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David Wong
Cyrus Janssen
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Comments by "David Wong" (@davidwong5197) on "China Just Destroyed US Sanctions ...American CEOs in Shock!" video.
@pyrophobia133 Yes. Huawei is now making their own chips. They also have their own OS, they contribute most of codes in Android. US export to China is down 21% last quarter. Micron is now down to one third of their size. Nvidida will lose 2 to 3B because of the chip ban.
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@slomo4672 China has the advantage of having a large number of STEM students.
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@paulskiye6930 What's the difference?
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@davidrichards1741 That is why TSMC gave everybody a 20% raise
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That is why TSMC want US to incentivize American customer to pay for the premium.
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No. Jake Sulivan still claims high fence and small yard and there is no impact. In the meantime techs are laying off people.
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To make matter worse. ASML will have to repurchase machines back from China because they are unusable without service. Some were even remotely locked. No big deal it is only 700 x $150M =$150T.
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They are paid ad. Better this than getting paid off by political party.
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In any kind of investment. You look at three thing; the product, the know how and the market. What Intel is saying ,without the Chinese market, they wiill not need another factory. Meaning they are not going to invest period.
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US politicians are driven by their donors.
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They worked in US factories.
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@jianyang6281 No, they moved out of India.
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Only if the corporations buy into this. Why is US steel more expensive thsn the rest of the world even Canada. Because US stell makers have not invest in modernizing their plant.
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@randygraham926 AZ government promise to build recycle plant and provides water. Another failed promise.
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I read a post on Reddit by an AZ trainee. He quited after training in Taiwan. HE said the workers are TOO loyal to the company, he complained there is a lack of English training material, the shift cycle and work condition. The TSMC workers are the highest paid in Taiwan, This is because they have profit sharing plan. US workers want fixed high income instead. The culture difference will be hard to overcome.
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