Earlier quoted context omitted.
It was a stated goal of the EU - peace through trade.
How did that work out?
Very well? There hasn't been open war between EU countries since WW2.
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
581–590 of 761 posts
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#582Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#583Earlier quoted context omitted.
The phoebus cartel whine is bullshit - incandescent light bulbs should be limited to 1000 hours because 1) the cost of electricity used by the bulb is easily as much as the replacement bulb (in the 1920s/1930s), and running the bulb hotter makes it more energy-efficient, and 2) because running incandescents cold makes the light look sickly and awful. Light bulbs were mostly being sold by electric companies at the tim…
I wonder what the economic calculation looks like. How much efficiency would be lost by doubling the lifespan? It depends on the relative price of lightbulbs and electricity, and the cost (in time/effort/inconvenience) when a bulb blows.
Saudi Arabia has regulation on the lightbulbs which require more LEDs run at lower power.
They last a lot longer.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#584Earlier quoted context omitted.
The decline in what we expect of our leaders has been going on my entire life and the contrast between 20 years ago and the present is stark. In 1998 Meriwether and the rest of LTCM nearly crashed the economy, needed the Fed to get involved, and they were personally ruined , guy never opened a ten thousand dollar bottle of wine again and probably never had anything again. Shortly thereafter, Jeff Skilling took out of…
I blame Rush Limbaugh and Newt Gingrich. They heavily pushed the idea that the opposition could not have legitimacy. Gingrich did it through the exercise of power and Limbaugh did it on the airwaves. It wasn’t just that the opposition was wrong or bad for the country, standard democracy stuff, but that the opposition had no right to hold power at all. Once you start thinking that legitimacy is based on which side you…
Couldn't agree more. And we see the continuation of this stuff today in Trumpist assertions that the 2020 election was rigged, simply because there's "no way" that Biden could have won over Trump.
Trump's entire rhetoric relies on this tactic. Anyone who disagrees with him or tries to shut him down should be impeached, jailed, whatever, because they shouldn't be allowed to exercise their power against him, no matter how legally they wield it.
It just makes me so angry to hear Vance say things like "judges aren't allowed to control the executive's legitimate power". Yes, they are! That's literally one of their jobs, specifically enumerated in the constitution! But that's the tactic: train people to believe that the judicial branch is not legitimate when it comes to executive branch decisions.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#585Earlier quoted context omitted.
I wonder what the economic calculation looks like. How much efficiency would be lost by doubling the lifespan? It depends on the relative price of lightbulbs and electricity, and the cost (in time/effort/inconvenience) when a bulb blows.
Saudi Arabia has regulation on the lightbulbs which require more LEDs run at lower power. They last a lot longer.
Yes LEDs massively change the parameters, I'm more talking about the historic Phoebus cartel and the properties of incandescent filament lamps.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#586Earlier quoted context omitted.
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.
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Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#587Earlier quoted context omitted.
It was a stated goal of the EU - peace through trade.
How did that work out?
There used to be open war between European countries every 30 years or so. That hasn’t happened. So mission accomplished?
And before anyone says it’s because of nukes or superpower protection or whatever, there has been plenty of wars on the periphery of the EU during this time. The balkans, Cyprus, Egypt, etc.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#588Earlier quoted context omitted.
> If something happens to Taiwan, This isn't really a workable argument any more. As examples: https://apnews.com/article/north-carolina-quartz-hurricane-5... https://archive.is/sM16Y The global supply chain is now so deeply interwoven that a large geopolitical disruption is nearly impossible. It took explosives for the EU to curtail its Russian natural gas use. And there is still stiff trade with Russia today (not a…
> It took explosives for the EU to curtail its Russian natural gas use. Assuming you refer to NS2 blowup, it was unused when it got sabotaged.
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Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#589I see the point being made here, and yeah 5%-20% extra for what amounts to insurance against geopolitics isn't too bad, but doesn't this all fall apart when China catches up? That 5%-20% is worth it now because no one else can fabricate competing chips. In a competitive market, 5%-20% can be the difference between having the price edge or not. I understand why the USA wants TSMC to manufacture outside of Taiwan, but…
> I see the point being made here, and yeah 5%-20% extra for what amounts to insurance against geopolitics isn't too bad Well that is an insurance only for the US. As a european, I feel safer, or at best neutral, knowing my ships are made in the Taiwan rather than the US, so having them more 5-20% more expensive is not competitive. With all their antagonizing of allies, and predatory privacy laws, and repeated espion…
What are you going to do when China invades Taiwan, though?
If rumors are to be believed, TSMC will scuttle their fabs before they fall into Chinese hands. Even if they don't, or fail to execute, Taiwan-based chip production will be disrupted for years.
Bet you'll be happy that TSMC has fabs in the US, despite your understandable misgivings.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#590So are they going to try and spread this extra cost to customers worldwide? I'm fine with chips made in Taiwan.
When (not if) China invades Taiwan, those Taiwanese-made chips will disappear overnight. Even if China takes over the TSMC fabs intact, they'll be disrupted for years.
So sure, right now we might not want to pay that 20% markup for US-made chips, but 20% will be cheap if the only operational TSMC fabs are in the US.