|
| [deleted]
| danuker wrote:
| Recent discussion:
|
| Global chip shortage may soon turn into an oversupply crisis
|
| https://news.ycombinator.com/item?id=30489538
| turbinerneiter wrote:
| Well, I'm banking on an oversupply which makes production cheaper
| by making my team build up chip design knowledge, so we have some
| designs ready when it happens. If not, FPGA dev skills will still
| be super useful for our work.
| madengr wrote:
| ohazi wrote:
| If we manage to get through this chip shortage and then China
| decides to invade Taiwan and we lose TSMC, I'm gonna fucking lose
| it. Everything feels so fragile right now.
| jotm wrote:
| Tell me about it. I have invested in a new business (anyone
| want a fully custom PC case? heh), and now I have to stock up
| on food and seriously consider how to live with long mass
| blackouts, as well as prepare for mobilization to fight Russian
| invaders if they succeed in Ukraine. Eh, I'm already suicidal,
| so that would be a better way to go, I guess.
| winstongator wrote:
| I wonder if TSMC has a self-destruct button. I do not think
| they want CCP to take over those fabs. Agree, this is a worst
| case scenario, and we need to get at least one TSMC fab in the
| US.
| Traster wrote:
| I imagine the conversation goes like this "Sorry, Mr Xi
| Jinping, your bombs caused seismic activity that destroyed
| the calibration of our machines and of the the 5,000 highly
| trained engineers we employ, only 2 turned up today and I'm
| not sure how much work we can expect from Raffles the team
| mascot.
| j_walter wrote:
| There are a few key points in the process that you could
| easily disrupt and pretty much cause a scorched earth type of
| response. There are a few ways to do it as well...like export
| all of the photo masks to the US or Europe. Those fabs can't
| produce anything without them...and all of the ones for their
| Taiwan advanced fabs could probably all be loaded into a
| dozen or less shipping containers. Destroying them is another
| way to go about it if you can't get them out of the country
| safely.
| Traster wrote:
| This is absolutely the lens we need to view the Ukranian crisis
| through. It's actually quite surprising that Europe has acted
| so strongly and unanimously in their condemnation of Russia
| given that they _really_ need Russian gas to heat their homes.
| Sure, they haven 't literally turned off the gas because they
| can't, but they've done everything but. It's up to Russia at
| this point but they absolutely can turn off that gas, and it
| has been suggested that they were limiting exports for the last
| 6 months to make sure Europe didn't have any stockpiles to
| weather an event like this.
|
| I think recent events send a message to China that Western
| countries are perfectly willing to act against their own
| interests purely to punish a country that steps out of line.
| The whole of western Europe will suffer to punish Russia in
| this conflict, but the conflict has taken a situation where
| countries were semi-committed and made them fully committed.
| Germany's stance now, would've been unthinkable 1 month ago. It
| highlights how easy it is to push countries away.
| GoToRO wrote:
| There are two pipes: one bings gas from Russia and the other
| cash from Europe. You turn the first one off, the second one
| is off as well.
| WithinReason wrote:
| "In his personal opinion--not necessarily that of TSMC--it is
| going to take two to three years to bring new fabs online to
| resolve the situation."
| jaywalk wrote:
| Given his position within the company, I'd say that his
| personal opinion holds quite a bit of weight.
| nickff wrote:
| My understanding is that presenting 'official positions'
| outside of shareholder meetings and disclosures can cause
| legal issues. He may be stating that it's a personal opinion
| to avoid that issue.
|
| https://www.investopedia.com/terms/r/regulationfd.asp
| shmerl wrote:
| That's from now or from the beginning of that construction?
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