Tim Cook says Apple will start sourcing chips from US

[Vorastra]

Chinese chipmaker SMIC, which recently shocked the US by announcing that it had produced 7-nm chips despite being denied access to EUV equipment, is now reported to be advancing to more advanced 5-nm.

SMIC has also started construction of a new 300mm wafer fab.

But are they true 7nm or TSMC spazza 7nm.

 

[rvZA]

Make America Great Again. Afterall, this is what Trump wanted to do. Bring manufacturing back to the US and benefit Americans.

 

[system32]

But are they true 7nm or TSMC spazza 7nm.

FYI: Chip 7nm != real 7nm
It's a marketing term.

 

[system32]

Make America Great Again. Afterall, this is what Trump wanted to do. Bring manufacturing back to the US and benefit Americans.

By banning Duch company from selling to China and providing subsidies (Inflation Reduced Act, Chips Act, etc) to incentivise companies to build plants in US.

EU not happy with these unfair practices especially the Inflation Reduction Act.

 

[Pak Fa Fui]

Where will the US source chips from

 

[backstreetboy]

Where will the US source chips from

Simba

 

[rvZA]

By banning Duch company from selling to China and providing subsidies (Inflation Reduced Act, Chips Act, etc) to incentivise companies to build plants in US.

EU not happy with these unfair practices especially the Inflation Reduction Act.

The Inflation Reduction Act had nothing to do with Trump as he was financially and economically sound and there was no inflation problems during his term. He knew how to run the country, create jobs and grow the economy and markets. The IRA was only signed into law this year by Biden.

That being said, all are nonsense, because with Trump it was a matter of America first. Not the government, but the country.

More patriotic and American you will not find.

 

[system32]

China is incapable of designing and making high-end and midrange chips. They can't make the machines at the heart of a fab, can't do the software, and can't even operate their imported machines - it's all imported and run by foreigners. Two weeks ago Biden basically killed the PRC semiconductor industry by banning the importation of the super-hitech chip-making systems and software. He also gave US employees in the PRC's fabs 24 hours to either resign and leave the PRC or lose their US citizenship. Other than low-end chips found in appliances, China's chip industry is history.

China is already making 7nm chips (SMIC) and starting with 5nm.
China is graduating more and better engineers than US - by a large margin.
China is producing more & better patents than US (eg 5G patents are mostly Chinese)
By 2024 - when the plants in Arizona come online, people expect that China will be up to speed on chips.

 

[Dolby]

Gosh … I see Trump is running for Presidency again …

 

[Vorastra]

FYI: Chip 7nm != real 7nm
It's a marketing term.

That was my point.

I remember Intel having a fit about it. Even making a video about it because TSMC was advertising 10nm and whatnot while Intel were still on 14nm++++++++++++.

 

[Vorastra]

Gosh … I see Trump is running for Presidency again …

A surprise to literally no one.

 

[Vorastra]

Where will the US source chips from

Simba

 

[system32]

The Inflation Reduction Act had nothing to do with Trump as he was financially and economically sound and there was no inflation problems during his term. He knew how to run the country, create jobs and grow the economy and markets. The IRA was only signed into law this year by Biden.

That being said, all are nonsense, because with Trump it was a matter of America first. Not the government, but the country.

More patriotic and American you will not find.

I agree with you in terms of Trump.

"Inflation Reduction Act" is just the name, it's more about subsidizing US companies in a way that has WTO implications.

EU says it has serious concerns about Biden’s Inflation Reduction Act
See https://www.cnbc.com/2022/11/07/us-inflation-reduction-act-eu-raises-concerns-risks-wto-dispute.html

The Chips Act is a double edge sword:
Nvidia stock falls after U.S. government restricts chip sales to China
See https://www.cnbc.com/2022/08/31/nvi...government-restricts-chip-sales-to-china.html
Chips Act helps Intel, but negatively affects Nvidia and AMD.

 

[Pak Fa Fui]

Warren Buffet invested 5bn in Taiwan chip company, is Taiwan making US chipys

 

[Vorastra]

I agree with you in terms of Trump.

"Inflation Reduction Act" is just the name, it's more about subsidizing US companies in a way that has WTO implications.

EU says it has serious concerns about Biden’s Inflation Reduction Act
See https://www.cnbc.com/2022/11/07/us-inflation-reduction-act-eu-raises-concerns-risks-wto-dispute.html

The Chips Act is a double edge sword:
Nvidia stock falls after U.S. government restricts chip sales to China
See https://www.cnbc.com/2022/08/31/nvi...government-restricts-chip-sales-to-china.html
Chips Act helps Intel, but negatively affects Nvidia and AMD.

Nvidia have managed to find a way around.
The only difference seems to be the interconnect with the A100 80GB's 600GB/s gimped to 400GB/s for the A800.

NVIDIA's new cut-down A800 GPU created because of US export controls to China

NVIDIA announces A800 Tensor Core GPUs in 40GB PCIe, 80GB PCIe, and 80GB SXM variants for the Chinese market, with NVLink bandwidth limited to 400GB/sec.

www.tweaktown.com

 

[noxibox]

China will simply continue to improve their own technology. They only import equipment because that was easier than developing their own. They're completely capable of doing their own research and engineering.

Trump's economic policies were effectively a failure since they only benefitted the wealthy. His trade war was also a disaster which Biden appears set to continue.