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TSMC hikes chip prices up to 20% amid supply shortage

asia.nikkei.com

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Re: TSMC hikes chip prices up to 20% amid supply shortage

#471

Post by rfd4sgmk8u »

monocasa wrote: post #434
rfd4sgmk8u wrote: post #387

Earlier quoted context omitted.

Yes, in authoritarian regimes. Which is something we need to resist in the free world. Can you give an example of software (not data...) that is illegal to run in the US?

Tools for circumvention of copyright. > (2) No person shall manufacture, import, offer to the public, provide, or otherwise traffic in any technology, product, service, device, component, or part thereof, that— > (A) is primarily designed or produced for the purpose of circumventing a technological measure that effectively controls access to a work protected under this title; > (B) has only limited commercially signi…

I think you can make a valid argument against me with this. DCMA is a hell of a law.

To my defense, I would argue that this speaks to production and sale of circumvention tools, and does not actually criminalize the execution of this code. But I weaken my original position about outlawing software. Thank you.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#472

Post by thehappypm »

neb_b wrote: post #410
bongoman37 wrote: post #400

Earlier quoted context omitted.

sarcasm? Nobody uses crypto for remittance payments to poorer countries. It is mostly used by rich folks in countries like China to get around exchange restrictions.

That's not true

Correct, it's mostly used for money laundering and illegal transactions.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#473

Post by Rafuino »

vmception wrote: post #450
nexuist wrote: post #304

Earlier quoted context omitted.

Might scare Taiwan and embolden China? A huge reason we hold Taiwan as an ally is their chip production capabilities. If we become self reliant on those then we don't really need Taiwan and China might try to invade them, which would be bad for our own national security interests.

Why would that be bad for our own national security interests if we have our own semiconductor lines? What else does Taiwan offer to the US? We have "strategic bases" everywhere. One being 100 miles from mainland china versus 200 miles makes no difference to US in the 21st century. A shipping lane maybe? Also not US problem really, got plenty of those too.

Well, for one, we don't want a humanitarian crisis and civil war or even international war... that's bad for the whole region and thus bad for US interests.

We also don't want China able to just take over land and territory at will, which they've threatened to do all over the region. That destabilizes the region and once again is bad for US interests. This also emboldens other nations with expansion desires which threatens stability across the world... No US ally would trust us again if we just let Taiwan be taken over... again, bad for US interests...

Re: TSMC hikes chip prices up to 20% amid supply shortage

#474

Post by makapuf »

thereddaikon wrote: post #368
ozarkerD wrote: post #137

Earlier quoted context omitted.

Genuine question because I’m unfamiliar with the market. Why aren’t competitors undercutting these big players? 40% is ridiculous

There are three companies (TSMC, Samsung and Intel) that compete at the top end of chip fabrication in the whole world. One of them (Intel) didn't make chips for anyone but themselves until about 4 months ago. Preparing a semiconductor for a given companies fab process takes time. You cant just call them up and ask for however many units of your design. Its a months to year long process of your engineers working with…

Many missing chips for automotive or devices are not gpu or top of the line level but simple microcontrollers. Those can be done with 130nm to 40nm process for the most modern. 130 nm has been used for pIII or amd athlon64 and dates from 2001. Those need near UV, not extreme UV.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#475

Post by exporectomy »

PragmaticPulp wrote: post #32

Supply shortage is another way of saying demand excess. I don’t see much evidence that TSMC ever really slowed production, at least for their most advanced processes that are in high demand. This is yet another way we’re all forced to pay the price for cryptocurrency. As long as GPUs are profitable for mining, they will be purchased and put to work. The saddest part is that each additional GPU added to the mining net…

It's no fun before supply catches up with demand, but when it does, we'll be in a world that has higher chip production capacity and maybe some advances will come from all that extra money chip makers will be making. It seems more promising long term than, some under-produced stagnant technology like nuclear power plants.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#478

Post by ericd »

zsmi wrote: post #227
ozarkerD wrote: post #137

Earlier quoted context omitted.

Genuine question because I’m unfamiliar with the market. Why aren’t competitors undercutting these big players? 40% is ridiculous

ASML is trying to increase the world's capacity by ramping up their production of EUV machines to 50 per year. [1] The ASML CEO stated it's probably not possible for the world to produce more than that. These machines are ~$150 million ea and building one is insanely complicated. [2] [1] https://www.anandtech.com/show/15428/asml-ramps-up-euv-scann... [2] https://www.youtube.com/watch?v=jJIO7aRXUCg

So they don’t have the potential to make more than $7.5B in revenue per year? With a market cap of $338B?

Something doesn’t add up there.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#479

Post by mywittyname »

petra wrote: post #476
11thEarlOfMar wrote: post #287

Earlier quoted context omitted.

As parent indicated, they are machines that make chips.

Why do they need 100,000 of the same part in a 10M$ machine?

I don't think they need 100k per machine. I think the comment is saying they would buy them in batches of 100k from the supplier.

It's not crazy that a complicated bit of machinery has a few thousand individual chips in each one.

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