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TSMC warns over deepening slump in chipmaking sector

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Re: TSMC warns over deepening slump in chipmaking sector

#21

Earlier quoted context omitted.

o7 I'm doing my part!

I have my Windows installer raring to go

Real talk: ever since I put Windows and Linux on separate SSDs, rather than simply separate partitions, they haven't killed each others' bootloaders once. Best $100 I ever spent.

My second tip for solving incompetent software with redundant hardware: TOSLink -> 1Mii Bluetooth Transmitter to avoid the catastrophic linux bluetooth stack. It's brilliant. TOSLink = no buzzing from inadequate shielding next to digital lines (or "AI audio" noise floor massacre or popping or...) and no software bluetooth = OS can't screw up pairing and that OS switching can't screw up the pairing. I did this in a moment of rage after the Nth time dumping hours into yet another linux bluetooth issue only to find that someone had submitted a patch years ago but project management hadn't reviewed the patch for a year and then banned the person who submitted the patch for complaining that nobody was reviewing his patches >.<

Re: TSMC warns over deepening slump in chipmaking sector

#22
post #17

TSMC just warned the world of a 10% decline in chip revenues. Given that chips today are critical component of every phone, TV, laptop, desktop PC, server, vehicle, dishwasher, and pretty much everything else , TSMC's warning suggests we're going to experience a significant global economic contraction soon. Hopefully I'm wrong.

I don't think that's true. If my BOM costs go down by 10%, I don't need to charge any less money for my product.

If Apple could build an iPhone for 1 cent, why wouldn't they still charge $1000 for it? They can say it's how much iOS costs or whatever. (And hey, use the extra profit to hire more tax-paying iOS developers, making iOS even more valuable.)

Re: TSMC warns over deepening slump in chipmaking sector

#23
post #17

TSMC just warned the world of a 10% decline in chip revenues. Given that chips today are critical component of every phone, TV, laptop, desktop PC, server, vehicle, dishwasher, and pretty much everything else , TSMC's warning suggests we're going to experience a significant global economic contraction soon. Hopefully I'm wrong.

Many companies built stock over last years and stoped buying new semiconductors until stock is almost depleted. I am sure it will be fine, no contraction soon. Only semiconductor companies will suffer.

Re: TSMC warns over deepening slump in chipmaking sector

#24

This boom/bust is really obvious with regards to computer prices. I'm seeing 2TB NVMe PCIe 4.0 SSDs with 7000+ MBps under $100 these days. Almost everything in the computer-world is on a significant sale.

We have to counter with even more resource hungry and inefficient software of course

I don't really know how to trash the SSD in my software.

Re: TSMC warns over deepening slump in chipmaking sector

#26

This boom/bust is really obvious with regards to computer prices. I'm seeing 2TB NVMe PCIe 4.0 SSDs with 7000+ MBps under $100 these days. Almost everything in the computer-world is on a significant sale.

Have you used any of these sub $100 devices? I just took a look, and all of the names are vendors I have no experience with what so ever. All of the vendors I am familiar are above that price point. So, my immediate concern would be these cheap ones are made from chips rejected by the name brands, and their performance would be rejected by me after wasting the time/money on them. I was looking at NewEgg and not Aliba…

I have an ADATA 2TB in a PS5 and my work machine. These aren't fly by nights.

They can be had for sub $100. Even the much lauded Samsung 980 Pro is dipping close enough to the same.

Re: TSMC warns over deepening slump in chipmaking sector

#30

Earlier quoted context omitted.

I have my Windows installer raring to go

Real talk: ever since I put Windows and Linux on separate SSDs, rather than simply separate partitions, they haven't killed each others' bootloaders once . Best $100 I ever spent. My second tip for solving incompetent software with redundant hardware: TOSLink -> 1Mii Bluetooth Transmitter to avoid the catastrophic linux bluetooth stack. It's brilliant. TOSLink = no buzzing from inadequate shielding next to digital li…

Any specifics about the second paragraph anecdote? It seems like a serious scandal.
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