show the majority of EU citizens want further integration in lots of fields including defence, foreign policy, fiscal matters, etc. Further integration, such as the adoption of the Euro, is legally mandated and pretty much inevitable. So when you sa…

>The Eurobarometer and other surveys clearly show the majority of EU citizens want further integration Where, when and how were the samples for that barometer taken? If they're really so confident those number being accurate, why don't we have referendum and we can decided there and ink it to make it official.

> Where, when and how were the samples for that barometer taken?

This is all publicly-available information, I trust you can find it.

> why don't we have referendum

Referendums are the prerogative of member states, the EU doesn't have the legal powers to organise a referendum. If you want one, speak to your MP.

Re: TSMC to make advanced AI semiconductors in Japan

#140

Post by sham1 »

joe_mamba wrote: post #91
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.

So in your opinion, the solution is that individual national serenity should be abolished and the EU should have the liberty, nay, the authority to fleece its highest payers into the system, like France and Germany, and then redistribute their money to whoever and whatever it sees fit, for the "greater good" of the union, with no accountability or obligation to provide them equal benefits in return? How is this not c…

> So in your opinion, the solution is that individual national serenity should be abolished and the EU should have the liberty, nay, the authority to fleece its highest payers into the system, like France and Germany, and then redistribute their money to whoever and whatever it sees fit, for the "greater good" of the union, with no accountability or obligation to provide them equal benefits in return?

There indeed won't be equal benefits, but instead France, Germany etc are going to benefit a lot more in this kind of situation than without the integration. We've already seen the massive benefits of the single market integration for example for the German economy and industry. It'd be strange to think that further erosion of barriers and better integration wouldn't bring further benefits to the economies involved.

> How is this not communist tyranny with extra steps?

Um, by the fact that the EU wouldn't be taking over the means of production when it'd be integrating? Like come on, this is just silly, to call a block dedicated to free market principles and social capitalism "communist tyranny".

I swear, this kind of economic illiteracy is going to be the end of us all.

> How do you expect those people footing most of the bill to give up their status quo and voluntarily sign up for something like this? Oh wait, I remember, that's why they're pushing chat control and digital-ID on us.

The EU isn't pushing for the Chat Control and whatever, it's only certain member countries like Denmark doing that. They should absolutely be reprimanded for that, but nevertheless the difference is important.

Also, the people "footing most of the bill" would also be benefiting massively, for example by making sure that we would no longer have a situation like the Greek debt crisis messing everything up for the entire currency block.

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