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Samsung boosts non-memory chip investment to $151B

reuters.com

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Re: Samsung boosts non-memory chip investment to $151B

#51

Post by orbifold »

csomar wrote: post #44
throwaway4good wrote: post #34

Earlier quoted context omitted.

That is a very American perspective on things. Hundreds of thousands of US troops are stationed in Germany, Japan, Korea here 75 years after the end of the second world war. Do you think we would like them to stay for another decade? Our politicians may not be in a position to say so, but we would really like our land to be free of foreign troops. As would any other nation.

I don't think so. > German Chancellor opposes US troop withdrawal plan https://www.aa.com.tr/en/europe/german-chancellor-opposes-us... Without having a powerful army, Europe is just an order from being invaded by Russia.

Sure because Russia has a long history of attacking Western Europe unprovoked. Napoleon, WW1, UK US intervention in the Revolution, Polish Invasion and WW2 clearly had Russia as an Aggressor.

Re: Samsung boosts non-memory chip investment to $151B

#52

Post by Paradigma11 »

orbifold wrote: post #51
csomar wrote: post #44

Earlier quoted context omitted.

I don't think so. > German Chancellor opposes US troop withdrawal plan https://www.aa.com.tr/en/europe/german-chancellor-opposes-us... Without having a powerful army, Europe is just an order from being invaded by Russia.

Sure because Russia has a long history of attacking Western Europe unprovoked. Napoleon, WW1, UK US intervention in the Revolution, Polish Invasion and WW2 clearly had Russia as an Aggressor.

Or more recently:

https://en.wikipedia.org/wiki/Hungarian_Revolution_of_1956

https://en.wikipedia.org/wiki/Prague_Spring

or those russian soldiers on holiday in the ukraine.

Re: Samsung boosts non-memory chip investment to $151B

#53

Post by baybal2 »

ithkuil wrote: post #47
baybal2 wrote: post #46

Earlier quoted context omitted.

There are only 2-3 construction companies globally who build factories as complex as modern semi fabs. Imagine, where they get their workers? They import them all from their home countries.

What are their home countries? Sorry I could do my own research, but since you made a comment that implied you had a piece of information at hand, I feel I may just get it easier this way.

Exyte (Germany) was a big one. I myself haven't been up to date with news in the industry for around 10 years since I abandoned all attempts to enter the industry.

Re: Samsung boosts non-memory chip investment to $151B

#54

Post by FooBarWidget »

threeseed wrote: post #37
FooBarWidget wrote: post #27

Earlier quoted context omitted.

That is a very western-centric view. Outside of the west and India, Huawei is still going strong. Support for China is quite high in the middle east and in Africa, where many people are skeptical of western narratives about China. Furthermore, Huawei isn't the only Chinese party that needs advanced chips. Other Chinese phone makers such as Oppo and Xiaomi aren't banned. But they have become wary of US dependence and…

This comment would have been more accurate a year or two ago. But with the Belt and Road Initiative struggling to deliver on many of its infrastructure projects countries are increasingly reluctant to get back into bed with China. More so now that the world has seen what happens if you don't bow down to China's every demand i.e. Australian style economic blackout. My point still stands that if I was a fab right now I…

What do you make of RCEP then?

Re: Samsung boosts non-memory chip investment to $151B

#55

Post by headmelted »

baybal2 wrote: post #42
inglor_cz wrote: post #41

Earlier quoted context omitted.

I wonder what the situation looks like today. Probably better, because losing senior engineers in a situation when the field has shrunk to Samsung, TSMC and Intel, would be a huge pain.

TSMC's salaries have doubled, but that only means that an engineer with 5-7 years experience gets $43k-$58k. The rest of the industry is still around $34k-$45k That lags behind the wage growth in the rest of Taiwan.

Not challenging this but do you have a link?

If that’s the case that’s really surprising given how significant TSMC is to Taiwan politically.

Re: Samsung boosts non-memory chip investment to $151B

#56

Post by frant-hartm »

orbifold wrote: post #51
csomar wrote: post #44

Earlier quoted context omitted.

I don't think so. > German Chancellor opposes US troop withdrawal plan https://www.aa.com.tr/en/europe/german-chancellor-opposes-us... Without having a powerful army, Europe is just an order from being invaded by Russia.

Sure because Russia has a long history of attacking Western Europe unprovoked. Napoleon, WW1, UK US intervention in the Revolution, Polish Invasion and WW2 clearly had Russia as an Aggressor.

In WW2 Russia actually was one of the aggressors.

Re: Samsung boosts non-memory chip investment to $151B

#57

Post by NicoJuicy »

csomar wrote: post #44
throwaway4good wrote: post #34

Earlier quoted context omitted.

That is a very American perspective on things. Hundreds of thousands of US troops are stationed in Germany, Japan, Korea here 75 years after the end of the second world war. Do you think we would like them to stay for another decade? Our politicians may not be in a position to say so, but we would really like our land to be free of foreign troops. As would any other nation.

I don't think so. > German Chancellor opposes US troop withdrawal plan https://www.aa.com.tr/en/europe/german-chancellor-opposes-us... Without having a powerful army, Europe is just an order from being invaded by Russia.

You are severely overestimating Russia's army and underestimating Europe's.

Russia isn't even in the same league of spending power and the Soviet army of the past was way stronger.

While Russia spends a lot of money on their army ( % wise), they don't have the resources to renew it. What's left is a lot of old gear and some renewed one.

As a counter perspective, Ukraine would have made it's naval fleet completely unusable, as it needs to pass that country for getting anywhere.

And Europe ( in the last 30 years) came within missile range of Moscow, since the fall of the USSR.

The propaganda of Russia is mostly power related, but they are certainly not as powerful as they seem. And the cards don't look that great too.

A lot of their resources depend on oil/gas purchases from Europe and Europe is investing in alternative sources, while Russia can't raise the prices for their citizens/neighboring countries.

Eg. The pipeline Russia mostly invested in to Germany has been halted, because of Alexei Navalny: https://www.cleanenergywire.org/factsheets/gas-pipeline-nord...

And last but not least, as a belgian citizen, i appreciate US presence and have no desire for foreign troops to withdraw. We all share ( mostly) the same/similar culture and perception.

Re: Samsung boosts non-memory chip investment to $151B

#58

Post by solveit »

throwaway4good wrote: post #34
lifeisstillgood wrote: post #21

This is not just some pork-barrel politics of bribing a company to stay in a given country. S Korea will view this similarly to Taiwan - their chip fabs are existential to their country and state. The USA is becoming more isolationist - it is nearly oil-independent, so it's signalling pulling out of the middle east (deals with Iran etc). But it is not silicon-independent. So S Korea and Taiwan are totally dependent o…

That is a very American perspective on things. Hundreds of thousands of US troops are stationed in Germany, Japan, Korea here 75 years after the end of the second world war. Do you think we would like them to stay for another decade? Our politicians may not be in a position to say so, but we would really like our land to be free of foreign troops. As would any other nation.

As a Korean, I would very much like US troops to stay for another decade and more. I'm not sure why everyone's talking about Russia, but my worries are firmly fixated around China.

Re: Samsung boosts non-memory chip investment to $151B

#59

Post by AYBABTME »

throwaway4good wrote: post #34
lifeisstillgood wrote: post #21

This is not just some pork-barrel politics of bribing a company to stay in a given country. S Korea will view this similarly to Taiwan - their chip fabs are existential to their country and state. The USA is becoming more isolationist - it is nearly oil-independent, so it's signalling pulling out of the middle east (deals with Iran etc). But it is not silicon-independent. So S Korea and Taiwan are totally dependent o…

That is a very American perspective on things. Hundreds of thousands of US troops are stationed in Germany, Japan, Korea here 75 years after the end of the second world war. Do you think we would like them to stay for another decade? Our politicians may not be in a position to say so, but we would really like our land to be free of foreign troops. As would any other nation.

I'm in Korea and I've yet to meet someone who actually wants the US troops out. I've met people vaguely annoyed with drunken US soldiers and stuff like that, but as far as annecdata goes, I think Korea wants US troops.

Re: Samsung boosts non-memory chip investment to $151B

#60

Post by Anarch157a »

threeseed wrote: post #18
totalZero wrote: post #5

Earlier quoted context omitted.

There is a chance that what we are observing is different from the past demand spikes. The way we work and learn has changed, and it doesn't look like a reversion to pre-telework habits will ever fully occur. Several companies (including Salesforce, Twitter, Square, and Spotify) have said that telework will be a significant part of their post-pandemic reality. Meanwhile, electric vehicles are slowly but surely taking…

Also don't forget crypto which is still growing and demands custom hardware. And the continued move within the enterprise towards using cloud computing and SaaS products. No matter which way you look there is an increasing demand for silicon.

With Ethereum adopting proof of stake, Bitcoin will be left as the only driver for mining hardware. Even they will have to move to proof of stake some day, since it's not sustainable.

I believe that the bigest drivers for silicon demand will be IoT devices, including automobiles, especialy when they become more affordable in the 3rd world.

The pressure from SaaS and cloud is more predictable than the consume market, sonthe semi industry can plan ahead, IoT not so much. Just see how the auto industry was caught by surprise by the increased demand.

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