People don’t learn that from consequences. Is this your first time being human? They have to be taught that lesson the hard way, by having it explained to them until they internalize it. It can take decades.
There nothing available to the rest of the world because AI companies have bought the supply and they’re not going to not buy it just because of the tariffs.
Now onto the cheering of lowering prices.
I honestly think it wont, especially in the long run.
If they move production onto US soil with the threat of tariffis and not with incentives like the CHIPS act, the prices will go up greatly, not just for the US but for everyone.
Take a look at TSMC and their current investments in the US. This investment is going to alter the global supply chain with these plants expected to provide around 30% of the global supply. And even now with the first plant, the company announced that the ROI is of course less than because it costs more to build here from materials, regulations, and staffing, which they’ve been moaning that they have a lack of qualified people in Arizona, go figure.
TSMC has already announced that they plan to raise prices by 10% in the 2026 year and expanding in the US so do you think that this raising in prices is just due to AI or do you think they’re also making up for US production costs too? I tend to think it’s a reaction to both since they did officially say it was a price raise to “expansion costs”, that’s with the billions in incentives, and what do you think will happen if the a company like SK Hynix, which is planning on expanding fabs, move it to the US for all global supply, will do to prices of RAM?
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I really don’t see the issue -tariffs on U.S. imports just mean fewer chips sold in the U.S. and more available for the rest of the world, right?
It’s an issue for people in the US but at this point I am ok with it
If it helps build additional manufacturing capacity, it’d be a win for everyone in the long run. Obviously they won’t get it right though.
Does that help people elsewhere specifically or are you just happy to see us have issues atp
Yes
both.gif
If you do want to have a positive side to it, I guess it helps people learn that their choices and/or lack of action has consequences 👍
People don’t learn that from consequences. Is this your first time being human? They have to be taught that lesson the hard way, by having it explained to them until they internalize it. It can take decades.
In that case, I am happy for the people in the USA - they are in this process right now 👍
Yeah definitely
There nothing available to the rest of the world because AI companies have bought the supply and they’re not going to not buy it just because of the tariffs.
Now onto the cheering of lowering prices.
I honestly think it wont, especially in the long run.
If they move production onto US soil with the threat of tariffis and not with incentives like the CHIPS act, the prices will go up greatly, not just for the US but for everyone.
Take a look at TSMC and their current investments in the US. This investment is going to alter the global supply chain with these plants expected to provide around 30% of the global supply. And even now with the first plant, the company announced that the ROI is of course less than because it costs more to build here from materials, regulations, and staffing, which they’ve been moaning that they have a lack of qualified people in Arizona, go figure.
TSMC has already announced that they plan to raise prices by 10% in the 2026 year and expanding in the US so do you think that this raising in prices is just due to AI or do you think they’re also making up for US production costs too? I tend to think it’s a reaction to both since they did officially say it was a price raise to “expansion costs”, that’s with the billions in incentives, and what do you think will happen if the a company like SK Hynix, which is planning on expanding fabs, move it to the US for all global supply, will do to prices of RAM?
My two cents.