Groups | Search | Server Info | Login | Register
Groups > sci.electronics.design > #736903
| From | Bill Sloman <bill.sloman@ieee.org> |
|---|---|
| Newsgroups | sci.electronics.design |
| Subject | Re: More semiconductor trouble coming? |
| Date | 2025-10-18 17:31 +1100 |
| Organization | A noiseless patient Spider |
| Message-ID | <10cvc98$1k69e$2@dont-email.me> (permalink) |
| References | (5 earlier) <82dvek5tmh4vpo2neemksklmg07gs914ta@4ax.com> <10coe7q$3ohto$1@dont-email.me> <l0hvek5j7j63gv3o0bbsms57mkd78bkmf6@4ax.com> <10cq9jm$8jn8$1@dont-email.me> <pp25fkl81fm3s92ru0tiuu1b0jfgoeufp3@4ax.com> |
On 18/10/2025 5:36 am, john larkin wrote: > On Thu, 16 Oct 2025 08:15:48 GMT, Jan Panteltje <alien@comet.invalid> > wrote: > >>> john larkin <jl@glen--canyon.com>wrote: >>>> On Wed, 15 Oct 2025 15:22:32 GMT, Jan Panteltje <alien@comet.invalid> >>> wrote: >>> >>>>> john larkin <jl@glen--canyon.com>wrote: >>>>>> On Wed, 15 Oct 2025 07:40:16 GMT, Jan Panteltje <alien@comet.invalid> >>>>> wrote: >>>>> >>>>>>> bitrex <user@example.net>wrote: >>>>>>>> On 10/14/2025 11:54 AM, Jan Panteltje wrote: >>>>>>>>> john larkin <jl@glen--canyon.com>wrote: >>>>>>>>>> On Tue, 14 Oct 2025 13:03:12 GMT, Jan Panteltje <alien@comet.invalid> >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> In a reaction to the Dutch government taking control of Xperia: >>>>>>>>>> https://www.cnbc.com/2025/10/13/dutch-government-takes-control-of-chinese-owned-chipmaker-nexperia.html >>>>>>>>>> >>>>>>>>>> China now has issued an export stop of Xperia chips: >>>>>>>>>> https://news.bloomberglaw.com/international-trade/china-puts-export-controls-on-nexperia-after-dutch-takeover >>>>>>>>>> >>>>>>>>>> Which chips and semiconductors does Xperia make?: >>>>>>>>>> https://www.nexperia.com/ >>>>>>>>>> >>>>>>>>>> Are you affected? >>>>>>>>> >>>>>>>>> We use 6 Nexperia parts, but none are especially unique. Diodes >>>>>>>>> mostly, one cmos schmitt trigger. >>>>>>>>> >>>>>>>>>> >>>>>>>>>> Well, we have elections in the Netherlands on October 29, >>>>>>>>>> so who knows what the next goverment will do.. >>>>>>>>> >>>>>>>>> Should be interesting. Things seem to be oscillating rightward lately, >>>>>>>>> common-sense, anti-immigration, more oil and gas. >>>>>>>> >>>>>>>> Yes, and there is a strong anti-Russia jive. >>>>>>>> Especially in the EU from it's head Ursula von der Leyen (Von der Lying I say). >>>>>>>> She was minister of defense before that in Germany. >>>>>>>> It is all about putting money into defense now >>>>>>>> Trump wants war in Europe so US can sell more weapons, F35 .. >>>>>>>> >>>>>>>> >>>>>>>>> Wiki says that you have 15 political parties! This parlimentary thing, >>>>>>>>> with governments falling, no confidence votes, snap elections, forming >>>>>>>>> coalitions, sounds chaotic to me. As it must have sounded to the guys >>>>>>>>> who wrote our Constitution. >>>>>>>> >>>>>>>> Better more parties than 2 always blocking each other? >>>>>>>> Or one big one for the people, like in China? >>>>>>>> >>>>>>>> France also has a problem, Macron does not want to go, wants reforms. >>>>>>>> I have made up my mind already what to vote for.. >>>>>>>> I do want better relations with Russia. >>>>>>>> But will probably a minority vote. >>>>>>>> Russofobia is fueled by the current EU head von der Lying. >>>>>>>> Few weeks ago she was complaining her flight was delayed by Russians messing with GPS and that the pilots needed charts >>>>>>>> Bit strange, as there is radar everywhere here and there >>>>>>>> (pilot to airport 'please give me a heading to your airport). >>>>>>>> >>>>>>>> Unfortunately https://www.flightradar24.com/50.99,-0.31/6 showed it was all bull and the plane kept sending its GPS >>>>>>>> positiion all the time >>>>>>>> it just had a small delay waiting for busy airport traffic. >>>>>>>> https://www.msn.com/en-xl/news/other/bulgaria-u-turns-on-claim-moscow-jammed-gps-of-von-der-leyen-s-plane/ar-AA1LShRL >>>>>>>> Where will it go? >>>>>>>> WW3? >>>>>>>> Or will ths USA now just fall apart into different states / countries? >>>>>>>> >>>>>>> >>>>>>> Each state already has widely different laws, it would just mean doing >>>>>>> pretty much the same thing except more border security at state lines. >>>>>>> What's the point of that. It would just tank the restaurant and tourism >>>>>>> industry and make it much harder to traffic cigarettes drugs and liquor >>>>>>> around. >>>>>>> >>>>>>> 70% of the US economy is consumer spending it would just put every state >>>>>>> that did that out of business. >>>>>> >>>>> >From a state point of view, Texas with its oil could become really rich selling it :-) >>>>>> And it could unite with Mexico for cheaper drugs, :-) >>>>>> >>>>>> Same sort of reasoning for other states that have useful stuff, say food, tourist places, cattle.. >>>>>> No global Mafia boss in a gold plated dark house with extra space for his balls in a new ballroom >>>>>> who fires people to get media attention. >>>>>> He did not stop the war in Gaza, all buildings were destroyed, no more US bombs needed, >>>>>> and now the creep wants the rest of the world to rebuild it for his golfing attempts. >>>>>> >>>>> >>>>> The gazans, and really everybody, would be much better off. Maybe we >>>>> can get the Iranians and the Chinese hooked on golf. Cuba would make a >>>>> nice golf resort too, with fancy rum drinks. >>>>> >>>>> The US has astounding resources. One reason we won WWII is because we >>>>> have so much oil and some Texans figured out how to make 150 octane >>>>> aviation fuel. The Sun Oil refinery in Texas made the Spitfire fuel >>>>> that won the Battle of Britain. >>>>> >>>>> And we fed our troops over twice the calories as our enemies could. >>>>> >>>>> I read that the Mississippi valley has more miles of navigable >>>>> waterways that the rest of the world combined. Napoleon sold it to the >>>>> USA specifically to make to make the US into a power to rival England. >>>> >>>> This morning, in a discussion in an other group about the value of gold vesrus the US dollar >>>> I wrote: >>>> >>>> https://www.macrotrends.net/1333/historical-gold-prices-100-year-chart >>>> >>>> Richard Milhous Nixon (January 9, 1913 – April 22, 1994) >>>> was the 37th president of the United States, >>>>>>>>> serving from 1969 until his resignation in 1974. >>>> >>>> He decoupled the US dollar from the gold standard. >>>> Ever since 1970 gold has been rising (US dollar falling) >>>> see above graph from 1970 to today. >>> >>> Are the pound and euro tied to gold? >>> >>> The british pound used to be worth $5. Now it's about $1.30. >>> >>> The euro is down to $1.15, so the pound and the euro have fallen more >>> vs gold than the dollar. >> >> https://www.chartoasis.com/eur-usd-forex-chart-20-years-cop0/ >> https://www.fxleaders.com/forecasts/forex/usd-eur-price-forecast/ >> >> https://www.bullionbypost.eu/gold-price/10-year-gold-price-chart/ >> >> >> >>> I'd expect the pound and the euro to continue declining vs the dollar. >> >> No, US is on the verge of collapse, nobody will buy its debt as it pissed of most countries by now! > > What's interesting is how many outfits are building multi-gigabuck > semiconductor fabs in the USA right now. But will they be able to outperform Taiwan? > We have lots of land, lots of water and electricity, lots of talent. > And far from China. But you have a thick-eared managerial class that doesn't like listening to their engineers. And Trump will take an interest. > TSMC, Samsung, Intel, Micron, TI. 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. > https://www.semiconductors.org/ecosystem/ US industry has a long history of lying to their customers and investors. They can be expected to lie to one another. https://en.wikipedia.org/wiki/The_Big_Myth 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. -- Bill Sloman, Sydney
Back to sci.electronics.design | Previous | Next — Previous in thread | Next in thread | Find similar
More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-14 13:03 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-14 07:38 -0700
Re: More semiconductor trouble coming? Bill Sloman <bill.sloman@ieee.org> - 2025-10-15 02:37 +1100
Re: More semiconductor trouble coming? bitrex <user@example.net> - 2025-10-14 11:52 -0400
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-14 09:29 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-14 15:54 +0000
Re: More semiconductor trouble coming? bitrex <user@example.net> - 2025-10-14 12:52 -0400
Re: More semiconductor trouble coming? bitrex <user@example.net> - 2025-10-14 12:59 -0400
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-14 11:09 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-15 07:40 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-15 08:01 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-15 15:22 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-15 09:06 -0700
Re: More semiconductor trouble coming? Bill Sloman <bill.sloman@ieee.org> - 2025-10-16 16:17 +1100
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-16 07:58 -0700
Re: More semiconductor trouble coming? Bill Sloman <bill.sloman@ieee.org> - 2025-10-17 14:10 +1100
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-16 20:40 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-17 07:28 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-17 04:10 -0700
Re: More semiconductor trouble coming? John R Walliker <jrwalliker@gmail.com> - 2025-10-17 14:26 +0100
Re: More semiconductor trouble coming? liz@poppyrecords.invalid.invalid (Liz Tuddenham) - 2025-10-17 14:30 +0100
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-17 15:28 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-17 08:35 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-17 16:02 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-17 09:07 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-17 16:28 +0000
Re: More semiconductor trouble coming? "Edward Rawde" <invalid@invalid.invalid> - 2025-10-19 17:10 -0400
Re: More semiconductor trouble coming? Bill Sloman <bill.sloman@ieee.org> - 2025-10-18 02:40 +1100
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-17 09:08 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-16 08:15 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-17 11:36 -0700
Re: More semiconductor trouble coming? Bill Sloman <bill.sloman@ieee.org> - 2025-10-18 17:31 +1100
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-18 07:48 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-18 18:00 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-18 11:23 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-19 12:33 +0000
Re: More semiconductor trouble coming? JM <sunaecoNoChoppedPork@gmail.com> - 2025-10-19 14:08 +0100
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-19 16:16 +0000
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-19 08:01 -0700
Re: More semiconductor trouble coming? JM <sunaecoNoChoppedPork@gmail.com> - 2025-10-19 16:37 +0100
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-19 16:28 +0000
Re: More semiconductor trouble coming? Bill Sloman <bill.sloman@ieee.org> - 2025-10-20 03:40 +1100
Re: More semiconductor trouble coming? john larkin <jl@glen--canyon.com> - 2025-10-19 11:04 -0700
Re: More semiconductor trouble coming? Bill Sloman <bill.sloman@ieee.org> - 2025-10-20 17:32 +1100
Re: More semiconductor trouble coming? Buzz McCool <buzz_mccool@yahoo.com> - 2025-10-17 12:32 -0700
Re: More semiconductor trouble coming? Jan Panteltje <alien@comet.invalid> - 2025-10-18 18:06 +0000
csiph-web