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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

#651

Post by ekianjo »

adastra22 wrote: post #587
FirmwareBurner wrote: post #578

Earlier quoted context omitted.

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.

> There used to be open war between European countries every 30 years or so. That hasn’t happened. So mission accomplished?

thats a weird way to justify the logic. so one arbitrary datapoint is enough? the EU has been relocated to a second tier in terms of economic importance and they have no credibility when it comes to geopolitics. does that sound like mission accomplished?

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

#652

Post by ericmay »

Mountain_Skies wrote: post #631
daneel_w wrote: post #614

Earlier quoted context omitted.

Of course it would continue to operate. The Chinese division of Arm went rogue and basically captured the entire operation from within. USA has both the engineering expertise and the incentive to do the same with an entire chip fab, if push came to shove. https://semianalysis.com/2021/08/27/the-semiconductor-heist-...

For how much longer will the United States have that expertise? Both major political parties seem intent on becoming completely reliant on importing labor, both blue collar and white collar, while giving domestic labor the finger. Boomers are already retiring by the millions and Gen-X aren't all that far behind. Outsource mania and its cheap visa labor twin had been growing since the 1990s so the younger generations…

> For how much longer will the United States have that expertise?

> Does the United States really have that expertise or does it simply have a bunch of guests with that expertise?

The US has the expertise. I’m not totally sure what you are meaning to say with your second sentence - are you saying that only very recent immigrants or those here on various temporary visas have the knowledge or ability do do this stuff?

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

#653

Post by phkahler »

guywithahat wrote: post #437
fishsticks89 wrote: post #348

Earlier quoted context omitted.

If something happens to Taiwan, we won't regret being able to produce these chips domestically. If AI keeps growing like it does, it might even trigger a conflict.

Ironically my only opposition to US chips is that we’re less liable to protect Taiwan if China invades

>> Ironically my only opposition to US chips is that we’re less liable to protect Taiwan if China invades

I'm amazed at how many people think China is going to take Taiwan by force. They're playing a long game because they want it intact. They want the people there to want to be part of China. That doesn't seem to be going very well, but how can outsiders know? But again they're playing a long game and have plenty of time so long as things are moving in the right direction.

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

#654

Post by ekianjo »

windward wrote: post #647
FirmwareBurner wrote: post #592

Earlier quoted context omitted.

>Very well? I meant with EU Russia and Ukraine. Plus, France and German economies were also connected before WW2 and that didn't stop the war. And the economies of former Yugoslav nations were very well connected, that didn't stop them going to war with each other. What stopped the wars after WW2 was western Europe being under the rule of a nuclear superpower needing to unite against a bigger nuclear superpower next…

Russia has 18% interest rates, 9% inflation, and a demographic deficit of hundreds of thousands of working age men. So we'll see if anyone wants the same.

the demographic bomb is coming for everyone, dont worry.

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

#655

Post by baggy_trough »

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.

It’s both.

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

#656

Post by scotty79 »

motorest wrote: post #635
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.

> 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. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

In that case it's super cheap.

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

#657

Post by scotty79 »

ksec wrote: post #636
motorest wrote: post #635

Earlier quoted context omitted.

> 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. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

US has been a reliable partner post WWII for 95%+ of the time. Making Trump administration representing 100+ years of US history isn't exactly a fair comparison.

You know the joke. You can build churches your entire life, but screw a goat once and that's how they are going to call you.

Trust is a funny thing like that. You do have to do it all the time, but if you fail even once without extremely good reason you lose it all.

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

#658

Post by p_ing »

redleader55 wrote: post #643
ksec wrote: post #636

Earlier quoted context omitted.

US has been a reliable partner post WWII for 95%+ of the time. Making Trump administration representing 100+ years of US history isn't exactly a fair comparison.

I don't think most people would contest the 100 years you mentioned. If we look at the military investments US did since Clinton(so, last 30 years), you'll notice a trend of looking after it's own interests before the ones of the world. An example is the lack of investment in destroyers to patrol the seas, while at the same time the focus shifted to super-carriers which are good for one thing: obliterate a single, po…

There are 78 Arleigh Burkes completed, six in the build stage, and 15 on order.

There were only 31 Spruances and 4 Kidds.

That seems like an investment in destroyers, and much more capable ones than it's predecessors at that. Argubly more capable than even the Ticonderoga.

But maybe you mean something else I'm not groking.

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

#659

Post by maxdo »

motorest wrote: post #635
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.

> 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. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

Right , just to remind that China is the country that supports Proxy wars with west ( Ukraine ), supports Iran , a country that placed tariffs on whole industries, like cars, software , spy and buy technology to replace anything advanced.

A country willing to cut mineral supply anytime they don’t like anything is good partner and friend of EU , lol, how delusional someone can be ?

Even current US Administration sends Patriots and military support to Ukraine, while China is sponsoring WAR, help Russia to keep up with war killing people around the world.

China can end that war in 1 week if they really want.

US spent fortune to protect collective west while countries like Germany almost dismantled their army in the past.

Very rational thinking , sure. China will wipe out entire west with technological superiority in the next decade or two without west being united.

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

#660

Post by maxdo »

ezst wrote: post #641
ksec wrote: post #636

Earlier quoted context omitted.

US has been a reliable partner post WWII for 95%+ of the time. Making Trump administration representing 100+ years of US history isn't exactly a fair comparison.

Yeah, that ship sailed the second time Americans voted for him.

Sure , trump administration trying to protect associate members of eu is not as good partner as China who directly support Russia , Iran and other country trying to wipe west, very logical
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