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America’s semiconductor boom [video]

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Re: America’s semiconductor boom [video]

#51
post #49

If you haven't already, I encourage you to subscribe this guys channel - Asianometry. How he finds the time to reserach in such detail such a wide range of tek-related subjects is beyond me.

He probably has a team who helps him. He makes bank so not unrealistic

I think he still has a dayjob actually, or at least until recently. So I'm not sure wether he has staff.

Re: America’s semiconductor boom [video]

#52
post #49

If you haven't already, I encourage you to subscribe this guys channel - Asianometry. How he finds the time to reserach in such detail such a wide range of tek-related subjects is beyond me.

If you know about a topic well, his videos are not as accurate as he may try to make you believe

Re: America’s semiconductor boom [video]

#53

Earlier quoted context omitted.

The talent is already here, the employers just need to pay better.

And attract them away from what? What are these skilled people doing? Does a photolithography skill set enable you to moonlight at some other gig such that they're here and keeping their skills fresh and we're just not noticing?

Software. Talk to anybody in the hardware space, and compare their experience to software.

Hell, the only two people I see in this thread that claim hardware experience are saying that it's a better career move to switch to software.

Software is easier, pays better, and has far better employers. Until hardware companies realize the situation they've created, they will lose their workforce to greener pastures.

Re: America’s semiconductor boom [video]

#54

Earlier quoted context omitted.

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

I keep seeing this in every industry. "We can't give up America because they buy so much" "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…

America is rich as fuck dog.

Re: America’s semiconductor boom [video]

#55
I love Asianometry! The semiconductor history videos are incredible. The level of quality on that channel just blows my mind. It’s one of the best examples of the revolution happening in high-quality, independently produced content.

I actually first heard about it from the Acquired podcast, which is another great example of that same trend.

Re: America’s semiconductor boom [video]

#56

Earlier quoted context omitted.

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

I keep seeing this in every industry. "We can't give up America because they buy so much" "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…

It's wild but true. History provides a partial explanation. In 1960 the US was 40% of the world economy while only being 5% of the world population. It's still about 25% of the world economy today.

The thing is that WW2 decimated most of the advanced economies outside of the US, and for decades afterwards many of them simply weren't managed for growth (i.e. the Soviet bloc). So the US had a huge head start and never stopped running. To this day you still don't really see many other countries being as fixated on juicing consumer spending as the US is. The big play of the last few decades has been all these emerging economies getting good at exports and making a lot of money that way, which has cut into the US' lead, but once they have the money they tend to be less aggressive about getting it circulating internally - it accrues to a fairly small number of people and/or they just sit on a lot of it.

Re: America’s semiconductor boom [video]

#57

Earlier quoted context omitted.

Does America need to produce the talent or can they import it?

America could import it if the current administration wasn’t so hell bent on repelling global talent through inflicting great cost and uncertainty upon the talent

Even this forum can’t decide whether skilled personnel are a boon because they positively contribute to the local economy, or a negative because they undermine employment prospects for locals.

Re: America’s semiconductor boom [video]

#58

Earlier quoted context omitted.

And attract them away from what? What are these skilled people doing? Does a photolithography skill set enable you to moonlight at some other gig such that they're here and keeping their skills fresh and we're just not noticing?

Software. Talk to anybody in the hardware space, and compare their experience to software. Hell, the only two people I see in this thread that claim hardware experience are saying that it's a better career move to switch to software. Software is easier, pays better, and has far better employers. Until hardware companies realize the situation they've created, they will lose their workforce to greener pastures.

Software has also benefitted from a massive tax subsidy relative to hardware, as the latter requires a massive capital investment. Hardware requires expensive real estate, and benefits from saving the spending, whereas software can exist on debt and small footprints.

Re: America’s semiconductor boom [video]

#59
post #57

Earlier quoted context omitted.

America could import it if the current administration wasn’t so hell bent on repelling global talent through inflicting great cost and uncertainty upon the talent

Even this forum can’t decide whether skilled personnel are a boon because they positively contribute to the local economy, or a negative because they undermine employment prospects for locals.

I think the policy is “immigrate your complement.”

Re: America’s semiconductor boom [video]

#60
post #49

If you haven't already, I encourage you to subscribe this guys channel - Asianometry. How he finds the time to reserach in such detail such a wide range of tek-related subjects is beyond me.

If you know about a topic well, his videos are not as accurate as he may try to make you believe

That’s a good point, he did a video in my space recently and while it sounded impressive it was clear he only had a surface level understanding of the domain. Still impressive, but I find it hard to trust folks that represent themselves as experts on topics they’re not really experts in.
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