OleoSaccharum

OleoSaccharum , 4 months ago

Fucked up how the British originally swapped in tea for their beer common at every meal. I would have been pissed

OleoSaccharum , 4 months ago

Ye but it's for recreation now not just a standard water style beverage lel

OleoSaccharum , 4 months ago

Coding, like writing scientific papers, or novels, is only about randomly generating strings, silly human.

OleoSaccharum , 4 months ago

Nvidia is such a stupid fucking company. It's just slapping different designs onto TSMC chips. All our "chip companies" are like this. In the long run they are all going to get smoked. I won't tell you by whom. You shouldn't need a reminder.

OleoSaccharum , 4 months ago

Except what NVIDIA is doing can be done by numerous other chip design firms, TSMC cannot be replaced.

OleoSaccharum , 4 months ago

Amazon is fabless for their chip design unit, there all little mini design units for shit like datacenters.

It's hilarious you're saying that because Intel labelled itself an investor in USA foundry projects you think they are exempt from this. Okay man, go work at the plants in Ohio and Arizona. Oh wait, they don't fucking exist bruh

OleoSaccharum , 4 months ago

None of those companies even make a blip on global chip production though. Are they for research or something? Why should I give a shit about a tiny technically existing fraction of production that will never expand?

Go look at where there has been actual foundry production for decades. None of the companies you mentioned even exist in foundry. Who cares if they have A facility or two? That's just part of figuring out what they're going to order from TSMC.

OleoSaccharum , 4 months ago

You are the one moving the goalposts with your boasts about how these companies make up LITERALLY an INFINITESIMAL portion of global chip production. Even if you cut out Samsung and TSMC they wouldn't be global players.

No, we can't just bring all production home lol. We've been saying we will for years. Where is the foundry in Ohio dude? Where is the Arizona foundry that's supposed to bolster TSMC production?

Lol yeah sure go ask ASML how their business is doing rn in light of the US chip war sanctions. European manufacturing is in as dire a state as the US now due to financialization and now the skyrocketing energy costs.

People said this about our military production too. "Oh, Russia messed up now, we're going to get serious and amp up our military production." 🦗🦗🦗🦗🦗🗓️🗓️🗓️🗓️ (time loudly passing and nothing happening)

How many times is it going to take for people to learn it gets transmuted directly into stock buybacks lmao? We don't have the electrical grid to build up our manufacturing base in the modern world yet. The US is a giant casino for the elite of our empire full of slums.

OleoSaccharum , 4 months ago

Yeah the casino bit is the most important part for sure. In light of how financialized everything is, huge costs, massively inflated financial asset & real estate prices etc, labor costs, it's more likely for Detroit to spring back into being an industrial hub.

We focus all of our political energy on monopolizing the top of the value chain TSMC is a part of and we can't replace it with our own production bc it's so crucial for cutting costs down. They can't even expand the production for lower end chips (ROI isn't there) now so Russia and China are gonna scoop up orders from expansion in the many industries that use them (low end chips were like 20% of TSMC's revenue recently, iirc). Which will help them develop their higher end foundries which they definitely can make I mean Rosatom produces super high quality Xray mirrors and the Chinese govt won't balk at industrial investment or high tech training programs.

ASML's whole position in this convoluted supply chain means they only make those shipping container sized thingies with the rube goldberg machine of mirrors hooked up to a gallium plasma light thingy, and that ultimately limits the minimum nanometer size of the circuits made in the fabrication units they ship out. If I'm getting that right 🤪. This is really futuristic stuff I'm talking about now but the next-next gen fabrication units beyond Russia and China catching up could even be hooked up to a particle accelerator. That's pretty hard to export in the same way.

I just don't see how we can politically or financially solve these problems in the US or EU lol. We're kind of caught by the balls as workers no?

OleoSaccharum , 4 months ago (edited 4 months ago)

Oh also insurance prices and shit like that here are a nightmare. Legal is too obviously. That's why Nike could never just move all their production here even thought it would be trivial to teach people to make shoes. The convoluted global supply chain is the whole point

OleoSaccharum , 4 months ago

sure, they're labor aristocracy jobs bc they're at the tip top of the global supply chain, but most people do not partake in that at all, or management etc, or legal/medical/whatever other high end shit, and 50% of the US is in crappy service work like mcdonalds literally.

no matter what industry you work in you can only be pessimistic here lmao unless you're like in finance or useless c suite shit

i'm not crying for the TSMC foundry or trying to work there. i hope the NATO+ intelligence services edge from high end chip production being under our control is unseated, it would be good for all of us

what's going on with TSMC is indicative of wider issues with all kinds of US industries I'm in solar and frankly I plan to gtfo in the long term to a more interesting area of development. I don't expect it to make my life easier per se but there are a lot of reasons.

OleoSaccharum , 4 months ago

Solar here makes me so pissed since you know Texas could be a magnificent location but instead it's such a libertarian shithole
lmao