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  1. C

    Biden sharply hikes US tariffs on billions in Chinese chips

    We are witnessing the end of globalization in real time.
  2. C

    U.S. ramps up chip production efforts with taxpayers footing part of the bill - Is it worth it?

    TSMCs gross margins are above 50% and labor costs are dwarfed by equipment cost. Achieving high yield and equipment utilization will be a challenge in the US, but if they are able to yield and keep the fabs utilized they will not have a problem making money.
  3. C

    Where is all the power going to come from for AI/ML

    For electric trucks, I think eventually you'll have greater movement towards them as batteries improve and prices continue to decline. It's not quite Moore's law but the cost/performance of batters has been steadily improving year after year, I think at around 7% a year, with some ups and downs...
  4. C

    China Taking Taiwan, Fear Mongers Rule

    Are you sure it won't happen? Just as the West is trying to decouple it's supply chain from China, China is trying to decouple itself from Western technology. And China is decoupling it's technological reliance faster than we are decoupling our supply chain reliance. The biggest economic risk...
  5. C

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    They are similar enough. Here is how high tech manufacturing works, regardless of if it is fabs or batteries or medical devices: The most expensive cost is equipment depreciation, not labor. The most important KPI is OEE (Overall equipment effectiveness). OEE includes factors for...
  6. C

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    Yes, I have been a manager in US factories. I currently am consulting to battery factories being built in the US and Asia.
  7. C

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    I agree, manufacturing requires a certain culture, where people need to put aside their individual identities and embrace work togethering as part of a machine. It's very difficult to get Americans to buy into this. It's also very difficult work, requires an uncommon level of dedication and...
  8. C

    Intel's latest AI chip is a direct shot at Nvidia's moneymaker

    My mistake, the press release I looked at where 10,000 was cited was from Intel's 2023 layoff round. Seems like the layoffs at Intel are more or less constant.
  9. C

    Intel's latest AI chip is a direct shot at Nvidia's moneymaker

    If NVidia was thinking about using IFS before, they are likely rethinking it now. Intel seems to take frequent pot shots at companies that they need to be building relationships with, like TSMC and now Nvidia. Hopefully the marketing people who were involved in this were part of the 10,000 let go.
  10. C

    TSMC AZ Update

    Personally I think Moores law is slowing down - even for TSMC - so the life of nodes will extend a bit. It also makes sense for TSMC to do their yield learning in Taiwan where they are closer to their core engineering teams and there is a better manufacturing culture.
  11. C

    TSMC AZ Update

    As Daniel said, TMSC does not build fabs on spec. If they are planning to build an N2 fab in AZ, that means they have customer committed volumes for it - it would not be some kind of pilot line for demonstration purposes. And they will probably build an N2 fab in Taiwan first, so yes they will...
  12. C

    Intel Confirms Layoffs In Sales And Marketing Group

    Marketing is critical, but I think Intel probably was too heavy in this department.
  13. C

    Diamond nanomembranes to change electronics?

    Would a diamond nanomembrane not just be graphene?
  14. C

    Any thoughts on how the power grid will deal with AI

    Interestingly the oil and gas industry seemed to finally this lesson. This is how they were able to successfully scale up unconventional oil plays with highly standardized modular well pads. So it can be done.
  15. C

    Why Apple is abandoning building cars

    The steering wheel would be replaced by one of those iPod click wheels.
  16. C

    Why Apple is abandoning building cars

    One could have said the same thing about smartphones prior to the iPhone. Margins were super thin. With cars I think it's more challenging. Apple would no doubt market itself more like a lifestyle brand like Ferrari, and not like GM. They would be selling $100k+ vehicles. I think they...
  17. C

    Any thoughts on how the power grid will deal with AI

    Maybe cogeneration is not the right term, but on site generation. Most likely natural gas because you need baseload power but I'm sure they will throw a few solar panels on the roof to greenwash. A lot of mining companies do things like this. In the case of a mining company it is cogeneration...
  18. C

    Any thoughts on how the power grid will deal with AI

    Same as other very large industrial consumers deal with their power requirements - Cogeneration. AI data centers in the future will generate most of their own power on site and only be connected to the grid for backup/emergency power.
  19. C

    Yale Engineering Dean's Invited Speaker Series featuring C.C. Wei, CEO, TSMC

    Yale has an engineering program?
  20. C

    Intel Delays its Ohio fabs

    Run up in price is across entire semi industry and AI hype, where any company that can make a claim they could capture any kind of AI revenue is getting bought.
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