Iranian Chill Thread

[TheImmortal]

usa already have the production technology , in forrm if Intel Fabs which its chips are even denser than tsmc chips. so i doubt it be life threathening for them , they can build several other fabs based on that technology .
Europe and USA have GlobalFoundries also don't forget , Micron from USA, and Fuji Electronic and Kioxia from Japan , also SK Hynix and Samsung from S. Korea

Having the ABILITY and having the SCALE are two different things. Why do you think Apple took billions in losses? Global Automative industry took 200B+ in losses during pandemic and subsequent chip shortages?They do not have the supply production capability to match Asia.

To bring such a production to US soil will require hundreds of billions of dollars in government subsidies each and every year.

It is 40% cheaper to build a chip in Asia than in US with labor costs and expenses factored in.
This chart says it all:

And South Korea Chip production will be flattened overnight by a Chinese war machine.

So if you are relying on SK to feed the entire western world and give up Taiwan to China....you just lost the economic war.

 

[Hack-Hook]

Having the ABILITY and having the SCALE are two different things. Why do you think Apple took billions in losses? Global Automative industry took 200B+ in losses during pandemic and subsequent chip shortages?They do not have the supply production capability to match Asia.

To bring such a production to US soil will require hundreds of billions of dollars in government subsidies each and every year.

It is 40% cheaper to build a chip in Asia than in US with labor costs and expenses factored in.
This chart says it all:

View attachment 865013

And South Korea Chip production will be flattened overnight by a Chinese war machine.

So if you are relying on SK to feed the entire western world and give up Taiwan to China....you just lost the economic war.

list of chip makers , I only pointed the major ones
Europe , japan , USA , Singapore , S. Korea all makes semi conductor and if China move to get Taiwan , you believe USA will let TSMC fall to the hand of china without flattening it , that fab is in name Taiwanese but in reality all the technology is USA and European . fat chance they let it fall in hand of china , the least they do they flatten it .
by the way if china attack Korea to destroy chip supply to Europe and USA you think what will happen to SMIC

 

[TheImmortal]

list of chip makers , I only pointed the major ones
Europe , japan , USA , Singapore , S. Korea all makes semi conductor

It seems you cannot understand the difference between making semiconductors and making enough semiconductors to supply the global demand.

and if China move to get Taiwan , you believe USA will let TSMC fall to the hand of china without flattening it , that fab is in name Taiwanese but in reality all the technology is USA and European . fat chance they let it fall in hand of china , the least they do they flatten it .
by the way if china attack Korea to destroy chip supply to Europe and USA you think what will happen to SMIC

You just made my point. If China takes TSMC or US flattens TSMC the end result is the same....loss of main supplier to all western countries. Europe buys only 40% of its gas from Russia and look what’s happening over there, what you think will happen when you lose TSMC?

You think US will attack Chinese soil because Chinese attack SK soil? Are you serious? You attack Chinese soil without China first attack US soil/warship/military base/etc and you just started WW3.

Ukraine showed us NATO won’t even give Ukraine weapons to attack Russian soil even when Russia was holding up millions of tons of wheat.

BTW read below....China is hellbent on being the world leader in semiconductor tech. It’s only a matter of time.

China's Largest Chipmaker Copied TSMC's Chip Designs Say Reports

China's largest chipmaker SMIC has allegedly copied the chipmaking designs of TSMC, the world's largest contract chipmaker.

wccftech.com

Putting all your eggs in the South Korea basket is a catastrophe waiting to happen. It would be like if 90% of oil in the world passed thru Strait of Hormuz.....sure no big deal.

 

[Stryker1982]

It seems you cannot understand the difference between making semiconductors and making enough semiconductors to supply the global demand.



You just made my point. If China takes TSMC or US flattens TSMC the end result is the same....loss of main supplier to all western countries. Europe buys only 40% of its gas from Russia and look what’s happening over there, what you think will happen when you lose TSMC?

You think US will attack Chinese soil because Chinese attack SK soil? Are you serious? You attack Chinese soil without China first attack US soil/warship/military base/etc and you just started WW3.

Ukraine showed us NATO won’t even give Ukraine weapons to attack Russian soil even when Russia was holding up millions of tons of wheat.

BTW read below....China is hellbent on being the world leader in semiconductor tech. It’s only a matter of time.

China's Largest Chipmaker Copied TSMC's Chip Designs Say Reports

China's largest chipmaker SMIC has allegedly copied the chipmaking designs of TSMC, the world's largest contract chipmaker.

wccftech.com

Putting all your eggs in the South Korea basket is a catastrophe waiting to happen. It would be like if 90% of oil in the world passed thru Strait of Hormuz.....sure no big deal.

You won't even need China to strike SK.

Just have NK do it for you, and China will keep its hands clean

 

[Hack-Hook]

It seems you cannot understand the difference between making semiconductors and making enough semiconductors to supply the global demand.

it seems you think intel or GlobalFoundries is right now producing at top capacity. also it seems you under\estimated usa production capacity if threatened.

You just made my point. If China takes TSMC or US flattens TSMC the end result is the same....loss of main supplier to all western countries. Europe buys only 40% of its gas from Russia and look what’s happening over there, what you think will happen when you lose TSMC?

You think US will attack Chinese soil because Chinese attack SK soil? Are you serious? You attack Chinese soil without China first attack US soil/warship/military base/etc and you just started WW3.

not exactly , WW3 won't start if its limited strike and if china start it by attacking south Korea. also again you made the wrong assumption that USA and Europe are producing at their top capacity. and if they cant start 1 or two fab in span of one year .
also you made one wrong assumption and that is that industry demands top of the line 5nm process , no they want it for consumers , for industry they will be happy with even 100-200 nm and there are hundred of fabs that are capable of producing that.

Ukraine showed us NATO won’t even give Ukraine weapons to attack Russian soil even when Russia was holding up millions of tons of wheat.

BTW read below....China is hellbent on being the world leader in semiconductor tech. It’s only a matter of time.

China's Largest Chipmaker Copied TSMC's Chip Designs Say Reports

China's largest chipmaker SMIC has allegedly copied the chipmaking designs of TSMC, the world's largest contract chipmaker.

wccftech.com

by espionage , by the way they are welcome to do that if they want to do it by copying TSMC which is behind intel and Samsung

You won't even need China to strike SK.

Just have NK do it for you, and China will keep its hands clean

do you think if n. Korea attack S. Korea what will happen? don't you think NATO is waiting for such opportunity in last 50 years?

Putting all your eggs in the South Korea basket is a catastrophe waiting to happen. It would be like if 90% of oil in the world passed thru Strait of Hormuz.....sure no big deal.

what south korea Intel , Globalfundries , Micron , Kioxia and hundred of the others in the list i post previously , why you don't see them .

 

[Stryker1982]

do you think if n. Korea attack S. Korea what will happen? don't you think NATO is waiting for such opportunity in last 50 years?

They don't need an opportunity to come, they can literally make one whenever they want with false information.

And the US never looks at NK within an Isolated box, and given the context of the region, they'll take into account China before making any moves. As a matter of fact, they will consider the attack completely green lighted by China.

 

[Hack-Hook]

They don't need an opportunity to come, they can literally make one whenever they want with false information.

And the US never looks at NK within an Isolated box, and given the context of the region, they'll take into account China before making any moves. As a matter of fact, they will consider the attack completely green lighted by China.

the n. Korea is not that much good follower of china orders , china only use it to counter NATO. if it start a war they at best send weapon , they don't get themselves in war with NATO for Kim Cult .
unlike 60s todays they have lot to loose in such war.

 

[Stryker1982]

 

[Shawnee]

New Bayrakdar wreckage shows clear use of honeycomb anti radar hull structure.

This was so far only seen in US and Iranian drones.

 

[SalarHaqq]

Russia orders shutdown of Jewish Agency for Israel for illegally monitoring Russian citizens.

This is a quasi-governmental pro-zionist organization linked to the regime in Tel Aviv, with a focus on fostering migration of Jewish people to Occupied Palestine. It was established in 1929 and is the largest zionist non-profit organization in the world.

---

Closure of Russia branch of Jewish Agency will harm relations: Israel PM

Russia ordered the dissolution of its branch of the Jewish Agency for Israel, after a lawsuit accused the agency of illegally monitoring Russian citizens

July 24 2022

https://thecradle.co/Article/News/13441

 

[aryobarzan]

It seems you cannot understand the difference between making semiconductors and making enough semiconductors to supply the global demand.



You just made my point. If China takes TSMC or US flattens TSMC the end result is the same....loss of main supplier to all western countries. Europe buys only 40% of its gas from Russia and look what’s happening over there, what you think will happen when you lose TSMC?

You think US will attack Chinese soil because Chinese attack SK soil? Are you serious? You attack Chinese soil without China first attack US soil/warship/military base/etc and you just started WW3.

Ukraine showed us NATO won’t even give Ukraine weapons to attack Russian soil even when Russia was holding up millions of tons of wheat.

BTW read below....China is hellbent on being the world leader in semiconductor tech. It’s only a matter of time.

China's Largest Chipmaker Copied TSMC's Chip Designs Say Reports

China's largest chipmaker SMIC has allegedly copied the chipmaking designs of TSMC, the world's largest contract chipmaker.

wccftech.com

Putting all your eggs in the South Korea basket is a catastrophe waiting to happen. It would be like if 90% of oil in the world passed thru Strait of Hormuz.....sure no big deal.

In the mid 1990s Japan was the biggest producers of DRAMs..1 Meg DRAM was the king at the time (stop laughing!)..we celebrated when 64 K DRAM became the king...lol...any way..there was an earthquake in Japan that badly affected the production of DRAM..The price of DRAM jumped for $8 dollars per chip to $40 dollars ..most US PC manufactures stopped production lines..1 MEG Dram became the most sought after commodity at the time ..US realized the impact and brought back some FAB lines back to the mainland and guess what ..Cell phones were just coming out!!..imagine the price if we also has cell phone production

 

[TheImmortal]

by espionage , by the way they are welcome to do that if they want to do it by copying TSMC which is behind intel and Samsung

Intel buys its 5nm chip from TSMC, yet Intel is ahead of TSMC? Look at Intel stock past several years.

You live in la la land.

it seems you think intel or GlobalFoundries is right now producing at top capacity. also it seems you under\estimated usa production capacity if threatened.

And yet from 2020-2022 their was massive chip shortages leading to hundreds of billions of dollars in losses across sectors. If there was excess capacity to produce surely these companies would have stepped up. Yet we still have chip shortages issues and prices of goods are going up in relation to that.

So your analysis once again incorrect.

for industry they will be happy with even 100-200 nm and there are hundred of fabs that are capable of producing that.

That requires redesigning the product that was originally designed for a sub-7nm chip. You act like it’s just a magical wand and bam everything fixed.

 

[Hack-Hook]

And yet from 2020-2022 their was massive chip shortages leading to hundreds of billions of dollars in losses across sectors. If there was excess capacity to produce surely these companies would have stepped up. Yet we still have chip shortages issues and prices of goods are going up in relation to that.

So your analysis once again incorrect.

the shortage was due to intel won't accept order from competing companies.
also if you want to order a chip that is designed for a process fab to another processing fab , it take at least 6month time for it to be made compatible .

That requires redesigning the product that was originally designed for a sub-7nm chip. You act like it’s just a magical wand and bam everything fixed.

well , industry don't use sub 7nm process , after all why expend money on expensive process that won't give you benefit.

Intel buys its 5nm chip from TSMC, yet Intel is ahead of TSMC? Look at Intel stock past several years.

You live in la la land.

the problem with TMSC process compared to other Fabs is its not dense at all , intel and Samsung 7nm probably have a density as much as tmsc 5nm

 

[Sineva]

Iran parliament to discuss Belgium prisoner swap treaty -state media
https://www.reuters.com/world/middle-east/iran-parliament-discuss-belgium-prisoner-swap-treaty-state-media-2022-07-25/
Iran's parliament is to debate a prisoner exchange deal with Belgium, state media said on Monday, after Brussels approved the deal that may lead to the release of an Iranian diplomat jailed for planning to bomb a rally of an exiled opposition group.

The official Iranian news agency IRNA said the cabinet approved the prisoner exchange treaty bill and sent it to parliament.

If passed by parliament, the bill needs to be approved by a clerical council before it becomes law.

Advertisement · Scroll to continue

Belgian lawmakers gave approval on July 20 to the treaty which might secure the release of a Belgian aid worker who was detained in Iran in February and could help Swedish-Iranian academic Ahmadreza Djalali, who has taught in Belgium and been sentenced to death in Iran. read more

Iran has called for the release of Assadollah Assadi, sentenced to 20 years in prison in Belgium in 2021 after being convicted over a foiled 2018 bomb plot. His was the first trial of an Iranian official for suspected terrorism in Europe since Iran's 1979 revolution.

Advertisement · Scroll to continue

It is not clear when a prisoner exchange might happen.

Several Belgian lawmakers have voiced concern that the treaty might lead to "hostage diplomacy" and put other Belgians at risk of detention.

The exiled National Council of Resistance of Iran (NCRI), whose 2018 rally near Paris had been the bomb plot's target, called the treaty "shameful" and said Assadi should remain in jail.

The Islamic Republic has dismissed all terrorism accusations, calling the Paris attack allegations a "false flag" stunt by the NCRI, which it in turn considers a terrorist group.

 

[Stryker1982]

https://twitter.com/x/status/1551642057256669185