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How is Chipageddon affecting you?

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tszaboo:

--- Quote from: Kjelt on December 09, 2022, 09:01:19 am ---
--- Quote from: MT on December 09, 2022, 04:49:14 am ---My dad said America is trying to steal TSMC!
--- End quote ---
Did not watch the video but know about the new giga factories they are planning.
IMO this is not stealing, this is common business sense.
You will not build a house on a vulcano that might erupt any day from now.
You build it were it is safe.
Same here, Taiwan and China are in conflict which might escalate. Europe, US and others depend for their products on the chips from TMSC.

--- End quote ---
Yeah, Taiwanese companies put Automotive parts under allocation, so you suddenly couldn't build your 50.000 EUR car, because a 10c chip was missing for the CAN controlled dodad. I don't think anyone wants to go though this again, so they are investing into semiconductors now. What was the cycle again?
Tantalum in 2010, Discrete parts in 2015, MLCCs in 2018, ICs in 2020. So I'm guessing 2023 will be connectors and then resistors or batteries later.

BravoV:

--- Quote from: MT on December 09, 2022, 04:49:14 am ---My dad said America is trying to steal TSMC!

--- End quote ---

One of many-many examples ... French's Alstom.

I guess most here are too young to know what was happened to Alstom.

Black Phoenix:

--- Quote from: BravoV on December 12, 2022, 04:49:04 pm ---
--- Quote from: MT on December 09, 2022, 04:49:14 am ---My dad said America is trying to steal TSMC!

--- End quote ---

One of many-many examples ... French's Alstom.

I guess most here are too young to know what was happened to Alstom.

--- End quote ---

Care to enlighten us?

Forget it, I just read it regarding GE.

Kasper:

--- Quote from: tszaboo on December 12, 2022, 03:44:35 pm ---[...]
What was the cycle again?
Tantalum in 2010, Discrete parts in 2015, MLCCs in 2018, ICs in 2020. So I'm guessing 2023 will be connectors and then resistors or batteries later.

--- End quote ---

I'm looking forward to having better alternatives to lithium batteries.  I hope the transition doesn't cause a shortage.  Spoke to someone the other day making flexible paper fuel cells, doing 1000/day now, planning for new machine that could make 1 million in 8 hours.

I asked if it is a fire hazard, their response was, no, you can cut them in half and they still work, you can even eat them. 

BravoV:

--- Quote from: Black Phoenix on December 12, 2022, 06:25:27 pm ---
--- Quote from: BravoV on December 12, 2022, 04:49:04 pm ---
--- Quote from: MT on December 09, 2022, 04:49:14 am ---My dad said America is trying to steal TSMC!

--- End quote ---

One of many-many examples ... French's Alstom.

I guess most here are too young to know what was happened to Alstom.

--- End quote ---

Care to enlighten us?

Forget it, I just read it regarding GE.

--- End quote ---

The moral story is, everything nice belong to US lap dogs, will be seized and looted by their master.  >:D 

If they can not be seized, then it will be crippled, look what happened to jet fighter industries like Swedisk Saab AB or UK's BAE System and etc.
As most EU/NATO were forced ... err .. I mean opted for the advanced stealth flying "sub-marine" F-35 fighters.  :-DD

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