this post was submitted on 23 Dec 2024
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cross-posted from: https://lemm.ee/post/50512886

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[–] [email protected] 39 points 1 week ago* (last edited 1 week ago) (3 children)

It's pretty spot on. It takes years to get a fab up to speed, and they've been stealing US IP shipped over there for manufacturing for over a decade. They'll try to annex Taiwan, and the US will be fucked. Jokes on them though, because TSMC has remote self destructive capabilities for their operations.

[–] [email protected] 5 points 1 week ago

China will not invade Taiwan. They might try to invade a country like the Philippines, almost crash the world economy but more than anything their own country in the process and realize Taiwan is completely out of reach.

[–] [email protected] 25 points 1 week ago (1 children)

China has their in-house Longson chip and can use Risc-v. This has the potential of accelerating a switch from x86/arm to more open standards.

[–] [email protected] 29 points 1 week ago* (last edited 1 week ago) (1 children)

China's biggest hurdle is not the ability to make a chip, but more the ability to get good yields. It's more or less running into the same problem Intel did with 10nm, and what samsung has and the main reason why basically every chip maker is behind tsmc on bleeding edge.

This has the potential of accelerating a switch from x86/arm to more open standards.

hardware is a two way street, the other is getting a proper OS environment and people to be behind said projects. It's not like RISC-V designs aren't currently available.For example, Pine64's risc-v options have been available in the market for quite some time now. And DeepComputing is trying to release its framework laptop equivalent board using a StarFive JH7110. It will only accelerate if there is a bodies available to create the ecosystem in it, and as of the moment, not many developers are putting effort into making it an ecosystem.

An example of why hardware/software need to coexist is Snapdragon X Elite on Linux, as well as Asahi Linux(Arm based Macs on Linux). Neither are complete projects and do not hit the same performance their native OS versions hit yet remotely(nor efficiency). Theres a LOT you have to do to optimize hardware to the OS, and that just doesn't happen instantly.

[–] [email protected] 2 points 1 week ago* (last edited 1 week ago) (1 children)

Seriously might be more advantageous to China (and the world) to infiltrate TSMC so they don't have to re-invent the wheel.

If China had access to TSMC's secrets, TSMC would need to compete even harder which would result in better products and lower prices for everyone!

[–] [email protected] 1 points 1 week ago

its partially tsmc, the other half is getting ASML EUV machines, which require getting past US/Dutch trade secrets.

ASML is the top level grip on edge node manufacturing because not all companies at the post 14nm wall believed that it would arrive in a timely matter. TSMC was the one that took that bet and why its the biggest.

[–] jubilationtcornpone 22 points 1 week ago (2 children)

A contributing factor in all of this is that US manufacturers have spent the better part of the last 30 years turning their engineering departments into glorified parts replacers. A complaint I have heard from nearly every electrical/electronics engineer that I've known is that "We don't design things anymore. Now we just spend most of our time trying to find replacements for chips that we can no longer get."

From what I can tell, from my very limited perspective, there has been a significant lack of investment in engineering capabilities and a resulting lack of innovation for a long time. As usual, short term thinking is expensive in the long run. We're only just beginning to find out how expensive.

[–] Galapagon 8 points 1 week ago (1 children)

I've tried explaining to people that I think the best way to fight globalization is a well educated population. Then the theory is, we'd be able to make more domestic advancements that other countries would have to try and keep up with.

[–] sugar_in_your_tea 4 points 1 week ago (1 children)

Why fight globalization? It's inefficient to make everything domestically, and as long as your supply chain is sufficiently diversified (including some domestic production), it's not an issue.

Keep the good jobs domestic, outsource the bad ones.

[–] Galapagon 3 points 1 week ago

Your end summary is really what I mean. With an educated population, you keep the good jobs and let the rest of the world handle everything else

[–] [email protected] 4 points 1 week ago* (last edited 1 week ago)

Replaceable parts was the greatest industrial innovation in the history of the world. It’s the single most important reason that millions of people can afford refrigeration, stoves, lightbulbs, TVs, cell phones, cars, and everything else in the modern world. Without replaceable parts these things would only be luxuries for kings and queens.

The problem of engineering departments being “glorified parts replacers” is a social problem: elite overproduction. Society simply does not need millions of engineers (or lawyers or historians or urban planners for that matter)!

[–] [email protected] 11 points 1 week ago (1 children)

So that's right up the alley of the incoming administration then?

[–] [email protected] 5 points 1 week ago

No carrot. Only stick.

[–] pastermil 4 points 1 week ago

Lmao, they've been outsourcing their shit to factories in China for the last couple decades. They really think these factories won't learn a thing or two?