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America’s semiconductor boom [video]

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Re: America’s semiconductor boom [video]

#71

Post by eru »

nickff wrote: post #57
rangestransform wrote: post #19

Earlier quoted context omitted.

America could import it if the current administration wasn’t so hell bent on repelling global talent through inflicting great cost and uncertainty upon the talent

Even this forum can’t decide whether skilled personnel are a boon because they positively contribute to the local economy, or a negative because they undermine employment prospects for locals.

I don't know about this forum, but mainstream economics (and quite a few of the more niche approaches, too) is pretty much all in favour of open immigration for all skill levels.

Re: America’s semiconductor boom [video]

#72

Post by eru »

nebula8804 wrote: post #36
yieldcrv wrote: post #14

Earlier quoted context omitted.

Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply? Gamers are still buying them and so is everyone else Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform

I keep seeing this in every industry. "We can't give up America because they buy so much" "China needs the American market because they can't make up the numbers for the rest of the world combined in the short term" Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs? The US is only 5% of the world population. Europe isn't that poor…

> Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs?

The US economy is doing fine.

Re: America’s semiconductor boom [video]

#73

Post by eru »

WillPostForFood wrote: post #46
nebula8804 wrote: post #36

Earlier quoted context omitted.

I keep seeing this in every industry. "We can't give up America because they buy so much" "China needs the American market because they can't make up the numbers for the rest of the world combined in the short term" Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs? The US is only 5% of the world population. Europe isn't that poor…

Yes there have been post-Covid layoffs, but unemployment is 4.3%, roughly at the "full employment" level, and only up 1 point from the post-Covid low. https://fred.stlouisfed.org/series/UNRATE

And we are only talking about 'the' layoffs here because a bunch of tech people got laid off. It wasn't anything special for the overall economy. Some industry or other is always laying people off, and others are hiring.

Re: America’s semiconductor boom [video]

#74

Post by eru »

switchbak wrote: post #60
dev1ycan wrote: post #52

Earlier quoted context omitted.

If you know about a topic well, his videos are not as accurate as he may try to make you believe

That’s a good point, he did a video in my space recently and while it sounded impressive it was clear he only had a surface level understanding of the domain. Still impressive, but I find it hard to trust folks that represent themselves as experts on topics they’re not really experts in.

When does he represent himself as an expert?

He's fairly transparently doing the work of what you'd perhaps call a 'pop sci journalist' or so.

Re: America’s semiconductor boom [video]

#75

Post by khuey »

dluan wrote: post #67
ansk wrote: post #10

Earlier quoted context omitted.

I can only imagine what the Taiwanese can do in Arizona. Truly a synergy for the ages.

China Airlines recently opened a new direct flight route between Taoyuan and Phoenix. They've been plastering it all over their plane signage. I thought it was funny that the flight must be pretty empty other than the handful of TSMC employees that need to go there.

Apparently China Airlines and Starlux are both going to fly that route next year. I have a hard time imagining there's demand for one let alone both.

Re: America’s semiconductor boom [video]

#76

Post by leptons »

itsnowandnever wrote: post #6
dboreham wrote: post #5

Earlier quoted context omitted.

I left the semiconductor industry 30 years ago but back then every company had "a fab that hasn't been completed in Arizona" that people would talk fondly of perhaps opening one day if business picks up. Seems like not much has changed.

I always thought it was funny that for my entire lifetime people have talked about Arizona being perfect for fabs because it's dry there and not subject to tremors meanwhile Taiwan where 60% of all chips are produced (and 90% of the most sensitive ones) is tropical and has earthquakes fairly frequently.

Semiconductor fabs require a significant amount of water, with some large facilities consuming up to 10 million gallons of ultrapure water daily. Water is something Arizona is lacking.

Re: America’s semiconductor boom [video]

#77

Post by chronci739 »

renewiltord wrote: post #54
nebula8804 wrote: post #36

Earlier quoted context omitted.

I keep seeing this in every industry. "We can't give up America because they buy so much" "China needs the American market because they can't make up the numbers for the rest of the world combined in the short term" Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs? The US is only 5% of the world population. Europe isn't that poor…

America is rich as fuck dog.

> America is rich as fuck dog

Literally this.

Median household income in America is US$8,000 per month.

Half of Americans make MORE than that.

Re: America’s semiconductor boom [video]

#78

Post by tick_tock_tick »

nebula8804 wrote: post #36
yieldcrv wrote: post #14

Earlier quoted context omitted.

Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply? Gamers are still buying them and so is everyone else Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform

I keep seeing this in every industry. "We can't give up America because they buy so much" "China needs the American market because they can't make up the numbers for the rest of the world combined in the short term" Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs? The US is only 5% of the world population. Europe isn't that poor…

> Europe isn't that poor and many chunks of Asia have a lot of wealth now.

Europe is that poor and while lots of Asia has wealth not by comparison.

> Yet America's appetite and more importantly capability of absorbing all manner of goods remains unimpaired...how?!

We are just that much richer. It's honestly mind-blowing how much more money the average American has then anyone and everyone.

Re: America’s semiconductor boom [video]

#79

Post by sam_goody »

khuey wrote: post #75
dluan wrote: post #67

Earlier quoted context omitted.

China Airlines recently opened a new direct flight route between Taoyuan and Phoenix. They've been plastering it all over their plane signage. I thought it was funny that the flight must be pretty empty other than the handful of TSMC employees that need to go there.

Apparently China Airlines and Starlux are both going to fly that route next year. I have a hard time imagining there's demand for one let alone both.

Phoenix is the fifth largest city in the United States. It is also one of the major hubs of the west, being in a good location (midway north), having good weather for planes, and having America West headquartered there.

I would think there should be plenty of traffic going through there to Taiwan, similar to the amount going through a hub such as Chicago or NY.

Re: America’s semiconductor boom [video]

#80

Post by mrheosuper »

nebula8804 wrote: post #36
yieldcrv wrote: post #14

Earlier quoted context omitted.

Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply? Gamers are still buying them and so is everyone else Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform

I keep seeing this in every industry. "We can't give up America because they buy so much" "China needs the American market because they can't make up the numbers for the rest of the world combined in the short term" Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs? The US is only 5% of the world population. Europe isn't that poor…

> where the heck does everyone have the money to buy all this stuff

Borrowing money from the future.

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