Re: More semiconductor trouble coming?

Oct 14, 2025 Last reply: 9 months ago 31 Replies

What's interesting is how many outfits are building multi-gigabuck semiconductor fabs in the USA right now.

We have lots of land, lots of water and electricity, lots of talent. And far from China.

TSMC, Samsung, Intel, Micron, TI.

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See map.

John Larkin Highland Tech Glen Canyon Design Center Lunatic Fringe Electronics

Are Diodes Inc., Vishay Intertechnology Inc., & Infineon the likely beneficiaries of any restriction on Nexperia parts?

But will they be able to outperform Taiwan?

But you have a thick-eared managerial class that doesn't like listening to their engineers. And Trump will take an interest.

TSMC and Samsung have the right social attributes. Intel tried a while back and their advanced fab wasn't advanced enough. I don't know enough about Micron to have an opinion about them. I did know more about TI, and I expect them to have the same kinds of problems that Intel did.

US industry has a long history of lying to their customers and investors. They can be expected to lie to one another.

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This doesn't lead to productive investment. The history of the US semiconductor industry is pretty much of a series splits, where the managements of the first companies in the business upset their engineers, who moved out to form new companies.

Trfump count 1.

John Larkin Highland Tech Glen Canyon Design Center Lunatic Fringe Electronics

Our President was elected in a landslide, both in the electoral college and in the popular vote. Some people don't like democracy when their girl loses.

The giant semi companies have probably thought about that. And we can import more, legally.

Yes, illegal aliens working cheap.

Let's wait and see.

Best you should share intelligence with China and Iran and Russia.

Beautiful sunny and cool here. One can walk outdoors in a tee shirt without hypothermia.

We might go to the farmers' market. Beans, fruits, grapes are in late season now. No artichokes.

I tried a bunch of those asian long beans, the over-foot-long string beans. Interesting. Our farmers market has all sorts of bizarre asian veggies that I don't understand.

John Larkin Highland Tech Glen Canyon Design Center Lunatic Fringe Electronics

Looks like a Chanterelle - look underneath to check. If it is they are edible (and very nice).

They are pretty, for a fungus. Check carefully so they don't destroy your liver.

John Larkin Highland Tech Glen Canyon Design Center Lunatic Fringe Electronics

This is a good site for identifying mushrooms. Most of them have a youtube link.

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Trump did get a majority of the popular vote the second time around, but it was scarecely a landslide. US "democracy" does allow rich people to buy a lot adversing for the candidates they favour. More advanced democracies have mostly moved over to proportional respresentation with multi-member electoral districts. It pretty much prevents two party government - you gets lots of parties and coalition governments.

Any electoral system that stuck you with Trump for four years obviously needs to be refined.

If they are prepared to live and work in the USA. That's become a lot less attractive over the past fifty years

You've been exploiting them for as long as the country has existed. Trump has decided that he can curry favour with the electorate by deporting a few chosen more or less at random. He isn't going to deport enough to create any labour shortages.

I'm glad I'm not living close enough to action to be at immediate risk. He is messing up international trade, and that isn't helping the Australian economy, but he does seem to chicken out on the more dramatic lunacies.

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Iran's leadership is no less silly than Trump, if in rather different ways. Putin is a murderous psychopath. China is more or less rational, but they don't care much about anybody who isn't chinese. Nobody sane would trust any of them.

Jan Panteltje does get some stuff right. Not all that often, but sometimes.

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Ship more coal to China and more Fosters to the feeble-minded of the world and you'll do OK.

There doesn't seem to be much of a semiconductor industry in Australia. That's curious.

John Larkin Highland Tech Glen Canyon Design Center Lunatic Fringe Electronics

Most documents I've ever seen have the contents first and the index last. No idea why they put the contents last but I rarely put data sheets on paper now. I can see the contents on the left in Foxit reader and click it as necessary. Then I can move the document over to my second monitor if I want to refer to it. Maybe the lowest on resistance I've seen but also the highest input capacitance.

There isn't a car industry there either. The domestic market isn't big enough to support either.

Cambridge Instruments sold two EBMF10.5 electron beam microfabricators to Australiain the 1980s. One went to the AWA semiconductor fab in Sydney, where it turned out that my brother (who was working for Lend-Lease back then) had negotiated the hundreds of million dollar contract to build the structure that housed the fab. The fab morphed into the Silanna Semiconductor facility, but it was built on leased land which has now been repurposed.

The other EBMF went to the Treasury in Victoria where it wrote the holograms (on metal blocks) that get pressed into Australia's polymer banknotes, and all the other plastic banknotes that get printed there and sold to other countries.

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