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Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

reuters.com

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Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#231

Post by xadhominemx »

daniel-cussen wrote: post #105
roughly wrote: post #18

Earlier quoted context omitted.

But we saved some money by shuttering all our factories and outsourcing everything, so, who's to say what the right answer was. (/s)

Yeah that's your answer right there. American management, at least those who go to business school, like how can I put it fairly to the people I know who've studied business...They just fucking hate paying wages. It's a huge business school teaching to treat wages and taxes as counterproductive. Are you really going to propose American management likes paying taxes? The fair thing to say is they fucking hate paying t…

Intel’s two core issues are engineering failures — process technology and processor architecture. Nothing to do with the MBAs

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#232

Post by xadhominemx »

coolso wrote: post #199
heurist wrote: post #192

Earlier quoted context omitted.

Bernie was saying the same things before Trump showed up - this is a general trend, not caused by anyone in particular.

Politicians of all sorts have been saying lots of things for decades. The fact is, nobody as influential or as powerful as Trump ever actually did anything about most of them. In particular, the anti-China anti-offshoring sentiment. It took Trump yelling about it from the rooftops for over 5 years, and getting over half the population as passionate about it as he was, and then Trump actually doing things about it whi…

Trump didn’t do anything about it either

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#233

Post by s1artibartfast »

snemvalts wrote: post #224
RspecMAuthortah wrote: post #221

What would be some good stocks to invest to capitalize this? Perhaps some trading in Russian/Ukrainian Stock Exchange? Is there any significant US company listed in Nasdaq or NYSE in this space?

Don't put any money into both stock exchanges right now, especially the russian one.

Why not? Seems like a great time. Buy low

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#234

Post by xadhominemx »

honkycat wrote: post #123
atlantas wrote: post #10

90%! Did we really let ourselves become so reliant on Ukraine and Taiwan for computer chips? Taiwan being the next country most under threat. In fact, Reuters just reported that "Taiwan warns Chinese aircraft in its air defence zone" https://www.reuters.com/world/asia-pacific/taiwan-reports-ni...

It is so disgusting to me that we allowed our oligarch class to de-industrialize our country and ship all of the jobs and everything we built overseas. 100 years of industrialization and worker movements gutted, abandoned, and disassembled with the help of our two-faced neo-liberal[0] government. And for what? 40 years of profit for the 1%? And then encountering the fact that we have outsourced ourselves into a profo…

Neon purification and leading edge chip manufacturing concentrating in Ukraine and Taiwan respectively have nothing to do with neoliberalism. The former is a historical accident rooted in soviet space laser initiatives, and the latter is because TSMC executed technology development better than western, Japanese, and Korean competitors

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#235

Post by verve_rat »

s1artibartfast wrote: post #233
snemvalts wrote: post #224

Earlier quoted context omitted.

Don't put any money into both stock exchanges right now, especially the russian one.

Why not? Seems like a great time. Buy low

Because sanctions might mean you can't get your money back from Russia.

And Ukraine might not exist as a country soon.

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#236

Post by serf »

amelius wrote: post #133
umvi wrote: post #46

Russia's actions make me nervous that China will be emboldened to do the same for Taiwan

Yes this is scary. Chinese defense budget is considerable at 1/3 of US budget.

I always think that's a weird comparison when it's made; the U.S. has a long history of hiding 'true-black' project budgets in non-military (usually scientific) ledgers.

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#237

Post by lazide »

baq wrote: post #121
mym1990 wrote: post #37

Earlier quoted context omitted.

"We saved some money" is how economics works in price competitive markets. This is a result of many players doing what keeps each one competitive, but without collaborating on what the large scale effects are down the road.

economists have a certain tendency to disregard tail events, which happen much more often than they think, as they don't follow the normal distribution. there's been a plethora of six sigma market movements in the past few years, and six sigma by definition should happen once every 3 million observations or so...

ML models do the same thing - it’s over fitting.

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#238

Post by coenhyde »

s1artibartfast wrote: post #233
snemvalts wrote: post #224

Earlier quoted context omitted.

Don't put any money into both stock exchanges right now, especially the russian one.

Why not? Seems like a great time. Buy low

Ever heard the phrase "don't try to catch a falling knife"? We don't know how far this crisis will go. And we've only just started on the path of serious sanctions.

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#239

Post by mannerheim »

roughly wrote: post #18
atlantas wrote: post #10

90%! Did we really let ourselves become so reliant on Ukraine and Taiwan for computer chips? Taiwan being the next country most under threat. In fact, Reuters just reported that "Taiwan warns Chinese aircraft in its air defence zone" https://www.reuters.com/world/asia-pacific/taiwan-reports-ni...

But we saved some money by shuttering all our factories and outsourcing everything, so, who's to say what the right answer was. (/s)

How do you identify all the vital components for not just what you need to manufacture, but the components of those components? How many people here knew Ukraine was a major producer of neon prior to this, and its importance to semiconductor manufacturing?

You could try to become totally autarkic, but then you have to support a national semiconductor industry along with every industry it relies upon indefinitely, while foreign semiconductor companies won't be encumbered by restrictions to purchase every component for their process from within your country; they, at least, will have the option to go with the cheapest or the best options. And so, if you want your national semiconductor industry's chips to actually be used, you have to provide incentives for that, too, and/or require domestic electronics companies to use their chips. Then, since you're making domestic electronics companies uncompetitive, you have to incent consumers to purchase those electronics, ban or heavily tax foreign electronics...

In a modern, globalised economy, it seems to me the only way to have a semiconductor industry that isn't vulnerable to these sorts of problems is full top-down control of a substantial chunk of the economy.

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