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It's no longer possible to be a logic IDM (at the finer geometries). TSMC is able to manufacturing at economical scale (i.e. in very large fabs), by combining multiple customers. When one drops, another one picks up. This lessens the risk. If AMD's sever is having a bad year, they can make it up...
Well, I am not here to start WW3.
AMD market cap today is higher than intel, i would hardly called that unsuccessful. GF may not be a great entity but they have a lot of intrinsic worth (if no aspiration to compete at the top end).
All leading edge intel chips are made by tsmc. So separating...
The Andy Grove of today would realize that there is no future in being an leading-edge IDM with a rump foundry division. Intel needs to do what AMD did and separate manufacturing from chip design. Let the foundry work on process development, ramp and yields (and per wafer costs). Nothing else...
@benb Agree with the above though American Factory was dealing with a Chinese firm, not a Taiwanese one. Culture definitely goes into contractors (same with Korean subs BTW).
In my time in Taiwan, I was always surprised by: 1) openness to new ideas, no matter how small 2) company-wide mission...
ASML announces US$50k per year as starting salary for Masters... Imagine equivalent in USA...
https://www.taipeitimes.com/News/biz/archives/2022/11/21/2003789303
We can ignore the content of this blog post (smoking gives it away!). That said, we cannot ignore that:
1) wages are in fact considerably lower in Taiwan (within our industry) with a cost of living comparable to here, albeit a little lower. It was rumored that this is a result of collusion...
@blueone @benb You are making the argument for me. Our actual actions as a country point to polarization and status quo. We will expand our energy talking past one another because we are unable/unwilling to make compromises, regardless of the topic. Circling back to the beginning, my contention...
My experience with foreign-born grad students is that they are better prepared. US graduates go into other fields, for the most part.
@benb Texas is hardly an example of sane power management. See Winter Storm. Effects within semi business still widely felt. Other areas have cheaper fully green...
@blueone Your priorities or mine or anyone else's will be subsumed into our time-wasting political struggles. This is my central assertion.
I sell into universities. It sure seems like 90% of graduate students are 1st gen immigrants (in hard sciences).
tsmc is building a fab complex in Phoenix...
@Node55 I am totally hopeless. The "status quo" people (the racich, the old) will make sure that things stay the way they are. Hey, they like the systems. Visit the Hamptons in the summer, trust me, those people do not care about where tech comes from. They have weaponized the crazies...
More succinctly, our real societal priorities are controlled by minority groups and are at odds with science and tech needs.
As intel is prepared to break ground in OH, lawmakers in that state are working on banning abortion, forcing intel to design and implement out of state travel policies...
Where one falls on the political spectrum has very little to do with the facts at hand. Statis is where we are, whether we like it or not. I have no agenda but like my peers, I see that my competitors in South Korea and Taiwan (and arguably China) are leaping ahead, by virtue of sustained...
@blueone
What I am trying to say (perhaps too subtle way) is that we have made the changes that we wanted to make (in fact that a minority wanted to make). You can claim that all these issues (Citizen United, Roe, etc.) are not relevant but they are. Polarization (well funded by the people who...
Call off the dogs. The CHIPS act is dead. It will not pass in one form or another this year. I am not sure that it's good or bad as there's been many iterations. What I do know is that as a country, we are laser focused... on other things. Consider that in the last 20 years:
1- We decided that...
@Paul2 No idea what the innuendo is about. If you have something to say, say it.
Change is the great constant. What made a low-yielding 3" wafer sold to DOD a hit (new functionality during Viet Nam war) has very little relevance to a gate-all-around chip made on 300 mm wafers in a fully...
@benb Agree 100% that whatever passes for industrial policy is military policy, period.
This issue of manufacturing decline has been covered in many posts - no need to re-hash here. I just wanted to add 3 points:
1- Since the early 80s, finance (and all the values that come with it) has taken...
The evolution of semi manufacturing over 60 years is way too complicated to warrant a "brief history" treatment. To take one example, Japan was not dumping DRAM so much as they were out-yielding their US competitors (See Mostek et al.). Japan, Korea, China, Taiwan were reduced to rubble after...
Fair on all counts. Capital rules so I doubt there was much choice. It was pay up or Samsung would have gone to upstate NY (or at least claim to). Remember the power outage for which the state never did a proper atonement.
We agree in our disagreement! I think a town like Taylor is no match for Samsung when it comes to these types of deals. It's clear that a factory build out will cost any town money - new roads, more permitting, inspectors, residents etc. Then there are the new kids to educate (assuming that the...
