The US cost of stationing forces, patrols, and readiness in the pacific is probably 20-40 billion USD per year. cut that huge subsidy and Taiwan ceases to exist within several years. 5%? we should really evaluate if we need a long term dependency on taiwan. It would probably be better to evacuate them all.
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
41–50 of 761 posts
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#42This is why tariffs matter. Despite the US having much higher wages, and likely property and infrastructure costs, manufacturing is only 5-20% more for these high tech products. Corporations outsourced not because they couldn't compete, but because why leave 10% on the table when we can reward the executives with that cash instead of the labor?
Same thing with Nokia. They still had factories in Finland in the 2010s. They were profitable, but margins were better on the factories in Asia.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#43What I really want to know, from someone who does know: Is Intel cooked? Like, will they be able to manufacture chips that compete with TSMC? They used to be a crown-jewel of US tech. But it seems like every time I read the news, they are announcing a delay or shutting down some product.
Tldr; yes they are kind of cooked
Why is the government bailing them out then? Is that just good money thrown after bad?
Regardless, it seems like the company leadership should be gutted (the same could be said of Boeing) and the company given over to a new technically-grounded leadership team.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#44This is why tariffs matter. Despite the US having much higher wages, and likely property and infrastructure costs, manufacturing is only 5-20% more for these high tech products. Corporations outsourced not because they couldn't compete, but because why leave 10% on the table when we can reward the executives with that cash instead of the labor?
These plants have nothing to do with tariffs though? They were in development prior to any tariffs and were partially funded by the CHIPS act. If anything, that’s the opposite of tariffs…
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#45Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#46Earlier quoted context omitted.
Tldr; yes they are kind of cooked
Why is the government bailing them out then? Is that just good money thrown after bad? Regardless, it seems like the company leadership should be gutted (the same could be said of Boeing) and the company given over to a new technically-grounded leadership team.
I'm surprised the US just doesn't fund a new fab company or consortium, like Japan did with Rapidus.
But I guess "too much socialism"
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#47What I really want to know, from someone who does know: Is Intel cooked? Like, will they be able to manufacture chips that compete with TSMC? They used to be a crown-jewel of US tech. But it seems like every time I read the news, they are announcing a delay or shutting down some product.
I definitely get the vibe that they are rotten to the core from the same financialization strategies that have destroyed Boeing, TI, etc.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#48The article doesn’t say, but I assume these are SOTA AI chips? If so, it’s a huge deal that American can build them. Another interesting point: > AMD and larger rival Nvidia Corp. recently gained a reprieve on restrictions imposed on shipments of some types of artificial intelligence accelerators to China. It’s still not clear how many licenses will be granted — or how long the companies will be allowed to ship the c…
That is certainly what they are lobbying for and I think I agree with the lobbyists for once. Huawei is shaping up to become a strong competitor if left at it and it's probably in the US's best interest to just let Nvidia and AMD sell to China to maintain the hardware monopoly for longer.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#49Earlier quoted context omitted.
Shipping the chips back to Taiwan to be packaged so they can then be shipped back to the United States for sale is a positive? What are you talking about?
It's better (for the US) than if they're made elsewhere, packaged elsewhere, then sold here.
Looking at all of the places in the US that used to make things before those things were made elsewhere, I'd say it's not better for the US.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#50Earlier quoted context omitted.
But the boat is already going back empty
and then the chips stay in Asia?
then 5 pounds of chips on the way back is worth millions of dollars so it can be flown on a passenger jet or fedex jet that is already going here. or a boat and take up 3% of a container