News Article: Hurricanes Extend Lease at PNC Arena for Five Years

[Navin R Slavin]

All hail the triumphant return of Lord Stanley's Warehouse!

 

[HisIceness]

I wanted Coca-Cola Coliseum dammit!

 

[Lempo]

All hail the triumphant return of Lord Stanley's Warehouse!

As @htdoc pointed out in the other thread, the handle of this twitter account is different, "lords" instead of "lord". There is a possibility this one is a total fake. He's gotta build up his creditability anew now.

I'm a tad worried of Lenovo being a Chinese company. Might become a polito-legal issue and a distraction three or so years from now.

 

[AD Skinner]

So will it be Lenovo Arena? Lenovo Center? Lenovo Location? I got to say I was hoping for Epic Games Arena but didn't actually think it would happen. I miss Raleigh Entertainment and Sports Arena. It was unique in its complete generic ness

 

[NotOpie]

So will it be Lenovo Arena? Lenovo Center? Lenovo Location? I got to say I was hoping for Epic Games Arena but didn't actually think it would happen. I miss Raleigh Entertainment and Sports Arena. It was unique in its complete generic ness

I was hoping for the "Go Fishing in Ontario" Colosseum....

 

[Negan4Coach]

As @htdoc pointed out in the other thread, the handle of this twitter account is different, "lords" instead of "lord". There is a possibility this one is a total fake. He's gotta build up his creditability anew now.

I'm a tad worried of Lenovo being a Chinese company. Might become a polito-legal issue and a distraction three or so years from now.

It already is. You should see when I fire up my Lenovo laptop in meetings with DoD- lots of sour faces.

Nearly took a job last year selling supply chain risk management software- stuff that will literally play six degrees of Kevin Bacon with every piece of gear you own to make sure that no subcomponents were made by anything remotely connected to China (or Russia).

I hope this isn't an overreaction, but naming the joint after Lenovo is a disgrace. At least it won't be the TikTok arena.

 

[tarheelhockey]

Crushed that Bojangles didn't win the bid.

 

[Lempo]

Crushed that Bojangles didn't win the bid.

It would confuse us which parking lot to go to.

 

[Boom Boom Apathy]

It already is. You should see when I fire up my Lenovo laptop in meetings with DoD- lots of sour faces.

Nearly took a job last year selling supply chain risk management software- stuff that will literally play six degrees of Kevin Bacon with every piece of gear you own to make sure that no subcomponents were made by anything remotely connected to China (or Russia).

I hope this isn't an overreaction, but naming the joint after Lenovo is a disgrace. At least it won't be the TikTok arena.

Which, as you know, is becoming virtually impossible, or probably already is impossible.

While Intel may still be the largest semi-conductor producer, they make specific things only AND they've lost the technology edge. IBM used to be a leader in technology but dumped their semi-conductor technology division to a company from United Arab Emirates (Global Foundries), the same company that took over AMD's semiconductor business earlier, and then Global Foundries promptly got out of the leading edge technology nodes.

So if you want leading edge semi-conductor technology, it's two companies. TSMC and Samsung, and TSMC is the the biggest.

It's only going to get worse because US companies don't want to invest the Billions that it takes not only to build a fabricator, but develop the technology and all the companies that went "Fabless" (Qualcomm, Nvidia, AMD, Broadcom, etc...) have huge success and their stocks have gone through the roof so US companies see that as a model. As the world needs more and more capacity for Semi-conductors, American companies have cut back on investment relying more on Chinese/Taiwanese companies for it and thus we now have shortages that aren't going to go away any time soon. In the early 90s, about 40% of the worlds semi-conductors were produced in the US. Today, it's 12%.

This problem was coming with or without the economic impacts of Covid.

 

[A Star is Burns]

If it is Lenovo, definitely names/companies I would have preferred, but whatevs.

 

[Canes]

I was hoping it would be renamed Buttcoin Arena

 

[Lempo]

I was hoping it would be renamed Buttcoin Arena

It would look nice next to Climate Pledge Arena.

 

[Negan4Coach]

Which, as you know, is becoming virtually impossible, or probably already is impossible.

While Intel may still be the largest semi-conductor producer, they make specific things only AND they've lost the technology edge. IBM used to be a leader in technology but dumped their semi-conductor technology division to a company from United Arab Emirates (Global Foundries), the same company that took over AMD's semiconductor business earlier, and then Global Foundries promptly got out of the leading edge technology nodes.

So if you want leading edge semi-conductor technology, it's two companies. TSMC and Samsung, and TSMC is the the biggest.

It's only going to get worse because US companies don't want to invest the Billions that it takes not only to build a fabricator, but develop the technology and all the companies that went "Fabless" (Qualcomm, Nvidia, AMD, Broadcom, etc...) have huge success and their stocks have gone through the roof so US companies see that as a model. As the world needs more and more capacity for Semi-conductors, American companies have cut back on investment relying more on Chinese/Taiwanese companies for it and thus we now have shortages that aren't going to go away any time soon. In the early 90s, about 40% of the worlds semi-conductors were produced in the US. Today, it's 12%.

This problem was coming with or without the economic impacts of Covid.

Ugh, I know and it is a nightmare. Especially with the Russian thing added on top. My friend who is the lead attorney for a major software firm here is totally swamped with compliance paperwork. ITAR was already a huge PITA.

Yeah, I don't know how the toothpaste gets put back in the tube. All I know is we don't want chips inside the F-35 that have been made by a Chinese subsidiary and have malicious code secretly hardwired in there, just waiting to be activated...

 

[MinJaBen]

Ugh, I know and it is a nightmare. Especially with the Russian thing added on top. My friend who is the lead attorney for a major software firm here is totally swamped with compliance paperwork. ITAR was already a huge PITA.

Yeah, I don't know how the toothpaste gets put back in the tube. All I know is we don't want chips inside the F-35 that have been made by a Chinese subsidiary and have malicious code secretly hardwired in there, just waiting to be activated...

Wish we did that. Apparently some folks got a hold of a Russian cruise missile or two in Ukraine and took them apart. Turns out most of the components come from abroad and about 25% of the electronic components are from the USA, with most of those coming from Texas Instruments.

 

[tarheelhockey]

It would confuse us which parking lot to go to.

I view it as a missed opportunity for consolidation.

 

[Lempo]

Wish we did that. Apparently some folks got a hold of a Russian cruise missile or two in Ukraine and took them apart. Turns out most of the components come from abroad and about 25% of the electronic components are from the USA, with most of those coming from Texas Instruments.

Maybe you do, but maybe some Ukrainian sacrificial lambs just aren't considered worth it to reveal the enemy that you got the capability.

 

[Boom Boom Apathy]

Yeah, I don't know how the toothpaste gets put back in the tube. All I know is we don't want chips inside the F-35 that have been made by a Chinese subsidiary and have malicious code secretly hardwired in there, just waiting to be activated...

Unfortunately, most people aren't going to like the answer to that question, but the answer is lots of time and lots of money. Corporations, stock holders, and Gov't officials aren't likely to have the stomach for that.

It takes 3-5 years to build a Semi-conductor fab and over $10B (probably $15-$20B in the near future). The development of the advanced technology and manufacturing knowhow will take even longer. And on top of that, TSMC and China are throwing more money at it than any US company or US gov't would so they'll be advancing the technology, know-how and manufacturing capacity at the same time keeping ahead of the game. TSMC is investing $44B in 2022 in capital expenditures alone and over $100B in a 3 year span.

 

[SlavinAway]

Unfortunately, most people aren't going to like the answer to that question, but the answer is lots of time and lots of money. Corporations, stock holders, and Gov't officials aren't likely to have the stomach for that.

It takes 3-5 years to build a Semi-conductor fab and over $10B (probably $15-$20B in the near future). The development of the advanced technology and manufacturing knowhow will take even longer. And on top of that, TSMC and China are throwing more money at it than any US company or US gov't would so they'll be advancing the technology, know-how and manufacturing capacity at the same time keeping ahead of the game. TSMC is investing $44B in 2022 in capital expenditures alone and over $100B in a 3 year span.

That's a lot of 切达干酪

 

[TheBigLetowski]

Just was listening to the CanesCast podcast with Shane and Mike. Maybe I missed this somewhere else, but Shane mentioned the "Invisilign arena" at least twice. New Arena sponsor? Also (know it doesn't belong here, but Mike and Shane discussed that they believed Coughlin/Chatfield/Bear would likely be the bottom pairing circulation. Not a single word of Gardiner.

 

[HisIceness]

I believe that's the name of the practice rink.

 

[TheBigLetowski]

I believe that's the name of the practice rink.

My mistake. I thought that was Wake Competition Center. Thank you!

 

[HisIceness]

My mistake. I thought that was Wake Competition Center. Thank you!

Technically I think that's the name of the complex? But yeah I think the rink itself got a corporate name during the playoffs.

 

[htdoc]

Technically I think that's the name of the complex? But yeah I think the rink itself got a corporate name during the playoffs.

Correct….

wcc name of whole complex…. Invisalign arena name of ice complex…. And the. Polar ice group of rinks adds another wrinkle to naming with Invisalign arena part of overall long drawn out total name..

 

[BrindAmours Army]

Which, as you know, is becoming virtually impossible, or probably already is impossible.

While Intel may still be the largest semi-conductor producer, they make specific things only AND they've lost the technology edge. IBM used to be a leader in technology but dumped their semi-conductor technology division to a company from United Arab Emirates (Global Foundries), the same company that took over AMD's semiconductor business earlier, and then Global Foundries promptly got out of the leading edge technology nodes.

So if you want leading edge semi-conductor technology, it's two companies. TSMC and Samsung, and TSMC is the the biggest.

It's only going to get worse because US companies don't want to invest the Billions that it takes not only to build a fabricator, but develop the technology and all the companies that went "Fabless" (Qualcomm, Nvidia, AMD, Broadcom, etc...) have huge success and their stocks have gone through the roof so US companies see that as a model. As the world needs more and more capacity for Semi-conductors, American companies have cut back on investment relying more on Chinese/Taiwanese companies for it and thus we now have shortages that aren't going to go away any time soon. In the early 90s, about 40% of the worlds semi-conductors were produced in the US. Today, it's 12%.

This problem was coming with or without the economic impacts of Covid.

TSMC may even become the only real option for "leading edge" if things continue as they have been. Their processes seem to be notably more dense than Samsung's equivalent processes, and TSMC's yield rate has been absurdly high in recent years. Samsung's yield rate on the other hand has been pretty atrocious, even for smaller parts.

And unfortunately, even if an American company did decide to build out a leading edge fab, in addition to the massive funds required and years to build out the plant, they would also be limited by ASML's production capacity. Every machine they produce is spoken for, and without EUV lithography, competing at the leading edge is going to be nigh impossible.

I'd expect Intel's fabs to get back on track at some point, but TSMC is definitely is not making it easy for them to catch up.

Ugh, I know and it is a nightmare. Especially with the Russian thing added on top. My friend who is the lead attorney for a major software firm here is totally swamped with compliance paperwork. ITAR was already a huge PITA.

Yeah, I don't know how the toothpaste gets put back in the tube. All I know is we don't want chips inside the F-35 that have been made by a Chinese subsidiary and have malicious code secretly hardwired in there, just waiting to be activated...

Was interviewing for my current role in Mid-February. Started the first week of March.

At the time of my interviews, my role was expected to be ~10% sanctions compliance, ~90% privacy compliance. March-June ended up being about 95% sanctions, since then down to about 60%. Still pretty chaotic though.

Very much looking forward to eventually getting to the 10% sanctions 90% privacy that I had initially expected hah.

 

[BrindAmours Army]

Unfortunately, most people aren't going to like the answer to that question, but the answer is lots of time and lots of money. Corporations, stock holders, and Gov't officials aren't likely to have the stomach for that.

It takes 3-5 years to build a Semi-conductor fab and over $10B (probably $15-$20B in the near future). The development of the advanced technology and manufacturing knowhow will take even longer. And on top of that, TSMC and China are throwing more money at it than any US company or US gov't would so they'll be advancing the technology, know-how and manufacturing capacity at the same time keeping ahead of the game. TSMC is investing $44B in 2022 in capital expenditures alone and over $100B in a 3 year span.

I think the Samsung fab plan for Austin has a $17 billion price tag. Unreal start up costs.

Re: SMIC/China, it will be interesting to see how far they can advance their processes without ASML, and if they'll be able to develop their own EUV tools to get around the bans. Their 7nm process is probably a result of corporate espionage/bribing of TSMC employees, but the fact that they are producing that node at all is pretty impressive.