deltaseventhree

8 ms·

1.
by deltaseventhree 4y ago
Those billions are also mostly R&D. It's also from a country external to Taiwan. ASML, the Ductch. Yes, Obviously there's a lot that goes on in this process, more then "just" silicon. But if you want a summary, then
2.
by deltaseventhree 4y ago
Well that wasn't my idea? You simply assumed that was my idea without me saying it. The idea that tsmc and Samsung can fab better then the US is unequivocally true.
3.
by deltaseventhree 4y ago
No. My posts suggest none of that. I am simply stating the truth. It is from the perspective of a tsmc shareholder not a patriotic American who wants to beat china for no other reason then being the best. As a tsmc shareholder one part of y
4.
by deltaseventhree 4y ago
Long sigted. The investment starts from scratch. Why not invest in some places cheaper? Why not invest in a place that has better expertise? Overall the long term vision is to wrestle some control away from China. That is the long term bet
5.
by deltaseventhree 4y ago
Possibly. But tsmc itself loses by moving the fabs to a much more expensive area.
6.
by deltaseventhree 4y ago
Should be a huge portion of the cost. The material is just silicon. The expertise and know how that goes into this is where most of the money goes. For Taiwan, this expertise is better, faster and cheaper.
7.
by deltaseventhree 4y ago
Things change. As of right now the US can't compete. In the past the US could compete, but that doesn't speak to the status quo. In the future the US may change but this is unknown. It may very well be the US will never recover. T
8.
by deltaseventhree 4y ago
Inflation is a problem right now. A huge problem. The recession is actually the result of the government pulling back. It is a necessary action. Interest rates will increase spending will be pulled back to stop inflation. A recession is the
9.
by deltaseventhree 4y ago
Vietnam, Korea, many parts of Asia. The US is a arbitrary choice. It is done because of the shared rivalry the US has with Taiwan against China.
10.
by deltaseventhree 4y ago
It's universally well known that Asian workers work harder and can be paid less. It's not just about intels capabilities. It's about economic wage standards. The cost is just too high in the US. That being said tsmc workers i
11.
by deltaseventhree 4y ago
The subsidies make the plant break even. Defense spending is basically another subsidy. Most of the weapons the US makes is useless in a civilization that has mostly been at peace for a long time. Hard to say how far defense will go though
12.
by deltaseventhree 4y ago
Patriotism for America at best. I'm American. Just not biased. Patriotism is a form of bias. When you have none you see the truth more clearly. Taiwan subsidized tsmc for tech. Once the tech was established the subsidy ended. Right now
13.
by deltaseventhree 4y ago
Stock price encompasses many things. Overall outlook is good. However the Arizona plant is not a good move for the company. Your post looks like a rationalization of your own purchasing decisions. If this is a correct observation I would se
14.
by deltaseventhree 4y ago
Espionage is a minor reason. Trivial really. The main reason is the looming threat of invasion of Taiwan from China. Such an action is catastrophic for Taiwan and the US. I thought this was obvious. Guess not. The US is an easier espionage
15.
by deltaseventhree 4y ago
It's possible. With subsidies. The US is literally paying tsmc for this to even be viable. Tsmc is not coming here because it's an economically wise move. They are coming here knowing it's an economically irrational move. Pol
16.
by deltaseventhree 4y ago
Tsmc is being subsidized. The plant is not a profitable operation by itself. America is not back. Patriotism is blindness. If you hold no loyalties to even the country you are born in it's easier to see the truth.
17.
by deltaseventhree 4y ago
Essential for you. But overall tsmc eclipses everything else Taiwan makes. If Taiwan stopped making those tools you would be impacted. The world overall... not so much.
18.
by deltaseventhree 4y ago
It is categorically NOT a huge win for the stock. This is all happening because of US subsidies. The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. T
19.
by deltaseventhree 4y ago
Knowing category theory helps you better design interfaces. Exactly like the interfaces in OOP. Alot of the generic interfaces you design in OOP end up being useless. Never re-used and pointless. You never needed to make these interfaces in
20.
by deltaseventhree 4y ago
men never needed this. The things you describe are luxuries that a man can do without. Men would like to have this but this is not something needed. In the past women, NEEDED men to survive. For women it was a choice about survival. It was
21.
by deltaseventhree 4y ago
https://medium.com/@worstonlinedater/tinder-experiments-ii-g... https://www.reddit.com/r/TrueAskReddit/comments/whpxuw/datin... This study had an unrelated purpose but nevertheless
22.
by deltaseventhree 4y ago
>You might be surprised, but even if not, using the "less privileged" card from a position of someone in power enforcing illegal and unethical mandates on potential and existing employees is not the best application for it. It&
23.
by deltaseventhree 4y ago
Hook up culture is made up of lots of woman and a few men. The women are desperately searching for a relationship. The few men involved with hook up culture have too many options are unwilling to commit due to overwhelming supply. There are
24.
by deltaseventhree 4y ago
You are conflating it with sexual harassment and racism. That is OFF TOPIC. It is very reasonable to put forth in the requirement: We are looking for a candidate who can get along with the team. The team likes to party and drink and t
25.
by deltaseventhree 4y ago
>We might be getting a little esoteric here. If "Teams" is a concept then just from that name alone you can determine that it refers to an idea ( artificial construct ). And biology does not automatically wills teams into exist
26.
by deltaseventhree 4y ago
>To be frank, your position is beyond the pale. No, I think you're misinterpreting. Let me elucidate my position in more detail. It is fair game for the employer to be upfront about all of this stuff BEFORE the employee is hired. It
27.
by deltaseventhree 4y ago
> Culture is fine in the office, but enforcing outside activities is inappropriate. Let me put it this way. If the job description expects it to be out of office and YOU chose to work for THAT job, then it's fair game to fire you sh
28.
by deltaseventhree 4y ago
>But making it an expectation for a job that has nothing to do with alcohol? Yeah no. Why not? I want my employee to fit in with the team. If they drink then I want someone who drinks. This is reasonable. There are subtle performance eff
29.
by deltaseventhree 4y ago
> jumping into a fire or out of a plane is not on the contract but can be part of a “team building” activity. That is what i’m pointing out. There's a concept of common sense. With common sense we can easily rule out jumping off of
30.
by deltaseventhree 4y ago
This crosses certain lines. Into sexism and racism. Should men be hired as wet nurses and midwives? I think the answer is No. At certain times it's not appropriate. But that's besides the point. Let's not get into this becaus

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