3 ms·

They are 1 innovation away to become in a position with no way to compete The knowledge and education backlog is way too high for the West Scary times

api 4y ago
Hey but we maximized shareholder value.
upupandup 4y ago
meh Samsung already started 3nm chip production last month and they are not facing an imminent invasion https://www.theverge.com/2022/6/30/23189362/samsung-3nm-chips https://www.theverge.com/2022/6/30/23189362/samsung-3nm-chip...
- Kukumber 4y ago
  "invasion"? what do you mean exactly? you meant reunification? i don't see how that could be a problem, we do business with China already, it would just become one of their state, you can still trade with them Or you meant as a result the US would not be able to steal the fabs, tech and workforce? (and by steal i mean purchase, just like we write about how China is stealing our tech when they purchase patents or by other deep internal means) Samsung is in a worse position than intel, not only it is Korean, and they have problems with their northern neighbor, as well as with Japan, but they also got hit by the anti-competitive behavior and trade war from the US, and were told to stop development of their in-house chip (Exynos), to place Qualcomm as a western leader, despite their poor tech https://old.reddit.com/r/Android/comments/71rjyx/why_exynos_is_not_used_by_samsung_in_the_us/ https://old.reddit.com/r/Android/comments/71rjyx/why_exynos_... And i'm not sure if The Verge is a trustable source, they either have insider knowledge or their source is manipulative, because that contradicts with the Exynos story If what they claim is true, then that'll be interesting to see if their "promise" can become a reality, time will tell But as a matter of fact, still nothing is happening in the west, and that was my entire point
  - wing-_-nuts 4y ago
    >what do you mean exactly? you meant reunification? i don't see how that could be a problem, we do business with China already, it would just become one of their state, you can still trade with them I'm sorry what? A chinese invasion of Taiwan would be catastrophic for the global supply chain. It would require a force a few times bigger than the entire D-Day invasion, and there's no way the chip fabs wouldn't be smouldering ruins afterwards. The reason china hasn't already invaded is that it would have a nearly incalculable cost for very little benefit. Far better to rattle the sword for the nationalists every so often and trade your way to prosperity.
    - Kukumber 4y ago
      It's not in the US's interest for China and Taiwan to reunify, i could see the US sending weapons and missiles, as well as Britain and Israel sending their mercenaries and drones But i don't think that's what most Taiwanese want, it would be a literal suicide, it's a small island, they see it as a political affair, not as a military one The military view is what the western media want to push for some reasons We seen it during the Pelosi visit btw, what's next? help elect a Zelensky bis? It failed with Abe, wind is blowing backward it seems
  - Sparkle-san 4y ago
    > "invasion"? > what do you mean exactly? you meant reunification? In the same sense that Russia is trying to get Ukraine to reunify, sure.
    - Kukumber 4y ago
      I'm not a politician or a soldier, i'm not taking position I use the literal term of what's happening between China/Taiwan, that's it Objectivity is what drive me, there is no winner if it is built on lies and manipulations
      - manderley 4y ago
moffkalast 4y ago
There's also the possible event that West Taiwan invades Taiwan and accidentally blows up the entirety of TSMC in the process...
- szatkus 4y ago
  Not accidentally, that's the plan. https://www.theregister.com/2022/06/13/column/ https://www.theregister.com/2022/06/13/column/
nvgeele 4y ago
> The knowledge and education backlog is way too high for the West To be fair, most of the equipment used by TSMC is made by European companies such as ASML.
- upupandup 4y ago
  that's correct and the dutch company you are referring to is controlled by US interests. They won't sell to a country unless they have US approval. It's an insurance policy. TSMC/Samsung cannot function without ASML and ASML cannot exist without their demand.

api 4y ago

Hey but we maximized shareholder value.

upupandup 4y ago

meh Samsung already started 3nm chip production last month and they are not facing an imminent invasion https://www.theverge.com/2022/6/30/23189362/samsung-3nm-chips https://www.theverge.com/2022/6/30/23189362/samsung-3nm-chip...

Kukumber 4y ago
"invasion"? what do you mean exactly? you meant reunification? i don't see how that could be a problem, we do business with China already, it would just become one of their state, you can still trade with them Or you meant as a result the US would not be able to steal the fabs, tech and workforce? (and by steal i mean purchase, just like we write about how China is stealing our tech when they purchase patents or by other deep internal means) Samsung is in a worse position than intel, not only it is Korean, and they have problems with their northern neighbor, as well as with Japan, but they also got hit by the anti-competitive behavior and trade war from the US, and were told to stop development of their in-house chip (Exynos), to place Qualcomm as a western leader, despite their poor tech https://old.reddit.com/r/Android/comments/71rjyx/why_exynos_is_not_used_by_samsung_in_the_us/ https://old.reddit.com/r/Android/comments/71rjyx/why_exynos_... And i'm not sure if The Verge is a trustable source, they either have insider knowledge or their source is manipulative, because that contradicts with the Exynos story If what they claim is true, then that'll be interesting to see if their "promise" can become a reality, time will tell But as a matter of fact, still nothing is happening in the west, and that was my entire point
- wing-_-nuts 4y ago
  >what do you mean exactly? you meant reunification? i don't see how that could be a problem, we do business with China already, it would just become one of their state, you can still trade with them I'm sorry what? A chinese invasion of Taiwan would be catastrophic for the global supply chain. It would require a force a few times bigger than the entire D-Day invasion, and there's no way the chip fabs wouldn't be smouldering ruins afterwards. The reason china hasn't already invaded is that it would have a nearly incalculable cost for very little benefit. Far better to rattle the sword for the nationalists every so often and trade your way to prosperity.
  - Kukumber 4y ago
    It's not in the US's interest for China and Taiwan to reunify, i could see the US sending weapons and missiles, as well as Britain and Israel sending their mercenaries and drones But i don't think that's what most Taiwanese want, it would be a literal suicide, it's a small island, they see it as a political affair, not as a military one The military view is what the western media want to push for some reasons We seen it during the Pelosi visit btw, what's next? help elect a Zelensky bis? It failed with Abe, wind is blowing backward it seems
- Sparkle-san 4y ago
  > "invasion"? > what do you mean exactly? you meant reunification? In the same sense that Russia is trying to get Ukraine to reunify, sure.
  - Kukumber 4y ago
    I'm not a politician or a soldier, i'm not taking position I use the literal term of what's happening between China/Taiwan, that's it Objectivity is what drive me, there is no winner if it is built on lies and manipulations
    - manderley 4y ago

moffkalast 4y ago

There's also the possible event that West Taiwan invades Taiwan and accidentally blows up the entirety of TSMC in the process...

szatkus 4y ago
Not accidentally, that's the plan. https://www.theregister.com/2022/06/13/column/ https://www.theregister.com/2022/06/13/column/

nvgeele 4y ago

> The knowledge and education backlog is way too high for the West To be fair, most of the equipment used by TSMC is made by European companies such as ASML.

upupandup 4y ago
that's correct and the dutch company you are referring to is controlled by US interests. They won't sell to a country unless they have US approval. It's an insurance policy. TSMC/Samsung cannot function without ASML and ASML cannot exist without their demand.