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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: PKRBKR who wrote (1533292)	4/11/2025 4:59:59 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1573420

Pkrbkr, Today's management take the easy route of offshoring manufacturing instead of the difficult path of operational optimization. Maybe you should tell AMD that. They chose the "easy route of offshoring manufacturing instead of the difficult path of operational optimization." Never forget that AMD founder Jerry Sanders once said, "Real men have fabs." Seems like that DEI hire Lisa Su didn't heed Sanders' advice. Tenchusatsu

To: PKRBKR who wrote (1533292)	4/16/2025 7:25:44 PM
From: Tenchusatsu	Respond to of 1573420

Trump tariffs won’t lead supply chains back to U.S., companies will go low-tariff globe-hopping: CNBC survey (CNBC) Key points: Most companies that responded to a new CNBC Supply Chain Survey said high costs are the biggest headwind in moving manufacturing back to the U.S., and that if they did so, they would favor automation over workers. Nearly half said *reshoring would more than double costs*, and a majority indicated that President Donald Trump’s trade war is likely to kick off a global search for low-tariff regimes. A majority of respondents said that, in the near term, price hikes are coming and consumer demand will decline. Recession is the base case for 63% of respondents. Like I said before, the main driver for reshoring isn't tariffs. Instead, it's geopolitical instability: Tenchu's Thoughts - Trump's Tariffs Alone Won't Bring Back Manufacturing The more Trump pisses off the world, the less stable offshore supply chains will be. Tenchusatsu