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WTF is the deal with the caronavirus?

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murphstahoe

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Re: WTF is the deal with the caronavirus?
« Reply #5775 on: November 29, 2023, 11:46:14 PM »
Quote from: Custard on November 29, 2023, 05:16:14 PM
Outstanding revisionist history here. And cherry picking. Most of the talk centered on the economic headwinds and expensive domestic labor, not diplomatic strategies.

But like everything I’ve learned since, most of the left’s snickering and sneering at the time wasn’t fact based so much as a visceral snarling reaction to having their feelings hurt by Trump.

The world is a different more fractured place now. Labor is more expensive in Palo Alto than in Shanghai, but it's more expensive in Shanghai than it is in Youngstown Ohio.
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ILLove1997

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Re: WTF is the deal with the caronavirus?
« Reply #5776 on: November 30, 2023, 12:33:10 AM »
Quote from: murphstahoe on November 29, 2023, 11:42:35 PM
"The Left" - if they snickered, isn't any smarter than "The Mn" on his weird lab leak stuff.

The CHIPs act will be trumpeted high and wide, and it's cool if there are some good paying semiconductor jobs in PennOhitucky. But it doesn't untangle us from China. The chips currently manufactured at TSMC still go to China to be assembled, and there are other non TSMC parts that end up on those boards, the CHIPs act isn't covering capacitors, resistors, green plastic, etc...

The reasons that TSMC became the big merchant semi vendor are twofold. Back in the day, people who made chips all built their own fabs. My first job at DEC Hudson was in a facility where we designed the chips in one building and the Fab was next door. But back then, companies that fabricated parts were the only customer of the Fab, and the real margins that paid back the cost of the Fab was selling 200k computers to a bank and making endless streams of money in software and services. IBM, DEC, Wang, SUN, HP, etc...

The PC revolution flipped the script - where Intel was just making and selling chips, as was AMD and TI. These were huge companies selling big volumes to pay down the fab.

But the next revolution where you get things like iPhones and Garmin watches and the like - for a long time Apple didn't even design their own CPUs, let alone manufacture them. But the CPUs were designed by smaller companies that didn't own Fabs, who were more nimble as higher priced semiconductors started being placed into cars, phones, etc... But TI and Intel aren't merchant semiconductor vendors, they don't sell fab capacity, they sell chips.

To add to it, building a fab has gotten more expensive in the US because they aren't exactly the best neighbor. Like coal mines, they provide a lot of jobs but come with a lot of nasty cancer causing stuff. Costs, time, permitting. The time line to build a fab is long, the pay back period is long. The only way a new merchant fab happens in the US is with Government support (CHIPs act) and the happenstance that Intel, the US company with the best fab experience, is falling behind in the design space.

Don't think I'm correct? This guy knows what he's talking about.



Thousands of parts on our boards. EIGHT come from TSMC. So even if the H100s are made by Intel, they still get shipped to China and manufactured with a lot of other overseas parts.

Taiwan isn't China


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Somewhere in Mn

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Re: WTF is the deal with the caronavirus?
« Reply #5777 on: November 30, 2023, 08:46:57 AM »
Quote from: illiniray on November 29, 2023, 04:08:01 PM
"If SARS-CoV-2 had a laboratory origin, it would have been amplified in a laboratory through a process of serial passage typically needed to recover high-titer stocks from environmental samples. In this process, the deletion of the furin cleavage site is expected, offering a signature of laboratory handling. However, early isolates of SARS-CoV-2 show the furin cleavage site to be intact, arguing against introduction into humans after laboratory cell culture."
 ...

"... laboratory experiments would likely have included the adaptation of a virus in common laboratory animal models such as mice to study it with ease. Thus, a laboratory-derived virus released into the population would reasonably be expected to carry these adaptive markers in their genomes. However, early isolates of SARS-CoV-2 did not carry mutations that confer adaptation to common animal models,"
...

"Early cases in Wuhan involved two lineages, distinguishable by the viral genome sequence, suggesting that there were multiple events of spillover into humans. This situation is more likely to have resulted from zoonosis than a lab accident as lab accidents are relatively rare, and both lineages of SARS-CoV-2 were found in sequences from the Hunan market"

More:

28 March 2023
A Critical Analysis of the Evidence for the SARS-CoV-2 Origin Hypotheses
Authors: James C. Alwine, Arturo Casadevall, Lynn W. Enquist https://orcid.org/0000-0001-9968-8586, Felicia D. Goodrum https://orcid.org/0000-0002-6646-7290 fgoodrum@arizona.edu, Michael J. Imperiale
https://journals.asm.org/doi/10.1128/mbio.00583-23
Here is another "editorial" from the "A Critical Analysis ......" authors with 2 additional authors.
https://journals.asm.org/doi/10.1128/jvi.00176-23

"We provide these responses out of concern for the potential consequences of excessive oversight: policy that unduly restricts microbiology regardless of associated risk will limit our preparedness for and ability to respond to public health threats, constrain efforts to control infectious diseases of all kinds, diminish our international engagement in these critical global issues, and damage U.S. economic competitiveness."
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Reacher

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Re: WTF is the deal with the caronavirus?
« Reply #5778 on: November 30, 2023, 09:43:15 AM »
Quote from: murphstahoe on November 29, 2023, 11:46:14 PM
The world is a different more fractured place now. Labor is more expensive in Palo Alto than in Shanghai, but it's more expensive in Shanghai than it is in Youngstown Ohio.

At least Shanghai is swimming in Asian butthole.
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murphstahoe

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Re: WTF is the deal with the caronavirus?
« Reply #5779 on: November 30, 2023, 12:26:58 PM »
Quote from: ILLove1997 on November 30, 2023, 12:33:10 AM
Taiwan isn't China

slow clap

The point being made is that building manufacturing of semiconductors here instead of relying on TSMC is that there is a national security worry of China invading Taiwan and then being able to hold us hostage on our bleeding edge semis. (The real worry would be the fab gets damaged and there is no hostage left alive).

I agree with what Jamie Dimon said regarding that possibility. Without completely dismissing the possibility of a Chinese invasion of Taiwan, he connected the dots that such an invasion would be very very bad for the Chinese economy, and thus he's not worried that Xi would destroy the Chinese economy by invading. There is no corollary to Ukraine - Russia's economic supply chain is not reliant on Ukraine (Russia's economy is basically selling fossil fuels, after all)
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ThePAMan

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Re: WTF is the deal with the caronavirus?
« Reply #5780 on: November 30, 2023, 12:30:09 PM »
Quote from: murphstahoe on November 30, 2023, 12:26:58 PM
slow clap

The point being made is that building manufacturing of semiconductors here instead of relying on TSMC is that there is a national security worry of China invading Taiwan and then being able to hold us hostage on our bleeding edge semis. (The real worry would be the fab gets damaged and there is no hostage left alive).

I agree with what Jamie Dimon said regarding that possibility. Without completely dismissing the possibility of a Chinese invasion of Taiwan, he connected the dots that such an invasion would be very very bad for the Chinese economy, and thus he's not worried that Xi would destroy the Chinese economy by invading. There is no corollary to Ukraine - Russia's economic supply chain is not reliant on Ukraine (Russia's economy is basically selling fossil fuels, after all)

Xi has a lot of unemployed young men on his hands and a problem with outflowing capital. Who knows if he may do something stupid just to keep people preoccupied.
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murphstahoe

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Re: WTF is the deal with the caronavirus?
« Reply #5781 on: November 30, 2023, 03:07:03 PM »
Quote from: ThePAMan on November 30, 2023, 12:30:09 PM
Xi has a lot of unemployed young men on his hands and a problem with outflowing capital. Who knows if he may do something stupid just to keep people preoccupied.

if he disrupts TSMC he will have a lot more unemployed young men on his hands. That would basically shut down Foxconn - which is a Taiwanese company but employs hundreds of thousands in China - the vast majority of Foxconn's manufacturing is in China.
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Custard

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Re: WTF is the deal with the caronavirus?
« Reply #5782 on: November 30, 2023, 03:36:04 PM »
I thought Foxconn was a Wisconsin outfit
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murphstahoe

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Re: WTF is the deal with the caronavirus?
« Reply #5783 on: November 30, 2023, 04:05:12 PM »
Quote from: Custard on November 30, 2023, 03:36:04 PM
I thought Foxconn was a Wisconsin outfit

That was just a briefly incorporated arm put in place to take advantage of Scott Walker's idiocy
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ThePAMan

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Re: WTF is the deal with the caronavirus?
« Reply #5784 on: November 30, 2023, 04:09:03 PM »
Quote from: murphstahoe on November 30, 2023, 04:05:12 PM
That was just a briefly incorporated arm put in place to take advantage of Scott Walker's idiocy

I thought they stiffed the State of Wisconsin. I could look it up, but Big10Man = The PAThey is a match.
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Custard

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Re: WTF is the deal with the caronavirus?
« Reply #5785 on: November 30, 2023, 05:40:42 PM »
Quote from: murphstahoe on November 30, 2023, 04:05:12 PM
That was just a briefly incorporated arm put in place to take advantage of Scott Walker's idiocy

That’s the joke
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Judge Judy

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Re: WTF is the deal with the caronavirus?
« Reply #5786 on: December 13, 2023, 10:27:57 PM »
So just had a friend of mine say she was sick recently, and she’s a nurse at a hospital. The hospital requires her to take a COVID-19 test to check if she’s got it. She does, but isn’t running a fever, so she said they do not give time off anymore for it and just require her to still work, just that she has to wear a mask. If she doesn’t have sick time, they mandate you come in or you could lose your job. What the fuck?! Can some liberal here explain this shit to me please?! I almost posted this in the clown thread…
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Somewhere in Mn

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Re: WTF is the deal with the caronavirus?
« Reply #5787 on: December 14, 2023, 05:43:14 AM »
Quote from: Judge Judy on December 13, 2023, 10:27:57 PM
Can some liberal here explain this shit to me please?! I almost posted this in the clown thread…
I better not try.
That might label me as an evangelical, anti-vaxxer liberal. Lol.
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ThePAMan

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Re: WTF is the deal with the caronavirus?
« Reply #5788 on: December 14, 2023, 07:15:59 AM »
Quote from: Judge Judy on December 13, 2023, 10:27:57 PM
So just had a friend of mine say she was sick recently, and she’s a nurse at a hospital. The hospital requires her to take a COVID-19 test to check if she’s got it. She does, but isn’t running a fever, so she said they do not give time off anymore for it and just require her to still work, just that she has to wear a mask. If she doesn’t have sick time, they mandate you come in or you could lose your job. What the fuck?! Can some liberal here explain this shit to me please?! I almost posted this in the clown thread…

That is screwed up.
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Judge Judy

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Re: WTF is the deal with the caronavirus?
« Reply #5789 on: December 14, 2023, 07:20:47 AM »
Quote from: ThePAMan on December 14, 2023, 07:15:59 AM
That is screwed up.

It’s just crazy that they go from firing you if you get COVID, don’t get the vaccine, and have to quarantine for at least 10-14 days. Now they refuse to let you miss time for work, have you just wear a mask (that doesn’t prevent anything) and interact will all kinds of old people at the hospital. No fever, get your ass in here! Crazy how things have changed. They say one of the reasons is they’re understaffed. That’s ironic huh?! Maybe they shouldn’t have forced all those people to get the jab and fired them! Fuckng idiots!
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