Add title in index pages, add reference in story
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1 COMPUTER CHIPS ARE STILL 'MADE IN USA' (AXIOS.COM)
2
3 Thursday September 06, 2018 @11:30PM (msmash)
4 from the how-about-that dept.
5
6 o Reference: 0102636958
7 o News link: https://news.slashdot.org/story/18/09/06/1558206/computer-chips-are-still-made-in-usa
8 o Source link: https://www.axios.com/computer-chips-manufacturing-america--10dcfe13-64f3-4ea9-ad4a-cb189a00429a.html
9
10
11 For all the wishful thinking about manufacturing more laptops
12 and iPhones in the U.S., there is one sector of tech
13 manufacturing where America remains a leader: computer chips.
14 From a report: Some $44 billion worth of semiconductors are
15 exported from the U.S. each year, making them America's fourth
16 leading manufacturing export after cars, airplanes and refined
17 oil. There are roughly 80 wafer fabrication plants (aka fabs)
18 in the U.S., spread across 19 states. [...] An even greater
19 share of the world's computer chips are designed domestically
20 and made overseas by companies including Qualcomm, Apple,
21 Broadcom and Nvidia. A bunch of the high-tech gear needed to
22 produce chips is also designed and/or made in the U.S.
23
24
25 **
26
27 ** Re: (Score:2)
28 (by bobbied ( 2522392 ))
29
30
31 Why?
32 Politics of course..
33
34 ** Re: (Score:2)
35 (by Alwin Barni ( 5107629 ))
36
37
38 > Why?
39 > Politics of course..
40 Could you please expand?
41
42 ** Re:Why is it "wishful thinking"? (Score:5, Funny)
43 (by fahrbot-bot ( 874524 ))
44
45
46 >> Why?
47 >> Politics of course..
48 > Could you please expand?
49 P o l i t i c s o f c o u r s e.
50
51 ** Re: (Score:2, Funny)
52 (by Anonymous Coward)
53
54
55 >>> Why?
56 >>> Politics of course..
57 >> Could you please expand?
58 >
59 > P o l i t i c s o f c o u r s e.
60 >
61 I'm not sure if I should laugh, or hunt you down and
62 smack you upside your head with a 2x4.
63
64 ** Re: (Score:3)
65 (by Highdude702 ( 4456913 ))
66
67
68 I mean, I thought it was hilarious, and it wasn't
69 the name calling garbage you see here too often.
70
71
72
73 ** Re: (Score:2)
74 (by Alwin Barni ( 5107629 ))
75
76
77 :-)
78 However:
79 expand ikspand/
80 verb
81 verb: expand; 3rd person present: expands; past
82 tense: expanded; past participle: expanded; gerund
83 or present participle: expanding
84 * become or make larger or more extensive
85 * give a fuller version or account of.
86
87 ** Re: (Score:2)
88 (by fahrbot-bot ( 874524 ))
89
90
91 > :-)
92 > However: expand - verb ...
93 > (1) become or make larger or more extensive
94 > (2) give a fuller version or account of.
95 Yup, I know; I was married to an English teacher
96 for 20 years, but using the first definition was
97 funnier. :-)
98 [1]Remember Sue... [tumblr.com]
99
100
101
102
103 [1] http://remembersue.tumblr.com/
104
105
106
107
108
109
110 ** Re: Why is it "wishful thinking"? (Score:1)
111 (by Anonymous Coward)
112
113
114 The only reason is automation. Jobs were never going to come
115 back from chip manufacturing.
116 They have a factory crew for setting up the parts and feeding
117 the machines. Pretty cheap, doesn't actually make much money
118 for anyone but the corporation running it. It's all
119 "unskilled" and low pay...setting up all those machines,
120 getting material dimensions in spec and running the machine
121 is just considered general labor.
122
123
124 ** Re: (Score:3)
125 (by YuppieScum ( 1096 ))
126
127
128 > If the US leads in chip manufacture, why can't it be
129 > competitive in putting the pieces together?
130 Because most of the CPU silicon used in the commonest devices
131 - phones and laptops - is fabbed in Asia.
132
133 Because most of the parts - like screens, RAM and flash
134 storage - are also made in Asia, so it's cheaper to bolt it
135 all together in a location closest to the source of the most
136 parts.
137
138 Because final assembly of something like an iPhone is a
139 manual process that requires the dexterity of nimble fingers.
140 It's not quite the same as bolting doors onto a Chevvy.
141
142
143 ** Re: (Score:2)
144 (by GameboyRMH ( 1153867 ))
145
146
147 Because it hardly has any of the pieces right now - it would
148 be a massive effort to put all the supply chains in place for
149 the various electronics components needed for a whole
150 computer when the US currently makes little more than chips.
151 Currently those supply chains are in Asia (which also has the
152 advantages of cheap labor and lax environmental laws). I'd
153 compare it to going from just making engine blocks to making
154 a whole car, but that underplays the difficulty too much.
155
156
157 ** Re: (Score:2)
158 (by AHuxley ( 892839 ))
159
160
161 Re "why can't it be competitive in putting the pieces
162 together?"
163 Think back to the 1970 and 1980's when the CPU thing needed
164 new production lines and was no longer low yield skilled lab
165 work.
166 Non first world nations part pay their workers in food,
167 dormitories. Their introduction to work is free as its part
168 of the nations free "education".
169 Tax reductions and industrial export support then further
170 supports the electronics brand in the poor nation.
171 No unions. Lots of pollution.
172
173 The big brands moved to ver
174
175
176 ** But for how long? (Score:2)
177 (by DMJC ( 682799 ))
178
179
180 Sure they still do, but China is beginning to manufacture X86
181 CPUs directly. It's only a matter of time until they catch up
182 and crush Intel and AMD through undercutting, and throwing money
183 at the problem. [1]https://www.tomshardware.com/n...
184 [tomshardware.com]
185
186
187
188
189 [1]
190 https://www.tomshardware.com/news/china-zen-x86-processor-dryhan-
191 a,37417.html
192
193 ** Re: (Score:2)
194 (by Dallas May ( 4891515 ))
195
196
197 In the long run, yes. Probably not really soon. There are
198 plenty of significant advances happening that space right
199 now. They might market to the far low end PCs, but they
200 aren't the market AMD and Intel really want anyway.
201
202
203 ** Re: (Score:2)
204 (by jon3k ( 691256 ))
205
206
207 By then (10-20 years, if they're lucky) the desktop will be
208 commoditized and mobile (ie laptops) mostly replaced with
209 ARM. All the growth is in the server market and China is a
210 long, long way from producing an X86 CPU that can compete
211 with Intel Xeons. Who knows what the landscape will look like
212 by then.
213
214 ** Re: But for how long? (Score:2)
215 (by adolf ( 21054 ))
216
217
218 This will also be the year of Linux on the desktop!
219
220 ** Re: (Score:2)
221 (by tsa ( 15680 ))
222
223
224 Yeah, paradise is near!
225
226 ** Re: (Score:2)
227 (by adolf ( 21054 ))
228
229
230 We're on the home stretch, boys!
231
232
233
234
235
236 ** Re: (Score:2)
237 (by AHuxley ( 892839 ))
238
239
240 As long as the NRO needs hand crafted space CPU products.
241
242
243 ** Re: (Score:2)
244 (by CaffeinatedBacon ( 5363221 ))
245
246
247 But who will people trust to make their CPU's. Intel with
248 their "management engine" and AMD etc all with the same is
249 already freaking enough people out.
250 Who is going to want a Chinese CPU with who knows what
251 running on it that you will never be able to see, has access
252 to everything, and can do anything it wants to "your
253 computer" and "your data".
254 Most countries would probably just ban them like they are
255 [1]doing for 5G telecom equipment already. [nytimes.com]
256
257
258
259
260 [1]
261 https://www.nytimes.com/2018/08/23/technology/huawei-banned-a-
262 ustralia-5g.html
263
264
265 ** Yeah, but . . . (Score:5, Interesting)
266 (by dtmos ( 447842 ) *)
267
268
269 . . . computer chips with state-of-the-art lithography soon all
270 will be manufactured overseas. Specifically, they will be made
271 by exactly two companies, [1]Samsung [samsungfoundry.com] and
272 [2]TSMC [tsmc.com], with GlobalFoundries' recent announcement
273 that it is [3]stopping development of its 7nm process
274 [anandtech.com]. GF operated the old IBM facility in Fishkill,
275 NY, and AFAIK was the last company offering state-of-the-art
276 foundry services with a fab in the US.
277 Intel is still in business, of course, and even has a [4]foundry
278 business [intel.com], but it cannot seem to successfully operate
279 it -- substantially all of its wafer starts are chips of its own
280 design. With the capital cost of each new-generation fab
281 reaching $20 billion, it's only a matter of time until Intel --
282 which has only its internal product base of chip designs to fill
283 its fabs, while Samsung and TSMC make chips for the entire
284 industry -- can no longer afford the move to the next
285 generation.
286 If the rest of the semiconductor industry (or the US DoD) wants
287 high-performance computer chips, there's now nowhere to go
288 except Samsung and TSMC. It will be interesting to see what
289 politicians do when they realize that the best digital chips can
290 no longer be manufactured in the US. The choice seems to be
291 either (1) have our economy -- everything from cell phones to
292 missiles -- dependent on chips manufactured overseas, or (2)
293 subsidize Intel's foundry business and the semiconductor
294 equipment manufacturers to the tune of tens of $billions, just
295 to keep a US source of high-performance semiconductors.
296
297
298
299
300 [1] https://www.samsungfoundry.com/foundry/homepage.do
301 [2] http://www.tsmc.com/english/default.htm
302 [3]
303 https://www.anandtech.com/show/13277/globalfoundries-stops-all-7-
304 nm-development
305 [4] https://www.intel.com/content/www/us/en/foundry/overview.html
306
307 **
308
309 ** Re: (Score:3)
310 (by Dallas May ( 4891515 ))
311
312
313 The same reason they haven't produced a car yet. They
314 could, but they don't want to. They have good deals with
315 their current suppliers, so why make that investment?
316
317 ** The normal Transition of economies (Score:2)
318 (by aberglas ( 991072 ))
319
320
321 1. Primary production
322 2. Manufacturing
323 3. Services
324 Services will keep things going fine. Lawyers, tax
325 accountants, retail and beauty consultants. That is
326 where the growth will come from.
327
328
329
330
331 **
332
333 ** Re: (Score:2)
334 (by nateman1352 ( 971364 ))
335
336
337 TI doesn't have state-of-the-art lithography for digital.
338 They gave up on the Moore's Law race 10 years ago after
339 they reached 45nm. TI realized during the development of
340 WinRT that building CPUs requires very expensive fabs and
341 if you are not an x86 supplier then your only option is to
342 make ARM chips, which is a race to the bottom with very
343 thin margins. TI realized they can make more money
344 building mixed signal designs on older process.
345
346
347
348 ** Re:Yeah, but . . . (Score:4, Insightful)
349 (by Graymalkin ( 13732 ) *)
350
351
352 State of the art lithography is not a synonym for
353 high-performance computer chips. In fact for a lot of uses,
354 DoD included, state of the art lithography is nowhere in the
355 requirements. Hardened chips on robust/insulated substrates
356 is more important in many uses than smaller die traces.
357
358
359 ** Re: (Score:2)
360 (by KalvinB ( 205500 ))
361
362
363 They'll be subsidized under issues of national security if
364 they're really needed by the government. The government
365 generally doesn't run bleeding edge technology so the chips
366 that can be produced in the US will be plenty sufficient for
367 government needs. If the government ever needs a $20 billion
368 plant, they'll cut a check under the national defense budget.
369 We've been comfortable with foreign made chips for decades in
370 the consumer market. Unless there is a severe national
371 security issue that won't change.
372
373
374 ** Re: (Score:2)
375 (by nateman1352 ( 971364 ))
376
377
378 Intel has the same fundamental problem with foundry that AMD
379 had 10 years ago. Every 3rd party company does not trust
380 Intel to prioritize their products over Intel's own products.
381 Intel will always build their own products on the latest
382 process node first. If you fab with Intel then your wafers
383 will always get 2nd priority over Intel's own wafers. The
384 only way that is not the case is if you are such a huge
385 customer that your contract requires Intel to construct an
386 entire new factory just for you. Then you h
387
388
389 ** Poor writing in TFA (Score:5, Informative)
390 (by whoever57 ( 658626 ))
391
392
393 "An even greater share of the world's computer chips are
394 designed domestically and made overseas by companies including
395 Qualcomm, Apple, Broadcom and Nvidia."
396 This reads as though Qualcomm, Apple, Broadcom and Nvidia are
397 making chips. What would be clear and accurate is:
398 "An even greater share of the world's computer chips are
399 designed domestically by companies including Qualcomm, Apple,
400 Broadcom and Nvidia and made overseas."
401
402 ** Still somewhat misleading... (Score:4, Informative)
403 (by YuppieScum ( 1096 ))
404
405
406 Don't forget, a hefty chunk of Qualcomm's - and pretty much
407 all of Apple's - designs are not original, but instead are
408 based on IP from ARM, a British company (although recently
409 bought out by SoftBank).
410
411 In fact, Broadcom and Nvidia are also licencees of ARM IP as
412 well, but less of their overall product range derives from
413 it.
414
415
416 ** Are you sure? (Score:3, Interesting)
417 (by Gabest ( 852807 ))
418
419
420 TSMC and Samsung are the leaders in chip making. And second
421 class Intel and AMD both have shady Middle-East ties from Israel
422 and Dubai.
423
424 ** 13% market share is not good (Score:4, Interesting)
425 (by Goldsmith ( 561202 ))
426
427
428 This is a crazy article. At the end, it meekly points out that
429 the US has a 13% market share in chip production. Given that the
430 US started this industry, leads in design in this space, leads
431 in capital available for high tech industry, and that the US
432 accounts for 15% to 18% of global GDP, a 13% market share in
433 chip production is very poor performance. This is below what you
434 might expect for a simple commodity that depends only on
435 domestic market size and way below what you'd expect for this
436 industry.
437
438