melling

Why do people think the world’s second largest economy (largest by PPP) can’t build its own semiconductor industry? Of course, it’ll be difficult but China has shown that it can play the long game.

ASML is also a monopoly that’s not American.

You must be missing something.

Yes, but without external customers to pay for the newer advanced fabs, Intel can no longer afford to invest in fabs.

TSMC is now a monopoly with over 500 customers. It’s more than a money problem

Did you look at this headline?

“The Chips Act wasn’t about raising revenue, and an equity share wouldn’t enhance national security.”

Every generation of fab is increasingly expensive. TSMC has over 500 customers, including Intel. Intel basically only has Intel to pay for those $20 billion fabs.

Yes, build fabs based on demand. Don’t spend $100 billion on capacity that’s not needed.

He said he’s only building out 14a capacity as needed. A fab is $20 billion a pop. TSMC has 500 customers to pay for each fab. Intel has Intel. Every new generation is increasingly expensive. Intel needs to find other customers

Why don’t you already understand this??? You are misleading everyone.

Intel only up 4%. Seems unlikely.

You act like climate change is widely accepted in America. Ten years ago we had the “snowball in the Senate “

https://youtu.be/3E0a_60PMR8?si=OEH_z3MWepphypp6

40 years after Carl Sagan addressed Congress, and here we are:

https://youtu.be/EuR9CzWcCfc?si=ViYRwdUDxTb6AN1Q

“when the realignment caused ten days to be subtracted from the year, mobs across Europe attacked Jesuit houses to protest the time stolen from them.”

Do we see these people among us today?

This resonated too:

“ He said, “Even scientists who don’t believe in God have to believe in ‘Oh, my God.”

What does everyone read to go deeper into the semiconductor industry? Do people pay for SemiAnalysis? I downloaded Substack last week. There seems to be a few knowledgeable people there.

I have no idea how many times it has been explained that the “self-sacrifice “ method isn’t going to make a difference.

People who don’t understand the scale of the problem came up with that.

It’s sarcasm. Poe’s Law?

https://en.m.wikipedia.org/wiki/Poe%27s_law

Intel got left behind. TSMC makes their best chips because they can’t. They missed the AI boom. Only the paranoid survive.

I hope Lip-Bu Tan turns Intel around.

Probably not true. It’s much cheaper to catch cancer early than to treat advanced cancer later

“The company’s market value is around $100 billion, about half what it was just 18 months ago. Nvidia, by contrast, briefly hit a market value of $4 trillion on Wednesday”

Intel at $100 billion is below book value, meaning they could sell all its assets and make more money.

We lost Vernor Vinge last year.

https://en.m.wikipedia.org/wiki/Vernor_Vinge

We didn’t make it to the singularity but the race is on. Hope he realized we finally had a bit of a breakthrough.

Let’s have that discussion about manned vs unmanned space flight again.

It’s been 11 years since HN thought manned was better.

https://news.ycombinator.com/item?id=8540279

Where’s the guy who told us crab fishing in Alaska is also dangerous?

Doesn’t science need to progress more before it’s economically viable?

We got to the moon 50 years ago and still haven’t been back. It’s expensive to send humans into space.

Let’s get those Tesla robots to Mars… and Titan

“Between January and May, China added 198 GW of solar and 46 GW of wind, enough to generate as much electricity as Indonesia or Turkey”

That is impressive.

The US is abandoning some of our clean energy goals.

Both public and private: https://www.bloomberg.com/features/2025-corporate-climate-br...

“Dementia affects more than 55 million people worldwide, with nearly 10 million new cases each year“

I checked and it’s about 500,000 new cases in the US.

It’s surprising that more research isn’t done considering how prevalent it is.

We can basically do nothing for people.

And people are living to be older. June Lockhart just turned 100:

https://people.com/june-lockhart-on-screen-sons-share-update...

Unfortunately, chemotherapy is still the best thing to treat many cancers.

We need to try harder to find other treatments. Poisoning the body is quite an unpleasant experience.

There has been some discussion about reprocessing and reusing it.

https://e360.yale.edu/features/nuclear-waste-recycling

We’ve had 40 years and we’re still burning all the coal Carl Sagan warned us about.

https://youtu.be/Wp-WiNXH6hI?si=3uhneUSoiZaUKS9M

So, after 40 years I’m a little tired of hearing it takes too long to build nuclear power plants.

On the bright side, we’ve almost reached peak coal:

https://www.theguardian.com/business/2024/dec/18/coal-use-to...