His sense is probably not. The chip business makes the vast majority of profits, so there's a strong argument their employees should get paid the most. A court is unlikely to block this, and employees will likely vote in favor.

The union represents employees in the DX unit (smartphones, TVs) who would get ~$4k vs. $340k for chip employees. It's a debate about profit sharing, but the profit generation is skewed towards chips.

It's a big number, but with 20-30 people in a class, it's ~$1k per employee. It highlights the big disconnect between AI capability and staff ability to harness it. There is a huge effort across every company to upskill employees to improve productivity and competitiveness.

China is gradually closing the gap on US/Taiwanese chip manufacturing. TSMC will still be the predominant supplier of high-end chips to the developed world (e.g., Apple). This is more about the evolution of the China market and restrictions on NVIDIA selling there. No big near-term implications for the US chip economy, but a sign China is closing the gap.

Huawei says it will have 1.4nm technology in 2031 vs. TSMC's expected 2028, showing a clear sign of development.

Rising input costs of memory and other chips are harder to pass on at mid-price points. Apple is shielded because it operates at the premium end where price sensitivity is lower. Xiaomi and others playing at low-to-mid price points face a squeeze.