Earlier quoted context omitted.
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.
Run something like Chia.
(Obviously not an endorsement.)
TSMC warns over deepening slump in chipmaking sector
31–40 of 139 posts
Re: TSMC warns over deepening slump in chipmaking sector
#32Earlier quoted context omitted.
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.
I don’t really know what software you write, but trashing flash from software is a thing.
https://www.tomshardware.com/news/flash-memory-wear-killing-...
Re: TSMC warns over deepening slump in chipmaking sector
#33TSMC 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.)
I think the point is why has revenue dropped 10% for TSMC if everything downstream is going gangbusters? Doesn't it point to a drop in demand for chips, and therefore the retail devices they go inside?
Re: TSMC warns over deepening slump in chipmaking sector
#34This 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
It sounds like we need to port more software to Electron
Re: TSMC warns over deepening slump in chipmaking sector
#35TSMC 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.
In addition to inventories like other commenters mention, remember this is a capital intensive business. When chip makers collectively add more capacity than is needed, prices drop (ie revenue drops).
It could also be "normalizing" demand as people shift spending from goods to services.
The possibility space is much larger than global recession.
Re: TSMC warns over deepening slump in chipmaking sector
#36TSMC 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.)
> If Apple could build an iPhone for 1 cent, why wouldn't they still charge $1000 for it?
Cause in healthy capitalism, a competitor could step in and sell it for $999 and Apple would lose market share quickly.
Re: TSMC warns over deepening slump in chipmaking sector
#37TSMC 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.)
The assumption is that the lowered revenue means fewer chips, rather than cheaper, less profitable chips. I don't know whether that is true or not. Might be a bit of both.
Re: TSMC warns over deepening slump in chipmaking sector
#38Earlier quoted context omitted.
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.)
I think the point is why has revenue dropped 10% for TSMC if everything downstream is going gangbusters? Doesn't it point to a drop in demand for chips, and therefore the retail devices they go inside?
If downstream things have gone to shit already, why the prediction that a crisis will be in the _future_?
TSMC's revenue grew too much during the pandemic. It's just normal it should contract when things go back to normal.
Re: TSMC warns over deepening slump in chipmaking sector
#39Earlier 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…
I have windows on a separate SSD, and grub still stops working whenever I update my motherboard firmware...
Re: TSMC warns over deepening slump in chipmaking sector
#40This 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.
except for H100s from NVIDIA. Waiting for them to go down in price
They are in a separate bubble right now.