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TSMC Reports Q3 Earnings [pdf]

investor.tsmc.com

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Re: TSMC Reports Q3 Earnings [pdf]

#111

Post by hardware2win »

addaon wrote: post #104
hackerfromthefu wrote: post #99

Earlier quoted context omitted.

Outside of the first world those phones are often running on other brand processors, e.g. mediatek

The comment I was replying to was about advanced devices in general, not specifically TSMC. That said, MediaTek is not the greatest example here -- they're fabless, and most of what they design is fabbed by, you guessed it, TSMC. The better counter-example would be Samsung, who fabs at least some of their own chips.

>The comment I was replying to was about advanced devices in general, not specifically TSMC.

No, I meant TSMC's advanced tech

Re: TSMC Reports Q3 Earnings [pdf]

#112

Post by hardware2win »

addaon wrote: post #86
hardware2win wrote: post #38

Earlier quoted context omitted.

"nearly everyone has"? I doubt more than 30% owns their advanced hardware e.g hardware created after 2017

1.5 billion cell phones were sold in 2018. This represents 20% of the world population, assuming a negligible number of people buy two phones in the same calendar year. Between 1.4 and 1.5 billion cell phones were sold in 2019, 2020, 2021, and 2022 (projected), representing roughly another 6 billion cell phones. That is, there is roughly one cell phone per person in the world "created after 2017." Obviously, a signif…

The only stats it lacks is: what % of those cpus are tsmc's > 2017

Re: TSMC Reports Q3 Earnings [pdf]

#113

Post by arisAlexis »

photochemsyn wrote: post #28
sct202 wrote: post #17

Earlier quoted context omitted.

Their stock is falling because of future demand issues coming up with the whole semiconductor industry. Just this week, expanded export bans to China were announced and are an uncertainty on how much volume will be impacted in the future, because no one knows what will get an exemption or not.

The U.S. position on the entire Chinese semiconductor industry is getting increasingly ridiculous. It's not just chips, since China is the one country that's developed efficient monocrystalline silicon ingot production at scale, and solar panels made with that material are far superior to anything made in the USA currently. The USA's financialized short-term thinking has resulted in a failure to develop basic technol…

China is going the Putin way. Maybe it's better they don't develop first an AGI

Re: TSMC Reports Q3 Earnings [pdf]

#114

Post by ClumsyPilot »

adventured wrote: post #72
ClumsyPilot wrote: post #66

Earlier quoted context omitted.

Any developed country could fix its demographics problem with a stroke of a pen - provide housing to young family. We've studied this, n1 reason peolle dont have kids is housing. The housing crisis has done more damage to western economy than the black plague. > they'd probably double their population within 2 years. you are conveniently forgetting that children take 20 years before they can work??

There's nothing that needs solved. It's ideal to shrink the global population while boosting per capita quality of life. The focus should be on improving per capita, not on expanding the overall economic size or population numbers. Providing housing to young families will not make a meaningful dent to declining demographics in the affluent world. People do not want to have so many children (3-5 or more) and it's not…

> boosting per capita quality of life

The per capita quality of life has been stagnant for like 20 years. Housing crisis does not boost quality of life at all

> People do not want to have so many children (3-5 or more) and it's not due to lack of housing.

We've conducted polling and studied the issue. You don't need 5 kids, you need 2.1 for replacement rate

"The stress of housing problems is preventing almost 2m people from having children, the Affordable Housing Commission has claimed"

https://www.mortgagestrategy.co.uk/news/housing-stress-preve...

Re: TSMC Reports Q3 Earnings [pdf]

#115

Post by ren_engineer »

nordsieck wrote: post #37
londons_explore wrote: post #32

Earlier quoted context omitted.

It's a move part of the bigger world picture. A large chunk of experts see China as the likely next world superpower. The USA, current world superpower, probably can't prevent that happening, but they can make moves to delay it. This move might delay it happening by a few months. Combine with lots of other small moves, and the USA might get another few years of world superpower status, even if the moves hurt both cou…

> A large chunk of experts see China as the likely next world superpower. The USA, current world superpower, probably can't prevent that happening, but they can make moves to delay it. We'll see. Lots of people thought Japan would overtake the US as well, and that didn't exactly pan out. China has some real problems between the legacy of their one child policy and their current real estate investment crisis. It's cer…

>Lots of people thought Japan would overtake the US as well, and that didn't exactly pan out.

not even comparable situations, Japan has a fraction of the population, natural resources, isn't a nuclear power, and is effectively militarily occupied by the US to this day. People using Japan as a comparison to China are either naive or just coping with reality to comfort themselves

Re: TSMC Reports Q3 Earnings [pdf]

#116

Post by londons_explore »

panick21_ wrote: post #96
londons_explore wrote: post #93

Earlier quoted context omitted.

We kinda enforce "don't trade slaves" globally... And "No child labour"... And "don't steal other countries ships when they sail near your country". "Don't emit more than your fair share of carbon" is just another rule like the others. If most countries agree, but there are a few dissenters, we can deal with it like other international disagreements - warnings, then sanctions, then war. Currently, we're far from that…

So the British Navy is gone blockade Africa so they cant import oil from the middle east? Great plan.

Nah - it'll go down like Venezuela [1]. The government of a country flagrantly ignores the internationally agreed carbon caps, and so some country or group of countries get together and sponsor a coup.

It happened to Venezuela because they refused to align with US interests, and with other economic and political issues, they were an easy target. The wikipedia page [1] has a nice summary of the list of countries on each side of the dispute, and you can see a nice 'pro USA' and 'anti USA' divide.

[1]: https://en.wikipedia.org/wiki/Venezuela#Since_2018

Re: TSMC Reports Q3 Earnings [pdf]

#117

Post by ClumsyPilot »

epicureanideal wrote: post #109
Retric wrote: post #92

Earlier quoted context omitted.

In part because importing people without paying for 12 years of public education is an economic bargain.

But many of those coming here are not well educated. Hard working maybe, adventurous certainly, but often economically deprived and undereducated as a result, or so I’ve read.

If you immigrated to the west as a working proffesional, then you have to have job offer, education and usually you have to be somewhat well off to be able to afford lawyers and get through the visa process.

Re: TSMC Reports Q3 Earnings [pdf]

#118

Post by cptskippy »

xadhominemx wrote: post #89
cptskippy wrote: post #77

Earlier quoted context omitted.

You speak as if the security and strategic concerns of the state are shared by the businesses that exploit the state while simultaneously influencing policy. It seems naive to think that the state is always working in it's own interest when all of the money that flows into our political system is designed to keep the state from functioning efficiently or at all.

I mean these latest set of restrictions are all bad for US companies. This was an example of US strategic/security concerns just completely running over corporate interests.

Yes. What's good for big business is NOT what's good for America. Sometimes you need a market correction.

Re: TSMC Reports Q3 Earnings [pdf]

#119

Post by panick21_ »

londons_explore wrote: post #116
panick21_ wrote: post #96

Earlier quoted context omitted.

So the British Navy is gone blockade Africa so they cant import oil from the middle east? Great plan.

Nah - it'll go down like Venezuela [1]. The government of a country flagrantly ignores the internationally agreed carbon caps, and so some country or group of countries get together and sponsor a coup. It happened to Venezuela because they refused to align with US interests, and with other economic and political issues, they were an easy target. The wikipedia page [1] has a nice summary of the list of countries on ea…

Sponsoring foreign queue is not actually that easy.
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