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Started By
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re: Samsung and Intel cancel plans to build advanced semiconductor plants in U.S.
Posted on 3/10/24 at 12:21 pm to HubbaBubba
Posted on 3/10/24 at 12:21 pm to HubbaBubba
quote:
Announced technologies don't translate to immediate availability. For a presidential candidate,you sure don't seem to understand business dynamics.
Factories are built every day to make use of the latest tech and with the requisite flexibility to accommodate new tech. Your answer implies that this isn't the case.
For someone that comes on a message board asserting some knowledge about this field, your reading comprehension is awful, the link you provided in the other comment was useless, and you have no grasp of how factories are built in this country.
I'm guessing that if I said, "I'm going to build the best chip plants you've ever seen. They're going to be beautiful. Massive factories out in the desert. Biggest ever. We'll make Taiwan jealous. Jealous I tell you. Canon will be begging us to use their new stuff. I'll make them beg, you watch. Only I can do it. No one has seen chips like the chips we're going to make."...then you'd be happy.
If you have any actual knowledge here, I'm happy to take notes and expand my understanding.
2
Posted on 3/10/24 at 2:38 pm to POTUS2024
quote:You're right. It MUST be DEI.
Factories are built every day to make use of the latest tech and with the requisite flexibility to accommodate new tech. Your answer implies that this isn't the case.
For someone that comes on a message board asserting some knowledge about this field, your reading comprehension is awful, the link you provided in the other comment was useless, and you have no grasp of how factories are built in this country.
Posted on 3/10/24 at 2:53 pm to POTUS2024
The semiconductor industry is in turmoil right now.
So you design a factory to accommodate the machines and clean rooms of what is available, today, but then, you've locked yourself into fixed infrastructure costs to support that technology that takes about 5-6 years to recover costs, but then everyone else builds a factory for newer technology requiring 90% less power and 50% less materials, as well as finished products manufacturers designing new products to take advantage of the newer breakthrough in technology because it lowers their own cost of production and their clients are able to experience greater productivity, are you suggesting you would just go ahead and produced the factory, eat the loss on existing equipment then retool in 2 years when the latest machines hit the market, or do you pause, wait for AMSL and Canon to give you delivery dates, then talk to your clients to see which ones will be making new designs for their products using the new semiconductors and then decide which makes economic sense?
So you design a factory to accommodate the machines and clean rooms of what is available, today, but then, you've locked yourself into fixed infrastructure costs to support that technology that takes about 5-6 years to recover costs, but then everyone else builds a factory for newer technology requiring 90% less power and 50% less materials, as well as finished products manufacturers designing new products to take advantage of the newer breakthrough in technology because it lowers their own cost of production and their clients are able to experience greater productivity, are you suggesting you would just go ahead and produced the factory, eat the loss on existing equipment then retool in 2 years when the latest machines hit the market, or do you pause, wait for AMSL and Canon to give you delivery dates, then talk to your clients to see which ones will be making new designs for their products using the new semiconductors and then decide which makes economic sense?
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