Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Ali Chen who wrote (176916)	2/6/2004 2:12:59 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Thread & Ali, "China set to flood the world with chips" What type of products use TSMC chips and what's TSMC's target market? Sounds like consumer DVD stuff, and then some made-to-order mobile chips. It sounds like they focus only on the made-to-order chips? Anything else? Regards, Amy J By Macabe Keliher atimes.com TAIPEI - Last September Morris Chang alarmed the semiconductor industry when he said there would be an industrywide recession in 2005 and that the Chinese chip makers would cause it. "I stand by that statement. China's capacity in 2005 will have a big impact," the chairman of the world's largest made-to-order integrated-circuit and computer-chip manufacturer, Taiwan Semiconductor Manufacturing Co (TSMC), has told Asia Times Online. .... Beijing is funding and bankrolling what is being called reckless expansion in semiconductor fabrication plants, or "fabs". Through low-interest loans, tax exemptions and even direct investment, the Beijing government has set China on pace to provide the world with 20 percent or more of its capacity next year in the made-to-order chip industry, or foundry.

To: Ali Chen who wrote (176916)	2/6/2004 11:57:03 AM
From: AK2004	Respond to of 186894

re: All my theory of course... that is more like a fact rather than theory. There is more incentive to go into business than science. Late Pr Bergman ( www34.homepage.villanova.edu ) once said to us that to be a real good theoretical physicist you have to give up on any sort of normal life. -AK

To: Ali Chen who wrote (176916)	2/9/2004 2:54:44 PM
From: Noel	Respond to of 186894

Ali, This is not a perception, it is just a simple statistical consequence of the American freedom Good points. Hard to argue against what you are saying. You are saying that the deck is stacked in favor of an engineering/science education in developing countries while it is a more even deck here (consequence of freedom). A logical conclusion from this is that if a certain expertise, say engineering, is recognized as being essential to a developed country's (say, the US) vital economic interests then the economic system within that country will have to stack its internal deck in favor of that expertise. For example, it could heavily subsidize undergraduate education in that area of expertise -- which is my original proposal. For example, the US armed forces already does this by subsidizing undergraduate education for eventual recruits. (Coming from a "poor" country, which has virtually free engineering education I was shocked by how many undergraduates in the US are ROTC-funded.) The analogy is imperfect, but it illustrates my point. --noel