> Samsung’s 12-inch line utilizes an overhead hoist transport (OHT) system, an automated transport network that operates along tracks installed on the ceiling, to move bundles of 25 wafers called “lots.” On the 8-inch line, however, this transportation is done manually. There is much more market demand for 12-inch wafers, so Samsung has modernized and automated many processes. The 8-inch line, however, is outdated. W…
> 1. Some workers lose their jobs to automation. > 2. The remaining ones have a weaker negotiation power, as their jobs are on the way out anyway. So companies have even more incentive to abuse them. I wonder what the eventual end game is, when you let everything play out to its logical conclusion. Eventually, business owners will no longer need people at all. They'll own a magical fully-automated factory that mainta…
The world economy today isn't driven by lack of supply (for the vast majority categories of products), rather it is by lack of demand. Whoever owns the demand owns the power in this dynamic. One can have all the factories in the world when consumer stop buying it's in for a rough time, like China is finding out.