Tariffs at work: NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time

Yes that link conflated two diff items. I was just saying 2nm is cutting edge right now. Not that is being built in AZ

 

just a wrap up of the habitual liar's parroting on TSMC labs in Az

this was from an article that criticizes Biden's CHIP act as being ineffective,
while silent on the TSMC factory that was started in Trump 1.0​

only to be reminded by this post

AMD Announces ‘Venice,’ First HPC Chip on TSMC 2nm Process from Arizona Fab

AMD Chair and CEO Lisa Su with TSMC Chairman and CEO CC Wei
​

now the habitaul liar moves the goal post

 

as a point of reference, the habitual liar had previously lied about

• the Fed is wrecking its balance sheet
• QE was not used to rescue the Great Depression
  • at the time, the rescue / monetary re-tooling was referred to as "credit facility"
  • the newer term QE was introduced by Milton Friedman in the 1960s
• China, heavily dependent on exports, does not need the petrodollar

 

I know English isn't some of yalls first language, but this is pure clownshow material. I don't even need to post receipts nor do people really care about the details.

The AZ fabs won't be making TSMC's leading edge chips compared to what Taiwan is making now.

It really is like stepping on dogshit when replying to @adoo.

 

It is a step in the right direction - and if it is indeed a true concern in the USA, the gap will be closed quickly due to the finances and brain trust in the USA from around the globe. The biggest issue will be politically.

 

Last month TSMC and Intel formed a joint venture on their fabs. I don't think it benefitted TSMC financially and it's seen to mostly be a political move. It's probably a concession they made without giving away their three year lead and not getting tariffed to death by Trump.

https://www.proactiveinvestors.com/...c-shift-for-us-foundry-ambitions-1069170.html

 

Agreed -

But the general sentiment holds, the USA can "catch up" on most of these higher end manufacturing industries with tech if there is the political will to do so, because of brain think, geo political standing and finances.... the question is whether there really will be the political will. A lot of manufacturing is already leaving China for other places like Vietnam and India. The US had a potential windfall had they cultivated better ties with India but they did not.

 

THANK YOU JOE BIDEN for the chips and science act.

DD

 

More downer news. We have a lot of structural problems that you can't throw money and time at. At front is our education system and the inability to mint more Electrical Engineers compared to the competitive cost and quantity of them outside US. There's also network effects within the industry and the overall supply chain.

The new fabs under Biden will stem our Made in China problem for mid to lower end chips where if we did go to war in 2-3 years, we wouldn't need a reserve of chips from China to slap onto our weapons and guidance systems... For the higher end chips, TSMCs is already warning there will be a cost premium for Made in America, so expect that with other suppliers as well.

It's very positive for TSMC to shore up Intel's foundry business, though it's not the only thing we have to do.

I just saw an article where China is planning to move ~300M migrants to their lower tier "ghost cities".
https://www.scmp.com/economy/china-...million-migrants-could-open-wellspring-demand

Maybe that's who Vance was referring to as peasants?

I'm totally not saying we're DOOMED. I just don't think the hopium is underscoring how much we really have to knuckle down to be competitive.

 

The USA will not have problems getting Electrical Engineers - one of my closest friends is an EE and has moved up to an executive level by 30. I am essentially his uncle/father and have helped raise him since he was 12 years old. The USA has zero problem getting the best EE in the world between the USA educational system and through visas. The US STEM system in the lower levels of school right now is also very strong, primarily from 2nd generation Americans that have been raised to believe in it's importance - we are also seeing for the first time lots of women in the US at grade school level interested. Further, as my friend Paras recruits EE's, they tend to come from countries that are more receptive to moving or working for the USA than other nations - there are also alot of US owned engineering companies operating in Europe.

So when it comes to brain power at the top - short of the Trump completely screwing it up - I have no real concerns about the US educational system at the primary and secondary level producing EE's and attracting others.

There are concerns over labor costs - I agree that is a genuine concern. That can be addressed, but it will not be as easy to solve.

My concern or skepticism comes on the political side - I am not sure that there will be the political will in the USA to address it - and at some point it will be difficult if not impossible to solve. I say this because in part - it will require immigration, and that is at odds with what the Republicans want and the Democrat establisment is made of cowards.

 

Again I love how you cultists think everyone is as brainwashed as you. It was "bogged down" cuz your low iq cult leader refused to negotiate with democrats in congress until they stopped investigating him. He couldn't pass a bipartisan bill if his life depended on it cuz he had no idea how to deal with congress.

You cultists call biden a puppet but he actually called mitch McConnell and Republicans in the senate and got a negotiated chips after pass the finish line. Your orange messiah failed.

You morons do nothing other than lie 24/7

 

of course the magas don't know what something like the CHIPS act is, and what was actually being done to help the American economy. And of course they'll fall for the GOP con and think that Trump had something to do with it.

the easiest marks in history