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TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

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Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#232

Earlier quoted context omitted.

Yeah, but local fabs in Europe are far, far away from Intel, TSMC and Samsung. Infineon, NXP and STM are wayy behind.

The reason is simple. Europeans don't want to work in chip factories.

Yet they want to work in chip factories factories. Sounds like some bullshit american republican thesis. nobody wants to work anymore, yadda yadda.

https://i.kym-cdn.com/photos/images/original/002/407/503/119...

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#233

Hopefully we'll do something like that here in the EU too. We're experiencing the hard way how's like depending on the energy and resources of warmongering criminal dictators; it would be wise to start moving away from technological dependence on China asap.

No post body was provided.

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#235
Great news for the US. Great news for Apple, AMD, and Nvidia. Not so good news for Taiwan. The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. Moving the fabs and talent further away from the island will not benefit the people of Taiwan at all. TSMC with its global influence has been a huge factor for guaranteeing safety of the island and peace in the Taiwan strait. On the other hand, TSMC is a corporation like every other and does what's best for their business. Most likely it's a huge win for everyone holding their stock. Are we going to see fabs in Central/Eastern Europe next? I'd hope so.

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#236

Earlier quoted context omitted.

Don't want to start a fight, but honestly, I only ever hear those types of arguments from people who don't use Apple hardware. People who do, in large majority, do it for two reasons: - build quality; - it mostly just works.

>>- build quality This is part of the marketing delusion, multiple people have done A/B testing to clearly show Apple Build Quality is either on par with the rest of the industry or in many specific examples WORSE, people that claim this often have ZERO experience with non-apple products or are comparing different classes like a budget consumer level Lenovo to the pro line of apple, of course of $500 unit will be of…

Your build quality comparison is off, a cheap $500 laptop should be compared to prior years Macbook Air M1 which is $300 more, not $2000 more. A $800 macbook has far better build quality than any $500 Windows laptop, probably better than most $800 laptops. Its Windows that's the issue for me. Having too many bad experiences and strong bias against Microsoft, I choose Apple because its not MS and it does work vs. tinkering with stuff on Linux.

Apple phones are usually behind in whiz-bang features that Samsung and some others have but my opinion is killer features for smart phones are in the rear view mirror by a few years. Any of them are just fine and its more about the ecosystem and purchase history at this point (i.e. switching and you'd have to buy things again).

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#237
post #90

Earlier quoted context omitted.

Actually, Europe is doing pretty good due to having a monopoly on making chip making machines via ASML in the Netherlands which relies heavily on Carl Zeiss in Germany. Fun fact by the way, at some point Japan and Europe were very close in state-of-the-art semiconductor manufacturing while the US didn’t have the capabilities anymore because it was outcompeted by Japan. At that point, the US donated funds and 20 years…

>the US donated funds and 20 years of research to ASML wasn't really a "donation" it had strings attached which is why ASML wasn't allowed to export to China, the US has all the say at the end of the day

Oh man if you don't consider it a donation if it has strings then don't do nonprofit work. Juggling buckets of money from people who donated for specific things with specific conditions is just part of the job.

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#238

Where in Arizona specifically? Have they even decided? Did the government decide to pay for the factory and enroll their for-profit prisoners to work for $0.10/per hour, and divert the remaining water supply to the factory? Arizona seems like a terrible choice for a chip factory, unless they've selected an area that gets natural water... and there aren't many.

Access to talent is a huge factor. One of the biggest obstacles of creating a US fab was the lack of access to cheap talent (in contrast to Taiwanese engineers that work long hours for relatively cheap money and are widely available - of course comparing to the US, in Taiwan they are among the highest earners).

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#239

Earlier quoted context omitted.

Yeah, but local fabs in Europe are far, far away from Intel, TSMC and Samsung. Infineon, NXP and STM are wayy behind.

This is largely because Europe became infatuated with austerity and its industrial policy has suffered as a consequence. You want big, cutting-edge fabs? You’re going to need to spend public money getting them off the ground. TSMC’s success is in part due to Taiwan itself designating semiconductors as a key strategic economic interest years ago and making investments/tax breaks accordingly

That's an interesting thesis - but, for example, Greece with its "let's piss money away without control for anything and everything" somehow hasn't become an industrial powerhouse either... so it might be that austerity (or lack thereof), in general, isn't really such an important factor?

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#240

Does the CHIPS act have anything to do with making this happen? It's funny to think that the supply chain gurus at Apple & NVIDIA may be doing the work of geopolitics in the service of just defending their bottom line from disruption.

Things were already heading that direction before the CHIPS act. The geopolitical issues with China have been a major concern for a while now. Not to mention the general business continuity concerns with everything coming out of a handful of countries/factories.
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