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BlackWindMnt

BlackWindMnt

Major
Registered Member
ansy1968 said:
@horse bro here is my thinking, they had a hard time competing against TSMC, 5nm and 3nm is a niche market and we see Samsung 5nm Exynos are having yield problems and have to manipulate the result to look good. Now that the US is restricting TSMC sales to Huawei and other Chinese tech company that's a potential large customers. You know what I mean, 14nm and above will be commoditized by SMIC and other Chinese FAB so why not jump on the opportunity...lol we are surely living in interesting times.
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I just saw a linus tech tip video that said that there will be a huge over capacity for 5 and 3nm because of the incoming recession.
Nvidia bought too much fabbing capacity because computing needs has been stalled because of the crypto currency winter. Samsung already has way to much chips laying around from what i have heard.

Apple also mentioned their sales will slow down because of the recession and inflation of basic goods. I calculated what i would pay extra this winter compared to 2021 winter at current gas prices i will have to pay 1200 euro extra this winter season(nov~feb) that is like 2 high tech gadgets i can't buy/upgrade in 2023 so to speak.
 
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ansy1968

Brigadier
Registered Member
BlackWindMnt said:
I just saw a linus tech tip video that said that there will be a huge over capacity for 5 and 3nm because of the incoming recession.
Nvidia bought too much fabbing capacity because computing needs has been stalled because of the crypto currency winter. Samsung already has way to much chips laying around from what i have heard.
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@BlackWindMnt so true bro and the current market that is able to sustain the FAB expansion is China...lol Intel is having a rethink BUT its not their money so they will proceed BUT not as advertised, so is TSMC and Samsung. And this CHIP act will only incentivized the Chinese even more by innovating as necessity is the mother of invention.
BlackWindMnt said:
Apple also mentioned their sales will slow down because of the recession and inflation of basic goods. I calculated what i would pay extra this winter compared to 2021 winter at current gas prices i will have to pay 1200 euro extra this winter season(nov~feb) that is like 2 high tech gadgets i can't buy/upgrade in 2023 so to speak.
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Sadly , Here's someone who is looking forward to a $2,000 Iphone and will laugh to those people who bought one...lol
 
J

jwnz

Junior Member
Registered Member
ansy1968 said:
@jwnz and tank their economy, well with the current idiotic administration you never know.

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Jun 23, 2022 — According to a RAND Corporation study, a war lasting one year would slash America's gross domestic product by a painful 5% to 10%. But it would ...
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@ansy1968, thanks for the link to the article.

The below caught my eye...

China and the US would be likely to make economic warfare a key part of their strategy. The US might
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Chinese energy imports, in hopes of making Beijing’s military machine grind to a halt. Washington and its allies would
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economic and financial sanctions to raise the costs of China’s war. Beijing, in turn, might seize US and other foreign assets in China. In an extended conflict, the US and China could try to undermine each other’s rearmament through military strikes, cyberattacks and sabotage.

The author seems to forget to mention how long the West would last when the shelves are empty of made in China products, and the factories grind to a halt due to lack of parts from China.
 
PopularScience

PopularScience

Senior Member
Registered Member
jwnz said:
@ansy1968, thanks for the link to the article.

The below caught my eye...

China and the US would be likely to make economic warfare a key part of their strategy. The US might
Please, Log in or Register to view URLs content!
Chinese energy imports, in hopes of making Beijing’s military machine grind to a halt. Washington and its allies would
Please, Log in or Register to view URLs content!
economic and financial sanctions to raise the costs of China’s war. Beijing, in turn, might seize US and other foreign assets in China. In an extended conflict, the US and China could try to undermine each other’s rearmament through military strikes, cyberattacks and sabotage.

The author seems to forget to mention how long the West would last when the shelves are empty of made in China products, and the factories grind to a halt due to lack of parts from China.
Click to expand...
China produce 50% of petroleum, and can import from Russia and Center Asia. How "military machine grind to a halt"?
 
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