Thoughts about uC shortage

nsaspook

Joined Aug 27, 2009
16,330
https://www.tomshardware.com/tech-i...pletion-halted-because-there-are-no-customers
Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'

However, most importantly, the next phase of setup, named equipping, has astronomical costs attached to it. Extreme Ultraviolet (EUV) Lithography machines, which print circuit patterns onto silicon wafers, are extremely temperamental and require careful setup. This is in addition to other processes, such as etching, deposition, and many more complex and delicate processes required for Samsung's goal of achieving a 2nm process node fabrication at the site.

The costs associated with the equipping phase are large, with some of TSMC's astronomical $42 billion investment into expansion dedicated solely toward the purpose of equipping several facilities.

Furthermore, Samsung's chip-making arm is reportedly struggling with yield, resulting in the recall of several key personnel from the site. Because of this, there’s only a limited number on site at the Samsung plant as it’s continually refining its advanced process nodes.
 

nsaspook

Joined Aug 27, 2009
16,330
https://ccwd.hecc.oregon.gov/Layoff/uploads/LOT9293/WARN 9293 Intel - Oregon locations.pdf
https://ccwd.hecc.oregon.gov/Layoff/uploads/LOT9293/WARN 9293 - Oregon Job Listing - 070725.pdf

Dear Sir or Madam, This letter is to notify you of upcoming changes at Intel Corporation, located at the addresses below that may trigger the Federal Worker Adjustment Retraining and Notification Act (“ WARN” ). This planned action will affect a combined total of approximately 529 employees at or reporting to the Facilities and is expected to be permanent.
• 3585 SW 198th Ave., Aloha, OR 97078
• 2501 NE Century Blvd, Hillsboro, OR 97124
• 5200 NE Elam Young Pkwy., Hillsboro, OR 97124
• 2111 NE 25th Ave., Hillsboro, OR 97124
 

nsaspook

Joined Aug 27, 2009
16,330
https://www.tomshardware.com/tech-i...-the-firm-lays-off-thousands-across-the-world
Intel CEO says it's "too late" for them to catch up with AI competition — reportedly claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world

As such, Intel has been laying off thousands across the world in a bid to cut costs. Costs that have skyrocketed due to the high R&D spending for future nodes, and with the company facing a $16 billion loss in Q3 last year, it can't survive on freeballing anymore. Intel's resurrection has to be a "marathon," said Tan, as he hopes to turn around the company culture and "be humble" in listening to shifting demands of the industry.

So happy I never worked for those guys back when they were Masters Of The Universe.
 

joeyd999

Joined Jun 6, 2011
6,305

WBahn

Joined Mar 31, 2012
32,876
Half of Mass moves to Florida in winter. I spent a lot of time in Gloucester and Peabody in the 90's. It's Florida without the nice winter weather.
Florida has nice winter weather???

Maybe somewhere, but not up in the panhandle where I was stationed. I came to the realization that there were about two weeks in the spring and two weeks in the fall when the weather was absolutely wonderful. The rest of the year sucked. It was so humid all the time that the comfortable temperature range was extremely narrow.
 

WBahn

Joined Mar 31, 2012
32,876
I know that I was unprepared for the impact of the humidity. Most of Colorado is semi-arid, so we are often below 20% and 60% is downright muggy. The result is that "shirt sleeve weather" runs from near-freezing to nearly 100°F. Even going outside for brief periods (like to take the trash to the curb) in sub-zero weather without a coat is neither uncommon nor uncomfortable. I walked three miles to work one night at about -20°F, with layers, and was quite comfortable the entire way. In Florida, I had considerably heavier layers on and walked the flight line up and back one morning (I got volunteered to take part in daily FOD walk), which was also about three miles, at a temperature of 45°F and was borderline hypothermic when I got finished (shivering uncontrollably). The flip side is true in summer and anything over about 80°F is getting very uncomfortable and above about 85°F it is getting dangerous to work on the line. We had days that the humidity actually exceeded 100% by a bit (supersaturated) and it would rain underneath the wings of the planes as the cooler undersides beneath the fuel tanks acted like water condensers and sucked water out of the nearby air -- the air on those days was so still that you could actually stand several feet away from the jet and feel the slight draft moving towards it from all directions -- it was essentially a miniature downburst. Absolutely miserable working on them in those conditions. On the worst days, just before they would halt all flight line activity, we would get to the point where we could work for ten minutes and then had to take a fifteen minute break in the air-conditions launch trucks.

Totally did away with any desire I ever had to live in Florida (though I realize that the panhandle's climate is not representative of the entire state).
 

nsaspook

Joined Aug 27, 2009
16,330
Florida has nice winter weather???

Maybe somewhere, but not up in the panhandle where I was stationed. I came to the realization that there were about two weeks in the spring and two weeks in the fall when the weather was absolutely wonderful. The rest of the year sucked. It was so humid all the time that the comfortable temperature range was extremely narrow.
Compared to Mass and where I live in Oregon, hell yes. Had schools in Orlando, Mayport. Stationed in Key West for two years and operated out of stations from there to Homestead, Pensacola, and a few other hole in the wall sites. Every reserve guy doing duty loved being with us in winter.
1752782542209.png
Its relative. Florida humidity was a nice break from S.E. Asia.

1752782606594.png
Winter in KW...
 

joeyd999

Joined Jun 6, 2011
6,305
I know that I was unprepared for the impact of the humidity. Most of Colorado is semi-arid, so we are often below 20% and 60% is downright muggy. The result is that "shirt sleeve weather" runs from near-freezing to nearly 100°F. Even going outside for brief periods (like to take the trash to the curb) in sub-zero weather without a coat is neither uncommon nor uncomfortable. I walked three miles to work one night at about -20°F, with layers, and was quite comfortable the entire way. In Florida, I had considerably heavier layers on and walked the flight line up and back one morning (I got volunteered to take part in daily FOD walk), which was also about three miles, at a temperature of 45°F and was borderline hypothermic when I got finished (shivering uncontrollably). The flip side is true in summer and anything over about 80°F is getting very uncomfortable and above about 85°F it is getting dangerous to work on the line. We had days that the humidity actually exceeded 100% by a bit (supersaturated) and it would rain underneath the wings of the planes as the cooler undersides beneath the fuel tanks acted like water condensers and sucked water out of the nearby air -- the air on those days was so still that you could actually stand several feet away from the jet and feel the slight draft moving towards it from all directions -- it was essentially a miniature downburst. Absolutely miserable working on them in those conditions. On the worst days, just before they would halt all flight line activity, we would get to the point where we could work for ten minutes and then had to take a fifteen minute break in the air-conditions launch trucks.

Totally did away with any desire I ever had to live in Florida (though I realize that the panhandle's climate is not representative of the entire state).
You'd be surprised how well a human body can acclimate to the conditions down here over time.

I run 4 to 5 miles a day (sometimes farther) in the summer, and it barely bothers me.

Granted, I can run farther and faster in the winter months -- and I look forward to it -- but summer's not so bad.

Edit: If anything, its the daily afternoon thunderstorms that put a crimp in my summer days. Hard to play outside in the lightning.
 

schmitt trigger

Joined Jul 12, 2010
2,090
I know that it is immensely satisfying to bash Florida weather, but returning to the original topic…..

There are many explanations for Intel’s decline, but IMHO, their excessive reliance on the X86 architecture blindsided them on the ARM and GPU revolution. This compounded with the stock buybacks to keep shares strong, while ignoring the rapid advances from overseas companies, they didn’t have the motivation to invest enough in the new technologies to upgrade their aging products.
This behavior is not unique to Intel. Boeing and many other companies which had enjoyed extreme worldwide success, became complacent, only to wake up from their stupor once that they had irremediably lost the race.
Just exactly like Aesop's fable, “The Tortoise and the Hare.”
 

MrAl

Joined Jun 17, 2014
13,708
Florida has nice winter weather???

Maybe somewhere, but not up in the panhandle where I was stationed. I came to the realization that there were about two weeks in the spring and two weeks in the fall when the weather was absolutely wonderful. The rest of the year sucked. It was so humid all the time that the comfortable temperature range was extremely narrow.
This kind of report makes me wonder why anyone would move to Florida to retire. Seems counter intuitive when we get older we don't want it hotter outside.

I like to joke around with this a little too. If we look at the map of the United States and see Florida hanging off the mainland on the right, it looks like someone sitting on the toilet taking care of business (ha ha). That should be warning enough :)

As far as uC shortages go though, I would not doubt it if there are manipulations for various financial reasons. Some companies take advantage of the flaws in capitalism for their own gain and that gives it a bad name to some.
 

WBahn

Joined Mar 31, 2012
32,876
I know that it is immensely satisfying to bash Florida weather, but returning to the original topic…..

There are many explanations for Intel’s decline, but IMHO, their excessive reliance on the X86 architecture blindsided them on the ARM and GPU revolution. This compounded with the stock buybacks to keep shares strong, while ignoring the rapid advances from overseas companies, they didn’t have the motivation to invest enough in the new technologies to upgrade their aging products.
This behavior is not unique to Intel. Boeing and many other companies which had enjoyed extreme worldwide success, became complacent, only to wake up from their stupor once that they had irremediably lost the race.
Just exactly like Aesop's fable, “The Tortoise and the Hare.”
Bill Gates discussed this phenomenon in his book, noting that it is extremely rare for a company that is a dominant force in revolutionary technological era to remain dominant as that technology evolves. He clearly hoped that Microsoft would be one of those rare exceptions, but he readily acknowledged that the odds were stacked pretty heavily against it.

It's been many moons since I read his book (which was actually pretty decent), so I don't recall the specifics that he went into, but when you think about it, it's almost inevitable that this is the norm. because a lot of stars have to align for it to be otherwise. That dominance might have come because the company really brought something new to the table, be it a product or a market or a process, that created the revolution in the first place (or really gave it steam). It's very likely a one-time fluke -- such ideas are seldom churned out on demand, they are usually a convergence of factors, some of which are rather happenstance. But even if that's not at play, there is a natural tendency to stay with what works and, in the case of a dominant company, they have something that has worked extremely well for a long time. Why risk upsetting that apple cart by pushing into areas that have the potential to displace it? The status quo is your friend. On top of that, you have a huge investment in the infrastructure behind what you currently do. So, it's not surprising that you are going to opt for relatively low-cost tweaks to what you are already doing, and already know so well, in order to try to force it to continue working going forward. Large, successful companies are very risk-averse on balance. They have to be, they have too many obligations to too many people for it to be otherwise. Small companies are much more willing to risk it all, because if they lose, it's mostly the people choosing to take the risk that take the hit, and they tend to be the kind of people that will pick themselves up and have another go, either at the same thing or something totally different.

In some respects, countries are no different. The U.S. built up a very successful and impressive power grid, phone network, and road/rail transportation system. As a result, we lagged/lag way behind many other countries, including some pretty poor ones, in establishing alternative energy production, large scale mobile communication, and high-speed rail. Why? Because we had well-established and functioning systems based on last-year's technology that works, so there was no pressing need to change. But a country that has none of that is in a position to adopt the latest technologies from the get-go.
 
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