Comments by "M Simon" (@msimon6808) on "The Coming Semiconductor Bust" video.

  1. It is a year later and I'm still waiting for a break. Chip demand seems to have a new lower bound - much higher than the last.
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  2. And that is what I see. 1 year on.
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  3. Joe is very MAGA. He just didn't make a political slogan of it. Trump's trade policies are still in place and being added to. CHIPS Act. Just because Trump was widely disliked in America doesn't mean his policies were wrong for America. On foreign policy there is disagreement. Crimea went down on Obama's watch. Trump sent 59 armed Tomahawk missiles to a Russian base in Syria at the beginning of his term. They exploded on contact. Vlad took no territory for 4 years.
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  4. Circuit board complexity is way up. Board companies will quote on buried vias. But this greatly raises costs. And makes testing more difficult.
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  5. Quitting is an option.
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  6. The older stuff is getting some easier to obtain. But that is not true across the board. There are still LPCs and STMs that are difficult to obtain.
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  7. Suited up to do electronics fab?
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  8. It will get collected in more places. Nuclear reactors for instance.
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  9. Dies. Semiconductor dies,.
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