Their problems only get worse and spread.
What should be the copium for them to say that this worsening in objective indicators is actually a good thing and another victory for the American exceptionalism, like obesity and mass shootings?
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- Thread starter bd popeye
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What should be the copium for them to say that this worsening in objective indicators is actually a good thing and another victory for the American exceptionalism, like obesity and mass shootings?
Utilization rate means little by itself. Just because you are operating your factories at high load does not mean you get good yields and viable chips out of it. If you only have 50% yield half of the chips you produce are basically sent to the trash. If the yield is even lower not even that.
Plus if the problem was just with Exynos where are the other chips made with that process coming out of the fab? From what I heard they were only making tiny cryptomining chips similar to the ones SMIC was making a couple years ago to test their process back when yields weren't good enough.
You are seriously exaggerating the “decades” components of this. The U.S., since it already is a large and wealthy economy, always has capacity in memory (Micron), foundry (Intel, GlobalFoundries), and shipbuilding (Northrop, etc). The issue with the U.S. would be that it would need to scale should an exogenous foreign shock happen. But an exogenous foreign shock would simultaneously increase the profitability of entering the sector, from both a firm and individual perspective so it would at most take a few years. See for example, how quickly supply chains unsnarled themselves and how inflation in the U.S. is back to normal after 16 months despite some very large supply shocks - Covid, Ukraine; interest rate hikes ; and large demand shocks - very large fiscal deficits.
what’s more: Japanese and South Korean firms export to the United States in order to make money themselves; without final American demand, those firms lack the scale to compete effectively
It would not take a "few years". If the US lost access to the fabs in Taiwan and South Korea it would take like a decade to build new ones with similar capacity. Because that is how long it would take to build new fabs, equip them, and ramp them up. And I am being optimistic with my assessment.
Let's agree to disagree. If you are actually from Hillsboro and work for Intel, I would be surprised that you think it would take anything less than decades for the US to completely replace its semiconductor imports, especially if it is cut off from the rest of the world.
Capacity is a problem for sure, so if TSMC USA and Intel are adding sub 10nm capacity, that would only be assuredly fully utilized (in the Taiwan go boom scenario).
It wasn’t an Exynos only problem
Snapdragon 888 was bad
RTX 30 had issues with Samsung
Snapdragon 8G1 had problems (but that was a bad design)
Samsung is trying to get ahead with 3nm GAAFET, but no major takers yet