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Intel and the $1.5T chip industry meltdown

economist.com

391–400 of 734 posts

Re: Intel and the $1.5T chip industry meltdown

#391
post #73
post #19

Earlier quoted context omitted.

> tl:dr Global recession => lower chip demand for consumers Global recession is to blame for everything. I'm waiting for some years for payable video card, nothing special, but i guess Global recession is to blame. /s

You're waiting for a "payable video card" after prices crashed to an all time low? There are 3090s getting dumped for <$800 now. Is a 50% drop not enough for you?

That's a 3090 with terrible power draw. Not a decent 200-300€ card

Re: Intel and the $1.5T chip industry meltdown

#392
post #188

Earlier quoted context omitted.

How does it do little to diversify these fabs? The current situation is that if China invades Taiwan, the entire Western world is compelled to engage militarily over Taiwan's high end chip fabs. It cannot be overstated how much we depend on that, if TSMC operates in other countries, we don't HAVE to engage in WW3.

A fab in Ohio, Oregon, or Arizona 10,000 km from China is safe from threats like cruise missiles that the proposed fab 1000 km from China in Japan or South Korea would not be. It's not so much that cruise missiles used on civilian targets in South Korea or Japan would not be a reason to start WW3, more that it would be less tempting.

Long range Cruise missles can hit Ohio Oregon or Arizona just as easily

Re: Intel and the $1.5T chip industry meltdown

#393
post #154

Earlier quoted context omitted.

Fine, I'll bite. I downvoted you because TLS 1.3 isn't a conspiracy to make your old stuff break, and such an allegation is undeserving of a reply. You should be able to run an HTTP/S proxy supporting TLS 1.3 on any machine, issuing your own cert to machines that insist on unsupported HTTPS connection types, and route most of your traffic through it without issue. Raspberry Pis are out of stock because 1) companies t…

TLS 1.3 is not more secure then TLS 1.2 Now Mojang and Rockstar (on azure) have disabled TLS 1.2 on their servers on purpose to lockout Windows 7. Windows 10 offers NOTHING of value compared to Windows 7.

You should give https://www.cloudflare.com/learning/ssl/why-use-tls-1.3/ a read. Put briefly, TLS 1.2 supports cyphersuites that make it less secure and requires more roundtripping. It's not a surprise to me that some folks don't support it.

Furthermore, the makers of Minecraft and Grand Theft Auto don't owe you the ability to use outdated OSes if you're using a service they maintain. They probably didn't intend to break your workflow, and instead wanted to make their own stuff more secure.

If you're not a W10 fan, you could always run Minecraft on Linux. I think GTA V works on there as well. Either way, there's an out.

Re: Intel and the $1.5T chip industry meltdown

#394

We've reached or are approaching "peak tech". The other day we were discussing Pablo Azar, "Computer Saturation and the Productivity Slowdown" (Federal Reserve Bank of New York Liberty Street Economics, October 6, 2022) [1] Simply reinventing systems and deliberately obsoleting stuff to create fake demand is over. The metaverse isn't hoing to happen. People are fatigued with tech. We're entering a different era in wh…

On the contrary, I think the next decade will call for a revolution in physical technologies as opposed to the web-centric mentality of the past few decades.

Re: Intel and the $1.5T chip industry meltdown

#395

Earlier quoted context omitted.

A fab in Ohio, Oregon, or Arizona 10,000 km from China is safe from threats like cruise missiles that the proposed fab 1000 km from China in Japan or South Korea would not be. It's not so much that cruise missiles used on civilian targets in South Korea or Japan would not be a reason to start WW3, more that it would be less tempting.

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…

> Who is threatening Japan with cruise missiles? Certainly not China or Russia. North Korea, perhaps.

China has said that they believe that, in the event of hostilities over Taiwan, they will be obligated to strike US forces everywhere in the region -- and the US Navy still has a strong presence in Japan. Also S. Korea and the Philippines.

This means potentially launching missiles at these countries too, and the Chinese have made it very clear to all involved that they will consider and/all US allies in the region as potential belligerents and act accordingly. AKA military action against Japan and SK, and possibly Australia and NZ. It is just another part of the Taiwan political calculus.

Point is: moving the fabs out of Taiwan doesn't mean shit if they're still in a country that China could strike, and in the case of Japan, would likely strike, in the event of hostilities.

Re: Intel and the $1.5T chip industry meltdown

#396
post #341

Earlier quoted context omitted.

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.

I disagree that that is anti-vaxxer slang, I think it is just a Britishism. Indeed I believe their govt calls it a jab.

Re: Intel and the $1.5T chip industry meltdown

#397

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…

I could make the same baseless argument that many people also died due to the over restrictive policies and draconian imprisonment tactics. Of course 0-covid is only possible if it is maintained forever, because like it or not the rest of the world still has covid.

So in your version of reality, 2 million+ Chinese have died due to 'over restrictive policies and draconian imprisonment tactics' post covid-19.

Re: Intel and the $1.5T chip industry meltdown

#398

Earlier quoted context omitted.

Em... I doubt that semiconductor industry is the thing to lead us to WW3.

I think you underestimate the dependency of all modern economy on semiconductor industry. I honestly think there is 100% chance that if China invaded Taiwan today, the US would declare war and send troops to defend Taiwan. In contrast, I think there is >0% chance that the US would not declare war on Russia if they did a (tactical) nuclear attack in Ukraine.

No you massively overestimate the importance of economics or semiconductor industry. Whatever will happen to Taiwan has nothing to do with Chips.

For China it's about nationalism, for US it's about protecting allies/upholding treaties and protecting democracy from the strongest authoritarian regime. Chips are not important. After all chances are high they might be destroyed even in a successful defense of Taiwan.

As a Ukranian American I wish we had and were doing more for Ukraine but it's not about chips or economics. Ukraine had only recently grown closer to the US. The US has promised to defend Taiwan for a long time (well sort of, arguably the US does keep some strategic ambiguity about this which might let it wiggle out)

Re: Intel and the $1.5T chip industry meltdown

#399

Earlier quoted context omitted.

I think you underestimate the dependency of all modern economy on semiconductor industry. I honestly think there is 100% chance that if China invaded Taiwan today, the US would declare war and send troops to defend Taiwan. In contrast, I think there is >0% chance that the US would not declare war on Russia if they did a (tactical) nuclear attack in Ukraine.

I wish I could remember the origin of this. But a quip on this idea I had read was along the lines of "If China invaded Taiwan and Kansas, the US would send troops to Taiwan first". Whether you want to call Taiwan an ally, a protectorate, vassal or whatever your political standpoint would dictate, the US is very protective of Taiwan.

Yes but not because of the chips

Re: Intel and the $1.5T chip industry meltdown

#400

Earlier quoted context omitted.

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.

Why? If China decides to invade Taiwan surely they'll do everything they can to not give the rest of the world a reason to intervene. They want Taiwan not a war with the entire west all at once.

> If China decides to invade Taiwan surely they'll do everything they can to not give the rest of the world a reason to intervene.

That only works if the rest of the world hasn't already decided to intervene.

And sure - NATO isn't "the rest of the world"; but militarily, it might as well be.

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