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AMD CEO sees chips from TSMC's US plant costing 5%-20% more

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Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#501

Post by kulahan »

fc417fc802 wrote: post #427
kulahan wrote: post #359

Earlier quoted context omitted.

Surely we could just move a subsidy around. Do we really need ALL of those corn fields? It’s not even a particularly nutritious crop.

It's calorie dense and exceedingly easy to store for long periods, providing us with an extremely high degree of food security. That said I agree with the sentiment that farm subsidies could probably use some improvement.

Americans are not in need of high calorie density, and 90% of this corn isn't being eaten anyways. Rice is easier to grow, eaten readily by more of the world, easier to store, easier to transport, etc. - there really isn't a great argument for corn.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#502

Post by kulahan »

johanyc wrote: post #423
Gee101 wrote: post #364

Earlier quoted context omitted.

What is interesting is if the world is not that reliant on Taiwan chips anymore would China really care that much about Taiwan?

They would. The main reason has always been the location. It’s right at the doorstep of China. It’s the same reason when Russia tried to install missile in Cuba, Americans dont like that. Cuba “crisis” is actually a US centric term. Also on east coast of Taiwan, theres a deep waters, submarines can enter pacific ocean much more stealthily. Everything else is just bonus to them. Semiconductors, supporting nationalism,…

This seems more correct. It's the same reason they got involved in the Korean war - didn't want anyone to cross the Yan(?) river that wasn't an ally of China. Too close for comfort.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#503

Post by dreamcompiler »

atonse wrote: post #23
dhruvmittal wrote: post #12

Honestly I thought they might be even more expensive than this 5%-20%, it's good to see that it's not a 100% more expensive. While it seems we've learned some lessons about supply chain resiliency, I'm sure there's a number that puts the brakes on this thing.

Probably because they aren’t human labor intensive and most of the costs of fabs are in construction and equipment, and almost all of the expensive lithography stuff comes from ASML (a Dutch company)?

The EUV light source comes from ASML which is indeed Dutch. Although the technology (zapping tiny droplets of tin with a laser as they fall through space) was largely invented in the US. It's an extremely complicated and expensive kludge but it works.

https://en.m.wikipedia.org/wiki/Extreme_ultraviolet_lithogra...

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#504

Post by Nathanba »

tstrimple wrote: post #491
baggy_trough wrote: post #473

Earlier quoted context omitted.

In what way? This is a huge part of their message.

It's more a huge part of messaging from conservatives about liberals. And that you think otherwise indicates your media bias. Democrats respond to Republican cultural issues. As they should. When Republicans state that immigrants are eating your cats and dogs you'd better well fucking address the nonsense otherwise people like you start thinking Haitians are actually out there eating people's pets.

[flagged]

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#505

Post by fc417fc802 »

kulahan wrote: post #501
fc417fc802 wrote: post #427

Earlier quoted context omitted.

It's calorie dense and exceedingly easy to store for long periods, providing us with an extremely high degree of food security. That said I agree with the sentiment that farm subsidies could probably use some improvement.

Americans are not in need of high calorie density, and 90% of this corn isn't being eaten anyways. Rice is easier to grow, eaten readily by more of the world, easier to store, easier to transport, etc. - there really isn't a great argument for corn.

> 90% of this corn isn't being eaten anyways

But it could be. I don't have to consume the canned food in my basement for it to provide food security in the event of a natural disaster.

I'm finding exact numbers difficult to come by but rice requires noticeably more water to grow. Dried corn kernels are approximately equivalent to dried rice when it comes to storage and transport.

There really isn't any sensible argument for switching from corn to rice in the US midwest.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#506

Post by aussieguy1234 »

maxglute wrote: post #465
iammrpayments wrote: post #459

Earlier quoted context omitted.

What is so attractive to attempt the greatest amphibious assault in human history just to get an island with a bunch of people who will hate you and have nowhere to run away.

Political reunification, i.e. land > people, see PRC saying "keep the island not the people". At this point no amphibious assault needed, just blockading TW and turning into gaza via mainland munitions now that starving masses is normalized is an option too.

That type of blockade is typically regarded as an act of war equal to dropping bombs. So that in itself could trigger a war.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#508

Post by mrexroad »

jongjong wrote: post #350
avhception wrote: post #342

If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.

Yes and surely it's a cost which can be reduced over time by improving automation and/or by cutting back on regulations.

Yeah, especially cheaper if we get rid those EPA ones. /s

Ffs, take a look at how many superfund sites Silicon Valley has, from back when we manufactured semiconductors.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#509

Post by vasco »

seanmcdirmid wrote: post #463
zarzavat wrote: post #450

Earlier quoted context omitted.

It's probably the opposite. I very much doubt that the factory would continue to operate if the US refused to defend Taiwan. The factory gives Taiwan a huge amount of leverage.

The supply chains for chip production terminate in Asia but there aren’t many inputs that originate there (which is by design). The real value to be lost are the Taiwanese engineers themselves.

How can you design where natural resources exist?

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#510

Post by SJC_Hacker »

maxglute wrote: post #492
petesergeant wrote: post #478

Earlier quoted context omitted.

How do you turn an island into Gaza when the US is providing weapons to it, and not to the other side? Ukraine seems like it would be a better example.

US+co essentially incapable of resupplying TW if PRC motivated to stranglehold blockade. TW is 15 times smaller than UKR, the quality of ISR and amount of munitions PRC can pour onto anywhere in the island and adjacent waters is also orders of magnitude more than RU and resupply via water and air is basically transparent vs myriad of obfuscated land routes UKR has, PRC can trivially locked down TW airstrips and ports…

There isn’t anything could do about the US invading Cuba because no one has much of a blue water navy outside the US itself.

Now granted, China is getting there but their navy is still mostly brown water (by design). And in any Taiwan / SCS conflict they would have an advantage because they can use their land assets, especially air force and land based anti ship rockets, on top of their navy.

The US land bases in the region are few or dependent on the grace of the host countries. Depending on political situation they might not Ok strikes against China if a conflict occurs for fear of being drawn into the war and angering China if the US loses. The only one Id be 100% on is Japan, they’d fight China to the last.

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