Foxconn announces $400 million more investments for Telangana

[Jatka Bandi]

12 minutes ago, Tryad said:

No. not without US companies - not just Intel, Micron.. it is advanced chip layout software companies are the ones ruling the industry. Chip fabrication itself is a very low margin business, most of the money that TSMC makes is through customized layout services that they sell - rented from US companies like Synopsys.

Its not that no other country can manufacture their own chip. They can, but its not worth the effort when the ecosystem of a dozen companies providing ancillary services to this manufacturing already works efficiently. Unfortunately China is locked out of it. I don't see them also developing their own.

IP companies gurinchi nuvvu antundi. Avi emunnayi. Software type. Oka country anukunte develp cheyochu. Israel, Holland, UK ki kooda manchi hold ee vundi. US economy valla leverage vastundi anthe. Ayina IP solution vunna manufacture chese technology leka pothe ela? I differ (and strongly disagree) with your opinion.

Manufacturing ekkadanna frugal business ee.

[Tryad]

I think it was sometime in the 1980s when an Indian from the planning commission wrote to Milton Friedman and asked what India must do to grow.

he replied back saying that the return on investment on human capital is much higher than investment in physical capital.

now in 2023, what is India doing? building more roads that nobody actually needs. and still not improve capital allocation for education, health, and nutrition of its people.

rest of these assembly, manufacturing etc flows from that.

[Jatka Bandi]

5 minutes ago, Tryad said:

adhi kooda India lo cheyyatledhu anna. The kid was 17 when he did it. He's workin on 28nm now.

India was offering billions of dollars subsidy for 28nm for something a kid was doing with a $100m investment from openAI. adhi Indian telivi thetalu.

US is a bully sure. India is a worthless country full of delusional mfs. ila Foxconn assembling investment ki simpukovatam antha varakey Indians vision.

 

I agree. Andukane tirigocha. Edo peekudam ani. Culture is challenging. Paina oka maha medhavi vachadu choodu. Alanti chillar maatalu tappite panulu cheyani howla galle ekkuvaga vunnaru ikkada. Oka saari adigi choodu, em sollu cheptaado vindam.

[Android_Halwa]

23 minutes ago, Tryad said:

vietnam does more assembly than whole of India put together. I don't see it changing any time. lite teesko.

none of Indian states will reach their potential. except in real estate speculation driven by expensive infra projects.

Good for Vietnam. When did I say India will compete with Vietnam ? Or where sid I claim that whole world’s electronic assembly will be based in India ?

[Android_Halwa]

2 minutes ago, Jatka Bandi said:

I agree. Andukane tirigocha. Edo peekudam ani. Culture is challenging. Paina oka maha medhavi vachadu choodu. Alanti chillar maatalu tappite panulu cheyani howla galle ekkuvaga vunnaru ikkada. Oka saari adigi choodu, em sollu cheptaado vindam.

Lol comedy..!!! Estimate, Over estimate and Under estimate Ki teda teliyani nuvvu…sollu maatalu.

[Jatka Bandi]

2 minutes ago, Tryad said:

I think it was sometime in the 1980s when an Indian from the planning commission wrote to Milton Friedman and asked what India must do to grow.

he replied back saying that the return on investment on human capital is much higher than investment in physical capital.

now in 2023, what is India doing? building more roads that nobody actually needs. and still not improve capital allocation for education, health, and nutrition of its people.

rest of these assembly, manufacturing etc flows from that.

Exactly. India is appealing because of human slaves. Adedo brain power valla vastunnattu ego satisfy chesukuntaru. I wish Tata was 20 years younger or I 20 years older.

A small and foremost thing I hate about Indian is calling each and everyone sir and madam. It gives me a colonialist vibe. Eppudu maarataro janam. 

[Guest]

20 minutes ago, Tryad said:

unless US wants to bless India with a chip plant, India is not getting any, how much ever they invest.

they even forced taiwan to build one in Arizona. max India can get 10yr old tech nodes upto 28nm. but a guy on youtube is working on those nodes in his garage. sam zeloof can currently make you chips upto 300nm from his garage.

India was offering billions of dollars as subsidy for older nodes. because there's no hope in hell for companies with newer node technologies to ever JV with India without US approval.

[Jatka Bandi]

2 minutes ago, Android_Halwa said:

Lol comedy..!!! Estimate, Over estimate and Under estimate Ki teda teliyani nuvvu…sollu maatalu.

cheppara sollu settler faku ga 😂

[Tryad]

1 minute ago, Jatka Bandi said:

IP companies gurinchi nuvvu antundi. Avi emunnayi. Software type. Oka country anukunte develp cheyochu. Israel, Holland, UK ki kooda manchi hold ee vundi. US economy valla leverage vastundi anthe. Ayina IP solution vunna manufacture chese technology leka pothe ela? I differ with your opinion.

Manufacturing ekkadanna frugal business ee.

nuvvu cheppina countries anni overrated in this business. Holland ekkuva overaction cheste, ASML ni copy chesi dobbutaru US lo.

chip fabrication is done in taiwan, only because it needs cheap labour that is highly skilled.. Something these companies can't get in the US. Even Arizona chip plant ki kooda warning isthunnaru, to keep expectations about salaries low, and work hours as long ani. It won't be paying top dollars.

If US decides to get into manufacturing, they'll make better machines than ASML, especially if they decide to automate most of the manufacturing process which is now heavily manual due to poor ASML machines.

US antha bekaar country aithe, ee paatiki everybody would've sided with China on this war. Its not that easy to replicate modern fabrication without US. South Korea nay mooskunindhi, inspite of being the one with the most to lose. Samsung lost more than 50% of their chip business because of the China ban.

[Tryad]

9 minutes ago, Jatka Bandi said:

I agree. Andukane tirigocha. Edo peekudam ani. Culture is challenging. Paina oka maha medhavi vachadu choodu. Alanti chillar maatalu tappite panulu cheyani howla galle ekkuvaga vunnaru ikkada. Oka saari adigi choodu, em sollu cheptaado vindam.

okay. good luck.

[Tryad]

5 minutes ago, Jatka Bandi said:

cheppara sollu settler faku ga 😂

vaadini vadiley.. nenu kooda nee laagey vachha 2015 lo. hope you have better experience. I'm sure you will, because I ventured into the poorest parts of Indian society. I'm sure you won't make that mistake. anyway I have nothing to do with India now.

[Jatka Bandi]

Just now, Tryad said:

nuvvu cheppina countries anni overrated in this business. Holland ekkuva overaction cheste, ASML ni copy chesi dobbutaru US lo.

chip fabrication is done in taiwan, only because it needs cheap labour that is highly skilled.. Something these companies can't get in the US. Even Arizona chip plant ki kooda warning isthunnaru, to keep expectations about salaries low, and work hours as long ani. It won't be paying top dollars.

If US decides to get into manufacturing, they'll make better machines than ASML, especially if they decide to automate most of the manufacturing process which is now heavily manual due to poor ASML machines.

US antha bekaar country aithe, ee paatiki everybody would've sided with China on this war. Its not that easy to replicate modern fabrication without US. South Korea nay mooskunindhi, inspite of being the one with the most to lose. Samsung lost more than 50% of their chip business because of the China ban.

Dude, LAM, AMAT, ASML, ASM, TEL ni copy kottadam antha easy anukuntunnava? Market cap choodu oka saari.

US is not bekaar. Entha bekaar ayina, power lo vunnodini dhee kottadam kashtam. US has a stronger government and patriotism than the rest of the world. Diversity is many times a challenge for progress, which the rest of the world struggles with. 

Samsung lost 50% aa! ideppudu ayyindi? Vaallu lose ayina market share evaru gain chesaru cheppandi saarvaadu.

[Android_Halwa]

8 minutes ago, Jatka Bandi said:

cheppara sollu settler faku ga 😂

Of course…nee lantollki Sollu kakapothey inkemi septar ra Amaravati…

[Jatka Bandi]

2 minutes ago, Tryad said:

vaadini vadiley.. nenu kooda nee laagey vachha 2015 lo. hope you have better experience. I'm sure you will, because I ventured into the poorest parts of Indian society. I'm sure you won't make that mistake. anyway I have nothing to do with India now.

I too am trending in that direction. Values are worst in this country. Ekkadikanna velli mana svardham choosukovadam better anipistundi.

[Jatka Bandi]

Just now, Android_Halwa said:

Of course…nee lantollki Sollu kakapothey inkemi septar ra Amaravati…

Tanda settler ga.. Hyderbad loki raanichara ra mundu ninnu..