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Started By
Message
re: Nvidia and TSMC unveil first Blackwell chip wafer made in U.S.
Posted on 10/20/25 at 10:34 am to RogerTheShrubber
Posted on 10/20/25 at 10:34 am to RogerTheShrubber
If energy can continue to stay low it’s going to be big help across the board. And is another drop in interest coming?
11% actual tariff rate. Wall St has calmed a bit. Still expected to rise more but US business is doing all it can keeping prices low.
Inflation is good. Investment as well. GDP increased July to September I think.
Imports are 11% of gdp so further tariff increases unless catastrophically large will have limited affect. I believe many were certain of recession.
Still trade agreement with Mexico and Canaduh upcoming and of course china is still out there(I hope we wait them out and continue supply chain diversification)
I read a article(looking for it lol) that held the old ways of globalization are over and a new model of more regional trade groupings will be the new norm. Anyone agree or read similar?
11% actual tariff rate. Wall St has calmed a bit. Still expected to rise more but US business is doing all it can keeping prices low.
Inflation is good. Investment as well. GDP increased July to September I think.
Imports are 11% of gdp so further tariff increases unless catastrophically large will have limited affect. I believe many were certain of recession.
Still trade agreement with Mexico and Canaduh upcoming and of course china is still out there(I hope we wait them out and continue supply chain diversification)
I read a article(looking for it lol) that held the old ways of globalization are over and a new model of more regional trade groupings will be the new norm. Anyone agree or read similar?
1
Posted on 10/20/25 at 10:36 am to BugAC
quote:
Taking pictures isn't the flex you think it is
I never said it was retard. It requires a lot more skill than your smoking weed and jacking off.
Posted on 10/20/25 at 10:37 am to goatmilker
quote:
If energy can continue to stay low it’s going to be big help across the board. And is another drop in interest coming?
These AI plants are eating up energy and water like no other industry. Its going to be a major issue because we plan the infrastructure as we progress.
There is no forward vision.
We should have invested in nuclear decades ago.
Posted on 10/20/25 at 10:37 am to RogerTheShrubber
quote:
TSMC is literally owned by Taiwanese.
Doesn't matter if the manufacturing capabilities are domestic. They can "shut down" but they can't take their plant with them.
quote:
They'll operate a plant here as long as we continue to subsidize them. Then, they'll go somewhere else.
Maybe. But i'd rather have domestically produced goods than have them produced abroad next to global enemies. Same goes with medicine as well.
Posted on 10/20/25 at 10:39 am to BugAC
quote:
Doesn't matter if the manufacturing capabilities are domestic. They can "shut down" but they can't take their plant with them.
Of course, then we will bribe someone else with 6 billion dollars to employ Americans.
quote:
They'll operate a plant here as long as we continue to subsidize them. Then, they'll go somewhere else.
Maybe.
Its fact, and you know it.
Posted on 10/20/25 at 10:39 am to RogerTheShrubber
quote:
I never said it was retard.
"Photography is a skill, something you soy boys dont understand." - posted by Rogertheshrubber
quote:
It requires a lot more skill than your smoking weed and jacking off.
Again, your failure to know anything pop culture is very apparent. Again, not the flex you think it is.
Posted on 10/20/25 at 10:41 am to RogerTheShrubber
quote:
Of course, then we will bribe someone else with 6 billion dollars to employ Americans.
Or, an enterprising young American will make them instead. But i'm sure your opinion is the only possible conclusion...
quote:
Its fact, and you know it.
No, that's why i said maybe. Otherwise, i'd say, "hey, maybe the retards right".
Posted on 10/20/25 at 10:41 am to BugAC
quote:
Again, your failure to know anything pop culture is very apparent.
Pop culture is for women and ****.
Its the propaganda arm of the DNC, and youre a footsoldier.
Posted on 10/20/25 at 10:41 am to RogerTheShrubber
quote:
double digit inflation
quote:
2.9%
fricking moron. Posted on 10/20/25 at 10:41 am to BugAC
quote:
Its fact, and you know it.
No, that's why i said maybe.
Then youre stupid, or extremely naive. Maybe smoked too much weed in college.
Posted on 10/20/25 at 10:42 am to stout
2017–2018: Initiation of US-China Trade War and Entity List Additions
Trump administration launches Section 301 tariffs on Chinese goods (up to 25% on $300B+ imports) to address IP theft and tech transfers, but excludes semiconductors to avoid supply chain disruptions. Commerce Department adds Chinese firms like Huawei to the Entity List, restricting US tech exports (e.g., chips) for national security.,
Establishes baseline hawkish stance on China, focusing on export controls over direct chip tariffs.
2019: Huawei Chip Ban and TSMC US Fab Deal
Trump bans US firms from supplying chips to Huawei, crippling its smartphone business. TSMC agrees to build a $12B advanced fab in Arizona, spurred by export control pressures.
Early reshoring via restrictions, not subsidies.
2020: COVID-19 Supply Chain Review
Executive order reviews vulnerabilities in semiconductor supply chains, highlighting foreign dependence (e.g., Taiwan, South Korea). No direct tariffs imposed on chips.
sets stage for future industrial policy
August 2022: CHIPS and Science Act Enacted
Biden signs bipartisan $52.7B law providing grants, loans, and tax credits to boost domestic chip manufacturing and R&D; aims to increase US share of global production from 12% to 20% by 2030. Includes guardrails like union labor preferences, childcare requirements, and environmental standards.
Shift from Trump's restriction-only approach: Introduces direct subsidies and incentives, contrasting first Trump's tariff/export focus; builds on but expands 2020 supply chain review.
October 2022: Biden Tightens AI Chip Export Controls
Commerce Department imposes strict rules on advanced semiconductors (e.g., Nvidia GPUs) to China, limiting AI/supercomputing access; roots in Trump's Huawei bans but escalates scope.
Expansion of Trump's first-term controls: Adds AI-specific tiers (ally access vs. China block), moving beyond general entity restrictions.
May 2024: Biden Raises Tariffs on Chinese Semiconductors
Increases duties on Chinese chips from 25% to 50% (effective 2025), targeting legacy nodes while exempting advanced tech imports from allies.
Builds on Trump's Section 301: Maintains tariff framework but focuses narrowly on China, avoiding broad reshoring mandates.
April–November 2024: Major CHIPS Act Awards Finalized
Biden admin disburses $30B+ in grants: Intel ($7.86B), TSMC ($6.6B), Samsung ($6.4B), Micron ($6.1B), GlobalFoundries ($1.5B) for US fabs in AZ, OH, NY, TX, ID. Catalyzes $540B+ private investment, 115K jobs.
Contrast to Trump 1.0: Heavy reliance on grants/loans vs. Trump's voluntary deals; rushed pre-transition to lock in funds.
January 2025: Biden's Final AI Export Rule
Framework for Artificial Intelligence Diffusion: Tiers global access (unlimited for 17 allies/Taiwan; caps for 120 others; ban for China/Russia); restricts AI model weights and cloud services.
Further escalation: Adds bureaucratic tiers and model restrictions, differing from Trump's simpler bilateral deals.
March 4, 2025: Trump Criticizes CHIPS Act in Address to Congress
Calls it "horrible" and unnecessary subsidization; signals intent to repeal/modify, favoring tax cuts and tariffs for "manufacturing renaissance."
Direct reversal of Biden's core policy: Rejects subsidies in favor of Trump's preferred tariffs/tax incentives; sparks industry panic over clawbacks.
March 2025: TSMC Expands US Investment
Commits additional $100B for AZ infrastructure, supporting AI/tech clients (Apple, Nvidia); total US investment now $165B.
Influenced by tariff threats: Builds on Biden's CHIPS funding but accelerated by Trump's protectionism, shifting from pure incentives to coerced reshoring.
March 20–31, 2025: EOs on Minerals and CHIPS Oversight
EO promotes domestic mineral production for chips (e.g., via DFC/DoD funds); another creates "Investment Accelerator" in Commerce to renegotiate CHIPS deals for "better terms.",
Modifies Biden's CHIPS: Adds deregulatory oversight, removes DEI/union/environmental guardrails; aligns with Trump's "energy dominance" vs. Biden's green focus.
April 1, 2025: Section 232 Probe on Semiconductors Launched
Commerce investigates imports/manufacturing equipment as national security threat; targets reliance on Asia (Japan, Singapore top suppliers).
Revives Trump's first-term tool: Expands beyond Biden's China-specific tariffs to global probe, enabling broader duties.
April 2, 2025: Reciprocal Tariffs on Taiwan (32%) Announced
Duties on Taiwanese goods, excluding chips; Taiwan responds by offering to drop US tariffs and boost imports.
New broad targeting: Unlike Biden's ally exemptions, pressures even partners like Taiwan for defense spending reciprocity.
May 7, 2025: Biden AI Chip Rule Rescinded/Modified
Trump admin scraps tiered global export curbs; replaces with simpler licensing and bilateral govt-to-govt agreements to "unleash innovation."
Deregulatory rollback: Eliminates Biden's "overly bureaucratic" tiers, favoring Trump's deal-making; eases ally access but maintains China blocks amid bipartisan pushback.
July 30, 2025: US-South Korea Trade Deal
Imposes 15% tariffs on SK goods from Aug 1, but carves out semiconductor exemptions to protect supply chains.
Transactional tweaks: Builds on Biden's ally focus but uses tariffs as leverage for deals, unlike subsidy reliance.
August 6, 2025: 100% Semiconductor Tariffs Announced
Trump pledges ~100% duties on imported chips, exempting US-building firms; phased to minimize disruptions; electronics tariffs based on chip count proposed. Apple announces $600B US investment in response.
Major escalation from Biden: Direct chip tariffs (vs. exclusions); incentivizes reshoring via penalties, not grants; minimal direct China impact due to low imports.
August 15, 2025: Wave of Private Investments Announced
Micron ($200B for ID/VA fabs), IBM ($150B over 5 years), TSMC ($100B); total spurred: trillions in US manufacturing.
Tariff-driven vs. subsidy-driven: Accelerates Biden-era projects but attributes to Trump's "America First" policies.
September 4–26, 2025: Tariffs on Non-US Producers and 1:1 Ratio Rule
Duties imposed on imports from firms not shifting to US production; new mandate requires chipmakers to match imports with domestic output or face tariffs (timeline TBD).
GlobalFoundries/Intel shares rise 5%.,"Policy whiplash: Introduces quota-like ratios, absent in Biden's incentive model; risks higher costs/retaliation but boosts domestic firms.
Trump administration launches Section 301 tariffs on Chinese goods (up to 25% on $300B+ imports) to address IP theft and tech transfers, but excludes semiconductors to avoid supply chain disruptions. Commerce Department adds Chinese firms like Huawei to the Entity List, restricting US tech exports (e.g., chips) for national security.,
Establishes baseline hawkish stance on China, focusing on export controls over direct chip tariffs.
2019: Huawei Chip Ban and TSMC US Fab Deal
Trump bans US firms from supplying chips to Huawei, crippling its smartphone business. TSMC agrees to build a $12B advanced fab in Arizona, spurred by export control pressures.
Early reshoring via restrictions, not subsidies.
2020: COVID-19 Supply Chain Review
Executive order reviews vulnerabilities in semiconductor supply chains, highlighting foreign dependence (e.g., Taiwan, South Korea). No direct tariffs imposed on chips.
sets stage for future industrial policy
August 2022: CHIPS and Science Act Enacted
Biden signs bipartisan $52.7B law providing grants, loans, and tax credits to boost domestic chip manufacturing and R&D; aims to increase US share of global production from 12% to 20% by 2030. Includes guardrails like union labor preferences, childcare requirements, and environmental standards.
Shift from Trump's restriction-only approach: Introduces direct subsidies and incentives, contrasting first Trump's tariff/export focus; builds on but expands 2020 supply chain review.
October 2022: Biden Tightens AI Chip Export Controls
Commerce Department imposes strict rules on advanced semiconductors (e.g., Nvidia GPUs) to China, limiting AI/supercomputing access; roots in Trump's Huawei bans but escalates scope.
Expansion of Trump's first-term controls: Adds AI-specific tiers (ally access vs. China block), moving beyond general entity restrictions.
May 2024: Biden Raises Tariffs on Chinese Semiconductors
Increases duties on Chinese chips from 25% to 50% (effective 2025), targeting legacy nodes while exempting advanced tech imports from allies.
Builds on Trump's Section 301: Maintains tariff framework but focuses narrowly on China, avoiding broad reshoring mandates.
April–November 2024: Major CHIPS Act Awards Finalized
Biden admin disburses $30B+ in grants: Intel ($7.86B), TSMC ($6.6B), Samsung ($6.4B), Micron ($6.1B), GlobalFoundries ($1.5B) for US fabs in AZ, OH, NY, TX, ID. Catalyzes $540B+ private investment, 115K jobs.
Contrast to Trump 1.0: Heavy reliance on grants/loans vs. Trump's voluntary deals; rushed pre-transition to lock in funds.
January 2025: Biden's Final AI Export Rule
Framework for Artificial Intelligence Diffusion: Tiers global access (unlimited for 17 allies/Taiwan; caps for 120 others; ban for China/Russia); restricts AI model weights and cloud services.
Further escalation: Adds bureaucratic tiers and model restrictions, differing from Trump's simpler bilateral deals.
March 4, 2025: Trump Criticizes CHIPS Act in Address to Congress
Calls it "horrible" and unnecessary subsidization; signals intent to repeal/modify, favoring tax cuts and tariffs for "manufacturing renaissance."
Direct reversal of Biden's core policy: Rejects subsidies in favor of Trump's preferred tariffs/tax incentives; sparks industry panic over clawbacks.
March 2025: TSMC Expands US Investment
Commits additional $100B for AZ infrastructure, supporting AI/tech clients (Apple, Nvidia); total US investment now $165B.
Influenced by tariff threats: Builds on Biden's CHIPS funding but accelerated by Trump's protectionism, shifting from pure incentives to coerced reshoring.
March 20–31, 2025: EOs on Minerals and CHIPS Oversight
EO promotes domestic mineral production for chips (e.g., via DFC/DoD funds); another creates "Investment Accelerator" in Commerce to renegotiate CHIPS deals for "better terms.",
Modifies Biden's CHIPS: Adds deregulatory oversight, removes DEI/union/environmental guardrails; aligns with Trump's "energy dominance" vs. Biden's green focus.
April 1, 2025: Section 232 Probe on Semiconductors Launched
Commerce investigates imports/manufacturing equipment as national security threat; targets reliance on Asia (Japan, Singapore top suppliers).
Revives Trump's first-term tool: Expands beyond Biden's China-specific tariffs to global probe, enabling broader duties.
April 2, 2025: Reciprocal Tariffs on Taiwan (32%) Announced
Duties on Taiwanese goods, excluding chips; Taiwan responds by offering to drop US tariffs and boost imports.
New broad targeting: Unlike Biden's ally exemptions, pressures even partners like Taiwan for defense spending reciprocity.
May 7, 2025: Biden AI Chip Rule Rescinded/Modified
Trump admin scraps tiered global export curbs; replaces with simpler licensing and bilateral govt-to-govt agreements to "unleash innovation."
Deregulatory rollback: Eliminates Biden's "overly bureaucratic" tiers, favoring Trump's deal-making; eases ally access but maintains China blocks amid bipartisan pushback.
July 30, 2025: US-South Korea Trade Deal
Imposes 15% tariffs on SK goods from Aug 1, but carves out semiconductor exemptions to protect supply chains.
Transactional tweaks: Builds on Biden's ally focus but uses tariffs as leverage for deals, unlike subsidy reliance.
August 6, 2025: 100% Semiconductor Tariffs Announced
Trump pledges ~100% duties on imported chips, exempting US-building firms; phased to minimize disruptions; electronics tariffs based on chip count proposed. Apple announces $600B US investment in response.
Major escalation from Biden: Direct chip tariffs (vs. exclusions); incentivizes reshoring via penalties, not grants; minimal direct China impact due to low imports.
August 15, 2025: Wave of Private Investments Announced
Micron ($200B for ID/VA fabs), IBM ($150B over 5 years), TSMC ($100B); total spurred: trillions in US manufacturing.
Tariff-driven vs. subsidy-driven: Accelerates Biden-era projects but attributes to Trump's "America First" policies.
September 4–26, 2025: Tariffs on Non-US Producers and 1:1 Ratio Rule
Duties imposed on imports from firms not shifting to US production; new mandate requires chipmakers to match imports with domestic output or face tariffs (timeline TBD).
GlobalFoundries/Intel shares rise 5%.,"Policy whiplash: Introduces quota-like ratios, absent in Biden's incentive model; risks higher costs/retaliation but boosts domestic firms.
Posted on 10/20/25 at 10:43 am to BugAC
quote:
Or, an enterprising young American will make them instead
We're currently crushing "enterprising Americans" in favor of massive corporations with Trumps tariffs.
And you people are blind to this theft We are turning industry over to a handful of shitty corporations.
This post was edited on 10/20/25 at 10:44 am
Posted on 10/20/25 at 10:44 am to RogerTheShrubber
quote:
C'mon man. this is a huge blind spot for you. You know better.
Trump got taken to the woodshed during Covid.
I don’t think Trump handled covid very well, but I don’t understand your point here. Mine was that Trump came to the 2016 campaign with a very clear-eyed view of China as an enemy which was trying to gain a strategic economic stranglehold on America.
Posted on 10/20/25 at 10:45 am to BhamDore
The full cost of the chips act is more akin to 280 billion dollars and it is rife with kickbacks, know how I know this.
Within days after signing Pelosi flew to Taiwan causing an international uproar, and she also visited S Korea, she had her son...and a couple of cases of Vodka in tow.
She realized Ukraine was winding down and it was time for another honey hole project.
If Trump had been in charge he would have told TSMC to move their arse to the US or take your chances with chini......and we want 10%.
Within days after signing Pelosi flew to Taiwan causing an international uproar, and she also visited S Korea, she had her son...and a couple of cases of Vodka in tow.
She realized Ukraine was winding down and it was time for another honey hole project.
If Trump had been in charge he would have told TSMC to move their arse to the US or take your chances with chini......and we want 10%.
Posted on 10/20/25 at 10:46 am to RogerTheShrubber
quote:
Pop culture is for women and ****s.
Oh uh. You said a bad word.
quote:
Its the propaganda arm of the DNC, and youre a footsoldier.
The Big Lebowski is a propaganda arm of the DNC? Interesting. So was the dude Mao, and was Walter Pol Pot?
Posted on 10/20/25 at 10:46 am to Penrod
quote:
I don’t think Trump handled covid very well, but I don’t understand your point here. Mine was that Trump came to the 2016 campaign with a very clear-eyed view of China as an enemy which was trying to gain a strategic economic stranglehold on America.
I agree, but he's got the wrong approach.
We are winning vs china in almost every way possible, and redefining our economy to work for primarily large corporations will put is more similar to china than opposed.
Posted on 10/20/25 at 10:48 am to BugAC
quote:
The Big Lebowski is a propaganda arm of the DNC? Interesting. So was the dude Mao, and was Walter Pol Pot?
I get you cant wait for Bad Bunny this February...
You and the girls gonna do nails and hair while salivating over that deep, artistic performance?
Posted on 10/20/25 at 10:48 am to RogerTheShrubber
quote:
We're currently crushing "enterprising Americans" in favor of massive corporations with Trumps tariffs.
Statistics don't show this. As another posters said, prices have stabilized with a minimal rise in inflation, despite you're skycreaming over 10-25% tariffs. It seems as everything is going exactly like Scott Bessent said. But we have a picture taking tour bus driver who is smarter than our Secretary of Treasury. Let's listen to him instead.
Posted on 10/20/25 at 10:50 am to BugAC
quote:
Statistics don't show this.
Statistic lag, Gomer
Had you not smoked so much weed in college and actually paid attention in econ class this wouldnt be a surprise to you.
Inflation is rising, unemployment is rising...
BigCorp can afford to eat some of the tariffs, small businesses cannot. Guess who will cave first?
Posted on 10/20/25 at 10:50 am to RogerTheShrubber
What corporations are doing better because of tariffs and on the backs of young enterprisers?
I see above
I assume you railed against the worse attack on small businesses during Covid. What a huge loss and still recovering .
I see above
I assume you railed against the worse attack on small businesses during Covid. What a huge loss and still recovering .
This post was edited on 10/20/25 at 10:55 am
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