HN Explorer

8 comments

[ 2.8 ms ] story [ 24.9 ms ] thread
AxiomaticSpace
This is just anecdote, but my roommate's dad works in construction management specifically for semiconductor fabs, and he was working for about a year on one of Intel's new fabs in Arizona up until a few months ago when the entire project was suddenly scrapped. IIRC he got the sense it was someone high up in intel that decided to pull the plug on it.
echelon
Is America's semiconductor boom real?

How much capacity are we building?

What processes? What types of semiconductor products? High end? Middle? Low?

How much capacity?

Can we substitute or replace Taiwan in the future in the event of conflict?

I can't watch the video right now, but I'm curious about its claims. Or any additional HNer context.

fungi
how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?
phendrenad2
This is actually a good video (I say actually because this youtuber sometimes has surface-level reporting on things, but this one is quite a bit better).

It's investigative on-the-ground reporting of the TSMC plant in Arizona, and the recent SemiCon West conference.

darquomiahw
What's TSMC's headcount down in AZ? I ask because Intel has laid off or retired around 40k employees in the past two years and they still need to cut a little more to please the new boss.
Daub
If you haven't already, I encourage you to subscribe this guys channel - Asianometry. How he finds the time to reserach in such detail such a wide range of tek-related subjects is beyond me.
idoco
I love Asianometry! The semiconductor history videos are incredible. The level of quality on that channel just blows my mind. It’s one of the best examples of the revolution happening in high-quality, independently produced content.

I actually first heard about it from the Acquired podcast, which is another great example of that same trend.