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Treasury Bill vs CD, what needs to be considered?
$NNDM - 1,195% increase of revenues over the first quarter. This stock was $17!?
Bayer reaches $80 mln PCB contamination settlement with Ohio. Is Monsanto buy?
semi conductor/supply line shortage capitalisation?
NNDM - Latest Presentation reveals collaboration with NVIDIA and Elon Musk
I played putt putt yesterday in PCB. It literally had tons of 🦍🦍 hanging from all of the trees. It was a beautiful site to see & made me chuckle thinking of this ‘special’ crew! Snapped this pic for you. (kinda new, bought my first round GME at $55 and I’ve been averaging up every since 😂). 🦍🚀🌙
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I have been doing hardware development for nearly 30 years, now I am doing ultra high performance test and measurement for audio applications. I do analog circuit design, my colleagues directly do PCB design, write firmware, digital hardware, software, as well as doing ERP and manufacturing the product. We also have customer support. It’s an electronics manufacturing business at the end of the day and we sell our customers solutions. When the people who do the actual work, not management and CEOs are saying AI is very helpful and improves productivity substantially, you may have something. Right now AI is a fun toy that costs a lot of money and is marginally useful for most business tasks.
Sales tax is a transparent % added to a purchase anyone can easily calculate beforehand, have flexibility by being exempt from certain categories of goods on a consumer level as needed, and business are exempt from them entirely. Tariffs hit early in the supply chain and (largely) do not change based on the finished product being made with the good/material. Raw steel and aluminum is taxed at 50% if it's used in the manifold of a bugatti, a rivet on a child's backpack, the PCB in a ventilator , or an iphone chassis. Likewise, the US Customs and Duties code along with the executive orders that modified them are incredibly vague because at the end of the day it's up the interpretation of a CBP chucklefuck stamping the paperwork at port of entry to determine what exactly consistutes the value of raw foreign material for an import and how far up the supply chain before it hits US shores that applies. With all this context of the nebulousness of rates, businesses in the middle of the chain don't want to sacrifice margins in the instance that their lawyers misinterpreted a vaguely worded statute from the White House so they take a very inflated estimate and price their margins accordingly and their customers don't know any better and assume the pricing is accurate and use their own inflated estimates to pass the costs on down. Every link on down the chain does the same thing which leads to higher prices than buying goods with a hypothetically equivalent sales tax. For the record, I am pro-tariffs for the purpose of allowing domestic goods to compete with cheap foreign labor; however, they have to be predictably steady and incremental in their changes over a long period of time (a decade or more).
Can you point me towards the state legislators pushing in the opposite direction? [THC Drinks Face New Restrictions as Florida Senate Advances Hemp Bill | FloridaStateCannabis.org](https://floridastatecannabis.org/news-18mar2025) >Restrict THC-infused beverages to 5mg per serving and limit their sale to **alcohol-licensed retailers**—shutting out cafes, wellness shops, and specialty hemp retailers **not licensed under alcohol statutes**. >Ban festival, street, and unpermitted sales, and **require event organizers to register vendors**, verify source compliance, and maintain testing records. I am not seeing anything that would restrict hemp beverages from being sold alongside alcohol at events. [Florida may limit THC in hemp drinks, require liquor licenses for sale](https://www.tallahassee.com/story/news/local/state/2025/04/01/florida-may-limit-thc-in-hemp-drinks-require-liquor-licenses-for-sale/82749055007/) >"....would require THC-infused beverages to be distributed by alcohol wholesalers and sold by retailers and **establishments that have liquor licenses.** Sherrie said his products undergo testing and are distributed by **Anheuser-Busch wholesalers**. He welcomed the proposed regulations. One of the proposals (PCB HAT 25-01) would require THC-infused beverages to be **sold by establishments with liquor licenses**. So pretty much as long as you sell alcohol you would be able to sell THC. Is there anything I am missing?
Adding that fabs simply produce the wafers and dies themselves rather than the end product. The die cut from the water needs further manufacturing to say place the die on the PCB, integrate the controller, add higher speed memory as a cache, etc. This is necessary to differentiate the product for use in data centers vs pc or mobile devices with differing requirements. It’s not that TSMC produces the whole product from start to finish, it’s just that they manufacture the most important piece. And, Nvidia, and other chip companies still need to get the backend right either internally or through contract manufacturing. Even if the manufacturing is outsourced, they still need QA facilities for testing the quality or the different shipments they receive. Tldr; Nvidia and AMD and other fabless chip companies are not solely r&d and sales centers. They also have their own teams to manufacture the end products and ensure their quality
All the electronics distributors are all global businesses. All of them help designers in the US, but helping deliver chips to other countries for production. They all have sites in Asia and Europe. Mouser stores products in duty free zone in Texas and ship globally. I'd think digikey is the same case I would think this tariff hurts PCB assembly house and manufacturers in the US. It's also really difficult to execute. I get your point, but I just think there could be more delicate approaches to this rather than just say 100% on everything. On the other hands, I'm pretty sure all of major chip design company already have some type investment in the US and they can easily announce some type future investment and doesn't change any behaviors.
That’s a machine to make PCB’s, chips are a lot (truly, and almost incomprehensible amount) more complex than a PCB. One high-NA EUV machine costs almost $400 million
There almost no impact of this tariff. Almost no one imports semiconductor or chips by itself. At the best, some manufacturers imports assembled PCB. It's also really difficult to assess how much semiconductor are used in each assembled parts and goods. I don't see any practical way to implement this.
This will destroy US PCB manufacturing and assembly. The only reason people import semiconductors is to assemble boards. It takes years and millions of dollars to switch fabs to make a chip, and that’s only if an equivalent process exists in the US. Nobody will do that, ever. Instead, the companies that buy chips will move their operations overseas.
Anyone remember the Eagle->KiCAD transition everyone in PCB industry did after Autodesk fucked up the license? Now imagine it in EDA space courtesy of China and TACOman.
Still in the beginner phase, although need to get back to personal projects (PCB design, embedded programming stuff) while I have the summer off of school
> For basically every purported use case of humanoid robots you need to ask, "is the humanoid form actually an advantage here, or is it just that only humans are still capable of this task?" Exactly. The humanoid robotics fan crowd would have solved manual device soldering and assembly of the past, by replacing human assemblers and solderers with humanoid robotic ones. Rather than change the whole supply chain to suit pick and place machinery and wave form soldering. Where no human barely/if at all touch the PCB until fully populated with components.
I don't even understand your question. I have a small electronics business in the US that requires me to import PCBs and other components from China. I order almost everything from China that I can because the price differential is enormous. For short quantities, a PCB that might cost $10 in the US will cost me 50 cents or less in China, shipping included.. Same with things like switches and audio jacks. A 3.5mm jack that costs $1.15 here costs 4 or 5 cents in China. For me, even a 145% tariff still doesn't dissuade me from ordering from China.
I hope this kicks off a shift to open source the same way Autodesk triggered the shift from Eagle to KiCAD for PCB designs by buying Eagle and fucking with the license.
I dont know why it's so hard for people to understand this. "Cheap shit from China" is the complaint about the cheapest stuff coming from China. The fact of the matter is they make products up and down the value chain, likely in the same factories. They make the cheap microwave, they make the expensive microwave. They even make the plastic that becomes part of the exterior of the microwave. The reason China is a manufacturing powerhouse isn't because of cheap labor and 1.4B people. It's because they have the entire supply chain in one place. Your PCB needs buttons? How far do you need it to click, how much force do you want for it to click? What kind of package do you need it in, pins, surface mount? It's not just a bunch of people sitting at a long table with a screwdriver in their hand.
There are exactly 2, yes, TWO manufacturers of cameras- you know the security camera that every military, government, building, etc have everywhere- in the USA. One of them is Arecont, I forget the name of the other one. They cannot meet the demand, but you can imagine that with security requirements at secure government facilities alone, there is no way those two companies can handle the demand for everything else (it's why those cameras, which are top notch btw, are so expensive). A TV? HA! Even Samsung, LG, and Sony don't make their own panels anymore, they got pushed out of the "lower end" market by the likes of BOE, etc- and they are ALL made in China. Heck even several of the higher end model panels are also built in China. And the chips for those TV's? You guessed it, Samsung buys the vast majority of those 3rd party. It's just cheaper, even considering they have captive manufacturing of MCU's etc. And where are they manufactured? Taiwan, or... China. The PCB, and all the connectors? China. The plastic and metal frames? Yup, China. Most of them are assembled in Malaysia, but assembly is kinda all over the place. This is where things start getting confusing with tariffs. It's a global market, and we've basically bowed out of it. Stupid- the world economy is symbiotic, not one side wins one side loses. /Endrant
Imagine, A small PCB in a random electronic device you have at home or office. Imagine a random part in your car that needs replacement. Imagine a drug that you need, whose precursor chemical comes from China. There are a lot of chinese widgets that go into final products made by rest of the world. CATL batteries for model 3 is from China.
Integrated circuits? You mean if I make my own PCB? Or are they just saying ICs?
I have heard this 'fact' repeated many times. It is a pundit fact and a massive oversimplification. On final assembly items where margins are tight, this 'fact' is probably true. iPhones, sneakers, etc. However, the Chinese have monopolies (or near) in many industrial components. I know LiPo batteries and PCB fabrication first hand. Even if the prices went up by x5, they will still own the market for several years, the alternatives to China are just far too expensive.
Apple will have the choice between sacrificing its US market, and buying and selling parts including its valuable chips in a tariff-free world OR Stay in the US market, lose your main fab service provider, lose your main PCB service provider, lose your main display provider, lose your main battery provider, and lose a promise of market growth from third world countries getting richer and buying iPhones
Most of chips are not sold by US.. by US corporations not manufactured in US. A lot of chip assembly and PCB manufacturings is more China dependent. And a lot of electronic components are manufactured in China.
Lumber and steel being more expensive reduces housing inventory by making it more expensive to build, raising rent and home prices since there is less supply. I work for an IoT device company and we will have to raise our prices by 54% because of the increasing tariffs on China. The world’s PCB, metal, and plastic are made in China and that is not changing anytime soon due to the price of labor over, the availability of raw materials, and the presence of the world class factories. It would take 50 years to reconfigure the USA to be like China. We also simply don’t have the population. Did you know the economy is connected to raw materials? Or do you think supply side jesus just creates everything out of thin air for your own personal consumption? Personally, I’d rather our country work on the office side of things making 10x the income than doing repetitive manual labor for $4 an hour.
I think a problem here is that you, and many others who discuss this, think of an automotive assembly line when they think of manufacturing. An assembly line which makes one product for one company with minor variations. If you take PCB fab and assembly. A typical factory will have hundreds or thousands of companies as customers. The machines will make an entire years worth of parts in hours or a few days. The process is automated for a customer, but the labor is in the setup cost. This will not be automated any time soon. This will be a similar story for machining, plastic injection molding, tool and die shops. I don't know the economics for manufacturing individual electronic components. But in order to use these, they normally need to be incorporated into a PCB. Mechanical assembly can be automated, but this is super expensive and is only suited for products with assembly runs in the millions, this is a very small minority of products.
I just bought a toaster oven...to solder PCB boards because the assembled ones ordered from china just became to expensive without de minimus. Please let us stop winning already... American manufacturing sucks with every jackass wanting a six figure salary. The same 20$ circuit boards from china cost 400$ to produce in America... a few factories can't bridge that friggin financial divide...
I've sort of assumed the big unemployment numbers we'll get might lead to aggressive rate cuts but maybe not. I also think on-shoring is optimistic. Some might take place, but the cost and time horizon to build factories and train and hire labor, especially skilled labor, probably won't be an even 1:1. Plenty of companies will be happy to just raise prices to continue hitting their profit margins. Either way shit gets more expensive by the time it hits the shelves, unless they nuke minimum wage and there are literally no alternatives for employment. Trades have been dying for a long time, and I'm not sure how many people will be itching for their kids to go work in the lithium battery or PCB factories. A big part of the allure of the trades is owning your own business down the road. That doesn't translate to large-scale manufacturing. I also suspect the deficit is an economic boogeyman, given that he cranked it up last time. Would love to be wrong about that one tho.
5. ARRY. Are you going to keep that bet for government incentives and renewable energy adoption ? PCB looks good though.
The 5090 is ~30% better because it has ~30% more of everything on the PCB and also consumes ~30% more power. It’s not a serious upgrade at all, unless you love fake frame generation instead of raw rasterisation.
Ya it is much less likely that Open AI becomes a direct competitor than it is for Nvidia and Open AI to partner. Nvidia benefits from the advancement of AI because they use it for things like modeling new PCB's and chips. With an AI doing that work they can try every way imaginable and find the most effective way to build on the new architecture. Open AI benefits because these new chips from Nvidia will give them vastly more compute power.
you wouldn't know them by name, but 1. PCB (going into MLB) 2. post-process packaging company 3. dry vacuum pump (this one is really fcked) 4. I don't even know what they do now. Gave up on this one.
>car assembly plants. They don’t manufacture, they assemble. Semantics. Assembling piece parts into an entire product is manufacturing. >Yes, i buy a phone every 4 years, i am okay with that. Ok. most Americans are not. They got used to their cheap Chinese electronics. Tripling the price on these will cause a revolt, which maybe is a good thing. And don't say, "well, we will just make them in the U.S." You don't set up a large electronics manufacturing line up overnight. And there are only a few PCB vendors left in the U.S. Most high-volume PCB fab is done in China.
This is such an ignorant view it isn't even funny. My wife works for a small business. They import small PCBs to assemble an electronics product by hand in the United States. It's not made here. Can't be, won't be any time soon, a custom processor mounted to a custom board. They have 5 employees. They aren't drop-shipping anything, they engineer and design a new product every two years and sell it on American shelves. They buy that PCB from China for like...50 bucks. Then they sell it in a product here for hundreds. 80% of the money from that item is handled and stays in America. But now? That price is gonna go up by 30 bucks to cover the tariffs. And you know what happens when you raise your price by 30 bucks? You sell fewer of them. It goes out of some people's price range. But you owe that 30 dollar tariff to the government for every purchase. That's not extra profit for you. Your margin is the same as it was yesterday. But you just sold fewer items due to the high price, so you lost money.
Yes but NVIDIA fabricates all of their chips via TSMC in Taiwan and then ships the chips to a factory in China for final assembly onto the PCB. The CHIPS act is what helped us secure the TSMC fab in Arizona (and Samsung's new Taylor, TX fab). Fabrication is half the battle; and we've only made a small amount of progress on that, but there's very few PCB assembly factories in the USA so even when we make chips here (next iPhone SE is having the first TSMC made in USA processors) you still have to send those fabricated chips to another country for PCB assembly. NVIDIA could move more PCB assembly to Taiwan, India or Vietnam potentially provided there's enough factory resources to dedicate to NVIDIA as a client. But at the current moment there's not too many great options for manufacture outside of China and a repeal of the CHIPS act will just hamper that further instead of advance American manufacturing.
> A regular Nvidia H100 GPU, cost approximately $3,320 to manufacture from TSMC. However it is being sold at $25,000 to $30,000 each! This is stupid math. You are supposing the cost of a single chip. Then you pretend thinks like HBM, PCB, NVSwitch, FPGA, 900 GB/s GPU-switch lanes, and every other ducking thing is free. Then you assume a list price that you find on the internet for a stay card. There is a lot more that goes into an H100 system than a chip. NVIDIA’s margins are great, but they are nowhere close to your magic math. Also, a lot of that CapEx is building and upgrading data centers. Intel just changed their AI strategy again. They have been changing their accelerated computing strategy since 2012 with nothing sticking in the market. But I’m sure they got it right this time!
Quantum data processing. Massive leap in storage capacity Massive leap in processing power and speed (not from quantum) New manufacturing techniques for PCB designs Drone technology of the wars start
Did you even listen to the last Powell talk? He was very clear that the economy was strong and wanted to cut rates proactively because inflation has come down close to their desired levels. Reiterated multiple times that the economy was strong, and their primary motivation for lowering rates was reducing mortgage payments for homeowners, and secondly wanted to cut rates to strengthen job growth. The 50 PCB cut was unexpected, but like 100 politicians signed a letter asking the Fed asking for a 50 PCB rate... So it wasn't a surprise that they gave the people who elected them what they wanted.
The stock is up over 50% this year. The market looks like it's forming a top and the 50 PCB rate cut that was expected to blow us past ATH didn't. The market could fall quite a bit from here and institutions aren't interested in averaging up on their positions right now. This is an overall market trend. Asset managers are more concerned about the near term future of the S&P than Costco.
Is your kids phone the iPhone 7 Plus by any chance? Tbf, that phone was garbage for a variety of issues. People were opening them up and jumping the PCB with incredibly thin copper wires. Much thinner than a human hair. Side note: I tried to type “iphone 7 plus,” but my iphone autocorrect was insistent on capitalizing it (as “iPhone 7 Plus”). Seems a little bizarre to me.
calls on mercury and PCB toxicity
Copper as an engineering metal is incredible. It is *the* preferred material for electrical conductors in PCB's and electronics everywhere; no figures but the amount of copper we as a planet utilise each year must be incredible. The fact that some medals were 'bad quality' would not mean copper is now less useful, or supply is more limited. In fact, it likely only reflects badly on the medal supplier who used the wrong type of bronze or wrong protective finish.
Nope. People got hyped up over motherboards, PCB’s like these were GPU’s. Shit is not cutting edge and that profitable.
For those trying to catch a value play, TTMI (TTM Technologies) seems to fit the bill. First Quarter 2024 Highlights Net sales were $570.1 million GAAP net income of $10.5 million, or $0.10 per diluted share Non-GAAP net income was $32.8 million, or $0.31 per diluted share Cash flow from operations was $43.9 million Repurchased 600,000 shares of common stock for $9.3 million at an average price of $15.56 per share Market cap of 2.28B TTM Technologies, Inc., together with its subsidiaries, manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) worldwide.
To be fair I believe a piece of software decides the most appropriate routes for traces on the PCB but that's probably as much of the process that isn't engineered by a human.
No real military (only US in the world currently, maybe China and maybe is doing massive lifting since they haven’t done a single thing except take potshots at the Philippines) would have trouble against drones. I don’t care if they are FPV or the shaheds. The only reason Ukrainian civilians are dying is because the world didn’t give them enough resources to stop it. You are watching what is happening because we chose to let it play out that way not because we can’t stop it. Who do you think sells the passive and active PCB components to both Iran and ruZZia? 70+% I’ll let you guess.
Yea, I believe the acquisition happened like 6 years ago. I have been programming and designing PCB around Atmel MCU for 15 years now, it’s my favorite brand. I do love their ATXMega series, it provides DMA for asynchronous IO and their complexity is far less than a ATSam ARM versions. I am a AVR junky. Recently I had to switch to EsspressIf because sadly Atmel have nothing comparable with WiFi and Ethernet. I was using ATSam4E16xx for a main controller board that was powered via PoE, but they have no WiFi options. Also lwip library overhead started give problems with missed frames on busy network where port isolation wasn’t available. I believe the CPU can’t jump fast enough to the ISR and free the DMA channels for the EMAC peripheral. We had similar problems with a STM, and the ESP32 seems to handle the lwip and embedTLS very well. I bought the ATSamA5D3, as it can run Linux and should handle TCP stock and TLS, but haven’t had time to try it. Downside is this is significantly more complex hardware design then drop an ESP32 module on a PCB, and way more expensive BOM. I really wish Atmel do make an ESP32 equivalent option. https://preview.redd.it/n81eb5euatyc1.png?width=3024&format=png&auto=webp&s=1585bff43ed44cf07dc902d74477086bc9179d59
55 shares. I mean, worse case can sell off and be a tax write off, and move the money elsewhere and return to this later, if the CEO pulls his head out of his ass and start to take advantage of the massive capital they sit on to expand. I would dive in microcontrollers and expand to sick military contracts if I was in any position to make propositions to Intel. They had a few mobile or robotic oriented processors optimized for Linux, cherrylake if I don’t mistake, I was looking into designing a PCB for a client around that board. And right after the Chinese came out with a latte panda single board computer using one of those processors and run windows 10, aiming at robotic and kiosk applications. But idk, it kinda died, and price wise there are more efficient ARM processors when it comes to embedded systems applications. Intel definitely need to do more if they want to grow. https://preview.redd.it/v40kfdccqgyc1.jpeg?width=1284&format=pjpg&auto=webp&s=627533a328ba409011042b2cd184aa2e5f2d50e6
I hear you, I am in the same boat. Electrician for 10 years, roofer for 2, and painter for 1. Machine operation for Pick and place machines at a PCB local factory here in FL and never earned a decent amount in my life. Zero retirement savings, no healthcare insurance, and all my saving which I invested into my startup, that I lost my investors due to my dad being diagnosed with cancer and me not able to progress the project. So I understand, yet, I wouldn’t give up my dignity and honor for a lousy million dollar, my dignity and honors is all I got left at this point.
I work in tech, hardware security. It's a con. The PCB looks like an Amazon Echo. What a joke.
INTEL is getting into the game. Pissed off seeing PCB manufacturers run up.
My other play (29.4) is LSCC. They do chips for PCB's used in Data Centers.
Anyone here who invests in ELTK? The stock dropped after a capital raise. Nice balance sheet + outlook. They make PCB for defense in Israel and companies in the world.
There are thousands of suppliers other than ASML for TSMC. Not to mention Nvidia themselves rely on other companies to make their packaging (like Intel but also TSMC), memory, PCB, etc If Nvidia is selling shovels in a gold rush, TSMC molds steel into their current shovels and ASML sells TSMC smelting furnaces.
What I’m saying is the market doesn’t understand the domain. This has nothing to do with emotion btw. I work in tech, ML/AI for almost a decade - so I understand the domain marketplace better than most on Wall Street. It’s not that AMD hardware is defective. It’s that they are locked out of the domain due to adoption and user lock in of higher level services in the stack required for development of ML/AI. Basically from the PCB (hardware) up to Python(software layer a human interfaces with) Nvidia controls the keys to the kingdom. Go check out CUDA, the middleware. PyTorch, TensorFlow, Kerras - all uses CUDA.
What I’m saying is the market doesn’t understand the domain. This has nothing to do with emotion btw. I work in tech, ML/AI for almost a decade - so I understand the domain marketplace better than most on Wall Street. It’s not that AMD hardware is defective. It’s that they are locked out of the domain due to adoption and user lock in of higher level services in the stack required for development of ML/AI. Basically from the PCB (hardware) up to Python(software layer a human interfaces with) Nvidia controls the keys to the kingdom. Go check out CUDA, the middleware. PyTorch, TensorFlow, Kerras - all uses CUDA.
I could probably make one myself. Lightweight PCB. Write a chatgpt hook (probably a couple dozen lines of code at the most), interface to the audio driver, wifi driver, flash chip, memory. On off switch. What am I missing? It literally would be the same production costs as todays bluetooth toys. Or just use bluetooth, that's what they're all using today anyway. All you're adding is a few lines of code to send prompts to chatgpt.
>This is because when you make a chip out of chiplets, if one of the components goes wrong you don´t have to throw the entire thing away. Hence, yields are much higher than in monolithic architectures. Patently untrue. It is standard practice in the chip world to laser off sections of the chip that are unusable/not up to specification to produce lower tier products. It's called chip binning. A lot of the consumer hardware sharing chips with the enterprise hardware is often a binned version of the enterprise chip. You could make the argument that Nvidia doesn't sell its H100/H200 (among others) silicon at the consumer level, and you would be correct. However, consider Nvidia's gross and net margins - in spite of wastage, the company is still raking in cash hand over fist and will continue to do so for as long as CUDA is viable. The questions to ask then are: 1. Just how good/bad are Nvidia's yields? 2. How much money is Nvidia losing on these bad chips? (clearly not much, given their huge margins) 3. What kind of hurdles can we expect in newer process nodes? How will they drag down Nvidia's balance sheets? You say that the industry has moved to pytorch. However you seem to have made a huge misinterpretation on what Pytorch is and what CUDA is. CUDA is not an AI framework. It is an API used to program shader processors to work Nvidia's graphics hardware. Instead of programming graphics shaders, CUDA is used to program general purpose compute tasks in a highly parallel manner. This language can be used literally on any Nvidia chip starting with the G8x series of chips released all the way back in 2007-2008, all the way to today. So the backend are guaranteed to be mature and mostly trouble-free, and developers with sufficient experience should be easier to find. At that point, if you need CUDA you have no choice but to buy Nvidia chips. By comparison, Pytorch is a higher level framework that sits on top of CUDA and other lower level APIs. So for the customer deciding between AMD and Nvidia chips the following considerations will be made: 1. Is it more efficient to roll our own AI technology or to use Pytorch or some other library? Most of the times, Pytorch or its peers will make a strong case for themselves. 2. Now that we know what we want to use, do we buy Nvidia or AMD hardware? Over here the customer, depending on their position in the value chain, will consider performance, price and space. The order of priority will depend on their needs. * For example, a company making huge datacentres will want to fit the highest performance in the least amount of space at the lowest cost possible. * A company renting hardware from one of these datacentres to develop AI will only care about the performance:cost ratio, because they can just rent more capacity as needed. Companies that run AI-assisted services but don't do any in-house AI development will likely go with the cheapest options that service their needs. In this space I believe AMD and Nvidia may both be at a disadvantage because Google already has excellent AI inference chips and are renting them out to clients via their cloud services. Amazon and Microsoft have also made significant investments in this sphere and have deep pockets so they cannot be ruled out in the long term. However, in spite of all this, Nvidia still will lead because it will take a lot of work to actually produce products that can comprehensively beat Nvidia at their price points. Another thing people seem to forget is the performance bottlenecks that chiplets introduce. When you have multiple compute chips tied together using a chiplet design, you necessarily need to wire them to each other either via a PCB or via another chip (as is the case with AMD's Infinity Fabric). This can actually cause noticeable bottlenecks in inter-chip communication. Given that GPUs are by design highly parallel and AI LLMs necessarily take a lot of parallel processing to be trained efficiently, the chiplet design may or may not be the best way forward.
Its beacuse the soft modifications they make to weaking the chip can be overriden. Possibly by firmware, possibly by extracting the gpu and reinstalling it into another high memory PCB. The chinese are plenty capable enough to do that. If they want to sell to china its got to be from the ground up a design which doesnt have AI acceleration, or has a in silicon theoretical hard cap.
I got out of Bayer and took the L. The US waited till some foreign company was dumb enough to buy Monsanto. Then the lawsuits started rolling in. Now they lost a PCB case which Monsanto produced in the 70s. The school was warned in the 90s and Bayer gets sued.
A great pipeline? The stock just dropped because of inefficacy of their late stage blood thinner. Its current blood thinner - Xarelto - is set to lose European patents in 2026. Then you still haven’t added in the litigation pending on PCB and glyphosate. You give no reason why it can just magically overcome these issues.
Quote: * *"According to a spot by our sister site, Tom's Hardware, the workers could repurpose these components onto a "special reference" PCB with a blower-style cooler. Tom's Hardware states that the entire process is similar to "organ traffic" since the factory only preserves the GPU and GDDR6X chips during disassembling, dumping the rest of the components to second-hand markets."*
The HBM alone is a significant amount of die space larger than the H100 GPU die alone. ASML scanners produce everything you see on the H100 except the PCB. As for the logic that this is a quantity not price issue, ASML & TSMC & Intel & Samsung all raise prices when they can.
I’m hostile… as a rule this is the internet… it’s a hostile environment. Very genuinely; I work in electronics, PCB population and manufacturing but I’m in the supplier side equipment. If you can think of cool electronics my company is almost certainly involved. It’s been busy a long time, we don’t have enough bandwidth to keep up. I’m literally heavily burdened since mid 2020. No fluff. And there’s no sign of slowdown.
I don't see that as a blocker to quickly pivoting. Yes the A100 has different packaging, a different PCB and more memory but none of that has supply constraints that prevent them quickly pivoting towards this opportunity. The point is that Nvidia don't have to ship 10x to 10x. A common misconception on this topic. They just need to pivot.
> Just about anything of significance inside that sub will not be recognizable. This is entirely true. The forces involved in this situation are absolutely monstrous. [I'm sure most have seen this video](https://www.youtube.com/watch?v=Zz95_VvTxZM) and this was 14.7 PSI tops and likely much less before it actually collapsed. This controller would have have seen what like 5,000 PSI or way over 300 times the amount of force. Yeah if it slowly sank the pressure differential could compensate and it'd land at the bottom in tact, but you go from 0 differential to 5,000 PSI in an instant and it's turning itself into a molten puddle of plastic and PCB and steel and copper. For another reference, if you took a CO2 cartridge at that depth and shot it [like this](https://youtu.be/N78OlT1UWZg?t=118), it wouldn't explode out. It would "explode inwards" (correct term being implode) with about 5 times more force than it does outwards on land.
VM you get the hose now... hope you have a waterproof PCB.
But gold's use in PCB finishes does not explain its current market price of over $1900 per ounce. Copper is used in vastly more quantities for PCB fab (copper is used on every layer, and is measured in thousands of an inch rather than the micro-inches for gold on the outer layers only). So by that reasoning, copper should be worth at least something close to gold, instead of $3.87 per **pound**. And a lot of applications like military and space, are trying to find finishes other than gold, due to embrittlement after solder reflow.
TLDR of poor tangential writing: 1. Sat on desktop/laptop/server chip laurels due to lack of competition from AMD around 2012-2017ish. Got complacent/unlucky on their fabrication process of 10nm(which competes with TSMC 7nm, and got overtaken by both TSMC and even Samsung). Problems could have been reduced by diversifying the company into separate design and fab operations open to work with others so shortcoming of 1 dont allow for loss of the value of both systems which are separated in every other chip company. 2. Had MBA as CEO when other companies were running with engineer CEOs, which might have meant short term thinking in extracting maximum profit while the sun shone but no focus on the problems bubbling under the surface. 3. Are very late into GPUs even though they have been making integrated GPUs(iGPUs) to run the screens GUI on laptops for a decade. Thus having missed out on crypto craze when GPUs were going for 4x their MSRP. AMD and NVIDIA also benefited atleast a little from this coke binge of a phenomenon. Also missed out on the actual/stock hyping capabilities of being an AI processor company(slightly modified GPUs basically) like NVIDIA has cornered almost and AMD gets leftovers out of. All conjecture ofcourse. Garbage story time. Tried to get into the smartphone game late, could have even gotten a piece of the pie if they actually made some good phone chips. Intels moat is x86 that it has to share with AMD. The software like windows & used to be macOS that used to only run on x86, stagnated, or even straight up migrated to ARM. x86 is still their moat,but fewer and fewer people even want to get in, as the castle next door at ARM is much better, customisable, energy efficient and generally open. AMD had beaten INTEL to 64 bit and multi core(2core cpu) but fumbled the bag as Intel soon recovered in the next 5 years leaving AMD dead in the forest. AMD had bet on higher core counts (8 core) to scale performance to the next level whilst keeping costs down. This was a dumpster fire of an execution(ahead of their time concepts in a way) which when AMD was in the shitter, amd sold off their foundry into Global foundries to survive the 2010ish times. This was the clear strategy amongst all chip companies to ditch fabrication and outsource it to the specialists. AMD was among the last to take this strategy when they had no other choice basically. Intel being high on their success at dominating AMD and having a massive legacy felt they were the only real deal company in the space with their own fabs(REAL MEN HAVE THEIR OWN FABS thinking). They enjoyed a good almost decade of absolute dominance in laptops,desktops, servers, but were getting FOMO rightly so, at being left behind in mobile chips. They didn't push hard in their dominance areas as they didn't need to(they didn't have competition- no companies don't just plan to be good or bad, but complacency in more relaxed timelines probably has an effect on slacking when you're winning the race). Most of their effort went into mobile and they bombed hard again and again for 5 years or so from 2010 to 2015ish in the mobile space since at this time phone chips were a league behind laptops or desktop chips, and they always started from their own perceived superior strategy of making big hefty CPUs that had some real performance like a real man, but didn't matter for shit when phone batteries could only power these inefficient cpus (compared to the ARM chips of the time) and ended up running even worse performance a lot of the times when the power budgets were kept inline with ARM chips were taking(ARM chips designed by the likes of Qualcomm,mediatek and later apple) By this time AMD had woken up from their death with their aptly named RYZEN CPUs which featured chiplet designs which allowed for much cheaper ways to get to massive amounts of cores. Even their non chiplet CPUs had more cores than Intel had been stuck on for 5 years. Intel held on for 2-3 more years as people finally started buying AMD again (lack of availability of AMD laptops and server CPU order take time and trust to shift,nobody was going to get fired buying Intel, but might be taking risks with AMD for the higher reward(better performance for money)). They have just now in 2023 roughly caught upto AMD where they are competing for the better chip every year, but you can't go too wrong buying either one. In response to the AMD revival in 2017-18, they had started cutting costs and adding cores by 2018 itself but within the next 2-3 years by 2020 ish it became apparent they were bruteforcing Chiplet design (2 chips talking to each other over a pcb. data transfer speeds within a chip are blazing fast, but once you get off the bullet train complex(Silicon chip) to catch the connecting bus(copper wiring on a PCB) to reach the other bullet train complex(chiplet 2 ))this is beneficial as at the kinds of complex small scale fabrication that are used in bleeding edge nodes these days, the margin for error can be larger(100 errors in 1 billion vs 300 errors in 1 billion) this is because if each chip is made of 2 smaller chiplets, a smaller portion of the error heavy silicon has to be thrown away(or sold as entry level chips with half the cores turned off since they had errors in printing) I don't know why I wrote this garbage, sunk cost now.
Nvidia doesn't produce graphics cards? News to me. When I say chips, I'm not talking about PCB boards.
Consider the below interaction. Is that really a “stochastic parrot”? I get what you’re saying - I took the same lame “natural language processing” class - that was legit stupid. This is not that. Even with the below results I can ask it WHY it did something a particular way or ask it to do it differently and it changes according to my instructions. I can say, I don’t like the chip you chose, pick a different one, and it will and will create it all over again with the change implemented. > I want to build a device that measures the strength of the WiFi signal in various areas of my office complex. How should I do that? Building a device to measure the strength of the WiFi signal in various areas of your office complex can be a fun and informative project. Here is a basic guide to get you started: 1. **Hardware Selection**: First, you will need a microcontroller with WiFi capabilities. A popular choice is the ESP8266 or ESP32. These are low-cost, versatile, and widely supported devices. You'll also need a display to visualize the WiFi signal strength; an OLED display is a common choice. 2. **Software**: You'll need to program your microcontroller to connect to the available WiFi networks and measure their signal strength. This is typically measured in dBm (decibel milliwatts). In general, the closer this value is to 0, the stronger the signal. ESP8266/ESP32 can be programmed using the Arduino IDE, which uses a simplified version of C++. Here is a very simplified version of what the code might look like: ```c++ #include <ESP8266WiFi.h> // or <WiFi.h> for ESP32 #include <Wire.h> #include <Adafruit_GFX.h> #include <Adafruit_SSD1306.h> // Setup for the OLED display (using its I2C address) Adafruit_SSD1306 display(128, 64, &Wire, -1); void setup() { WiFi.mode(WIFI_STA); WiFi.disconnect(); delay(100); display.begin(SSD1306_SWITCHCAPVCC, 0x3C); // initialize with the I2C address display.clearDisplay(); display.setTextSize(1); display.setTextColor(WHITE); } void loop() { display.clearDisplay(); display.setCursor(0,0); int n = WiFi.scanNetworks(); for (int i = 0; i < n; i++) { String ssid = WiFi.SSID(i); int rssi = WiFi.RSSI(i); display.println(ssid + ": " + String(rssi) + " dBm"); } display.display(); delay(2000); } ``` 3. **Prototyping**: After writing the code, you can start by prototyping your device on a breadboard, connecting the ESP8266/ESP32 and the OLED display together. 4. **Testing**: Upload your code to the microcontroller using the Arduino IDE. Now, you should be able to see the WiFi signal strengths displayed on the OLED screen. Walk around your office complex and observe the readings. 5. **Final Product**: Once you're satisfied with your prototype, you can design a PCB or use a more permanent soldering breadboard, along with a suitable power supply (like a battery pack), and mount it in a case. Remember, the values you get are relative to your device and its antenna, and they are not absolute measurements of signal strength. Also, keep in mind that you'll need to be aware of any legal or privacy considerations around scanning for WiFi networks in your location and within your organization.
They actually do that for really old PCB boards. It looks scary to me.
The market opportunity they are pursuing is interesting to me. They just announced the acquisition of a PCB design company that should be very complementary. There has been very limited investment in software for low volume high speed assembly of PCB’s. Their timing for going public was bad and they are still cash starved but if they can survive I think they have a lot of potential. Certainly low risk from this price point.
>Which is part owned by BoA and Merrill Lynch and keeps publishing fake stories about secret Chinese backdoor components on all server PCB hardware. They appear to love producing fear. Ah yes, the Bloomberg + Bank of America + Chinese server component connection. A classic. You are a fucking moron.
Which is part owned by BoA and Merrill Lynch and keeps publishing fake stories about secret Chinese backdoor components on all server PCB hardware. They appear to love producing fear.
Even gold won’t be that valuable, since it’s heavy and unless you’ve somehow got a working PCB factory you can’t do anything with it. In a short-term case when a government collapses and there’s an economic downturn but everyone knows order will be restored in like 5-10 years, yeah people will stockpile gold.
I'm in ORGN too 😐 been selling CCs, never been assigned. TMPO. The company is unique. I think as supply chain and more electronics manufacturing comes to US this will help them as they assist in PCB manufacturing. Terrible terrible recent earnings so they can only go up. iirc the CFO was also on the sponsor team. They recently announced an ESPP which I think is a great sign because if they went bankrupt or delisted they'd intentionally be screwing over their whole staff. Just got into RSI, mid 3s seems to be support. Just expanded into Colombia so huge futbol market. No debt. Regretting HYMC. Trying to trade PSNY. Non SPAC just got into GOOG.
>Same with the "chip shortage" BS. I actually did the legwork to try and find out what EXACT chips and types and makers. There was no concrete answer because it was entirely hype. High end chips from NVIDIA and the like were actually in glut. But so were mid and low end chips. That's why every semi from AMD to Micron crashed by 70-80%. Hint: semis don't crash when there's a true "chip shortage". You have absolutely no clue what you are talking about. I work for a company that manufactures medical devices here in the US. All we have been doing for the past two years is scrambling to replace very common microcontrollers with whatever we could find and rewrite software to run on the new platform. Then getting the new boards made in time was impossible because guess what, everybody in any industry was doing the same thing and PCB manufacturers were overwhelmed. It was not fake, it was very real. >I actually did the legwork to try and find out what EXACT chips and types and makers. There was no concrete answer Because you did not do shit or you did not know where to look because you are clueless. Get on Digikey and Mouser, which are very common suppliers and look for, I don't know, from the top of my mind: ST's stm32f767, stm32f429, stm32f205zft6 Atmel's uc3c2512c Microchip's PIC18f4680 - these are finally coming back, some versions of them at least... Before the shortage, any of these were available by the thousands in pretty much any declination you could dream of. Today, almost everything still shows 0 stock. >If commercial grade chips were in such short supply, we wouldn't have been able to buy crappy Chinese tvs for $79. Two such units contain more chips than a modern vehicle. Comparing TVs and cars? Do you realize how some industries are a lot more regulated than others? Can you even understand how easier it is for a "crappy chinese" brand to remake a board in a hurry with whatever they can find and ship TVs compared to an automaker? Stop pretending you know things you don't.
Sounds like the rednecks with money are really feeling it in PCB! I have family with a house about an hour from there. Any new construction on the beach will be at least close to $1MM. They have to be built very fucking solid to withstand a cat 5 shiticane.
I work in the electronics supply chain industry for most major automotive OEMs, Tier 1 and Tier 2 manufacturers and I can assure you that the chip shortage is still so bad, it's going to last to at least 2023Q4. ST Micro(basically every electronic PCB in a car has at least one of these chips on it) has already sold out ALL it's capacity for 2023. Another big chip manufacturer refused all orders for a massive Tier 1 manufacturer. Over 250 million chips from next year's production missing just for this one company. Toyota is shipping cars with physical keys instead of wireless ones, because they don't have the chips for it. Yeah, some cars may be in stock, but that could simply be down to luck and how companies prioritized over spending during the shortage. Personally, I doubt Ford spent less than 300 million this year buying chips for thousands of times what they are worth at manufacturer cost. And that is a pretty conservative gurss. Hell, even 5-600 million wouldn't blow my mind.
Manufacturing moved to China for the cheap wages. That's why just about everything started being made in China, from component to finished product. That's not the competitive advantage anymore. It may set China apart from high cost of living parts of the US and most of Europe, but it's not a big enough difference now to make it worth locating there, and hasn't been for a while. Their competitive advantage now is mostly what they built over time — all of the components of anything you would want to make are made in China. Resistors, capacitors, PCB boards, etc. all the shit you need to make other shit is made in China. Everything is right there. You can't even think about relocating outside of China unless all of your suppliers are making the same plans.
That guy talking sounds like he films college chicks flashing bewbs in PCB.
it's largely PCIE sig screwing the pooch on the connector. Still Nvidia funny as they wanted to save PCB space for this shit connector. ​ Anyways, better blame costumer.
Any PCB manufacturers publicly traded?
Which is better: * Bjork's music discography * Bjork's famous video doing a teardown of a Sony Trinitron TV and inspecting the PCB components and stuff Buy calls. This is not financial advice
We do have the means and technology to replace probably \~50% of the workforce... and many jobs *have* already been replaced, though overall an insignificant amount. Even many highly-skilled jobs could be replaced just like \*that\*. Artificial intelligence, for example, could absolutely design a better PCB than any human, given the proper constraints/training. A robot could weld better than a human, can drive better than most humans, could diagnose patients better than humans, could be a more fair judge than most humans, etc. I think there are a few obstacles: \- Distribution of wealth. Many companies and small businesses just cannot immediately afford to replace some of their employees with technology, even though in the long run it would be better. \- Companies are generally incentivized to hire people rather than robots. Companies get tax breaks for hiring certain kinds of people, as far as I'm aware there is no tax break for automating your workforce. \- People like people. Many jobs could be functionally replaced with electronics, but one functionality that can't really be replaced is interacting with another human. \- The government likes workers. If you're busy working, you're not busy thinking about how everybody that did everything to get us where we are is dead. You're not busy thinking about how we were all born in an absolute abundance of wealth, yet only a few get their fair share and most get almost nothing while a few get way too much. You're not busy thinking about how most of our society is structured toward *money* rather than virtue or some **actual goal.** You're not busy doing psychedelic drugs and understanding who you really are. You're just working and then trying to relax from working before doing more work the next day.
>would say I noticed around 2005-2006 that prices were just getting too rich and buyers would be underwater in no time. So I was building houses in early 2000 as a carpenter working my way through college. I was shocked at what the houses we were cheaply building were going for a year or two later. Then in 2007, a year into my engineering career, I moved to PCB Florida. I was shocked at housing prices, thought I could never afford to buy. Later the crash hit, in fall 2008 I bought my guest home thinking prices had hit bottom. Prices kept going down and in 2010, I was under water even with 15% down. >So if there is a bad festering issue somewhere that hasn't shown itself yet in banking or financial affairs, those directly involved with it are likely to be the only ones who know. Today's bubble is the tech companies. They got record revenue during lockdowns, but over spent assuming a "new normal". Many did terrible investments. Amazon fulfillment centers that will never be used. The other collapse is wages through 40+ year high inflation. Most people have never experienced real inflation as bill payers. I only remember it in the 1980s as the price on the coke machine going up every summer. The path from 15¢-25¢ can of Pepsi to 45¢-50¢ can of Pepsi was really fast.
Other components on the mainboard? Semiconductor manufacturing considers anything with transistors in it. Other components (barring filters) are relatively mature in relation to electronics RnD. Not sure what "mainboard" you are referring to. Maybe PCB?
To be quite honest, after AMD took a beating despite amazing sales and market share gain, I decided the market is too volatile at the moment. The market isn't reacting normally anymore, and I've never gone through this kind of economic decline... A wise man knows what he knows and knows what he doesn't: and this market is completely unexplored territory for me. I cashed out and bought myself a few nice toys. I will, of course, look to re-enter the market and snag some good deals when the world is starting to look a bit better... But nevertheless you want my thoughts on Nvidia! So here we go. I think all tech stocks are taking a massive beating. There are many reasons for this: 1) Tech underwent a correction 2) The Russia/Ukraine situation affected supply of certain gases required to make chips. This might have affected the industry, despite AMD saying it wouldn't. 3) The cost of a wafer has gone up by quite a bit. So, all high-end chiplets and chips are going to be way more expensive for tech companies to buy and make - Nvidia is not immune to this, look at their 40 series pricing... 4) There is uncertainty with Taiwan/China. If anything happens to Taiwan then a huge percentage of the worlds supply of high-end chips are going to come to an abrupt stop. The company in question here is TSMC, who fabricate a lot of the chips large companies need to make their high-tech products. 5) There is without a doubt a depression coming... 6) The cost of oil is going to skyrocket, which affects import/export prices around the globe. 7) Energy prices are also going up, which will affect things similarly to point 6. 8) Everyone is scared of this bear market and are cashing out - like myself. 9) Dollar exchange rate - this affects import/exports prices rather negatively. So, with all this in mind, you have to understand that I think Nvidia is quite high-risk. There is too much going on right now that could affect these stocks. I know the price of Nvidia looks good just now, but I think it will get worse before it gets better. That's my personal opinion and why I cashed out. Let's look at the positives though: 1) Nvidia is pioneering AI within gaming. Their AI technology is starting to really bare fruit and, as a PC enthusiast, I am extremely impressed with what they can do now. In conjunction with what we're seeing AI do elsewhere around the world, I think Nvidia is actually ahead of the game here - if AMD and Intel can't leverage AI to the same degree as Nvidia, then Nvidia's products are always going to be more premium. As an example, I simply won't buy AMD GPU because I want the AI technology that Nvidia offers. This was less of a factor during the crypto boom where hashrate was king. 2) Intel entering the market, in my opinion, isn't going to affect Nvidia that much. Their GPU's are simply too under-developed to compete. By the time they catch up, Nvidia could easily have added the Intel-specific features to their line of products. So despite my earlier comment, Intel won't be relevant for some time. 3) Nvidia are ruthlessly pricing out partners in the market. You might have heard how EVGA have decided to exit the GPU market because of Nvidia. Well, this is because Nvdidia are offering cards with excellent PCB/Cooling at a much cheaper price than what partners can offer. Essentially, it's starting to look like Nvidia are about to leverage their advantage to basically become the main dominant seller of GPU's, stealing the market share from Asus, Gigabyte, Pascal, MSI, Zotac, EVGA and whoever else I'm forgetting. $$$$$ Closing comments: 1) Point 3 above could backfire - we don't actually know how the industry is going to react to Nvidia's kinda disgustingly ruthless domination of the market. 2) Until we know what AMD are offering to compete with 40 series, we can't predict how next gen is going to look. For all we know AMD has an ace up their sleave - they absolutely kicked Intel's ass in a few years, they might be catching up on AI technology 3) Try to see Nvidia as an AI and software company. And then compare them to others trying to do similar things. The GPU component of their product line is going to become less important now that GPU mining is coming to a halt and team red and blue start to compete more aggressively for the GPU market. Nvidia's AI and software are going to become their prize goose. (And to be honest it's been this way for some time already) I personally, would just use all this as a basis for research. I honestly couldn't, in good faith, recommend anything when I've never experienced this kind of craziness in the market. But I do keep an eye on tech and these are some very good points to look into and hopefully you'll be able to decide whether now is good or not. My guess is Nvidia could go lower than $100 pretty easily with the way the world is going!
That gold will be tantamount to making great transistors on PCB's and pins on CPU's.
This is going to affect multiple companies. Lithograph machines just lost everything on the production line. It is going to take time to calibrate. Than maybe repairs... Major infrastructure is damaged on the island. This will negatively effect supply. Nvidia that just had EVGA cancel production right before the official launch of 4000 series GPUs than to have this compound the supply. However rumors they were trying to cancel contracts with TSMC to reduce production. AMD launching new CPUs in days and GPUs in months. Rumors say TSMC prefers working with AMD vs Nvidia Intel new CPUs. Trying to figure out GPUs however mostly seams to be software. But may motivate to get the new fabs in other countries. Apple new CPUs haven't heard much they are so tight the leaks and behind the scenes intelligence is thin. TSMC has not released official damage report as of yet. Motivation to open other facilities in other countries. So a amount of production of chips from the new products should already be through the fab, PCB design and mount, and packing ready for customer. However the original run it never enough supply. So basic economic law of supply and demand. Fed chairs rate meeting 20-21...
Foxconn is the partner that's helping Apple ramp up in India, and despite being a big PRC company they're headquartered in Taiwan. There might be political shenanigans, but they can probably ramp pretty quickly since they're not changing assembly houses. Powertech Technology is a rumored OSAT for Apple watch, and they're also a Taiwanese company. From the Apple Supplier List, their PCB vendor are mostly Japanese or EU, which makes sense since you need ABF (Japanese) if you're making top-end non-specialty PCBs. Not knowing any internals I'm just guessing, but aside from the Foxconn labor ramp it looks like Apple has done a pretty thorough job of protecting themselves from US-PRC political issues. Foxconn is also doing lower skill assembly work and Apple runs oversight through an operations team at their HQ that knows the process IP so ramping in India just means a slightly longer plane flight for US engineers with a connection through Singapore instead of SFO-HKG. So, my uneducated guess is- maybe. I don't think Apple will get hurt too badly even if US-PRC tensions flare.
Lived in FL for 3 years, PCB & Boca Raton
I'm not here defending the morality of the Chinese communist party. Let me reiterate, China and America are smart enough to know a war is just bad for business. After all didn't a USA company subcontract blank PCB board productions to a Chinese producer? [Forbes Chinese company makes f35 components ](https://www.forbes.com/sites/zakdoffman/2019/06/15/chinese-owned-company-supplies-electronics-on-u-s-and-u-k-f-35-fighter-jets/)
PCB!! So much of my wasted youth left in that town.
Currently laying on the beach in PCB with a pina colada Never felt so good to blowup my portfolio
>can conduct electricity, can reflect infrared light These two alone make it invaluable (almost)... it doesn't just conduct electricity, it's a near superconductor at room temperature and so reflective of most energy wavelengths it can protect or focus energy with extreme efficiency. From personal experience, it's also used in high grade electronics (critical to life) PCB manufacturing to preserve the hole/via/pad in perfect condition until assembly and soldering.
Yep. Where I work we make some PCB for the trucks. Bullish. Thanks for the DD
Mainboard PCB/A - US Type-C PCB/A - US Electronics fab - US Chassis (not electronics) - China Modem PCB/A - US Wifi - India Packaging & Assembly - US. If you’re talking about the micro components like resistors and such those could be sourced from overseas, but even then, they avoid buying those from China. Primarily from South Korea, Japan, Taiwan and only when they can’t source them state side. And all of those are bought as individual parts which are assembled as whole in the US. Which removes all the risks associated with buying preassembled components from questionable sources.
Assembly lines are also a bottleneck. In addition to all the sourcing problems, revised PCB assemblies need AOI recalibration and operators are overloaded.
Some people say PCB but mean PCBA but PCB was going to be short for us last year not due to shortage but a terrible supplier who didn't order raw materials in time.
Why would I bill myself $2500? :p Heres a better example. Subaru uses a body control module instead of relays for things like turnsignals, flashers, etc. All controlled via the CANbus. that is, digital messaging between computers so only two wires are needed from area to area instead of one for turn signal, one for other signal, etc... ​ I wanted to put LED bulbs in, but the low current draw would make the BCM think that the bulb was burned out, and hyperflash. So what did I do? give up? waste power with resistors? No. I just opened the BCU, and found the current sense circuit on the PCB, and soldered in a 10k ohm resistor to adjust it. Not only can I do everything that the dealership can do, but I can do far more indepth work because its my car, my hobby, and I dont mind having to know how multiple systems work. Cant program an immoblizer code because you need the dealer-only tool? bullshit. take it apart and clip a reader to the EEPROM and clone the old one. What your post is really saying is... you know nothing about electronics and it scares you.
Come to PCB FL, I'm literally seeing homes that sold for 200k back in 2019 being sold now for over 400k.