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Intel and the $1.5T chip industry meltdown

economist.com

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Re: Intel and the $1.5T chip industry meltdown

#341

Post by lovich »

gadflyinyoureye wrote: post #300
whimsicalism wrote: post #282

Earlier quoted context omitted.

I do not think 4 million people+ died due to lockdowns in China.

Directly? No. By suicide and future complications due to having their life upended/destroyed yeah. The CCP should have purchase novavax for the shot (they still should given China’s low jab rate) and allowed the majority of people to live their lives. Covid for the majority posses little risk.

Kinda hard to take this seriously when you’re using anti vaxxer slang(jab). If you didn’t mean it that way just giving you a heads up that it immediately clocked as an anti vaxx dog whistle.

Re: Intel and the $1.5T chip industry meltdown

#342

Post by datavirtue »

iancmceachern wrote: post #319
teawrecks wrote: post #252

Earlier quoted context omitted.

So far the rumor is that they're laying off marketing folks, not engineers. And we paid them to expand their microchip infrastructure, not create jobs.

Thanks for this. I'm curious to dig a bit deeper. What is involved in expanding their microchip infrastructure? What would funds be spent on? It seems like hard tooling, buildings, fab lines, and then they need people to build install and run all that stuff. I guess I'm asking - am I missing something, like can they expand their microchip infrastructure without the labor of people? In my experience designing automati…

Every business I have started or contemplated starting has always relied 100% on the people needed to run it. Otherwise, nothing happens.

Re: Intel and the $1.5T chip industry meltdown

#343

Post by DeathArrow »

slickrick216 wrote: post #303
theptip wrote: post #288

Earlier quoted context omitted.

I'm confused by this take. Who is threatening Japan with cruise missiles? Certainly not China or Russia. North Korea, perhaps. The primary reason that we're concerned about semiconductor fab concentration in Taiwan is that China has consistently stated that it is going to invade Taiwan at some point (and that could be 2049 or in a few years for all we know). This is completely outside of any hypothetical scenarios of…

If China attempts an invasion on Taiwan it is not unrealistic to suggest they’ll also take a swing at Japan and at least try to destroy the fabs there.

China does not want Japan. They want Taiwan and preferably with chip factories intact.

Re: Intel and the $1.5T chip industry meltdown

#344

Post by atherpayer »

vkou wrote: post #340
MikePlacid wrote: post #330

Earlier quoted context omitted.

> I can't wait for the next grocery innovation of having the customers stock the shelves from the backroom before they can fill a sack with onions. Think bolder. As a software engineer in the Soviet Union I had to spend about three weeks each year in the collective farm fields planting, tending and harvesting potatoes and cabbages. Since some of my American friends are very fond of socialism these days - these types…

You were a professional software engineer in the Soviet Union while still being a high school student? Or do you mean to say that you were one in the 1940s, when people were packed into train cars to bring in the harvest, among other things? Something about this doesn't seem to entirely add up, given that workers in government and defense-critical industries weren't exactly rounded up a la carte to work the fields. N…

No post body was provided.

Re: Intel and the $1.5T chip industry meltdown

#345

Post by atherpayer »

vkou wrote: post #340
MikePlacid wrote: post #330

Earlier quoted context omitted.

> I can't wait for the next grocery innovation of having the customers stock the shelves from the backroom before they can fill a sack with onions. Think bolder. As a software engineer in the Soviet Union I had to spend about three weeks each year in the collective farm fields planting, tending and harvesting potatoes and cabbages. Since some of my American friends are very fond of socialism these days - these types…

You were a professional software engineer in the Soviet Union while still being a high school student? Or do you mean to say that you were one in the 1940s, when people were packed into train cars to bring in the harvest, among other things? Something about this doesn't seem to entirely add up, given that workers in government and defense-critical industries weren't exactly rounded up a la carte to work the fields. N…

No post body was provided.

Re: Intel and the $1.5T chip industry meltdown

#346

Post by badcppdev »

bee_rider wrote: post #259
d_graeme wrote: post #243

Earlier quoted context omitted.

Exactly. Tbh its constantly surprising why Americans view the CCPs zero-covid policy as a failure. Even the most pessimistic reports (based on actual facts, not tabloid-driven wishful thinking) acknowledges that China has avoided at least 2 million+ deaths through their zero covid policy. Is the right to life no longer a human right? Or have a lot of us so internalized anti-China propaganda that we're no longer able…

They've also saved themselves some of the long-term cost of long COVID, which is a fun mystery we've signed up for in the US. Also weren't they working with a less effective vaccine?

They haven't actually dealt with Covid yet. Their immunisation rates are low and the vaccines they've used are not the best. It's an ongoing process where they are still flattening the curve. They aren't back to normal.

And this happened yesterday: https://www.reuters.com/world/china/china-delays-release-eco... . The market opinion is that the financial data is very bad so they don't want to release it. And this is quite coupled to their ongoing Covid policies.

Re: Intel and the $1.5T chip industry meltdown

#347

Post by rank0 »

chernofool wrote: post #107
bfung wrote: post #14

Earlier quoted context omitted.

There’s gov intervention now, not due to shortage nor Covid related supply, but strategic moves that’s happening between US and China. With China having “seized” Hong Kong, and Russia invading Ukraine, flags went up signaling that the next major move in the future could be China invading Taiwan. And Taiwan is where the most advanced chips are made. In parallel news, playing with the open source AI models, it’s clear…

Are you certain that AI is used in any of the tech that the US is sending to Ukraine? It's mostly cold war era equipment, designed around the '90s or earlier. Modern AI also seems very failure-prone for military applications around populated areas.

What about the air defense systems? Those things surely need advanced compute.

There’s also drones, communications systems, electronic warfare systems, jets etc…

Re: Intel and the $1.5T chip industry meltdown

#348

Post by lovich »

d_graeme wrote: post #243
whimsicalism wrote: post #212

Earlier quoted context omitted.

Braindead from an American perspective, it is also likely those policies have averted upwards of 4 million deaths.

Exactly. Tbh its constantly surprising why Americans view the CCPs zero-covid policy as a failure. Even the most pessimistic reports (based on actual facts, not tabloid-driven wishful thinking) acknowledges that China has avoided at least 2 million+ deaths through their zero covid policy. Is the right to life no longer a human right? Or have a lot of us so internalized anti-China propaganda that we're no longer able…

More likely it’s many people who are of the mindset that lockdowns did nothing/weren’t worth it, that’s prevalent in the US. If you think the activity is useless then it would look pretty bad given all the downsides of lockdowns

Re: Intel and the $1.5T chip industry meltdown

#349

Post by TillE »

hayst4ck wrote: post #323
coryfklein wrote: post #200

Earlier quoted context omitted.

Despite being close to China as the crow flies, the geopolitical difference between Japan and Taiwan means they could be on opposite sides of the globe.

Can you break that down? I am not sure I understand what you mean.

They're different countries with entirely different relationships to the PRC.

Re: Intel and the $1.5T chip industry meltdown

#350

Post by foobarian »

PuppyTailWags wrote: post #314
ansible wrote: post #263

Earlier quoted context omitted.

I disagree. We've already passed the tipping point for tech, and investment will continue to accelerate. This is true for various form of artificial intelligence, and the rest of tech. Businesses in general started to see the appeal around the time that the Google Assistant, Cortana, Alexa and Siri started to become actually useful and desired by the general public. Because of that, there will continue to be a push t…

I disagree current systems can turn a web search that presents results in a pleasing manner. I had a horrible time trying to find a specific musician's work on YouTube just last night. It kept recommending me completely unrelated vids as if I was browsing just to browse. It couldn't seem to comprehend that even though I usually watch cute cat videos today I am searching for music, even when I was exact quoting the au…

The current Alexa experience is like guessing the syntax in the early 90s adventure games. It's horrible :-)
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