What economic domination in Hyd by andhras ba

[Telugodura456]

Just now, Raven_Rayes said:

not slave labour literally, but yes, chip manufacturing needs massive number of engineers. And Taiwan can provide these at scale for very low pay.

Not a chimpanzee, but you don't need an genius artist to create factory furniture, just some competent wood worksmen who agree to work for a low pay.

Taiwan is that to the US. Its no innovator.

majority of the IP that TSMC uses is from the US itself. US can kill TSMC anytime it wants to.

 

Oh i see - so its not longer slave labor now. That is not low pay by any stretch btw - even engineers from UK will galdly work for that pay even though UK is far more expensive than taiwan.

Again you have no clue what you talk. Never rounded in facts or a proper understanding.

And btw LOL @factory furniture. 

[Telugodura456]

1 minute ago, Raven_Rayes said:

it makes no economic sense to have fabs in France or even in the US.

do you understand why Globalism is a success?

it was not ethnocentrism that got you cheap phones. It was literally imposing its global order and sharing its tech under its terms, that got whatever you are enjoying in the world today

you talk like fabs are grunt work like agri labor - lmao. Not a job that pays you 60k in LCOL.

well if it doesnt make sense for France to make fabs (which is utterly meaningless btw) why would china pour in billions instead of simply buying from taiwan ?

If they did not share their tech it is their loss. There is no magic in tech. Chinese would have figured out eventually. It will delay them for sure but it will delay the prosperity in west too.

 

[Raven_Rayes]

5 minutes ago, Telugodura456 said:

speculative nonsense. anything "can" happen. we will will talk when it happens.

Right now TSMC is a world beating company - because they have their own masterful technology which can integrate compex technologies all over world and produce fantastic chips ?

Do you know why INtel gave up on its high end chips fab? it couldnt get the yield TSMS can get. In otherwords they were technologically inferior to TSMC in fab. Nothing to do with cost.

Wages are not an issue - they can get h1bs if they like.

sure its speculation, but you do agree that almost all IP TSMC needs to manufacture chips is from the US.

that's why TSMC is ready to build a 5nm fab in Arizona to assuage US.

No. Intel gave up because it was commercially not feasible to attempt to get the yields TSMC got, purely because TSMC can hire 4-5 foundry engineers that Intel can in the US for the same cost. Plus there was no market for further wasting money on it.

 

 

[Telugodura456]

It still does not seem to have penetrated that intel tried to beat TSMC and it failed due to technical reasons.

Anyone who covers intel admits it was an innovation problem they couldnt do what TSMC did :

"“For all of its history, until recently, manufacturing was one of the magic things that was going on at Intel — part of the secret sauce of Intel was the manufacturing innovations, and that’s why 7nm was such a big embarrassment,” O’Donnell says. “It was a huge hit, psychologically, across the company, but also across the market because that meant Intel no longer had that secret sauce.”"

[Telugodura456]

4 minutes ago, Raven_Rayes said:

sure its speculation, but you do agree that almost all IP TSMC needs to manufacture chips is from the US.

that's why TSMC is ready to build a 5nm fab in Arizona to assuage US.

No. Intel gave up because it was commercially not feasible to attempt to get the yields TSMC got, purely because TSMC can hire 4-5 foundry engineers that Intel can in the US for the same cost. Plus there was no market for further wasting money on it.

 

 

Ofcourse US can bend TSMC.  Because taiwan needs US because of its enmity with china. There is no way taiwan can stand up to china on its own.

BTW US is not forcing Taiwan they are doling out huge incenctives. Yes Taiwan will suffer - because of its enimeity with china - as simple as that.

What has this got to do with china's own road ?

[Raven_Rayes]

3 minutes ago, Telugodura456 said:

you talk like fabs are grunt work like agri labor - lmao. Not a job that pays you 60k in LCOL.

well if it doesnt make sense for France to make fabs (which is utterly meaningless btw) why would china pour in billions instead of simply buying from taiwan ?

If they did not share their tech it is their loss. There is no magic in tech. Chinese would have figured out eventually. It will delay them for sure but it will delay the prosperity in west too.

yes semiconductor foundry engineering is not an intellectual's job, It is grunt work. Highly paid, engineering work, but still grunt work.

France is part of the US global supply chain for semiconductors, which Taiwan is a part of.

Chinese started building fabs seriously only after Donald Trump cut China off US chips first.

figuring out something 'eventually' is just handwaving. not an argument. Chinese now claim to have built their first inhouse 7nm chip. lets see how it fares.

but they will trail Korea, Taiwan, US on semiconductor well into the immediate future. No amount of money they throw at it can make them the leader in the near to medium term.

[Raven_Rayes]

3 minutes ago, Telugodura456 said:

It still does not seem to have penetrated that intel tried to beat TSMC and it failed due to technical reasons.

Anyone who covers intel admits it was an innovation problem they couldnt do what TSMC did :

"“For all of its history, until recently, manufacturing was one of the magic things that was going on at Intel — part of the secret sauce of Intel was the manufacturing innovations, and that’s why 7nm was such a big embarrassment,” O’Donnell says. “It was a huge hit, psychologically, across the company, but also across the market because that meant Intel no longer had that secret sauce.”"

that's because Intel is trying to achieve TSMC's yield with less than 1/10th of the engineers working at its fab divisions.

semiconductor manufacturing is not automated completely. It needs human supervision. Cheap engineers. There's no work around that for Intel.

[Raven_Rayes]

3 minutes ago, Telugodura456 said:

Ofcourse US can bend TSMC.  Because taiwan needs US because of its enmity with china. There is no way taiwan can stand up to china on its own.

BTW US is not forcing Taiwan they are doling out huge incenctives. Yes Taiwan will suffer - because of its enimeity with china - as simple as that.

What has this got to do with china's own road ?

the tech in semiconductor space is Chinese/Taiwanese so far is only at the margins.

they are nowhere close to being leaders. thats what got to do with this.

Taiwan, if it embraces US, risks completely obliterating its industry.

US will suffer too, coz building semiconductor capacity at short notice is impossible. That's why US is battening its hatches by forcing Taiwan to build one for them (even with US incentives). preparing for the coming chip war.. in which China will be squeezed on all sides.

[Telugodura456]

2 minutes ago, Raven_Rayes said:

that's because Intel is trying to achieve TSMC's yield with less than 1/10th of the engineers working at its fab divisions.

semiconductor manufacturing is not automated completely. It needs human supervision. Cheap engineers. There's no work around that for Intel.

So intel doesnt know how to plan, how much effort to put in despite being an american company with vast accessto capital and international talent.

Byt the way intel snatched a AP guy from Qualcomm to lead this. TSMC does not have that reach in access to capital or human resource.

It is clear you NO CLUE about the process that goes to chip manufacturing at 7 nm or 5 nm or 3 nm. You probably think its huge machines doign the job with some grunts going around.

How do you know btw it is 1/10th . I am pretty sure you pulled it from your ass. why do you LIE like that ? really it used to upset me before. But i have to laugh now.

[Telugodura456]

2 minutes ago, Raven_Rayes said:

the tech in semiconductor space is Chinese/Taiwanese so far is only at the margins.

they are nowhere close to being leaders. thats what got to do with this.

Taiwan, if it embraces US, risks completely obliterating its industry.

US will suffer too, coz building semiconductor capacity at short notice is impossible. That's why US is battening its hatches by forcing Taiwan to build one for them (even with US incentives). preparing for the coming chip war.. in which China will be squeezed on all sides.

THis is all geo political nonsense. 

Taiwan has the tech, Korea has the tech, Japan has the tech - china is a stone's thow away from all these countries. why do you think ONLY china cannot master it ?

[Raven_Rayes]

8 minutes ago, Telugodura456 said:

Ofcourse US can bend TSMC.  Because taiwan needs US because of its enmity with china. There is no way taiwan can stand up to china on its own.

BTW US is not forcing Taiwan they are doling out huge incenctives. Yes Taiwan will suffer - because of its enimeity with china - as simple as that.

What has this got to do with china's own road ?

Samsung is investing $116b in its foundry business over 10yrs to beat TSMC. most of the money goes to US tech companies providing the tech.

https://techxplore.com/news/2020-11-samsung-chip-wars-tsmc.html

[Raven_Rayes]

2 minutes ago, Telugodura456 said:

So intel doesnt know how to plan, how much effort to put in despite being an american company with vast accessto capital and international talent.

Byt the way intel snatched a AP guy from Qualcomm to lead this. TSMC does not have that reach in access to capital or human resource.

It is clear you NO CLUE about the process that goes to chip manufacturing at 7 nm or 5 nm or 3 nm. You probably think its huge machines doign the job with some grunts going around.

How do you know btw it is 1/10th . I am pretty sure you pulled it from your ass. why do you LIE like that ? really it used to upset me before. But i have to laugh now.

you can laugh all you want over your nitpicks, but almost all the tech that TSMC has at its disposal is US Tech.

Intel != US. Intel is just one US company.

blow my mind by describing how semiconductors are manufactured. let me see how much of a clue you do have.

Yes, it is TSMC's access to cheap engineers that is the advantage it has over any other US chipmaker.

[Raven_Rayes]

5 minutes ago, Telugodura456 said:

THis is all geo political nonsense. 

Taiwan has the tech, Korea has the tech, Japan has the tech - china is a stone's thow away from all these countries. why do you think ONLY china cannot master it ?

I already said why. and you agreed to it too.

Taiwan has had now 30yrs of making chips for the US markets, and still haven't found a way to completely cut themselves from the US.

that's how intricate the semiconductor manufacturing supply chain is, with US controlling the tech, and China controlling the raw materials, and Taiwan providing the manpower.

[Raven_Rayes]

7 minutes ago, Telugodura456 said:

Taiwan has the tech, Korea has the tech, Japan has the tech

Japan is the only one that has indigenous tech in semiconductors space, which US has zoomed past couple decades ago. Both Taiwan and Korea are just cheap workshops for the west.

[Telugodura456]

6 minutes ago, Raven_Rayes said:

Samsung is investing $116b in its foundry business over 10yrs to beat TSMC. most of the money goes to US tech companies providing the tech.

https://techxplore.com/news/2020-11-samsung-chip-wars-tsmc.html

LOL at them spending most of it in US tech companies - how do you know ra narsi.

Is is amazing how racially tinged your world.