"The essence of US-China strategic competition is a struggle between economic development and domestic governance rather than a traditional hegemonic or military-security struggle."
"They obviously misunderstand the reality that the GOP will be more than willing to follow CHIPS up with further direct subsidies to industry, even if perhaps dressed up as tax cuts."
The biggest problem for US build up chip section is NOT money, but talent (i.e. lack of talent).
I don't know what's your background, but from my engineering background, literally NOBODY is studying the computer engineering, while everyone can code a little bit get equally well paid software/data science field and less cyclical industry.
Just go to the Arizona TSMC job forum, the turnover over there is huge. Who is going to work in those crazy oncall schedule TSMC setup while there are pretty good alternative jobs out there?
I want US chip succeed in US, but I am afraid the whole 50 billions chip act and whatever money government throw after that is completely waste of taxpayer's money. There are reasons why chip sectors center around Asia, not US and some of those are not just money factor.
Here are some of not money factors involved. 1) Hardware engineer in US has no respect compared to software engineer, while in Asia Hardware engineer is treated as superstar. 2) There are always plenty of engineers in Asia due to overeducated population in general. As for US, there are plenty of alternative choice for those same engineer type 3) Process engineering (and in particular) are required long hour (like 12 hours shift) and crazy hour. Maybe it is opportunity cost or proud. They can handle it but I have doubt US engineers can handle it.
It is not just my view. That's same view from TSMC CEO's view.
Another factor is cyclical nature of chip industry many young engineers against join this field.
When the new fab build, a lot of times old engineers from old fab got layoff since they are out of touch with newer technology. That's another reason many older engineers in firm like Texas Instrument against career in Chip industry. I saw plenty of engineers in early 50s are forced to early retire and has to find another professional
yea--maybe next time i do this i'll insert parentheticals on where I think they're missing stuff or getting facts wrong
"They obviously misunderstand the reality that the GOP will be more than willing to follow CHIPS up with further direct subsidies to industry, even if perhaps dressed up as tax cuts."
The biggest problem for US build up chip section is NOT money, but talent (i.e. lack of talent).
I don't know what's your background, but from my engineering background, literally NOBODY is studying the computer engineering, while everyone can code a little bit get equally well paid software/data science field and less cyclical industry.
Just go to the Arizona TSMC job forum, the turnover over there is huge. Who is going to work in those crazy oncall schedule TSMC setup while there are pretty good alternative jobs out there?
I want US chip succeed in US, but I am afraid the whole 50 billions chip act and whatever money government throw after that is completely waste of taxpayer's money. There are reasons why chip sectors center around Asia, not US and some of those are not just money factor.
Here are some of not money factors involved. 1) Hardware engineer in US has no respect compared to software engineer, while in Asia Hardware engineer is treated as superstar. 2) There are always plenty of engineers in Asia due to overeducated population in general. As for US, there are plenty of alternative choice for those same engineer type 3) Process engineering (and in particular) are required long hour (like 12 hours shift) and crazy hour. Maybe it is opportunity cost or proud. They can handle it but I have doubt US engineers can handle it.
It is not just my view. That's same view from TSMC CEO's view.
https://appleinsider.com/articles/22/10/24/tsmc-says-efforts-to-rebuild-us-semiconductor-industry-are-doomed-to-fail
Another factor is cyclical nature of chip industry many young engineers against join this field.
When the new fab build, a lot of times old engineers from old fab got layoff since they are out of touch with newer technology. That's another reason many older engineers in firm like Texas Instrument against career in Chip industry. I saw plenty of engineers in early 50s are forced to early retire and has to find another professional