It's my favorite old analog IC along with the still useful 567 tone decoder chip.
Posted on 01/19/2015 7:38:53 AM PST by blam
January 17, 2015
Money Morning
Michael A. Robinson writes: This year, 80% of the chips for new PCs will be produced in Silicon Valley… Taiwan… China‘s Shenzhen Province… South Korea…
Wrong on all counts.
More and more of today’s chipmakers locating their manufacturing facilities a bit off the beaten path these days – in one of the world’s fastest-growing economies… and a nation that some of you may find controversial.
But my job is to take you wherever the biggest innovations are being made so that we can find the biggest opportunities. So, today I’m going to show you exactly where so many of world’s top tech companies are headed.
Intel Inside… Vietnam
Many investors might be tempted to steer clear of Vietnam because of the way the U.S. conflict ended there and the political upheaval it caused back home.
As someone who’s kept an eye on this controversial nation for more than 40 years, I believe that’s a lot of noise. And you know what Rule No. 2 says about that – “separate the signal from the noise.”
Vietnam is an economy that boasts impressive economic growth, and that offers tech investors many hefty and growing opportunities.
Gross domestic product in 2014′s third quarter grew 6.19% from a year earlier. And for the first nine months of last year, industrial output grew 6.7%, and exports rose 14.1% from a year earlier to $109.6 billion.
As I said above, 80% of this year’s central processing units (CPU) for PCs will be made not just in Vietnam, but in a single location – Saigon Hi-Tech Park.The sprawling facility sits just off Hanoi Highway less than 10 miles from Ho Chi Minh City, the nation’s capital.
(snip)
(Excerpt) Read more at marketoracle.co.uk ...
Sounds like Bob was an interesting and talented guy, if difficult to work with occasionally. The PC HR environment nowadays would have driven him crazy (it drives us crazy too but not everyone is talented enough to retire to Mexico and do consulting work for beer money :-) ).
It’s not just physical things. All sorts of intellectual work is being outsourced such as engineering and design work of every kind. Very hard to put a tariff on an email with an attachment.
You really don’t want to compare the situation in Germany with Vietnam. Do You?
We decimated Germany them to the point that only cockroaches still hade a semblance of normality in the country.
Vietnam we proverbially did an Obama number and bowed down to them as we left the country backstabbing the neighboring countries who sided with us.
HUGE difference Duncan.
My impression from a small sample is that they are very pro American as well. America has a peculiar knack for making friends through warfare.
They were government s we set up when we defeated them, not the victors in wars we lost.
I know enough about wilder to be impressed. My first book on op.amps.in college had a whole page.dedicated to him.
It's my favorite old analog IC along with the still useful 567 tone decoder chip.
It is a blessing to have such a ring side seat when significant history is being made. Many people never manage such a close proximity with greatness.
I Very much admire the talent of these early pioneers, though they were before my time.
Outsourcing bump for later...
That’s true.
The warning signs were when we abandoned former right-wing allies to their fates after the collapse of the Soviet Union. Saddam, Pinochet, Noriega, etc. were repaid for their support with our later indifference.
I’d think it is offensive as hell to the many living veterans to see our government in cahoots with our enemies.
Kennedy was relating to the democratic state we set up in West Germany (after the perpetrators of the atrocities of twenty years before had mostly been executed); he didn’t say that in front of a swastika flag.
It is absolutely amazing the people I met through my small relationship with Bob. He was a super-star in his own time...I was only a run-of-the-mill technician.When reading a history of early silicon-valley, I met/knew many.
Amazingly, in late 1975, I went to TI and met the man ( Jack Kilby) who got the Nobel Prize in physics for inventing the intergrated circuit (chip).
You're 100% correct, see here.
Amazingly, in late 1975, I went to TI and met the man ( Jack Kilby) who got the Nobel Prize in physics for inventing the intergrated circuit (chip).
I am envious. :)
Long ago someone (maybe it was H.L. Mencken) said that "You can't tell who your enemies are without a calendar".
Global economy of cheap labor was the end of free enterprise here.
I think the offense should come from realizing that the North Vietnamese were "situational enemies", who could just as easily have been friends if the interests of international finance had required it.
One has to read the news very carefully, to see what hidden meanings lurk behind politicians' calls to military action.
I am assuming this out sourced engineering service is for a product that is resold in the USA, right? So the incoming product needs to be tariff'ed. That is how you get them.
The pennies per dollar saved causes economic/social chaos in the lower class (most vulnerable) and in the long run more expensive than using home grown labor.
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