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Chip shortage: Toyota to cut global production by 40%

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651–660 of 720 posts

Re: Chip shortage: Toyota to cut global production by 40%

#651

Earlier quoted context omitted.

Stop polluting the cities and atmosphere and then it'll be none of our business

Position in many of cases I have heard has been that electric vehicle is just as good. Are you taking a position that they are representing some quality of life decrease and that the state must force us to accept this?

Do whatever you want but if you pollute the atmosphere you'll pay for it. Communism doesn't work. User pays

Re: Chip shortage: Toyota to cut global production by 40%

#652
post #473

Earlier quoted context omitted.

How much would it cost to set up TSMC inside US borders? One president cycle? 4 F-35s? One SLS? A nuclear submarine? According to this page, sorting by cost, https://en.wikipedia.org/wiki/List_of_semiconductor_fabricat... the most expensive fab is 33 Giga$. TSMC is 17G$. pennies on the dollar in our 1-3Trillion infrastructure bill. Make america fab again. EDIT: it appears this is in the 2T infrastructure bill. https:…

Cost isn't the issue, it's that we have incompetent buffoons as presidents these days. https://www.youtube.com/watch?v=TuW4oGKzVKc That's what a president sounds like.

Nerva and Orion were both cancelled, it's not like they just delivered everything. If Joe Biden said tomorrow "I'm going to wave a magic wand and we will have non-intel x nm fabs tomorrow" then loads of people would be moaning about big gov. or the cost etc.

Re: Chip shortage: Toyota to cut global production by 40%

#653

Many countries have a funny concept of strategic industries. In mine, dairy is a strategic industry that is coddled by government so that we can have a local source. But every country thinks that so there’s foes and allies that can supply us UHT or powder milk on a moment’s notice. And if our milk supply disappeared tomorrow, everyone over 1y could substitute with 10000000 different things for nutrition. Cars are ano…

How much would it cost to set up TSMC inside US borders? One president cycle? 4 F-35s? One SLS? A nuclear submarine? According to this page, sorting by cost, https://en.wikipedia.org/wiki/List_of_semiconductor_fabricat... the most expensive fab is 33 Giga$. TSMC is 17G$. pennies on the dollar in our 1-3Trillion infrastructure bill. Make america fab again. EDIT: it appears this is in the 2T infrastructure bill. https:…

What are Intel doing then?

Re: Chip shortage: Toyota to cut global production by 40%

#654
post #104

Earlier quoted context omitted.

>and might be more reliable in general Cars in, say, the 1960s were not "more reliable in general." It's not all semiconductor-related of course--they also rusted out quickly in areas that got snow--but 5 years/50K miles is about what you were looking at for vehicle lifetime. Also much lower fuel efficiency, to say nothing of lack of what we'd consider routine safety features today.

The many Cubans driving cars from pre-1959 would be surprised to hear this.

Their automotive necromancers would call them the opposite for reliable because they have had to bring them back from the dead laboriously for generations.

Re: Chip shortage: Toyota to cut global production by 40%

#655

Earlier quoted context omitted.

It's a puzzle to me why companies like nvidia didn't just raise prices and instead left both customers and profit to the dirty world of scalpers. I guess it's "brand damage" but I feel there would be something more fair and honest if in times of tight supply they ran their own ebay-like store and auctioned them off. It wouldn't feel like a price hike and prices could automatically settle as supply/demand reaches pari…

To over simplify, let's say that you have 100 people in the market: 90 people who can afford $100 per card and 10 people who can afford $200 per card. In typical times, you charge $100 per card and sell 100 cards, earning $10,000 in revenue. Now you have a chip shortage, and you can only produce 50 cards. If you charge $200/card, you only sell 10 cards, earning $2,000 in revenue. If you charge $100/card, you'll sell…

>To over simplify

What you've described is nothing like a real market. Where are the people in your model who are happy to pay $110? $120? If there are 10 who'd buy it at $200, and 100 who'd buy it at $100, surely there'd be 50 who'd buy it at $130 or so.

That ignores the social aspect entirely, too. How many who were originally willing to pay $100 will later pay $200 when they see others pay that amount for the item and it becomes scarce?

Re: Chip shortage: Toyota to cut global production by 40%

#656

Earlier quoted context omitted.

No, still positive. Negative feedback is self-righting, while positive feedback is amplification (to speak in very broad terms.)

No! It's negative WRT chip production rate! I have a phd in controls and meant what I said; I assume roboticsresearcher also knows some freshman-level control theory ;-). Stability ==== good in undergrad engineering, but not here. We DON'T want production rate to be stable when we have a global supply shortage! Here, a negative feedback loop is stabilizing the system in an undesirable equilibrium. I.e., the function…

That's fair. I was looking at it wrong.

Re: Chip shortage: Toyota to cut global production by 40%

#657
post #645

Earlier quoted context omitted.

That blanket claim was never made. The made claim was that the ineptitude and mishandling of agricultural subsidies is reason to reconsider calling for government involvement in the chip shortage.

This is a bit of a confusing take if you're using ag subsidies as evidence to keep the govt out of chip manufacturing but now denying that the subsidies aren't bad. > The nightmarish results of agricultural subsidies in the US is an excellent reason to not involve the government This sure sounds like you think it's a claim of subsidies being bad policy. > The made claim was that the ineptitude and mishandling of agri…

Subsidies in theory can work for some problems. My argument is that the US government is not capable of executing them in a competent manner. The collapse of family-run farms is a "downside of abundance" in the same way drowning is a downside of abundance of water.

Re: Chip shortage: Toyota to cut global production by 40%

#658

Earlier quoted context omitted.

And the machines they’re going to be running take years to build. And they have to be built custom for each site. Not just for each site, but also each location within the site. Just moving a machine a couple of feet can cause massive delays as they have to effectively rebuild the machine for the new location. ASML has engineers who go out and spend months or a year or more, just taking various measurements of the lo…

Seems like long term the human race is going to lose this ability if something serious is not done to reduce the complexity of building these things. This pandemic has shown that everything is super fragile and with Climate Change on the horizon I cannot believe they decided to build this damn thing in Arizona of all places. Maybe the collapse people were right and we should be working on CollapseOS [1]: https://coll…

What makes Arizona a bad place vs other places it might go to? No place will be spared the effects of climate change. Water use is a concern, but it sounds like they plan to recycle nearly all of it.

Re: Chip shortage: Toyota to cut global production by 40%

#659

Earlier quoted context omitted.

Yes, soon after posting I realised I was referring to Asus/MSI/Palit etc. rather than Nvidia. It means either two levels of auction or the Nvidia chip sale is a % of the end unit sale.

> Palit I've never heard of this brand, are they big in regions outside North America? Or do they function as an ODM for other brands?

I know them from their KalmX line, which is passively cooled.

Re: Chip shortage: Toyota to cut global production by 40%

#660
post #493

Earlier quoted context omitted.

> If you get the wrong thing delivered it throws a bigger wrench into things because you don't have the buffer. JIT, in Lean, does not mean no buffer, it means as little of a buffer as you can get away with. If you have issues with delivery like this on a regular basis, then you'd increase the buffer size (at least temporarily) and also take your suppliers to task for sending the wrong thing over and over. The buffer…

> JIT, in Lean, does not mean no buffer, it means as little of a buffer as you can get away with. Yeah, spot on. One of my college professors used to compare it to a river with rocks in it. If you want to safely sail on the river, you can either a) keep the water level high enough or b) remove the rocks. In a production system inventories/buffers are the water level and variance is the rocks. The philosophy of JIT is…

Or, you've lowered your water to barely cover the rocks so one little mishap and you've capsized.
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