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It's a bizarre situation where geopolitical adversaries are huge trading partners. China offers labor and Taiwan technology both are essential. Taiwan and tsmc are the tip of the spear in technology and in 5 years the gap will be worse. I don't see Taiwan being part of the prc for the majority...
Taiwanese work ethic and dedication will be near impossible to find in another country.
It's a weird situation because China is only a quasi-superpower as the island chain is around but they're dependent on tsmc for foxcomm, Lenovo and others. It's a lose-lose for china.
Show me a harder working free people than the Taiwanese. I feel bad for them because most of it goes to defense. The leadership of morris Chang can't be dismissed. He does what Intel can't get foundry customers.
Taiwan has two decades of independence but after that is anyone's guess. We do know...
Intel needs to become a foundry, not immediately but at a brisk pace. The demand for idm semiconductors declines every quarter. If it wasn't for habana and mobileye it would be worse.
Tsmc is the leader. The one thing said about the Taiwanese is they will need to be the parents nightmare of losing their son to war if they want to keep their freedom.
I work with Israelis and I'm around the Taiwanese and probably will work with them soon. The killer instinct isn't there.
Where's the technical people will be the rhetorical question. Arizona has universities but will it's graduates be able to last more than four hours, stay in their post and not say bigoted things? Will they go to work high? Did they actually learn anything in the university or were they pushed...
They are 12 hours. 996 was used in China has it worked? Smic? Stem can be an art and a creative process is involved. Companies do need creatives.
Taiwan is part of coalitions. They're better team players because they have to be. That a site from Arizona will be using a Taiwan process from sales...
It was interesting comments on working with Steve jobs and the struggles with architecture. He didn't hold back and what he said was controversial enough that i'm being vague with it. He's saying it is different than some fan or analyst.
He was/is a brilliant and successful engineer but that...
