31–40 of 142 posts
Earlier quoted context omitted.
I can only imagine what the Taiwanese can do in Arizona. Truly a synergy for the ages.
Maybe that's why yields there are better? [1] [1] https://www.tomshardware.com/tech-industry/semiconductors/ts...
More likely he compared the 4nm yield to the 3nm yield in Taiwan?
This is just anecdote, but my roommate's dad works in construction management specifically for semiconductor fabs, and he was working for about a year on one of Intel's new fabs in Arizona up until a few months ago when the entire project was suddenly scrapped. IIRC he got the sense it was someone high up in intel that decided to pull the plug on it.
how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?
Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply? Gamers are still buying them and so is everyone else Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform
Is America's semiconductor boom real? How much capacity are we building? What processes? What types of semiconductor products? High end? Middle? Low? How much capacity? Can we substitute or replace Taiwan in the future in the event of conflict? I can't watch the video right now, but I'm curious about its claims. Or any additional HNer context.
This video has lots of details, but conspicuously absent is exactly WHAT chips are being made in Arizona. I guess it's still a closely-guarded secret for some reason.
Earlier quoted context omitted.
I always thought it was funny that for my entire lifetime people have talked about Arizona being perfect for fabs because it's dry there and not subject to tremors meanwhile Taiwan where 60% of all chips are produced (and 90% of the most sensitive ones) is tropical and has earthquakes fairly frequently.
Maybe chaos monkeys help innovation
how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?
Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply? Gamers are still buying them and so is everyone else Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform
"China needs the American market because they can't make up the numbers for the rest of the world combined in the short term"
Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs? The US is only 5% of the world population. Europe isn't that poor and many chunks of Asia have a lot of wealth now. Yet America's appetite and more importantly capability of absorbing all manner of goods remains unimpaired...how?!
This is just anecdote, but my roommate's dad works in construction management specifically for semiconductor fabs, and he was working for about a year on one of Intel's new fabs in Arizona up until a few months ago when the entire project was suddenly scrapped. IIRC he got the sense it was someone high up in intel that decided to pull the plug on it.
Earlier quoted context omitted.
Maybe chaos monkeys help innovation
Chaos monkey yes...but more like desperation for survival. Its the same mentality that drives Israel. As been shown a few times, it mutates into a sick culture with unintended consequences...but obviously it does produce results.
This is just anecdote, but my roommate's dad works in construction management specifically for semiconductor fabs, and he was working for about a year on one of Intel's new fabs in Arizona up until a few months ago when the entire project was suddenly scrapped. IIRC he got the sense it was someone high up in intel that decided to pull the plug on it.
New CEO started in March, I vaguely recall him cancelling fabs. https://en.wikipedia.org/wiki/Lip-Bu_Tan
Earlier quoted context omitted.
I always thought it was funny that for my entire lifetime people have talked about Arizona being perfect for fabs because it's dry there and not subject to tremors meanwhile Taiwan where 60% of all chips are produced (and 90% of the most sensitive ones) is tropical and has earthquakes fairly frequently.
I can only imagine what the Taiwanese can do in Arizona. Truly a synergy for the ages.