Earlier quoted context omitted.
The supply of TSMC chips won't disappear bc the US will defend Taiwan. It's far too important. The companies with major reliance on mainland China (Apple) are the ones that need to worry.
You really think TSMC will be able to fabricate and export chips at a significant fraction of full capacity during a war with China?
US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
121–130 of 645 posts
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#122I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…
The supply of TSMC chips won't disappear bc the US will defend Taiwan. It's far too important. The companies with major reliance on mainland China (Apple) are the ones that need to worry.
Saudis couldn't defend their oil assets from Iran drone attack for example.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#123Does that mean the US is acknowledging that Taiwan isn't China?
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#124I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…
Lot harder to justify a new PC when no longer receiving a paycheck, though it will likely be even more important to have one then.
Just got a new System76 machine and I have to say, I'm really loving it.
Hard times ahead, unfortunately after that, it's even harder times.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#125Earlier quoted context omitted.
Lack of high end tech will be the least of your problems if China and the US get into a hot war.
Why would China and the US get into a hot war anyway?
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#126I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#127Earlier quoted context omitted.
No, the US world police is winding down (Bretton Woods era). Expect massive chaos everywhere except in US for decades to come.
Yes I read the book as well. US already has inside chaos (and will get way way, way way, way way worse), don't need to worry about other countries chaos.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#128So AMD Radeon RX is about to gain an edge on enterprise / datacenter market in China.
edit.... but apparently the AMD MI200 datacenter chips are subject to this
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#129I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…
My other concern is the collapse of the tech sector in a few months. I'm roughly 80% certain I'll be subject to layoffs in October (though all my coworkers are clueless), and I don't think it will be anywhere close to as certain I can find a new job as during the pandemic (then for every one company doing layoffs there were two with "unprecedented-who-could-see-this-might-end" growth). Lot harder to justify a new PC…
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#130Earlier quoted context omitted.
No, this is part of the deal. You get benefits of being an American company, but you also get the disadvantages.
It may help them -- NVIDIA is banned but not AMD GPUs. This sort-of proves that AMDs are toys, and NVIDIA is for serious work