5 ms·

This is a complicated problem so the US won't be able to figure it out? We do complicated manufacturing here that many countries cannot do.

itishappy 2y ago
Not without investing in figuring it out: > "If you don't have R&D in the US, you will not have semiconductor leadership in the US," Gelsinger said, according to a report this week in the Financial Times.
- ahmeneeroe-v2 2y ago
  It is a worthwhile first step. Yes we won't regain leadership without making follow on steps, but that is hardly newsworthy.
  - itishappy 2y ago
    Fair enough. More of a reminder to pay attention to how TSMC approaches R&D in the states, since a part of the $165B investment is for a proposed R&D facility. If they focus on optimizing existing processes (as has been suggested) and keep the development of new processes in Taiwan, then that's a signal that we're not on a path to success (at least in Pat's eyes).
  - sponaugle 2y ago
    Agree on the newsworthy.. quotes like this are not super valuable... however the concept is that without real R&D the actual manufacturing is not as valuable. Of course it is better than no manufacturing, but in EUV, the real magic is in the process development.
rightbyte 2y ago
A suboptimal amount of would be engineers works for spyware companies I guess. And the mind share is with top of the pyramid financial engineering fluff not actually doing stuff. When I worked with machine engineering there was this gloomy prospect of all these "lifers" who would reach retirement age some day and be replaced by an consultants burning out every 6 months.
markus_zhang 2y ago
The US could figure something out decades ago doesn't mean it can now. I think ship building (even military ship building) is another example that the US could do decades ago with a very large capacity but I'm not sure whether it can reboot to such capacity nowadays.

itishappy 2y ago

Not without investing in figuring it out: > "If you don't have R&D in the US, you will not have semiconductor leadership in the US," Gelsinger said, according to a report this week in the Financial Times.

ahmeneeroe-v2 2y ago
It is a worthwhile first step. Yes we won't regain leadership without making follow on steps, but that is hardly newsworthy.
- itishappy 2y ago
  Fair enough. More of a reminder to pay attention to how TSMC approaches R&D in the states, since a part of the $165B investment is for a proposed R&D facility. If they focus on optimizing existing processes (as has been suggested) and keep the development of new processes in Taiwan, then that's a signal that we're not on a path to success (at least in Pat's eyes).
- sponaugle 2y ago
  Agree on the newsworthy.. quotes like this are not super valuable... however the concept is that without real R&D the actual manufacturing is not as valuable. Of course it is better than no manufacturing, but in EUV, the real magic is in the process development.

rightbyte 2y ago

A suboptimal amount of would be engineers works for spyware companies I guess. And the mind share is with top of the pyramid financial engineering fluff not actually doing stuff. When I worked with machine engineering there was this gloomy prospect of all these "lifers" who would reach retirement age some day and be replaced by an consultants burning out every 6 months.

markus_zhang 2y ago

The US could figure something out decades ago doesn't mean it can now. I think ship building (even military ship building) is another example that the US could do decades ago with a very large capacity but I'm not sure whether it can reboot to such capacity nowadays.