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Re:TSMC cancels chip price cuts and promises $100B investmen... by baybal2 on Thursday April 01, 2021 @05:46AM (#26658410)
> Maybe we should start pulling chips of trashed electronics. There must be hundreds of thousands decently fast chips going into our trash.

This is already been happening for decades on industrial scale in countries doing eWaste recycling. Just a decade ago, you could've still find people selling refurbished chips in Shenzhen on every corner. Now it kinds of became a much more low profile enterprise.

The US defence department, colloquially known as the pentagon, ran a wargame scenario a few years ago to see what will happen if US will be hit with a worst case scenario, years long semiconductor unavailability due to sabotage of domestic fabs, massive industry wide cyberattack, or something happening to Taiwan.

One of comissioned think tanks recommended that exact methods of military going door-to-door to gather old gaming console, smartphones, and PCs for conversion to use in munitions, and military equipment.

Re:TSMC cancels chip price cuts and promises $100B investmen... by hyko on Thursday April 01, 2021 @07:32AM (#26659117)
My first reaction to this plan is that it’s for the birds. The government would be better off just building a fab themselves. The raw materials aren’t that hard to get hold of; integrating consumer electronics into military systems would likely take just as long, if not longer (with all sorts of other negative effects on quality and security). I guess the analogy is with scrap metal drives in WWII, but this situation is nothing like that at all. It’s a fantasy scenario that makes no sense.

We defend Taiwan with everything we’ve got. There is no plan B, and it’s not just about semiconductors.

Re:TSMC cancels chip price cuts and promises $100B investmen... by codeulike on Thursday April 01, 2021 @08:04AM (#26659396)
The government would be better off just building a fab themselves.

But you can't just 'build a fab' can you? Thats the point. You need a shipment of ASML's magic EUV machines and a bunch of their engineers and a bunch more technicians and managers with the right kind of skills for running a large cutting edge fab.

Re:TSMC cancels chip price cuts and promises $100B investmen... by mkr-hn on Thursday April 01, 2021 @08:17AM (#26659503)
You only need those for the latest and greatest. A lot of options open up if the priority is any decently fast processor over the latest. Multi-CPU systems fell out of favor in the consumer space because single CPUs got so fast with these processes, but multiple CPUs with an older process is fine in this scenario.
Re:TSMC cancels chip price cuts and promises $100B investmen... by elihu on Thursday April 01, 2021 @02:40PM (#26664420)
...or just be content with a slower chip.
Re:TSMC cancels chip price cuts and promises $100B investmen... by samus on Friday April 02, 2021 @08:42AM (#26670961)
Military-grade equipment and ammunition don't require cutting-edge manufacturing nodes. There are fabs for older nodes aplenty, and new ones don't require cutting-edge equipment from ASML. Also, since older fabs are usually kept around, there is going to be demand for older tech and spare parts.

To sustain AI and other applications that require cutting-edge tech, the best strategy would be to either stockpile chips (not really feasible since the tech is deprecating) or to build spare capacity, along with the necessary supply chain.

Re:TSMC cancels chip price cuts and promises $100B investmen... by dcolkitt on Thursday April 01, 2021 @11:34AM (#26661782)
> a bunch of their engineers and a bunch more technicians and managers with the right kind of skills

In a WWII scenario, how long does it take to rapidly retrain a bunch of people with these skills. We have no shortage bunch of brilliant, quantitatively minded people trading derivatives and writing ML models to recommend TV shows. In a total war scenario, I assume most would be drafted for the war effort. Semiconductor engineering is complex, but probably not so complex that your average Math Olympiad couldn't pick it up in a month or two.

Re:TSMC cancels chip price cuts and promises $100B investmen... by TimTheTinker on Thursday April 01, 2021 @12:54PM (#26663044)
I did some materials engineering coursework in college, and I think your comment significantly underestimates the technical complexity of <100nm process node manufacturing.

We had many brilliant minds working on these problems for decades, but it took time, skill, effort, and money over these decades to achieve each milestone of development. Now each of these firms (and each of their suppliers) has trade secrets that go deep, and barring some unlikely breakthrough of brilliance, these secrets can't be independently discovered by the brightest minds in any less than the time it already took to discover and develop them in the first place.

There's also the problem of supply chains -- modern fab tech requires a ton of downstream tech: the fab machines, the parts in them, and the places those parts were developed and manufactured... and the machines that were required there as well (repeat...). Also the raw materials, especially rare earth minerals.

Re:TSMC cancels chip price cuts and promises $100B investmen... by incrudible on Thursday April 01, 2021 @12:42PM (#26662849)
> Semiconductor engineering is complex, but probably not so complex that your average Math Olympiad couldn't pick it up in a month or two.

We have a chip shortage going on for months now, if all it took was two months and a bunch of smart people, those billions of dollars in chip orders would've made it happen. That tells me it has to be a bit more complex than you think.

Re:TSMC cancels chip price cuts and promises $100B investmen... by dcolkitt on Thursday April 01, 2021 @01:19PM (#26663448)
Has any major organization started or entered the semiconductor fab space in the past year? From speaking with industry analysts, my understanding is we could spin up additional capacity. The issue is that most everyone fears the shortage will be over after the Covid supply chain disruptions, and therefore any new investments will not recoup their necessarily long payback periods.

This is a very different calculus than a WW2 type scenario. Fully mobilized, the government would almost certainly pay up for microchip capacity today, regardless of the long-term payback residual.

If there was evidence of deep-pocketed firms trying and failing to get into semiconductor fab in 2020, I'd change my opinion. Like if Google or Amazon were trying to open their own fab plants, but were failing, then I might suspect that a WW2 fully mobilized war effort would run into difficulties. But as far as I can tell, the issue is that nobody wants to jump into the fab business, regardless of the temporarily higher profits over the next 2-4 quarters.

Re:TSMC cancels chip price cuts and promises $100B investmen... by baq on Thursday April 01, 2021 @03:47PM (#26665177)
A 10nm/7nm fab costs $10B and takes years to build, assuming you've got a process which works - developing that from scratch will take you a decade before you can even design the fab. You could compare the enterprise to a smaller scale NASA.
Re:TSMC cancels chip price cuts and promises $100B investmen... by jjk166 on Thursday April 01, 2021 @01:25PM (#26663531)
It's not a question of knowing how to build industrial capacity, it is actually building that capacity. Before you can build a fab, you need to build all the machines that go into a fab, and before that all the machines for building those machines, and so on and so forth. 9 women can't make a baby in a month, at some point you come across steps that just take time.
Re:TSMC cancels chip price cuts and promises $100B investmen... by majormajor on Thursday April 01, 2021 @03:28PM (#26664978)
If you think there's a scenario that justifies it in 10 years, you start today. In our quest for ever-more-just-in-time-efficiency we've forgotten that it doesn't work for certain things.
Re:TSMC cancels chip price cuts and promises $100B investmen... by Tade0 on Thursday April 01, 2021 @07:59AM (#26659346)
IIRC the US navy is currently using XBox controllers:

https://www.theverge.com/2017/9/19/16333376/us-navy-military...

Of course this is a far cry from ripping a SoC from a smartphone and putting it into e.g a bomber drone, but I assume there's much more being done - just not published.

Re:TSMC cancels chip price cuts and promises $100B investmen... by mbreese on Thursday April 01, 2021 @10:32AM (#26660937)
One of the reasons cited for using XBox controllers was the availability. If one breaks, you can find them at any port. Very apropos in this context...

I have a vision that on a submarine there is a cable box, not unlike the one that most of us probably have, filled with random cables with connectors we haven't used in years. And somewhere in that tangled mess is a spare XBox controller. I can imagine some poor Seaman trying to untangle a the controller cord so that they can use a periscope. I'm sure the Navy is far more organized, but it's funny to think about.

Re:TSMC cancels chip price cuts and promises $100B investmen... by qchris on Thursday April 01, 2021 @11:41AM (#26661909)
I absolutely believe it-I use one professionally to maneuver an underwater ROV. They're intuitive, already familiar to a lot of people, and surprisingly reliable.
Re:TSMC cancels chip price cuts and promises $100B investmen... by hyko on Thursday April 01, 2021 @09:18AM (#26660122)
Wow. As long as they’re not using joy cons I guess!
Re:TSMC cancels chip price cuts and promises $100B investmen... by MangoCoffee on Thursday April 01, 2021 @10:27AM (#26660895)
>The government would be better off just building a fab themselves

OP: >years long semiconductor unavailability due to sabotage of domestic fabs

OP said "sabotage of domestic fabs". what the govrt. lay out is what happened when all else failed thus going door to door to collect semis.

[dead]
Re:TSMC cancels chip price cuts and promises $100B investmen... by hyko on Thursday April 01, 2021 @09:33AM (#26660295)
There’s nothing macho about a conflict of this magnitude, it would be absolutely horrible. But we have to set clear expectations and unambiguous boundaries to avoid a dangerous miscalculation, not pretend we have contingency plans that don’t actually exist.

There is nothing inevitable about a Chinese invasion of Taiwan. My sense is that the Chinese leadership are far too insightful to actually start that war, but you never know.

Re:TSMC cancels chip price cuts and promises $100B investmen... by Leary on Thursday April 01, 2021 @11:55AM (#26662126)
They haven't been churning out amphibious ships that you would expect them to if they thought invasion was imminent.
Re:TSMC cancels chip price cuts and promises $100B investmen... by foobarian on Thursday April 01, 2021 @09:10AM (#26660024)
You should look at the stockpile sizes. Unless Russia gets involved it would not be a balanced situation at all.
Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @09:47AM (#26660467)
Seriously. We're talking about horrible things, here.

But if it came to a nuclear exchange, China has ~300, and the US and Russia ~6,000 each. Total yield numbers are harder to come by(?), so those are +/- considering tactical-scale inventory.

Historically, this was because China's nuclear doctrine was to limit their stockpile to a minimal deterrent.

Personally? Sitting about 40km from a priority US target, I'd support the US risking a strike to guarantee Taiwan's freedom.

Either you stand for something, or you don't. And China doesn't get to claim modern territory by dusting off historical documents. Hong Kong was untenable, but Taiwan should be a line. If its citizens don't want to be Chinese, they get to make that choice.

PS: Russia would probably care less about a strike on China, unless China negotiated their support via treaty. That ship sailed in the early 60s.

Re:TSMC cancels chip price cuts and promises $100B investmen... by FpUser on Thursday April 01, 2021 @02:29PM (#26664287)
>"Personally? Sitting about 40km from a priority US target, I'd support the US risking a strike to guarantee Taiwan's freedom."

Personally I'd support the US never letting people with this kind of thinking anywhere near decision making. Let them play stocks.

Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @02:41PM (#26664443)
All insistence in international politics has risk. If you can't tolerate risk, you'll get pushed around by those who are willing to.
Re:TSMC cancels chip price cuts and promises $100B investmen... by FpUser on Thursday April 01, 2021 @06:18PM (#26666919)
Respond with overwhelming force if being pushed. If however you are the one starting pushing you are just a bully or in this particular case fuckin' war criminal.
Re:TSMC cancels chip price cuts and promises $100B investmen... by comte7092 on Thursday April 01, 2021 @12:56PM (#26663087)
It’s not “dusting off historical documents” it’s official government policy on both sides of the straight that there’s “one China”.

One could argue that the only reason why the ROC hasn’t declared independence is because they’d fear that it would provoke an attack from across the straight, but the reality is that independence is not a cut and dry issue in Taiwan.

Take some time to actually educate yourself on the issue before advocating for nuclear war.

Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @02:38PM (#26664395)
Taiwan has been Dutch, Han, Qing, Japanese, and ROC. Any appeal to history is nine^H^H^H^Hten dashes of propaganda.

> it’s official government policy on both sides of the straight that there’s “one China”

That's an oversimplification. The KMT / Pan-Blue believe there's "one China" in the sense that they believe the PRC is an illegitimate government, currently occupying mainland Chinese territory that belongs to the ROC.

The DPP / Pan-Green believe there are two Chinas, with Taiwan as an independent entity from the mainland PRC. Their current official position is that this state of affairs already exists, and therefore there is no need to make any declarations or changes from the status quo.

So in summary, about one half of Taiwanese political power considers the communist government as illegitimate, and the other half considers Taiwan independent. Which I would guess is fairly different from what the PRC defines "one China" as.

Re:TSMC cancels chip price cuts and promises $100B investmen... by comte7092 on Thursday April 01, 2021 @03:01PM (#26664685)
This is the nuance I was calling for.

Yes, there are different definitions on both sides of the straight. And while the independence side has gained strength in recent years, the official stance has been that China and Taiwan are a part of one country, however defined, and, to my knowledge, no official government act of the ROC has been promulgated to the contrary.

As I stated in my original reply, independence isn’t a cut and dry issue. To assert that these claims are “dusty” historical claims in light of what you’ve written here is disingenuous.

Edit: I should add that there is only one government in Taiwan, the ROC. The stances of the individual political parties cannot be taken as synonymous with the stance of the ROC itself. To do so would be as ludicrous to say that there’s no right to an abortion in the United States, because 1 of the two major political parties opposes it. The most that can be said is that both abortion in the US and independence in Taiwan are controversial and delicate political issues within each respective jurisdiction.

Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @03:52PM (#26665228)
> to my knowledge, no official government act of the ROC has been promulgated to the contrary

The 1999 "Resolution on Taiwan's Future," since elevated to DPP party platform, is crystal clear on "two Chinas."

Re:TSMC cancels chip price cuts and promises $100B investmen... by comte7092 on Thursday April 01, 2021 @04:01PM (#26665322)
Party platforms are not official government policy.
Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @10:21PM (#26668494)
In representative democracies with regular elections? They kind of are.
Re:TSMC cancels chip price cuts and promises $100B investmen... by dalyons on Thursday April 01, 2021 @10:24AM (#26660855)
> Personally? Sitting about 40km from a priority US target, I'd support the US risking a strike to guarantee Taiwan's freedom

What? That doesn’t make sense. If the US triggered nuke slinging over Taiwan the Taiwanese would be ash, not free.

Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @10:31AM (#26660925)
Why would China nuke Taiwan?
Re:TSMC cancels chip price cuts and promises $100B investmen... by baq on Thursday April 01, 2021 @03:50PM (#26665200)
out of spite. they'd get glassed anyway, so why not use those nukes for something?
Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @03:57PM (#26665278)
Because that's literally the land the hypothetical war would have been started to capture? Because the casus belli to their public has been that it's (PRC) Chinese land by historical and cultural right? Because the entire domestic and international point of provoking a Strait war would be to demonstrate China's strength?

It's a pretty bad look if your "winning" looks like "killed millions of people and rendered the land in question uninhabitable for a decade+." (To say nothing of the potential non-Taiwan collateral damage)

Re:TSMC cancels chip price cuts and promises $100B investmen... by unixhero on Thursday April 01, 2021 @11:01AM (#26661296)
And retalliation would be immediate and dooming.

Mutually assured destruction

Re:TSMC cancels chip price cuts and promises $100B investmen... by Leary on Thursday April 01, 2021 @11:52AM (#26662088)
Better Dead Than Red is alive and well, hahahaha.
Re:TSMC cancels chip price cuts and promises $100B investmen... by Der_Einzige on Thursday April 01, 2021 @11:33AM (#26661767)
We can shoot down some of those nukes. Maybe china has to fire 20 on taiwan before one of them gets through our anti-ICBM weapons on our naval ships.

Means that we might come out of a war with china with only a few cities lost. Might actually be worth it.

Re:TSMC cancels chip price cuts and promises $100B investmen... by blackearl on Thursday April 01, 2021 @10:09AM (#26660693)
The stockpile is a ridiculous measurement. How many would it take to have mutually assured destruction? A dozen? One of the most worthless dick measuring contests in history.
Re:TSMC cancels chip price cuts and promises $100B investmen... by jjk166 on Thursday April 01, 2021 @01:50PM (#26663829)
A 100kt nuclear warhead airburst will cause moderate damage to an area of 33.5km^2. Beijing has an area of 16800km^2, 501 times larger. China has 160 cities with over 1 million inhabitants. Even if they were all used against major population centers (which they wouldn't be) and all of them made it to their targets (which they wouldn't), thousands of nuclear warheads would still not be enough to destroy a large nation.
Re:TSMC cancels chip price cuts and promises $100B investmen... by lainga on Thursday April 01, 2021 @01:05PM (#26663233)
What leads you to the estimate of a dozen? Very few modern warheads have multiple-megaton yields, it's less efficient than many small-yield warheads.
Re:TSMC cancels chip price cuts and promises $100B investmen... by baybal2 on Thursday April 01, 2021 @10:50AM (#26661170)
> How many would it take to have mutually assured destruction?

In case of China, or Russia, thousands.

[dead]
Re:TSMC cancels chip price cuts and promises $100B investmen... by samus on Friday April 02, 2021 @09:05AM (#26671094)
So far, we had only _two_ instances of nuclear weapons fired in anger. Post-WW3 (if civilization survives) would be a world where nuclear strikes between countries are a reality and recent history. Not sure whether such a world is worth living in either.
Re:TSMC cancels chip price cuts and promises $100B investmen... by FpUser on Thursday April 01, 2021 @02:43PM (#26664471)
I see that they have internet access in those institutions.
Re:TSMC cancels chip price cuts and promises $100B investmen... by athrowaway3z on Thursday April 01, 2021 @06:43AM (#26658743)
I can kinda see the value of getting a million PS3 cpus for in your new drone swarm or industry controllers. But how is gathering generic decades old hardware going to help? For Computation as a service its not that valuable or easy to install. And for reuse in 'new' devices it's even more questionable. All this stuff barely just works in this specific configuration.
Re:TSMC cancels chip price cuts and promises $100B investmen... by blagie on Thursday April 01, 2021 @07:41AM (#26659188)
I'm only doing a few things on machine with around 32GHz worth of processing power (# of processors * GHz) that I couldn't do on my 80486 running 33MHz with a few MB of RAM. Emacs starts up a little bit faster. Pages in Chrome are more interactive than in Lynx, Mosaic, or Netscape. My word processor fits more text.

On the whole, that 1000x increase in performance mostly bought the ability to have most of the code that runs be interpreted or JITed rather than statically compiled, to play videos, to do some heavy numerics and graphics (including things like family photos and videos), and so on.

It's hard to think of anything I really /need/ in a life-or-death sense or an economic-survival sense that couldn't be done on older hardware with appropriate software. There's a ton of things I want, that help, or where migrations would be massive projects.

If computers were to entirely disappear, and I couldn't automate things, communicate digitally (emails, messaging), word process, write code, I think that'd be a major systemic-collapse-level implosion of society. A lot of people would simply die.

On the other hand, if computers were to regress to 33MHz-level performance, Youtube isn't sticking around, but we'd likely adapt as a society with some structural change, but without such a collapse.

Re:TSMC cancels chip price cuts and promises $100B investmen... by ip26 on Thursday April 01, 2021 @10:49AM (#26661159)
Older levels of performance wouldn't cripple humanity. But putting together something that actually works out of a big parts bin is a crapshoot, and supporting a deployment of machines which are each completely unique is an IT nightmare.

We could do it if we had to, of course.

Re:TSMC cancels chip price cuts and promises $100B investmen... by toast0 on Thursday April 01, 2021 @12:01PM (#26662242)
I think the best chances to get something useful would be to collect x86 consoles. x86 means you've got a well supported target, and consoles means you've got limited hardware variations.

Military could probably pressure Microsoft to give them some way to turn an original xbox into a PC; and if you give people $50 for an original xbox most will be happy.

Re:TSMC cancels chip price cuts and promises $100B investmen... by blagie on Thursday April 01, 2021 @07:31PM (#26667580)
There are a number of commonly-used microcontrollers. Z80 comes to mind. So does Atmel. So do a few common ARM variants. If you can cover those, you're not in bad shape.
Re:TSMC cancels chip price cuts and promises $100B investmen... by ekianjo on Thursday April 01, 2021 @08:44AM (#26659749)
> Youtube isn't sticking around

As an end user it would be manageable but dont forget that the whole world runs on servers and many Industries would collapse if computing power is gone

Re:TSMC cancels chip price cuts and promises $100B investmen... by ethbr0 on Thursday April 01, 2021 @09:55AM (#26660544)
Computational power < network connectivity

If we lost a few decades of processor improvements, it would be about as parent noted.

If we lost worldwide connectivity or all undersea backbones between some terrestrial networks... it would be civilization-altering.

Re:TSMC cancels chip price cuts and promises $100B investmen... by blagie on Thursday April 01, 2021 @07:33PM (#26667604)
I feel like BBSes did okay for most purposes over 300 baud modems. I mean, I'm not getting a picture of what I'm buying on Amazon, unless I want to wait 5 minutes for it to download, but I can still make the purchase.

On the server side, you'll be running C code rather than a nice high-level language, but it will get the job done. You might not have all the ML which lets me get the most relevant product recommended, but....

Emails definitely won't be HTML, but they'll come through.

The world would work.

Re:TSMC cancels chip price cuts and promises $100B investmen... by unionpivo on Thursday April 01, 2021 @07:57AM (#26659334)
because for a lot of things you don't need that much cpu power.

Creating something that can read several sensors (switches and buttons are also sensors), and putting aggregate status updates on a serial line, or displaying status lights, triggering relay or something similar can be done, on decades old gaming consoles, and is probably one of the most common use of processors in the world today.

In fact it is easier than trying to use modern cpu, that wasn't designed for that.

Not everything is about computation, in fact in terms of units sold its probably a minority.

Re:TSMC cancels chip price cuts and promises $100B investmen... by chefkoch on Thursday April 01, 2021 @07:19AM (#26658992)
Military equipment is often more than a decade old and uses far older electronics.
Re:TSMC cancels chip price cuts and promises $100B investmen... by squarefoot on Thursday April 01, 2021 @07:39AM (#26659178)
"The US defence department, colloquially known as the pentagon, ran a wargame scenario a few years ago to see what will happen if US will be hit with a worst case scenario, years long semiconductor unavailability due to sabotage of domestic fabs, massive industry wide cyberattack, or something happening to Taiwan."

There is also the danger of counterfeit chips. It is already a plague for those of us hoping to get some good deals from Chinese vendors, but the US Navy as well was hit at least once with fakes.

https://www.justice.gov/sites/default/files/criminal-ccips/l... (.pdf document)