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Samsung plans $17B chip plant in Taylor, Texas

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Re: Samsung plans $17B chip plant in Taylor, Texas

#81
post #18

‘Impossible':TSMC founder Morris Chang on US dreams for onshoring chip supply chain https://www.taiwannews.com.tw/en/news/4327937 Morris Chang spent 25 years (1958–1983) at Texas Instruments.He knows US very well.

Biggest change since then are relative energy costs between Texas and Taiwan. (To say nothing of geopolitical stability.)

Re: Samsung plans $17B chip plant in Taylor, Texas

#82
post #2

So everyone is on the "Let's build a Fab in the USA" train, will that eventually bring down the chip production costs? (not an expert in the field, so asking naively)

This is about the war with china. Europe: https://www.reuters.com/world/europe/tech-is-make-or-break-i... Germany: https://www.infineon.com/cms/en/about-infineon/press/press-r... Korea: https://fortune.com/2021/05/13/south-korea-chip-semiconducto... Japan: https://www.aroged.com/2021/11/23/japan-has-allocated-5-2-bi... Non-OP USA: https://9to5mac.com/2021/06/09/us-chip-production-52b/ Key players are expecting an all…

Does no one understand the situation with nukes? All out war with China isn't even possible. Any major war between nuclear powers would inevitably lead to nuclear war. It will never happen. It can't. If it does then chip production is moot because we will be living on a dead planet.

Re: Samsung plans $17B chip plant in Taylor, Texas

#83
post #59

I am still amazed by the shortsightedness of how these critical and strategic goods are off-shore. No wonder why the supply chains are fragile and not robust. It should be illegal for strategic goods and components such as chips and semiconductors to be produced offshore. Yes, it will raise prices in the short and medium-term, but it will make the domestic economy and manufacturing sector more robust, resilient to su…

The blame for this is purely on the shoulders of business leaders coming out of MBA programs across the US. It seems the only thing those places are teaching is how to join a company, strip it to the bone, hype up the short-term 5% growth, and get millions of dollars in raises.

Even as someone very anti-business school, this is a very poor take. It has much more to do with the short term incentive structures in corporate USA.

Re: Samsung plans $17B chip plant in Taylor, Texas

#84
post #50
post #12

Earlier quoted context omitted.

Globalization led to an erosion of US wages and the hollowing out of our middle class. If we buy local, it creates domestic jobs. Wages go up too. We need to onshore more .

If you think bringing manufacturing to the US is about jobs, then I have a bridge to sell you. > We need to onshore more. Simple solutions to overly complex problems is not the answer. First, manufacturing output has steadily increased since the 90s. https://fred.stlouisfed.org/series/INDPRO Second, the number of manufacturing jobs have steadily declined since the 90s. https://fred.stlouisfed.org/series/MANEMP How is…

> they're simply creating more wealth for corporations which they would have done anyway overseas

They're also resolving some pretty serious national security concerns, so...

Re: Samsung plans $17B chip plant in Taylor, Texas

#85
post #18

‘Impossible':TSMC founder Morris Chang on US dreams for onshoring chip supply chain https://www.taiwannews.com.tw/en/news/4327937 Morris Chang spent 25 years (1958–1983) at Texas Instruments.He knows US very well.

The Taiwanese gov't was deeply involved in TSMC from its inception in the 80's to what it is today. I'm guessing it's in their best economic, geopolitical interest to keep things in Taiwan as much as possible.

Re: Samsung plans $17B chip plant in Taylor, Texas

#86
post #78
post #68

Earlier quoted context omitted.

This is more about national security and business continuity than cost. Costs matter most when things are running smoothly. However, COVID has taught us a hard lesson. When SHTF, you better have a back up plan. Making money on IP alone while someone else handles all of the manufacturing and integration work looks great on a spreadsheet. Then some state actor cuts off the supply chain (or a virus) and your genius MBAs…

> With any luck, COVID (and tarrifs) has transformed business for the future. Until we're far enough removed from the situation, everything is comfortable again, and the MBAs start saying "you know, if we just offshored fabrication..."

The pendulum swings back and forth similar to how politics have shifting tides that ebb and flow.

Re: Samsung plans $17B chip plant in Taylor, Texas

#87
post #74
post #53

Earlier quoted context omitted.

You really think your imagination is the reason you got bullied?

Isn’t there a douchebag contest you can compete in somewhere..? Away from here preferably?

Hi, please read the HN comment guidelines. [1]

Specifically, "When disagreeing, please reply to the argument instead of calling names."

[1] https://news.ycombinator.com/newsguidelines.html

Re: Samsung plans $17B chip plant in Taylor, Texas

#88
post #63

Earlier quoted context omitted.

This is about the war with china. Europe: https://www.reuters.com/world/europe/tech-is-make-or-break-i... Germany: https://www.infineon.com/cms/en/about-infineon/press/press-r... Korea: https://fortune.com/2021/05/13/south-korea-chip-semiconducto... Japan: https://www.aroged.com/2021/11/23/japan-has-allocated-5-2-bi... Non-OP USA: https://9to5mac.com/2021/06/09/us-chip-production-52b/ Key players are expecting an all…

> This is about the war with china. > It's all an attempt to prevent war with China. So the Chinese have UFOs and we have a war with China but we are moving chip production to all these countries you mentioned to prevent the ongoing war with China? I’d like to give you the benefit of the doubt here though. I think if you were able to be a little more clear I’d at least understand what you intend to say, but I find yo…

We’re moving fabs to the West to defuse a potential hostage situation where China strangles the global supply of semiconductors.

The UFO releases are either about telling China that we are aware of and can track their surveillance assets, showing China our new highly advanced classified assets, or else demonstrating the superiority of our current Air Force assets.

Both activities serve to dissuade the Chinese military from taking aggressive actions.

Re: Samsung plans $17B chip plant in Taylor, Texas

#89

I worked at Samsung Austin Semiconductor for ten years as a software engineer. AMA. I very much love the people I worked with at SAS. It was one of the best experiences of my life and I'm very happy to see them expand like this. Wayne at Louie Mueller's BBQ had better add a few more pits, they're about to get a lot busier!

How do you get into chipmaking, really? Is it a Physics degree, or is it a Computer Science degree with just lots of on-the-job training?

At least on the hardware side of things, it's an Electrical or Computer Engineering degree, usually with at least a Masters

Re: Samsung plans $17B chip plant in Taylor, Texas

#90
post #2

So everyone is on the "Let's build a Fab in the USA" train, will that eventually bring down the chip production costs? (not an expert in the field, so asking naively)

> the "Let's build a Fab in the USA" train

We have fabs in the USA right now. To speak of Austin alone, Samsung's own S2 has been here since the late 90s, and there are a handful of others here, too.

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