Just read the CHIPS Act, not flame. AMA
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Poast new message in this thread
Date: August 2nd, 2022 1:06 AM Author: Concupiscible Wagecucks
Highlighted and commented on the relevant provisions in advance of an upcoming meeting with someone in the semiconductor industry.
EDIT: meeting is purely SOCIAL and was planned weeks before this was announced
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44950838) |
Date: August 2nd, 2022 1:11 AM Author: Concupiscible Wagecucks
So I guess it's cr to have a MATURE. PROCESS. NODE. It's clear that unlocks special benefits. Except that the dood who decides if your process node is "mature" is the SecDef and he's given no guidance by COTUS.
Also if ur a nonprofit foundation like Raspberry Pi u can get all kinds of money to do in-house r&d and even make your own chips. Sounds like some geekboi fantasy. There's about $19bn set aside for this bullshit but there's no limit on when it must be obligated so right now it's this pot of money the Commerce Secretary can sit on for 200 years theoretically. Commerce can approve loans up to $75bn and use 2% to fund administrative costs but I don't think there's $75b there yet.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44950855) |
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Date: August 2nd, 2022 2:13 AM Author: Domesticated Crotch Bbw
> Japan is currently dominant
Where do you get this from? Your info is so laughably outdated. You're probably thinking of Nikon and Canon ... back in the ***1990s***
Also youre thinking of LITHOGRAPHY, not metallurgy. ASML is by far the clear leader in this field. Japan isnt even close after losing their once-dominqnt position.
There are only a handful of companies that fab at "10nm": Intel, tsmc, samsung, and maybe smic. There's no japanese companies on this list.
Watch this before you further embarrass yourself:
https://youtu.be/SB8qIO6Ti_M
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44950992) |
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Date: August 2nd, 2022 5:38 AM Author: Concupiscible Wagecucks
I got this from a leaked PowerPoint slide someone sent me this year:
https://i.imgur.com/qIySzk2.jpg
Look at Japan leading the world in wafers and ATP tools and suck my dick. You're the one stuck in the 80s if you think made in Japan = cameras.
And I 100% meant metallurgy. Hyundai had to return ASML EUV lithography machines because it couldn't do the metallurgy.
Your focus on 10nm is way off too. I don't think you understand this bill. Anything under 28nm is game.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44951228) |
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Date: August 2nd, 2022 10:41 AM Author: Domesticated Crotch Bbw
I but dont even know where to begin on correcting all the misinformation.
> Hyundai had to return ASML EUV lithography machines
Hyundai is a car maker. Maybe they have some ultra secret 10nm fabs, but i doubt it.
Do you mean SK hynix that was previously owned by Hyundai?
Would love to see a link to whichever company had to get a refund on their EUV machine.
> Japan leading the world in wafers and ATP tools
These are commodity resources and services. ATP (assembly, test, package) can be and is done by anyone.
The reason Japan has a lead in wafer manufacturer is probably their long time history in semiconductor production. But the profits for wafers are modest vs the other steps.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44951853) |
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Date: August 2nd, 2022 12:15 PM Author: Concupiscible Wagecucks
You're not actually rebutting anything I said.
1. Yes I still call them Hyundai. You think Hyundai bros stopped talking to each other and doing deals just because the IMF said dat too many industry?
2. I don't give a fuck about ATP Tools and only mentioned them in passing. That said lol@ u downplaying what that shit actually involves. I bet u don't know what country constitutes "other" in the category but I do. You're focusing on assembly and packaging, ignoring the TESTING.
3. Yes Japan is coasting on its legacy. It doesn't want filthy semiconductor fabs on Japanese territory. That's why wafer manufacturing is ripe for picking
4. You talk about EUV like all you need to do is turn on this machine and go to town. NO. You need to have a substrate you can actually etch with the fuckin thing. ASML will sell you the lithography equipment, but if your in house r&d team can't develop an actual form of matter that provides the desired reaction to EUV lasers, what good is the equipment? There are metallurgists on these r&d teams, so I refer to this whole area of r&d generally as "metallurgy." If you come up with a better name I'll use it instead.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44952303) |
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Date: August 3rd, 2022 3:40 PM Author: Domesticated Crotch Bbw
> no one else can make those wafers except YOU
Demonstrably false. You can buy wafers at lots of places. There's nothing particularly special about the wafers.
You can go here and order to your heart's content: https://www.universitywafer.com/silicon_wafers.html
They're usable for EUV: https://www.universitywafer.com/extreme-ultraviolet-lithography-euv-silicon-wafers.html
Making the lasers (and EUV machines) is credibly difficult.
The hard part is getting lasers to emit at or close to x-ray wavelengths (extreme ultra-violet [euv] is close). The essential problem with lasers is that at high energy levels when you pump atoms with such energy levels, you start ionizing the atom rather than getting the atom electrons gain and release energy in the form of photons.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44958363) |
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Date: August 3rd, 2022 4:17 PM Author: Domesticated Crotch Bbw
> read it in an email from a dude who invests in this stuff
🤣
Just a little better than getting tips from counterstrike.
Only rely on XO for your investing news!
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44958543) |
Date: August 3rd, 2022 3:22 PM Author: light school cafeteria black woman
Are grants/loans/tax breaks available to contractors who help build semiconductor facilities, but are not in the semiconductor business. For example, if a contractor needs to build its own clean room, which will be used to support semiconductor construction, can this be financed under the act.
Are benefits available for just contractors working on semiconductor projects? Like laying cement and shit.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44958303) |
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Date: August 3rd, 2022 4:13 PM Author: Concupiscible Wagecucks
Here's what I think the law is getting at from a policy perspective.
It wants to build a supply chain that serves multiple purposes:
1. ensures resiliency and insulates us from supply chain shocks
2. minimizes reliance on foreign trading partners we don't fully trust
3. creates jerbs for smart and dumb people, all kinds by funneling them through a kind of vo-tec system that lands you a spot "in the industry."
4. gets us some companies that make kickass products that can compete globally
5. doesn't give us phone apps and more gay consumer smart devices at Target
6. isn't sold in Russia or Iran
There are some other things I'm probably forgetting, but off the top of my head it's kinda set up like that.
There are also some other things I don't feel comfortable talking about.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44958526) |
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Date: August 3rd, 2022 4:15 PM Author: Concupiscible Wagecucks
Oh, and here's a neat game you can play: come up with of a mental list of companies that get jack shit out of this bill. Some of mine include:
Facebook
Amazon
Microsoft
Apple
Netflix
Google
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44958533) |
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Date: August 4th, 2022 12:17 AM Author: Domesticated Crotch Bbw
All patent trolls are extremely active -- as they should be.
But the system has been trying to kill off a large majority of the litigation.
Venue has been restricted. Northern CA and Delaware are very hostile jurisdictions. They'll kill your patent if it's at all too vague.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44960818) |
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Date: August 3rd, 2022 10:15 PM Author: Domesticated Crotch Bbw
The 8th year maintenance fees for the 200 patents is around 400,000.
You paid $200,000 for the 4th year, and then $400,000 for the 8th year?
And you're here asking what to do with the patents?
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44960316) |
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Date: August 3rd, 2022 10:35 PM Author: Domesticated Crotch Bbw
Not to mention the legal costs for patent procurement.
Ive seen the legal budget for approx 100 patent filings and prosecution. It's well over a million.
You've financed 200 patents to the tune of $1,000,000++, but need xo's advice on monetizing?
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44960404) |
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Date: August 3rd, 2022 10:08 PM Author: Domesticated Crotch Bbw
If you do indeed won these patents, you could seek huge licensing fees from the big players (im very skeptical you actually own the patents because no one person would be able to afford the legal costs of this).
You sure you didnt sign an assignment agreement either for all patents or for them individually.
If you really personally own the patents, you could get a lot of money for them.
One of the most recent billion dollar patent judgments was for a cpu invention.
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44960276) |
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Date: August 3rd, 2022 11:54 PM Author: Amethyst windowlicker karate
no
mediatek also not fucked
(http://www.autoadmit.com/thread.php?thread_id=5165528&forum_id=2\u0026mark_id=5310901",#44960709)
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