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Intel and the $1.5T chip industry meltdown

economist.com

61–70 of 734 posts

Re: Intel and the $1.5T chip industry meltdown

#61
post #22

China already declared that it will use force in Taiwan if "possibilities for a peaceful reunification should be completely exhausted". From Chinese Anti-Secession Law: Article 8: In the event that the "Taiwan independence" secessionist forces should act under any name or by any means to cause the fact of Taiwan's secession from China, or that major incidents entailing Taiwan's secession from China should occur, or t…

> can't be caught off guard by China as EU was caught off guard by Russia. There's always a bigger fish. The last time nations were obsessed with autarky, we got WW1, and soon after, WW2. Most countries (i.e. every country not suffering from a drastic case of the resource curse) have the nature that if they trade a lot with another country, either country would lose economic value if they invade the other, _even if_…

No post body was provided.

Re: Intel and the $1.5T chip industry meltdown

#62
post #32

Everything can be predicted if you understand energy. Companies can't survive in a peak world without manufacturing crap. Sell more because your tools break. So now they are looking at how to do that under the premise of eternal growth: They will try to lock us down in the hardware = deprecate older hardware and force you to move to never software with TLS 1.3. That has never succeded because you can always hack ever…

Fine, I'll bite. I downvoted you because TLS 1.3 isn't a conspiracy to make your old stuff break, and such an allegation is undeserving of a reply. You should be able to run an HTTP/S proxy supporting TLS 1.3 on any machine, issuing your own cert to machines that insist on unsupported HTTPS connection types, and route most of your traffic through it without issue.

Raspberry Pis are out of stock because 1) companies that used them in production and got those production builds certified in some way get preference and 2) scalpers are taking the rest of the stock and doubling their money with it as it drops.

Older Xeons (and similar hardware) aren't worth running unless you have access to really cheap electricity; upgrading your system is cheaper than paying for the electricity you'd be wasting otherwise, even if you're staying a gen or two behind by buying datacenter surplus from eBay et al.

I understand your consternation, as some devices (e.g. cell phones) and some applications (e.g. SaaS apps) definitely appear to exhibit rent-seeking behavior. But that's no reason to declare literally everything a conspiracy, which just makes you appear to have some wires crossed.

Re: Intel and the $1.5T chip industry meltdown

#63

Earlier quoted context omitted.

Why do you say that? Almost every paragraph contains numerous references to either industry reports, sales numbers and market shares, various company projections past and present, relevant global events, laws passed or government statements, market performance and whatnot. They aren't enumerated and listed at the end sure, but they're there.

Try tracking them down, many are just dead ends, many are opinion presented as facts.

I assume that in order to make this claim you have indeed tracked them down and could then share your results in order to corroborate this?

Re: Intel and the $1.5T chip industry meltdown

#64
post #49

Earlier quoted context omitted.

It’s also in the US’ strategic interests to simply make it clear that China can’t have Taiwan regardless of the TSMC however

Quoted post unavailable.

These people would rather be dead than under Russian rule. Why would 97% of them support continuing defense if not?

And don't forget that when Russians still thought they're going to win, they brought in mobile crematoriums and started filtrating people and sending them off to Siberia if not torturing and murdering them. It was never a question of "no war and survive" VS "die in war" - but "no war, die anyways" VS "war, possibly survive"

Re: Intel and the $1.5T chip industry meltdown

#65
post #27
post #13

Wondering if that means Raspberry Pi will be available again. Still no sign of stability in supply.

Eben says to embrace the Pico and buy the rPi400 because it does not compete with orders from industrial customers (that spent bazillions on testing/certification of their rPi4/rPi3-derived products and therefore receive some priority above the poor huddled masses yearning to breath free air). If you aren't down with Pico yet, I recommend googling Limor Fried and searching her company's site. As far as Intel goes, th…

The Pico is a completely different product.

Re: Intel and the $1.5T chip industry meltdown

#66

Related: There is a massive TSMC factory being built in Japan right now. Take a look at the pictures, I've never seen this many cranes at one location: https://www.nhk.jp/static/assets/images/newblogposting/ts/7P... https://cdn-cw-english.cwg.tw/ckeditor/202205/ckeditor-628ae... It looks like a forest of cranes...

I saw some pictures a while ago on twitter of their new fab in Arizona under construction. It looked pretty similar. TSMC means business when they start building out. I don't want to imagine handling logistics on a construction site like this!

Re: Intel and the $1.5T chip industry meltdown

#68
post #19

Earlier quoted context omitted.

> tl:dr Global recession => lower chip demand for consumers Global recession is to blame for everything. I'm waiting for some years for payable video card, nothing special, but i guess Global recession is to blame. /s

Global recession for sure can be blamed for most thinks in EU right now, as we just have a lot less money to spend cause of energy prices, inflation and enormous number of refuges which make prices of basic goods even higher (In some places from 3 to even 10% [Poland] of all population living there are people from Ukraine). And Central Europe isn't prepare for that.

Most of which is the result of policy.

Re: Intel and the $1.5T chip industry meltdown

#69
post #27
post #13

Wondering if that means Raspberry Pi will be available again. Still no sign of stability in supply.

Eben says to embrace the Pico and buy the rPi400 because it does not compete with orders from industrial customers (that spent bazillions on testing/certification of their rPi4/rPi3-derived products and therefore receive some priority above the poor huddled masses yearning to breath free air). If you aren't down with Pico yet, I recommend googling Limor Fried and searching her company's site. As far as Intel goes, th…

Lay off the shrooms for a bit.

Re: Intel and the $1.5T chip industry meltdown

#70
post #22

China already declared that it will use force in Taiwan if "possibilities for a peaceful reunification should be completely exhausted". From Chinese Anti-Secession Law: Article 8: In the event that the "Taiwan independence" secessionist forces should act under any name or by any means to cause the fact of Taiwan's secession from China, or that major incidents entailing Taiwan's secession from China should occur, or t…

> can't be caught off guard by China as EU was caught off guard by Russia. There's always a bigger fish. The last time nations were obsessed with autarky, we got WW1, and soon after, WW2. Most countries (i.e. every country not suffering from a drastic case of the resource curse) have the nature that if they trade a lot with another country, either country would lose economic value if they invade the other, _even if_…

> The last time nations were obsessed with autarky, we got WW1

Were they? I thought WWI happened in the midst of first huge wave of globalization - to the point that no one thought war was possible, as it would mean collapse of international trade, and huge losses that come with it.

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