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Samsung plans $17B chip plant in Taylor, Texas

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Re: Samsung plans $17B chip plant in Taylor, Texas

#201

Earlier quoted context omitted.

I was wondering why Texas keep coming up when new US fabs a being talked about. From an outsider it just looks like the low energy cost comes from failing to properly manage and upgrade the Texas energy grid.

The energy prices are low because Texas has tons of oil and gas and wind. The energy grid is actually more efficiently managed than California, which has had similar problems with electricity supply. But the main reason Texas comes up is it has a very long history in semiconductors with a big workforce and lots of semiconductor companies.

Efficiency in electrical grids can often be counterproductive to reliability.

It is economically efficient to not winterize your generation capacity or build longhaul electrical transport infrastructure to move electricity regionally, but without these rarely used elements you could end up with severe load shedding or a black start event.

Re: Samsung plans $17B chip plant in Taylor, Texas

#202
post #18

‘Impossible':TSMC founder Morris Chang on US dreams for onshoring chip supply chain https://www.taiwannews.com.tw/en/news/4327937 Morris Chang spent 25 years (1958–1983) at Texas Instruments.He knows US very well.

Person who runs billion dollar business says competitors will fail, encourages people to continue to rely on him. News at 11.

Re: Samsung plans $17B chip plant in Taylor, Texas

#203

Earlier quoted context omitted.

Beyond specific companies, Texas has more favorable business climate and tax rates. Housing alone is such a huge knock against CA for new companies. Even paying somebody 500k there leaves them feeling middle class when trying to raise a family. Perhaps a bit of an exaggeration, but in Texas they build like crazy to support population inflows. If you drive through Austin you'll see every third or fourth house is getti…

they are also not hostile to kids in public schools (CA dumbs down math, requires masks, requires CRT, etc.)

When I went to high school in Texas, my History textbook still framed the Civil War as a "states rights" and "economic freedom" issue.

Many school districts also defied the governors short-sighted/partisan order of banning masks in schools. I don't recall any representative from Texas' HHS department supporting that order.

Some CRT would be a welcome breath of reality for our education system. Could you share why you think that it's hostile to children?

Re: Samsung plans $17B chip plant in Taylor, Texas

#204

I am still amazed by the shortsightedness of how these critical and strategic goods are off-shore. No wonder why the supply chains are fragile and not robust. It should be illegal for strategic goods and components such as chips and semiconductors to be produced offshore. Yes, it will raise prices in the short and medium-term, but it will make the domestic economy and manufacturing sector more robust, resilient to su…

This announcment by Samsung followed news that the onshoring semiconductor bill was moving through Congress (just saw it in the news today or yesterday). I doubt it's a coincidence,

So, I think, at least with regard to chips, your dream is coming true.

Re: Samsung plans $17B chip plant in Taylor, Texas

#205

Earlier quoted context omitted.

The Texas State Board of Education routinely tries to push young earth Creationism into science classrooms which is a bit hostile to those who want their kids to learn actual science.

did they succeed though? And if yes, did it came at the expense of "actual science"? An important lesson a parent should teach to their kids is that not 100% of what is taught to them is true and that some stuff taught to them is non-sense/political propaganda. In CA it is CRT, it TX it is Creationism. But which place will still teach them Algebra?

You should look up all that Texas SBoE has done in regards to science, math, history, and health and their often unique and counterfactual ideas on what should be taught.

Re: Samsung plans $17B chip plant in Taylor, Texas

#206
post #93

Earlier quoted context omitted.

tangentially related bit of trivium... when i was house hunting a looked at a house across from a fire station, and upon doing research about what it's like to live across from one, found that a.) they tend not to blast sirens upon exiting the station, in contrast to living near a hospital with an ED, and b.) the power grid segments that fire stations are on have priority and are less likely to lose power during blac…

I wonder if the siren thing varies from location to location, a good friend of mine lived right next to one and it seemed you couldn't go 15 minutes without being drown out by them heading out.

In NJ they go off all the time to alert the volunteers not at the station, and it's used for all emergencies, not just fires that need trucks to roll out.

Re: Samsung plans $17B chip plant in Taylor, Texas

#208

Earlier quoted context omitted.

Can they get similar talent with draconian social policies like abortion bans? If I suggested moving to Texas my wife would (rightfully) tell me to go fuck myself. There's been a lot of talk about Texas "turning blue" over the past few years and I wonder if these companies either moving their operations or building new plants there could be the tipping point.

"Can they get similar talent with draconian social policies like abortion bans? If I suggested moving to Texas my wife would (rightfully) tell me to go fuck myself." - I am very much against TX's policy on this. However, how many people are affected by this policy Vs how many kids will be denied Algebra in CA now? It is never 100% all good or bad policies in any place. It is always a mix. Rational people chose what's…

You're really comparing an abortion ban to delayed algebra?

Also, that was just a single example. If you want to stick to education, Texas lawmakers have also been trying to push a book ban for public schools just this past month.

There's also a bill targeting the concept of critical race theory that would ban curriculum where “an individual should feel discomfort, guilt, anguish, or any other form of psychological distress on account of the individual’s race or sex.”

This is significantly different from pros/cons like high taxes... there's a fairly strong current of anti-intellectualism across Texan politics.

Re: Samsung plans $17B chip plant in Taylor, Texas

#209

Earlier quoted context omitted.

This...but did Samsung quietly negotiate a "any further energy supply f*ck-ups are 100% on YOUR dime" deal with the State of Texas, or what? By several accounts, the TX grid got darn close to collapse last winter - at which point "ERCOT Op Center is next door, and we get top priority" would not get you a single erg.

What finance guy will ever approve this? I doubt that the service agreement would ever be approved with that clause.

You might want to do some research into the people in charge. You're kind of implying that those people would listen to bean counters over their pollsters. This is where the flaw in your logic is located. Also, you're using logic in the first place ;-)

Re: Samsung plans $17B chip plant in Taylor, Texas

#210

I worked at Samsung Austin Semiconductor for ten years as a software engineer. AMA. I very much love the people I worked with at SAS. It was one of the best experiences of my life and I'm very happy to see them expand like this. Wayne at Louie Mueller's BBQ had better add a few more pits, they're about to get a lot busier!

>I very much love the people I worked with at SAS.

What color is the boat house at Hereford?

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