Live data from Hacker News

America’s semiconductor boom [video]

youtube.com

91–100 of 142 posts

Re: America’s semiconductor boom [video]

#91

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.

Well, the question is more like why everyone sell a phone for equivalent of lunch money in US. No one makes a phone at local equivalents of $45, nevertheless it happens and seem to drive some Americans crazy.

Re: America’s semiconductor boom [video]

#92
post #69

Earlier quoted context omitted.

Though the relevant governments in Poland and Germany probably spent a lot of time and effort (and money). Only some of them they will get back. But I guess that's a risk they knew they were taking.

I doubt there was much; the sort of outright subsidy the US sometimes does is usually classed as unlawful state aid in the EU (there are exceptions; in particular member states were allowed to bail out/nationalise their banks in the financial crisis. But subsidies to random foreign companies would generally be illegal; see the Apple tax case).

Well, I'm also taking about all the bureaucrats time wasted on wooing Intel.

The time of government officials and civil servants ain't free.

Re: America’s semiconductor boom [video]

#93
post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

No one will be until US gives couple nukes to Taiwan so that they no longer need the killswitch for the entire global semiconductor supply chain merely as the substitute. TSMC is going to just keep undercutting everyone else till then.

They can compensate for that by lowering living standards and simultaneously raising expectations in the country.

Everyone was competitive against TSMC until just 10 or 20 years ago. Then they all lost to TSMC one by one. Even IBM was competitive in price against others back in 2000s.

Re: America’s semiconductor boom [video]

#94
post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

Why would they not be competitive?. Intel makes state of the art cpus in the us and they are competitive on price. It's weird that we seem to forget Intel when this issue comes up.

Re: America’s semiconductor boom [video]

#95
post #62

Earlier quoted context omitted.

He probably has a team who helps him. He makes bank so not unrealistic

Mr Gemini and Mrs Claude

he's started making videos way before LLMs were able to aid in researching content. He's just good at doing what he does, no tricks there.

Re: America’s semiconductor boom [video]

#96

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…

> 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.

The US is very rich, but Europe is not poor. Europe is richer than basically anywhere on the planet _except_ the US. Like even compared to Canada or Japan, Europe is (generally) as rich or richer. Poland just overtook Japan in GDP per capita! Both the UK and France are richer than the oil-rich UAE.

Re: America’s semiconductor boom [video]

#97

Earlier quoted context omitted.

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.

No, half of American households make more than that, and a typical household has 2.5 people.

Re: America’s semiconductor boom [video]

#98
post #75

Earlier quoted context omitted.

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.

From Wikipedia:

PHX was the 11th-busiest airport in the United States in terms of passenger boardings and 35rd-busiest in the world in 2024. The airport serves as a hub for American Airlines and a base for Frontier Airlines and Southwest Airlines.

Re: America’s semiconductor boom [video]

#99
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.

https://www.azcentral.com/story/money/business/tech/2025/10/...

There were 2 under construction, this is a local news story that they completed "Fab 52" instead of "pulling the plug". Fatter NYT story here: https://archive.is/WmXxl

Some pictures (provided by Intel) from inside: https://semiwiki.com/forum/threads/chinese-media-given-tour-...

There was a big layoff a few months ago, maybe that lines up with the parent comment: https://www.azfamily.com/2025/07/15/records-intel-lay-off-ne...

Don't see much mention of Fab 62 from any source. Did it get the axe, "postponed", or kind of on schedule?

Re: America’s semiconductor boom [video]

#100

I found an interesting thread on the /r/semiconductors subreddit discussing what it is like to work at TSMC https://reddit.com/r/Semiconductors/comments/1m96m4f/my_expe...

> They sent Taiwanese over to clean up because they just couldn't handle all the American blue-collar workers.

Translation: Unions got in the way of actually efficient construction so they had to bypass them with their own people.

Unions in the US, in general, are extremely luddite as any new technology improvement that's better is treated with hatred because it removes jobs from the union's control. This is how the longshoremen have basically permanently prevented any technology improvement at our ports because they refuse to accept any automation and lobby heavily to prevent it.

In general though that post just comes off of "disgruntled former employee who doesn't understand high-intensity work cultures".

Post reply on HN