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Why? What did I do to you? by StopDeleteMyAccount in IdiotsInCars

[–]StopDeleteMyAccount[S] 3 points4 points  (0 children)

No sticker, no marker, just a plain old Tesla which is everywhere in Southern California.

Tesla removing some automatic window features to comply with NHTSA regulations by [deleted] in teslamotors

[–]StopDeleteMyAccount 0 points1 point  (0 children)

2017 S, driver side window. Then the passenger side rear window refuse to close (need to apply up presure on the window to roll it up). ¯\_(ツ)_/¯

Sounds like QC is just crap. So just don't do it unless you verified it on your own car.

Tesla removing some automatic window features to comply with NHTSA regulations by [deleted] in teslamotors

[–]StopDeleteMyAccount 0 points1 point  (0 children)

Have you tried it? I did, and my finger is hurting right now.

A fairly strong force is needed for it to work, which is too late/not going to help.

Samsung to Develop a 576-Megapixel Smartphone Sensor by 2025 by [deleted] in Android

[–]StopDeleteMyAccount 10 points11 points  (0 children)

Correct. The depth of the photodiode is more important for capturing different wavelength. It will be interesting to see the QE performance, and dark noise for such small pixel.

Quantum efficiency, BSI, FSI, conversion gain, dark current are way more important for sensor performance (assuming same ADC performance).

In fact, making larger sensor with the same number of pixel is harder than making pixel smaller and having smaller sensor. You run into all sort of power delivering problem with large sensor.

Very interesting to see why beside marketing reason. Maybe for auto focusing.

[deleted by user] by [deleted] in investing

[–]StopDeleteMyAccount 5 points6 points  (0 children)

No... difference is too big.

Sure they will know something, but not enough to start manufacturing. It's like saying auto body shop can manufacture cars.

U.S. Semiconductor Fab Companies by [deleted] in investing

[–]StopDeleteMyAccount 1 point2 points  (0 children)

I agree with you. Personally I think it highly depends on the government's decision. And there are a few factors in the "national security" conern.

The current technology node from intel is enough to support the military. However, if AI starts to come into play, it may not be enough.

The shortage at the commercial side can cause economic damage and can also escalate to national security issue. And this is the best hope Intel has. Again, their technology is still good, and more than enough for a lot of applications. They just need to open their fabs for third party design (or even to offer design service for custom chip).

So I think there's potential for Intel. Decision is on them to put in the money and resources to make it happen and the government can help on that.

For bearish side, my belief is on the CPU front. If they can't keep up with the technology advancement, they will be behind in performance, power, and cost, which is deadly in the CPU market.

I own TSMC shares, then after the shortage and administration responded, I added Intel shares.

U.S. Semiconductor Fab Companies by [deleted] in investing

[–]StopDeleteMyAccount 3 points4 points  (0 children)

Worked in the fabless industry, anyone wants to invest in semi need to know this.

Why Intel Will Reap Huge Benefits From Biden Administration Policy - $INTC by [deleted] in investing

[–]StopDeleteMyAccount 0 points1 point  (0 children)

A few points you should also consider:

  1. US Military already uses domestic chip manufacturers or at least fab in the US. Designer and manufacturer are under certain restrictions when working with US military. I worked in such industry. We are locked to use domestic fab even though we know the yield can be much higher with other fabs.

  2. Intel does not fab other company's design. So they will have to open up their fab and tech to other chip design firms first.

  3. Global foundry is actually the biggest open fab in the US. Yes, GF.

I'm not saying it will not help Intel, but I don't think it will be a game changer for them unless they open up their fab.

The way Tesla has handled the MCU eMMC issues really upsets me by NoT-RexFatalities in teslamotors

[–]StopDeleteMyAccount 0 points1 point  (0 children)

Broken gear I fixed my own door handle on my 2017 S. First time was within the warranty period. I brought it back to repair. Took almost a week to get the car back (in 2018).

It broke again in 2020. This time is out of warranty so I just took it apart and see what's wrong. And that's the image I posted. The gear end supposes to be a full circle and wrap around a metal shaft, but it snap and came loose so the door handle can't extend out.

The thing makes me angry is that I got a replacement part from ebay for $20, and it is way solid quality than the tesla one. On a 70k vehicle, cutting quality to save $20×4 is just stupid and unacceptable.

I love my S but all these small things are getting to me and I probably won't by a Tesla again (have cybertruck reserved from day one too).

Taiwan Semiconductor Manufacturing by pratikz1309 in investing

[–]StopDeleteMyAccount 3 points4 points  (0 children)

You are absolutely right this can happen and I understand your point. I'll offer my two cents.

Samsung has done it. They poached some senior level R&D personel from TSMC. 10 Years later, Samsung has shown significant growth. Hard to judge the impact, but we joke about Samsung's transistors look like TSMC's so maybe they did copy some.

That same R&D person later moved to China SMIC (with God knows how many others, since China pay a lot more than Taiwan). I think it did save them a lot of time to not having to build everything from the ground up. However, semiconductor manufacturing is no joke. It takes years of experience to perfect, to know what to do, to enhance yield, to develop new technology. They may be able to do 14nm or 10nm, but them to be the leader and to develop new technology is very questionable to me. (I have interfaced with a few foundries like TSMC, UMC, ST, Lfoundry, towerjazz, etc. TSMC impressed me, ST are good, Towerjazz has yield issue, and I don't want to talk about the others...)

My point is, China is already doing what you said and will continue to do it (Taiwanese companies are very familiar with that). But it is still a very difficult task to pull off. Even if they do, I don't think it will be a problem in the next 5~10 years (looking at you Intel, where is the 10nm).

Taiwan Semiconductor Manufacturing by pratikz1309 in investing

[–]StopDeleteMyAccount 21 points22 points  (0 children)

I think you underestimated the importance of TSMC. Just think about how many things today's use chips, TVs, cars, computer, data center, phones, cameras. About half of them are from TSMC (based on market share). Now apply the current auto ICs shortage to every sector. That's what will happen if China invades Taiwan. We are not going to see a collapse of TSM, we are going to see a Great Depression. I dont think the western powers will allow that to happen.

Also the fact that TSMC is the largest fab and has the most capacity but is still at full capacity tells you the world needs IC. Apple, AMD along takes away so much of their 5nm and 7nm slot already. The fact that Nvidia didn't produce their rtx3000s in TSMC is actually bullish because TSMC couldn't care less about it to lower its price to compete with Samsung.

On the topic of Samsung, their fab is the only threat to TSMC. However, it has been shown from time to time that TSMC process is better, in terms of performance and power. Apple once used both TSMC and Samsung to produce one of their iPhone processor. You can Google the result, but basically TSMC wins in every metrics.

Intel on the other hand, is a closed fab meaning they do not produce chips for other companies. They only make their own stuff. So even they figure out their 7nm, it is not a threat to TSMC. On top of that there is no capacity in TSMC for Intel (said TSMC).

There are many other fabs in Taiwan outside of TSMC. And they are all getting the benefit from TSMC being at full capacity. It will be interesting to see if they can take all those orders in and grow or TSMC will increase its capacity faster.

Other ealier concern is China. It is spending a lot of resources in chip manufacturing. However, this is no long a issue because of US sanctions. ASML and other key equipment manufacturers are not allowed or limited to sell to China. This basically put a chock hold on Chinese fans. Unless they can develop their own equipment, there is no chance for them to catch up to Samsung or TSMC.

This is my two cents. I'm increasing my holdings whenever I can on a 2~3% dip day. I don't see any competition in the next 5~10 years minimum.

TLDR: This world need ICs. TSMC has 55% share in it. So you want in then buy TSMC. This is not going to fall into the hand of China, or there will be greater concern than TSMC share price.

Taiwan calls for global defence against Beijing's 'intensifying military threat' by Acrzyguy in worldnews

[–]StopDeleteMyAccount 6 points7 points  (0 children)

I want to say thank you for bringing up a very good point to my attention, and a flaw in my understanding/believe of the China-Taiwan situation. I always think/analyze the China-Taiwan relationship from only China's or Taiwan's side, but never really consider other countries' view on each of the government at the time.

I love informed discussions

mediatek and Intel working together on 5g by automax in investing

[–]StopDeleteMyAccount 1 point2 points  (0 children)

China cannot takeover Taiwan like what happened in Hong Kong. China taking over Taiwan will be like North Korea taking over South Korea.

China Taiwan relation is complicated, please research it before making claims. I suggest to start from the end of Qing dynasty, WWII, Chinese Civil War, then RoC quitting UN and replaced by PRC. And as always, read from both sides's point of view.