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Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @10:30AM (#37049515)
Judging by all the construction I see at the fabs around me, the people I see moving in to get the new jobs working at the fabs or related businesses, I'd say its pretty real to me and those around me.

https://www.ti.com/about-ti/company/ti-at-a-glance/manufactu...

https://news.ti.com/blog/2022/09/29/tis-new-300-millimeter-w...

https://dallasinnovates.com/finisar-considers-3-billion-semi...

https://www.dallasnews.com/business/jobs/2022/12/07/sherman-...

https://www.samsung.com/us/sas/Taylor

> Texas has led the country in semiconductor exports for 11 straight years, and has shown a commitment to expanding the industry.

https://www.texastribune.org/2022/07/26/texas-chips-act-semi...

Re:How real is America’s chipmaking renaissance? by bob1029 on Tuesday August 08, 2023 @10:35AM (#37049598)
I've been thinking about moving out to that area. Building these fabs will do amazing things for the local community & economy. It is also likely the most resilient part of the TX power grid...
Re:How real is America’s chipmaking renaissance? by gorjusborg on Tuesday August 08, 2023 @10:48AM (#37049791)
Careful. The cost of a fab makes it very difficult for competitors to start up. Working in a field with only a few competitors seems attractive, but you risk specializing in skills that only few businesses worldwide can leverage.

I used to work in semiconductors and transitioned to software when I realized how precarious that was.

Re:How real is America’s chipmaking renaissance? by jjoonathan on Tuesday August 08, 2023 @11:59AM (#37051067)
Using mad physics and computer skillz to change the course of empire? Cool! For a $78k salary in HCOL area? Not Cool!

This was years ago and not TX. I'm sure it has gotten slightly better but what I see on glassdoor still makes me very glad I listened to the job hunting postdocs in nanofab class and steered clear of this career path.

Re:How real is America’s chipmaking renaissance? by gorjusborg on Tuesday August 08, 2023 @03:01PM (#37053906)
It really is such a cool field, but yeah, the pay isn't great, especially given the tendency to crunch.
Re:How real is America’s chipmaking renaissance? by bob1029 on Tuesday August 08, 2023 @02:34PM (#37053528)
I used to work in semiconductors as well. At the SAS A2/S2 lines right down the street.

I wasn't actually suggesting that I return to my former employer, although the thought has crossed my mind...

My reasoning for a move would be about all of the higher-order consequences of having well-compensated technology enthusiasts imported by the thousands.

Re:How real is America’s chipmaking renaissance? by gorjusborg on Tuesday August 08, 2023 @03:20PM (#37054155)
> I wasn't actually suggesting that I return to my former employer

No worries, I was picturing a young person setting out to 'make their fortune' by moving across the country to make it. I just wanted to share the perspective I left the field with.

That doesn't mean it isn't possible to make it work!

Re:How real is America’s chipmaking renaissance? by dpflan on Tuesday August 08, 2023 @10:51AM (#37049835)
I'm definitely interested in how the communities build up to support this long term, assuming best conditions. I'm curious about investment into education that can lead to further economic developments (e.g. rise in engineering education due to factors like proximity to tech jobs that can persist, i.e. working at a fab (in any capacity) is good job/career to learn/work towards).
Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @02:17PM (#37053284)
> I'm definitely interested in how the communities build up to support this long term

From a North Texas perspective, the communities were already built up. The first integrated circuit was made in North Texas. DFW has some of the highest number of fabs per square mile, tons of small producers around along with some of the big behemoths.

North Texas has been a pretty big semiconductor manufacturer since semiconductor manufacturing has been a thing.

For a historical context of the history of the community of semiconductors in North Texas, JFK was shot on his way going to give a speech at what would become UT Dallas, a school whose entire history is focused on semiconductors.

Re:How real is America’s chipmaking renaissance? by Spooky23 on Tuesday August 08, 2023 @10:55AM (#37049901)
It’s the worst business to work for.

You’ll work 60 hours a week for shitty pay, and be the Yoda of some tool. In 10 years there will be a new magic tool. Then you start learning the Starbucks menu.

Re:How real is America’s chipmaking renaissance? by bagacrap on Tuesday August 08, 2023 @11:25AM (#37050401)
Why can't you learn the next tool?

Everyone in a tech field has to retain the ability to learn new things over time. AI might not take our jobs but it will likely change them. I guess it sucks if you have a fear of learning. Admittedly, at first learning a new thing can be kind of uncomfortable, like getting into a cold swimming pool. But once you get over the initial shock and start moving around, it's not so bad.

Re:How real is America’s chipmaking renaissance? by qbasic_forever on Tuesday August 08, 2023 @11:37AM (#37050628)
Because for this work it's cheaper for the company to hire a new person with a lower starting wage vs. keep employing and paying higher wages to more experienced workers.

It's not the worker's fault they can't learn the new tool (they absolutely can learn it). It's capitalism's fault for valuing workers only for the cost of their labor and nothing else.

Re:How real is America’s chipmaking renaissance? by robertlagrant on Tuesday August 08, 2023 @01:03PM (#37052187)
> It's capitalism's fault for valuing workers only for the cost of their labor and nothing else.

Sigh. The value you're talking about here is the cost of their labour. This is like a business owner saying that employees should value their jobs differently to their salary.

You're right in the sense that capitalism is fundamentally "people make agreements and decisions within what's available to them" but what's the actual issue you want capitalism to solve, that doesn't create one of the massive downsides that any of capitalism's former rivals has?

E.g. monarchy can reward loyalty, but then so can capitalism. Monarchy can just also tell you to go die on a field if you don't kill the other king's people.

Re:How real is America’s chipmaking renaissance? by vkou on Tuesday August 08, 2023 @01:14PM (#37052375)
> Monarchy can just also tell you to go die on a field if you don't kill the other king's people.

What makes you think that capitalism won't do the same to you? Capitalist[1] societies engage in pointless, bloody wars all the time.

[1] And communist, and other -ist.

Re:How real is America’s chipmaking renaissance? by robertlagrant on Wednesday August 09, 2023 @04:36AM (#37060064)
The society isn't capitalist. The economy is capitalist.

Unlike monarchy/communism/fuedalism etc where power and organisation are by necessity mostly centralised, capitalism can (and wants to) be divorced from power. Constant realigning it with power (e.g. regulatory capture) is what corrupts it.

The sort of (limited) power capitalism creates is by creating value in some way: labour, capital, contacts, resources. It's not derived from strength, unlike the other methods.

Of course a government, that is fundamentally derived from strength, and must be, can still fight wars. It can do it much better in fact because its economy was organised by the most efficient manner anyone's ever discovered, and so there's a surplus to tax.

Re:How real is America’s chipmaking renaissance? by gitrog on Wednesday August 09, 2023 @07:17AM (#37061037)
Capitalism doesn't have desires outside of those of the people who participate in it that hold the most power. The desire of those people is more power. Not resource allocation as an ends, but as a means to more profit.

It has been shown time and time again that the majority of the powerful players in a Capitalist economy inherited their wealth or opportunities.

Capitalism can only function in an economy if a government allows it by setting up the necessary structures and allowing private property ownership.

Society can certainly be Capitalist by extension of the economy being Capitalist due to policies and strucutes set up by goverments.

Re:How real is America’s chipmaking renaissance? by walleeee on Tuesday August 08, 2023 @01:58PM (#37052997)
> what's the actual issue you want capitalism to solve

Seeing as it's more or less the de facto world order it should ideally solve global alignment for the long term wellbeing of Earth-borne life

Re:How real is America’s chipmaking renaissance? by robertlagrant on Wednesday August 09, 2023 @03:05AM (#37059532)
The difference is capitalism is bottom up. It has no top-downness, and would rather individual people and groups of people made agreements between themselves. That's why it can never usefully be described as a "world order".

That doesn't align well with efficiency or top-down world political agreements. But it has lifted more people out of poverty faster than any other system in history.

Re:How real is America’s chipmaking renaissance? by walleeee on Wednesday August 09, 2023 @12:33PM (#37065153)
The absence of global coherence does not mean it cannot be described as a world order, it just means it's not optimizing for long term success. If we'd like to continue lifting people out of poverty and give future life a fighting chance, we ought to find a coherent system.
Re:How real is America’s chipmaking renaissance? by vsareto on Tuesday August 08, 2023 @11:34AM (#37050577)
Continuous reskilling for bad pay sucks, especially when you can’t reap from your investment of being a specialist for the first tool. Or the old tool is changed for bad reasons.
Re:How real is America’s chipmaking renaissance? by jjoonathan on Tuesday August 08, 2023 @12:15PM (#37051335)
Because the business needs you to keep putting out fires in the old tool while your younger, cheaper replacement trains on the new tool!
Re:How real is America’s chipmaking renaissance? by jayd16 on Tuesday August 08, 2023 @12:55PM (#37052033)
Sounds like a union could help but I guess the odds of that are slim.
Re:How real is America’s chipmaking renaissance? by CamperBob2 on Tuesday August 08, 2023 @01:03PM (#37052183)
Is there anything a union can't help with, in your estimation?
Re:How real is America’s chipmaking renaissance? by jjoonathan on Tuesday August 08, 2023 @01:14PM (#37052373)
Plenty. U**ons solve one problem only: when value created is high but leverage (=pay) is low.

The fact that this problem pops up all over the damn place should tell you something about our relationship to u**ons.

Re:How real is America’s chipmaking renaissance? by red-iron-pine on Tuesday August 08, 2023 @01:45PM (#37052823)
it's not just low pay.

children used to work 10 hours a day and lose hands in machinery. hell, kids are dying in factories now, and the rules just keep getting rolled back further.

miners get black lung or asbestos exposure.

dudes boiled alive in machinery that didn't have fail safes.

company towns that only paid in scrip and then charged you 3x the price of regular goods.

people had to fight and die for an 8 hour workday.

the bourgeoisie programmer types who've never had to work actually dangerous jobs tend to forget just how incredibly brutal working conditions used to be.

Re:How real is America’s chipmaking renaissance? by pianoben on Tuesday August 08, 2023 @03:33PM (#37054338)
Seriously! People forget that bosses responded to unionization with actual violent assault, including sending literal bombers against striking miners (https://en.wikipedia.org/wiki/Battle_of_Blair_Mountain). Children get to go to school and not work because Unions fought. We have a weekend because Unions fought. We have an eight-hour workday because Unions fought.
Re:How real is America’s chipmaking renaissance? by CamperBob2 on Tuesday August 08, 2023 @03:48PM (#37054543)
We have laws to address those things now. You wouldn't believe the paperwork when someone gets boiled alive at work nowadays.
Re:How real is America’s chipmaking renaissance? by jayd16 on Tuesday August 08, 2023 @02:05PM (#37053119)
Of course they don't help everything but setting up a seniority system is a common and well tread union policy and solves the stated problem.
Re:How real is America’s chipmaking renaissance? by Spooky23 on Tuesday August 08, 2023 @03:23PM (#37054195)
Big companies with standardized jobs are great for unionization. Union bureaucracy is a great answer to corporate or government bureaucracy.

Basically, a big, inflexible place is a good unionization candidate. A smaller, nimble org is a lousy place for a union.

Re:How real is America’s chipmaking renaissance? by Terr_ on Tuesday August 08, 2023 @01:32PM (#37052649)
"What happens when we need more workers who know the new tool? Shouldn't we invest in training?"

"No, we'll hire them away from our competitors. Let one of them invest in training."

Re:How real is America’s chipmaking renaissance? by asow92 on Tuesday August 08, 2023 @02:27PM (#37053439)
Sounds like the old tool maintainer isn't leveraging their scarcity power. If their skills are in high demand and short supply, and they can't be replaced, then shouldn't they make things take longer as they learn new tool?

Of course this accelerates the business’s desire to adopt the new tool sooner, so they best hurry!

Re:How real is America’s chipmaking renaissance? by RC_ITR on Tuesday August 08, 2023 @03:52PM (#37054587)
Old tool made one wavelength of light for lithography using a specific laser you are an expert in.

New tool makes a different wavelength of light by shooting high energy beams at molten tin and all your PhD research isn't relevant to that.

It's not like moving from Adobe to Figma, it's like moving from physics to chemistry.

Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @11:13AM (#37050224)
There are loads of jobs related to the fabs surrounding them though. Lots of companies designing the things these fabs will end up actually producing, lots of testing the things these fabs produce, lots of integrating these things the fabs produce. The technology services supporting those companies making the designs. Etc.
Re:How real is America’s chipmaking renaissance? by alephnerd on Tuesday August 08, 2023 @11:55AM (#37050986)
Those jobs don't pay well either.

You'll see salaries of around $70-110k in very expensive metros like the Bay, Portland, Dallas, Austin, etc.

Salaries just haven't kept up in the EE space.

Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @02:03PM (#37053073)
I'll tell that to all my friends in the EE space who live very comfortably that they're clearly not paid well.

They'll probably have a laugh while they're out boating.

Re:How real is America’s chipmaking renaissance? by alephnerd on Tuesday August 08, 2023 @05:10PM (#37055504)
Idk, KLA has multiple Test Engineer roles open right now in Milpitas that are offering $29/hour and the idiots at Motek have been spamming me with ASIC Design Engineer roles paying around $80-100k/yr within the Bay Area even though I haven't been an engineer for almost a decade.

I think there might be a bimodal distribution within EE salaries where either you work at an Nvidia/Google/Apple/AMD/TI type company which pays competitively and others which pay subpar wages.

Maybe this is heavily dependent on the subset of EE as well (eg. I'd assume the profit margins for a fabless GPU company like Nvidia are much higher than a company building/desigining ASICs for Telcom usecases like KLA).

That said, you seem to be from North Texas/DFW and EE wages and cost of living seem much more managable compared to those offered in the Bay Area and Portland.

Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @05:41PM (#37055828)
Median home price in Milpitas: $1.3M

Median home price in Richardson: $478K

Median home price in Garland: $301k

Median home price in Sherman: $308k

Median home price in The Colony: $411k

Median home price in Plano: $520k

Which places are you more likely to be able to own your home with ~$100k/yr income?

Re:How real is America’s chipmaking renaissance? by alephnerd on Tuesday August 08, 2023 @05:57PM (#37055995)
No shit sherlock.

I'm just pointing out that EE salaries within the US are depressed due to the (relatively) low wages within DFW (which by DFW levels are competitive).

At the end of the day, you guys are definetly being underpaid compared to SWEs as well as certain specialities of EE (take a look at Nvidia's mid-level TC in the Bay verus TI's in DFW).

DFW has always been a major EE hub in the US, but SV and Portland are similarly sized EE industry hubs and their wages have been depressed.

Since DFW represents around 30-40% of the EE industry within the US, it's a major portion but plenty of industry share is still stuck in higher CoL areas, which incentivizes talent to either switch to SWE or outsource jobs to SK, Taiwan, PRC, India, and Israel where such salaries are more competitive

Re:How real is America’s chipmaking renaissance? by Spooky23 on Tuesday August 08, 2023 @04:15PM (#37054876)
I worked on a campus as a tenant at the facility with a big semiconductor focus and some prototype fabs.

The pecking order was established in the parking lot. The execs drove BMWs and Teslas, the tenants varied. We were in a special lot.

The worker bees in the fabs drove older Hyundais and Nissans. Except for the trades - fabs require a lot of plumbing and electrical contractors, and those guys were all union, all minting overtime, and all driving fancy pickup trucks.

Re:How real is America’s chipmaking renaissance? by stanfordkid on Tuesday August 08, 2023 @11:32AM (#37050529)
Sounds like the ideal type of trade to build a union for?
Re:How real is America’s chipmaking renaissance? by KennyBlanken on Tuesday August 08, 2023 @11:56AM (#37051002)
Ah yes, Texas, well known for its labor rights.

When the cops are complaining about union-busting...

Re:How real is America’s chipmaking renaissance? by systemvoltage on Tuesday August 08, 2023 @12:11PM (#37051270)
This will be the end of semiconductor industry.
Re:How real is America’s chipmaking renaissance? by robertlagrant on Tuesday August 08, 2023 @01:04PM (#37052206)
The end of it in the US. It'll carry on fine elsewhere.
Re:How real is America’s chipmaking renaissance? by alephnerd on Tuesday August 08, 2023 @05:13PM (#37055532)
That's why TSMC became competitive in the 2000s.
Re:How real is America’s chipmaking renaissance? by asow92 on Tuesday August 08, 2023 @11:30AM (#37050496)
If you can't learn a new tool then you're just a tool yourself.
Re:How real is America’s chipmaking renaissance? by ethbr0 on Tuesday August 08, 2023 @12:21PM (#37051434)
Engineers dancing around the fundamental constraints of reality deserve a bit more respect than folks complaining about learning the latest JS-of-the-month, all of which follow basic comp sci patterns.
Re:How real is America’s chipmaking renaissance? by asow92 on Tuesday August 08, 2023 @12:37PM (#37051713)
You talk as if they're smart enough to learn something new.

They're either smart or they're not. Which one is it?

Re:How real is America’s chipmaking renaissance? by robertlagrant on Tuesday August 08, 2023 @01:05PM (#37052214)
Here's something new, perhaps: some things are much easier to learn than others.
Re:How real is America’s chipmaking renaissance? by asow92 on Tuesday August 08, 2023 @01:08PM (#37052273)
Obviously, but that doesn't change my mind here.

If you're in the 1% of top performers, you have the cognitive ability to learn new things.

Re:How real is America’s chipmaking renaissance? by robertlagrant on Wednesday August 09, 2023 @02:57AM (#37059496)
> Obviously, but that doesn't change my mind here.

> If you're in the 1% of top performers, you have the cognitive ability to learn new things.

I had to stop and admire the subtle self-deprecating humour on display between those two statements. Well played!

Re:How real is America’s chipmaking renaissance? by asow92 on Wednesday August 09, 2023 @08:25AM (#37061602)
That would be funny if it were true.
Re:How real is America’s chipmaking renaissance? by bee_rider on Tuesday August 08, 2023 @01:43PM (#37052797)
They are “smart enough” to have learned the previous generation of tools while in school or in the early parts of their careers (where expectations are lower), and not “smart enough” to learn the next generation of tools while also doing their full time jobs.

So, ok, but anyone thinking about entering the field can see that they’ll be left in a lurch when they hit mid career.

We’ve already run this experiment for a generation or two; anyone smart enough to finish an engineering degree can just go do a programming career afterwards, where the work and career advancement is easier. Now we have imported chips and a million JavaScript frameworks.

Re:How real is America’s chipmaking renaissance? by asow92 on Tuesday August 08, 2023 @01:50PM (#37052877)
Up above we see "Then you start learning the Starbucks menu". Does that seem like an honest take here? Surely folks "dancing around the fundamental constraints of reality" aren't about to start whipping up frappuccinos because they failed to keep up with industry trends and plan ahead, right?
Re:How real is America’s chipmaking renaissance? by Spooky23 on Tuesday August 08, 2023 @04:21PM (#37054950)
My good friend from high school has a PhD and was a published expert in a field that stopped being relevant when his company acquired another company and went with their tech.

He was laid off and unemployable in the field. He survived as a Starbucks manager and sold Herbalife for a year while getting some additional education. I was able to help him get a contract as a tech writer to get out of the retail stuff. Now he’s a director level person in a cybersecurity firm.

The one true path is obvious on message boards, but the reality is people find themselves in bad places sometimes.

Re:How real is America’s chipmaking renaissance? by asow92 on Wednesday August 09, 2023 @08:24AM (#37061586)
I'm glad to hear your friend is doing well now. You're a good friend for helping him in his time of need like that.
Re:How real is America’s chipmaking renaissance? by bob1029 on Tuesday August 08, 2023 @02:50PM (#37053715)
It's the best possible bootcamp for engineers if you are lucky enough to land a role in systems engineering (or its equivalent). If you actually pay attention and participate, you will learn about ways of troubleshooting that will stick with you forever. The notion of making an assumption is completely exorcised from your body - in this industry, the consequences of bad assumptions cost at least a million bucks always. You might also learn helpful terms like "value-add" that will guide your business sense for the rest of your life.

I can see why a lot of people hate the idea of semiconductor manufacturing. It is the apex of "by the books" while simultaneously exhibiting the most incredible shiny technology on the face of the planet. Being forced to follow all of these rules and procedures to get at the shiny tech rubs a lot of people the wrong way. "What do you mean I can't take my smart phone into the office? Y'all make its memory here." The pay is also arguably pretty bad unless you lock in for life.

I would say you get what you want out of it, just like anything. If you walk in with an entitlement mindset and expect the knowledge to be forced into your brain, you are in for a really shitty ride just as you describe. If you walk in thinking "I'll bust my ass here for 3-5 years and learn what I can", you will have a much better experience.

I didn't even know I wanted to write software full time until I was sitting in a cubicle at Samsung's ATX office for a few years. In my opinion, if you aren't sure what you want to do but you really love all things tech, why the hell not? Try it out. It was a great stepping stone for me.

Re:How real is America’s chipmaking renaissance? by sgarland on Wednesday August 09, 2023 @08:37AM (#37061733)
I also transitioned into tech from Samsung ATX. Working nights in Cleans, doing a weekend Master’s at UT for SWE, and writing shitty CRUD at work to replace even shittier Excel sheets.

I didn’t particularly like the job, but I’m grateful for the opportunities that time and effort has given me.

Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @12:21PM (#37051440)
There's a lot to like and some to dislike, but I imagine that holds true just about anywhere. I've enjoyed my time living in North Texas, mostly from a cost of living and plenty of opportunity perspective. I don't exactly make a massive income (probably about half of a similar salary to the valley) but with that I'm able to actually afford a decent house with a single income family and still save, have a commute of only a few minutes, and I can take a light rail very close to my home into downtown to access all the things I'd want from a big city.

I definitely don't pretend its all just roses though. It being over 100F every day for the past month or so is definitely a big negative, and a good bit of the politics here is getting ugly. We need to continue to expand the public transit in North Texas and make it more useful to reduce car dependency. More dense housing options need to be available to allow people to choose different ways to live and alleviate rising housing costs. There's a lot of stuff that needs to be addressed, but there's movement in positive directions around here.

A lot of the debate about Texas power grid make things sound way worse than it is. In reality Texas is about average when it comes to reliability in the US. Meanwhile we produce the most renewable energy in the country, we enable people to buy 100% renewable electric plans, and our cost of energy is some of the cheapest in the country. There's definitely challenges ahead for the grid and some of the market strategies we have need to be re-thought, but overall I'm not too worried about the grid long-term. Texas isn't alone with its grid challenges though, most states need to address massively aging infrastructure.

Re:How real is America’s chipmaking renaissance? by sgarland on Wednesday August 09, 2023 @08:33AM (#37061695)
> In reality Texas is about average when it comes to reliability

Do you have a source for this? Anecdotally, I felt the need to buy a generator when I lived north of Austin, because outages were frequent enough that it seemed warranted. Since moving to North Carolina (just north of Charlotte), I’ve had exactly one outage in a year, and that was on a mild day, just had some equipment failure.

Never once here have I received notice that I needed to reduce consumption to help the grid.

Re:How real is America’s chipmaking renaissance? by vel0city on Wednesday August 09, 2023 @05:24PM (#37068639)
https://www.citizensutilityboard.org/wp-content/uploads/2021...

Here they rank it 30/50 in reliability and performance metrics.

If we're sharing anecdotes, I've never lost power for more than a few seconds in the past decade or so, and before that it was pretty much only because of hurricanes or tornadoes in the area.

Re:How real is America’s chipmaking renaissance? by sgarland on Thursday August 10, 2023 @08:06PM (#37083395)
FWIW that's a couple of years old. I'll be interested to see the EIA data for 2022 once they finalize it [0].

[0]: https://www.eia.gov/electricity/data/eia861/

Re:How real is America’s chipmaking renaissance? by AtlasBarfed on Tuesday August 08, 2023 @12:44PM (#37051815)
"the most resilient part of TX power grid"

A roommate of mine once quipped on something: 'that's like saying my crap smells better than yours'.

Feel free to correct me, I'm not an expert, but Texas runs its own state-only independent grid, it got completely pants in the ice storm a few years ago, and at the time a lot of articles said the Texas grid is fundamentally less resilient that other power companies. Is any of that wrong?

However, Texas is loaded with sun/desert and I believe a ton of wind resources, so it has that going for it for next-generation industry.

Re:How real is America’s chipmaking renaissance? by alephnerd on Tuesday August 08, 2023 @12:52PM (#37051973)
> However, Texas is loaded with sun/desert and I believe a ton of wind resources, so it has that going for it for next-generation industry.

Surprisingly, you got to thank George Bush for that

He made renewable wind and solar energy a major part of his energy policy when he was Govenor of TX. [0].

In 1999, he passed a law mandating Texas to get 2,000 megawatts of electricity from renewable energy by 2009. This helped spurt the entire renewable industry in TX

[0] - https://www.technologyreview.com/2016/08/29/70295/george-w-b...

Re:How real is America’s chipmaking renaissance? by robertlagrant on Tuesday August 08, 2023 @01:07PM (#37052245)
Why's that surprising?
Re:How real is America’s chipmaking renaissance? by alephnerd on Tuesday August 08, 2023 @01:14PM (#37052368)
Rhetorical flourish.
Re:How real is America’s chipmaking renaissance? by red-iron-pine on Tuesday August 08, 2023 @02:25PM (#37053400)
Because the Bushs are a family of oil types
Re:How real is America’s chipmaking renaissance? by alephnerd on Tuesday August 08, 2023 @06:31PM (#37056363)
They actually started off in the New York City publishing industry.

McGraw Hill was founded by the Bush family before they decamped for Dallas in the 1920s.

Re:How real is America’s chipmaking renaissance? by robertlagrant on Wednesday August 09, 2023 @04:38AM (#37060079)
"oil types" is a stereotype. Stereotypes don't generate genuine surprises, only surprises compared to the stereotype.
Re:How real is America’s chipmaking renaissance? by bee_rider on Tuesday August 08, 2023 @01:45PM (#37052828)
I mean, you might be able to thank Bush for the investment, but I think we should not start thanking politicians for the sun and the wind, haha.
Re:How real is America’s chipmaking renaissance? by Terr_ on Tuesday August 08, 2023 @01:38PM (#37052734)
* * *
Re:How real is America’s chipmaking renaissance? by bluGill on Tuesday August 08, 2023 @01:10PM (#37052302)
The laws of physics suggest an area about the size of Texas is all the bigger you can make a grid. AC is much better than DC for areas of that range, because you can adjust voltages with a cheap transforms. However if you get too large and feed the grid from multiple places, there gets to be a point in the middle where power from one end is driving the grid negative while the other is driving positive.

You can get around this with DC, and grids do interconnect with DC power, but that requires more expensive equipment.

Re:How real is America’s chipmaking renaissance? by rovolo on Tuesday August 08, 2023 @08:39PM (#37057356)
I'm not sure what you mean by this. The Eastern Interconnection is far larger than the Texas Interconnection and it's connected via AC. Are you saying that the Eastern Interconnection has inefficiencies due to its size? Or are you saying that the Eastern Interconnection isn't fully synchronized somehow?

I tried reading this IEEE article about the time the Eastern and Western Interconnections were connected into a synchronous system (1967-1975) to learn more about the difficulties with scaling interconnections. It mentioned frequency oscillations causing voltage variations close to the East-West connection (p11), which sounds like the issue you're describing. If that is the issue though, then Texas isn't the size limit for a grid because the Eastern and Western grids exist and are far larger.

https://ieeexplore.ieee.org/stamp/stamp.jsp?arnumber=8594689

Re:How real is America’s chipmaking renaissance? by bluGill on Tuesday August 08, 2023 @10:40PM (#37058118)
About is doing a lot of heavy lifting here. Yes you can go bigger than Texas size, but Texas is still big enough.
Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @02:06PM (#37053131)
Lots of places face challenges with reliable delivery during massive storms. See NY earlier this year.
Re:How real is America’s chipmaking renaissance? by tylerfontaine on Tuesday August 08, 2023 @10:34AM (#37049580)
Heh. We must live close to each other. I made the same comment with fewer (read: no) sources.

Definitely a lot of heavy construction.

Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @12:07PM (#37051218)
Yeah when I saw your comment I figured you were from North Texas.

Hello from Richardson.

Re:How real is America’s chipmaking renaissance? by shubb on Tuesday August 08, 2023 @10:58AM (#37049942)
One of the interesting lessons of the past few years is that supply chain lead times are a thing and policy doesn't just happen because central planning says it should.

So, if there is a bubble in the chip supply pipeline, auto manufacture doesn't happen. If there is undersupply of precursor chemicals it takes a while to make vaccines at scale...

What you are talking about makes me think of the very long lead product that is skilled people. A significant proportion of fab employees are genuinely highly skilled workers who need a specialised physics degree and then additional training in order to optimize yields and things like that.

I think they can build the buildings and buy the machines but unless a lot of Taiwanese are willing to get on a plane and move to the US, it is going to take a long time to be able to replace their labour at the required scale.

Re:How real is America’s chipmaking renaissance? by petsfed on Tuesday August 08, 2023 @11:17AM (#37050291)
This is explicitly why Boise State University, an otherwise middle-to-low-tier research university boasts such a high-quality materials engineering department. BSU actually hold some of their intro-to-materials-science courses at the Boise Micron fab so Micron employees can work towards said degrees without missing as much work to commute between the two locations.

Edit to add:

I've met a few people who are aware of US military supply chain rules, and assume it means "oh, chinese $doodad must be crap, that's why we don't give them to our troops", when the reality is just as you said. Supply chain bubbles can be massively disruptive, so its a real strategic blunder to outsource critical components to the country we have designated as our number one rival. I'm not saying we're set up for a trade war, but we are well past due to calculate the cost of increasing short-term profits. Is a quarterly decrease in operating costs from consolidating fabs worth risking a massive disruption when that single fab is knocked out? Given the volumes that even small fabs do, I argue that quarterly increase is not at all worth it.

Re:How real is America’s chipmaking renaissance? by dirtyid on Tuesday August 08, 2023 @02:43PM (#37053630)
Current analysis projects US semi to face shortage of ~80k talent in next few years, ~300k+ in by decades end. This is reality pretty much in every semi producer countries, SKR and TW both have 50k-100k+ shortage with pretty developed talent pipeline. From everything I've read, current US+co short/medium term talent production won't be enough fill all the new fabs being proposed. Unviable due to operating costs which can always be subsidized, unviable due to lack of talent is much harder to address. Apart from training more, only way to plug gap is to poach talent from CHIP4 partners, which US has the money for. But I surmise it will get geopolitically ugly.

For reference PRC after elevating semi to first-level dicipline in 2018 is pumping out about 30k IC graduates per year. They're still about 200k short, ~520k/720k out of what IC talent 2018 white paper estimated PRC needed for complete semi industry. This is PRC that graduates ~5M STEM with huge population to draw from that bias towards S&T in tertiary. Which leads to the other uncomfortable point that a complete semi industry is more than just fabs, there's a lot of critical semi supply chain stuck in TW / East Asia (SKR/JP) that's going to get disrupted anyway in event of conflict. I don't see any indication US is resolving to reshore the entire semi chain.

Re:How real is America’s chipmaking renaissance? by nickpsecurity on Tuesday August 08, 2023 @03:51PM (#37054580)
This could be an opportunity for low-cost, educational groups to scale or partner up. Is there a list of degree or course requirements fabs are looking for? What programs would be necessary to meet that demand?
Re:How real is America’s chipmaking renaissance? by bsder on Tuesday August 08, 2023 @06:26PM (#37056303)
> Unviable due to operating costs which can always be subsidized, unviable due to lack of talent is much harder to address.

Or, gee, let's throw this out there: perhaps if the pay wasn't shit, people would go into the field.

You know, just like computer science over the past couple of decades.

Re:How real is America’s chipmaking renaissance? by wyldberry on Tuesday August 08, 2023 @02:45PM (#37053661)
There's not much prestige as a BSU alumni (and someone doing a masters part-time there), but I do distinctly remember chatting with materials graduate students and them mentioning that they chose BSU because of the ease of availability for equipment required for research and having Micron right there.

There's a few good things that the university offers which is surprisingly strong. When i went back to prepare for a CS masters (military, self-taught) I was surprised at the quality of the undergraduate degree in preparing students for industry, and how quickly the security program was invested in (INL does a lot of investment here).

All that to say: it's a pretty good school, especially for it's price. I only ever had one bad professor, and it was in the supply chain management department. And it was (is still?) the only raptor biology masters in the country.

Re:How real is America’s chipmaking renaissance? by ProjectArcturis on Tuesday August 08, 2023 @11:26AM (#37050429)
>One of the interesting lessons of the past few years is that supply chain lead times are a thing and policy doesn't just happen because central planning says it should.

The dominant ideology in the US, at least until recently, is that there should be no central planning. The invisible hand of the market was all-knowing and would allocate resources far more efficiently than any human planner.

I wouldn't blame central planning, I'd blame the lack of it.

Re:How real is America’s chipmaking renaissance? by edgyquant on Tuesday August 08, 2023 @12:01PM (#37051104)
That was just a lot of talk. The federal government has been shaping the US economy and its industries since the start. Things like agriculture and energy has always been subsidized. E.g. the offshoring of manufacturing and the newer cultivation of green energy tech are entirely the result of tax and subsidy policies designed to result in these things.
Re:How real is America’s chipmaking renaissance? by ethbr0 on Tuesday August 08, 2023 @12:29PM (#37051583)
The problem with laissez faire economic allocation has been timescales.

It's an extremely efficient allocator... on a certain timescale, itself determined by the market.

It's an incompetent allocation on different timescales, typically when you get into the 5+ year range.

The ideal blend is when capability is centrally planned, but implementation and tactical scale is market-demanded.

Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @11:10AM (#37050173)
Good thing there's a university only a couple of miles away from the Richardson fab that specializes in training semiconductor and nano-fabrication which has quite a large international reach which has been massively expanding every year for the last few decades.
Re:How real is America’s chipmaking renaissance? by colechristensen on Tuesday August 08, 2023 @11:22AM (#37050360)
>One of the interesting lessons of the past few years is that supply chain lead times are a thing and policy doesn't just happen because central planning says it should.

I would say exactly the opposite, the vaccines were made quite quickly and there weren't major supply issues.

The Defense Production Act (er... central planning as you put it) was used to say what was going to happen when with money to back it up and... things happened quickly.

DPA wasn't invoked to build you new cars or supply you toilet paper so... those things had their supply issues.

The US actually can do logistics very well, especially when there's somebody willing to foot the bill for big asks. The lack of corruption and general merit-based placement here compared to so many other places combined with a large degree of vertical integration means that we can accomplish quite a lot and is one of the underappreciated cornerstones of our ability to make war (and why nobody wants to fight us).

We are decimating (and then some) Russia's military by giving away second tier equipment to Ukraine, and the amount we're giving away is basically an afterthought. A one-time superpower is scraping the bottom of the barrel for equipment fighting against largely NATO supplied spare equipment.

Re:How real is America’s chipmaking renaissance? by ethbr0 on Tuesday August 08, 2023 @12:43PM (#37051810)
This would have been categorically true circa-1970s.

Unfortunately, US industrial vertical integration now includes foundations placed in global low-labor-cost countries.

The crash vaccine manufacturing scaling program was possible because we were rich enough to throw mountains of money (of which we have the most) at any international supply problems.

If the Atlantic or Pacific had been hostile to commercial shipping, or countries hadn't cooperated, it would have had a very different result.

> We are decimating (and then some) Russia's military by giving away second tier equipment to Ukraine, and the amount we're giving away is basically an afterthought. A one-time superpower is scraping the bottom of the barrel for equipment fighting against largely NATO supplied spare equipment.

"We" are not. Ukrainians are dying and holding their own against a much larger country, with the help of NATO surplus equipment.

20,000-50,000 Ukrainians now have at least one limb amputated as a result of the war. [0] [1]

And Russia's military is not being decimated. It's holding its own with an elastic defense, that's making progress difficult and costly for a Ukrainian army that's trained halfway between Soviet mass doctrine and Western maneuver warfare.

At some point the Ukrainians will hopefully manage to exhaust Russia's logistics sufficient to break through their defense, but that's in no way a sure thing.

[0] https://www.wsj.com/articles/in-ukraine-a-surge-in-amputatio...

[1] https://www.telegraph.co.uk/news/2022/05/19/ukraines-amputee...

Re:How real is America’s chipmaking renaissance? by wyldberry on Tuesday August 08, 2023 @02:55PM (#37053789)
Russia's military is being decimated, just not at the line of contact currently. You're watching a protracted battle play out all across the world right now between Russian interests and Western interests. Some of these include:

1. Russian/Wagner (now admitted to be the same) neocolonialism in African states, most recently Niger. Within days Niger stopped trading Uranium to France. Conveniently, France is the least dependent on Russia for energy and will force the French to buy outside of Niger and then refocus on Russia.

2. The latest naval drone hit on a Russian oil tanker in the Black Sea took place well beyond the expected range of Ukrainian capability, which likely means someone else (Turkey?) helped at least get it into launch range. This coupled with the Ukrainian position that all russian ships, and all ships trading with russia are now targets in the Black Sea is also big for the area.

Currently Russians may not be dying in droves defending their positions. However, the knock on effects for russian military capacity, industrial capacity, and naval capacity are incredible. The longer they flounder and the more they commit to Ukraine, the more their traditional enemies are able to take advantage of their weakness.

If russian gas and oil cannot flow out of the black sea safely, their PMC backed interests in Africa and South American become less effective, and the corresponding governments will look elsewhere for influence/protection/trade.

Re:How real is America’s chipmaking renaissance? by ethbr0 on Wednesday August 09, 2023 @10:13AM (#37062947)
It'll be fascinating to learn whatever grey/black ops details come out after the war hopefully ends.

The naval drone question is especially fascinating.

IMHO, they have to be transported closer to impact site by some other vessel.

Ukraine doesn't have submarines, and Russia has 6(?) Kilo's in the Black Sea, so traditional submarines would be insane in that environment anyway.

And whatever transport method would need to be stealthy with respect to Russia's sensing methods: acoustic, radar, to a lesser degree visual.

Given Ukraine's technical capabilities and traditional shipbuilding expertise, I'd hazard there's a somewhat-stealthy drone carrier boat (probably also unmanned).

They could also be hiding/launching the drones directly from commercial shipping, but that's an awfully big risk for the flag country/ship owner with respect to Russia boarding and searching, or even back tracing launch points.

Re:How real is America’s chipmaking renaissance? by _kbh_ on Wednesday August 09, 2023 @10:26AM (#37063172)
> The naval drone question is especially fascinating.

> IMHO, they have to be transported closer to impact site by some other vessel.

The specifications I have seen is that they have somewhere between a 400km - 800km (I know it's a big spectrum) range.

If they were about mid that, they wouldn't need launching from outside the Ukrainian mainland to hit pretty much anything of military interest.

Re:How real is America’s chipmaking renaissance? by DiogenesKynikos on Tuesday August 08, 2023 @03:12PM (#37054045)
> The lack of corruption and general merit-based placement here compared to so many other places combined with a large degree of vertical integration means that we can accomplish quite a lot and is one of the underappreciated cornerstones of our ability to make war (and why nobody wants to fight us).

First of all, other countries managed to develop and produce large amounts of vaccine in very short timeframe during the pandemic. Second of all, the reason nobody wants to fight the US is that the US spends as much on its military as the next ten or so countries. The US makes up 40% of all global military spending.

> We are decimating (and then some) Russia's military by giving away second tier equipment to Ukraine

The total value of NATO aid to Ukraine is on a similar scale as Russia's entire military budget. NATO is not just giving away second-tier equipment. It's giving Ukraine what it thinks Ukraine can use most effectively right away (such as upgraded T-72 tanks, man-portable air-defense and anti-tank systems early on), and some of that is cutting-edge gear (such as the Storm Shadow missile).

Re:How real is America’s chipmaking renaissance? by _kbh_ on Tuesday August 08, 2023 @08:41PM (#37057368)
Whilst I agree with some of your post I think the following is incorrect.

> and some of that is cutting-edge gear (such as the Storm Shadow missile).

Storm shadow is 20 years old from first deployment and 29 years since development started. Its replacement is being actively developed since 2017, it’s hardly “cutting edge”.

It’s just new enough that the Russians have trouble countering it.

Re:How real is America’s chipmaking renaissance? by KennyBlanken on Tuesday August 08, 2023 @11:53AM (#37050947)
A commitment that apparently does not include:

- treating anyone who isn't "white enough" with dignity and without extreme suspicion of being in the country illegally. Driving in texas and not white enough? You might end up in jail if you don't have sufficient proof on you that you're not "an illegal"

- a reliable power grid, because they petulantly do not want to have to follow federal regulations in how they run said grid (also, electrical pricing that doesn't swing by 4 orders of magnitude or more)

- a well-funded public school system with science-based curriculum to develop their children into a skilled workforce capable of critical thinking, being retrained, etc.

- human rights, healthcare, mental health services, etc which highly skilled technical workers tend to strongly prefer/value (and in case nobody told Texas: there is a long, long history of highly skilled electronics engineers, programmers, etc being LGBTQ, autistic, having mental health needs, etc.)

Anyone who is highly skilled in semiconductors could write their own ticket. Why would they go to Texas?

Re:How real is America’s chipmaking renaissance? by laidoffamazon on Tuesday August 08, 2023 @12:36PM (#37051692)
The assumption here is that the politics of the state will continue to shift against extremism.
Re:How real is America’s chipmaking renaissance? by bigbillheck on Tuesday August 08, 2023 @01:03PM (#37052184)
What do you mean 'continue'?
Re:How real is America’s chipmaking renaissance? by laidoffamazon on Wednesday August 09, 2023 @12:03PM (#37064708)
Bush won Texas by 20 points, Trump won it by 9 and 5.5 points respectively. Expect the margin to go down again in 2024.
Re:How real is America’s chipmaking renaissance? by LudwigNagasena on Tuesday August 08, 2023 @01:06PM (#37052241)
It’s a law in many countries that you have to carry your ID with you, eg Germany. The police may do random check in high risk areas. Do you think Germany treats its citizens without dignity?
Re:How real is America’s chipmaking renaissance? by nebalee on Tuesday August 08, 2023 @01:37PM (#37052722)
You need to own an ID document (Pass or Personalausweis) in Germany, but you don't have to carry it with you.
Re:How real is America’s chipmaking renaissance? by LudwigNagasena on Tuesday August 08, 2023 @01:53PM (#37052918)
Maybe I misinterpret it, but the law says “[Germans] must present their identity card at the request of an authority entitled to check identification.” I guess they won’t mind if it’s at your home a casual drive away, but if you live in another city?
Re:How real is America’s chipmaking renaissance? by HeyLaughingBoy on Tuesday August 08, 2023 @04:06PM (#37054774)
The point is that this isn't Germany and there is no such law here.
Re:How real is America’s chipmaking renaissance? by LudwigNagasena on Tuesday August 08, 2023 @06:48PM (#37056519)
If there is no such law in Texas, then surely detaining random people who are not white enough and putting them in jail would be a significant topic of discussion rather than an offhand comment on HN. 40% of Texas are Hispanic — a demographic that would be under the most suspicion. That is a lot of people in jail for no reason and without any legal reasons. The whole state would probably get bankrupt after a few lawsuits by those unfairly arrested citizens.
Re:How real is America’s chipmaking renaissance? by HeyLaughingBoy on Wednesday August 09, 2023 @12:38PM (#37065243)
I was tempted to reply, "you're not from around here, are you?" but that's probably a bit too snarky.

There are only four states that require you have an ID during a police stop and Texas is not one of them. Obviously if you're driving, a driver's license is required. But for a random stop walking down the road? Nope, Texas does not require that you have ID.

To the rest of your post: I honestly don't know where to start. You're making a lot of assumptions that don't hold. Suffice to say that it's a lot harder to prevail in a case against the police than you realize.

People get arrested/thrown into jail for no reason far more often than you apparently think. I know someone (a software developer actually) who was attacked by an undercover officer in a case of mistaken identity. He fought back not knowing the guy was a cop. To prevent him from being able to sue, they charged him with assaulting a police officer. After months of trying to fight it in court, he finally gave up. City dropped the charges as long as he agreed not to sue them.

This is why people are so pissed and why there have been so many protests in the last few years. Everyone is tired of this shit.

Re:How real is America’s chipmaking renaissance? by LudwigNagasena on Thursday August 10, 2023 @05:54AM (#37074021)
Let’s assume all of that is true. How come that your media feeds me stuff about “it’s a MAGA country” cases that turn out to be hoaxes or “it’s okay to be white” signs at college campuses instead of citizens being unlawfully detained so often it is a legitimate threat to half of the state’s population?

That sounds like a massive conspiracy that all media (left, liberal, conservative) are part of.

Re:How real is America’s chipmaking renaissance? by HeyLaughingBoy on Thursday August 10, 2023 @11:46AM (#37077677)
Because none of what I said is newsworthy.
Re:How real is America’s chipmaking renaissance? by vel0city on Tuesday August 08, 2023 @02:41PM (#37053606)
> a reliable power grid

Texas ranks about middle of the pack by most statistics in electrical grid reliability while also being one of the cheapest places in the US. Its also expanding renewable energy faster than any other state in the US, by a massive margin.

> electrical pricing that doesn't swing by 4 orders of magnitude or more

Clearly shows you don't actually know what you're talking about. The vast majority of households and businesses in Texas are on fixed rate contracts. The price of my electricity swings every three years or so. The headlines you're reading are spot prices; the vast majority of people don't directly pay those.

> a well-funded public school system with science-based curriculum to develop their children into a skilled workforce capable of critical thinking, being retrained, etc

Eh, PreK-12 35th overall according to US News, not great. 25th for higher education, so exactly middle of the pack. There's a lot worse of places to be education-wise. It really varies from school district to school district though. US News ranks the high school my kids will eventually attend in the top 16% of schools nationally. The smaller college I attended was ranked in the top third of all national universities. Not too bad.

> Why would they go to Texas?

As mentioned, loads of opportunity and comparatively low costs of living to a lot of other places.

Re:How real is America’s chipmaking renaissance? by bubblethink on Tuesday August 08, 2023 @02:48PM (#37053688)
For all these issues, states like Texas are going to be vastly more practical than doing any real projects in places like California. Look at California's record on railway, housing, etc. SF spends $1B/mile on railway (see Central subway), or $1M on a public toilet. If anything, moving more industries to states like Texas or Georgia is a great way to improve the overall dynamics of the state. This already happened to a great degree with film/tv studios moving to Atlanta.
Re:How real is America’s chipmaking renaissance? by laidoffamazon on Tuesday August 08, 2023 @12:18PM (#37051389)
The political valence of this could be significant next year. This is a lot of high paying, high-demand jobs in multiple sectors of the economy from just one of 3 major pillars of the administration's agenda.
Re:How real is America’s chipmaking renaissance? by dealuromanet on Tuesday August 08, 2023 @12:50PM (#37051946)
What kind of salary ranges do you expect for these roles and in what metro areas?
Re:How real is America’s chipmaking renaissance? by red-iron-pine on Tuesday August 08, 2023 @02:27PM (#37053440)
North Texas, North Mexico, and chunks of the broader west coast, esp. Boise and Portland.

all sorts of roles but middling pay and long hours. not quite the Chinese 996 but taking hints from it; the Taiwanese version, essentially

Re:How real is America’s chipmaking renaissance? by api on Tuesday August 08, 2023 @03:53PM (#37054600)
The Economist seems to really dislike the idea of making anything physical. It’s a pattern I’ve seen generally.