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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

#91

Earlier quoted context omitted.

Meanwhile, Apple charges hundreds of dollars at purchase time for 256GB more storage. And it's non-upgradable on top of that.

Sometimes I feel they are just testing our limits. Same with iPhone price increases. I guess they are going to continue until the net profits decrease.

Well, if they continue on that path the EU will mandate upgradeable storage next.

I get why they do it though, my 2022 MB Air is serious competition against my work 2019 16" MBP. Far superior battery life, similar display quality (WTF that notch though), feels just as snappy with IntelliJ, 200+ Chrome tabs and Docker, and all of that despite just 16 GB RAM. No way to do that unless you got fast storage directly adjacent to the CPU so users don't notice swapping.

Re: TSMC warns over deepening slump in chipmaking sector

#92

Earlier quoted context omitted.

> What's with all the doomslinging in modern discourse? Because public trust in the ability of governments to manage a crisis has gone completely fucking downhill, worldwide: - the US couldn't even manage to beat a gang of cave-living Islamist terrorists using kalashnikovs in 20 years, and had to flee the country in shame - we went through three years of a worldwide pandemic, then panicked governments acted like it w…

This is probably the most depressing comment that I've ever upvoted.

Nothing but the truth though. For me the question is not if we get a serious left-wing terrorist uprising out of all the shit happening at the moment, it is when. Personal guess it's going to be either UK or German's environmental activists or Israel, with a serious leaning to the latter given that everyone over there gets a ton of military mandatory experience.

Re: TSMC warns over deepening slump in chipmaking sector

#93
post #24

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.

Cache videos on disk aggressively

Re: TSMC warns over deepening slump in chipmaking sector

#94
post #11

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.

I'm holding out for $100-200 8TB versions before I fill out the empty slot in my laptop and max out the RAM. Having all my in-use video, samples, and Kontakt libraries on-board would make life a lot easier.

Recently found a 4TB Samsung for ~200 USD

Re: TSMC warns over deepening slump in chipmaking sector

#95

Earlier quoted context omitted.

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.

Assembling a new home PC, picked up a 2tb Samsung 980 Pro with a heatsink recently for $129 (I think it was $113 without the heatsink at that moment). DDR5 ram is finally starting to get price reasonable as well.

I picked up a 2TB 980Pro and installed it into an external USB-C chassis from SSK. I now have extremely fast external storage to edit from on the go without filling my internal system drive with crap media footage. At ~$100, that enough to have one per project and avoids the "which drive" question. It's now, get the ProjectX drive, or get the ProjectY drive. It's the happiest I've been as a mobile editor.

Re: TSMC warns over deepening slump in chipmaking sector

#96
post #89
post #43

Earlier quoted context omitted.

> Given that [...] we're going to experience a significant global economic contraction soon. What's with all the doomslinging in modern discourse? No, no, that's not now it works at all. There was a chip shortage just a year ago! Did that plunge us into recession? No, clearly it didn't. Then it was Inflation that was going to kill us all. And it didn't either. Now all of a sudden we're swinging the other way with chi…

Well, inflation is an actual danger (see Turkey) and Federal Reserve deserves credit for handling inflation well. I agree semiconductor is an industry well known to be cyclic and prophecies of doom are ridiculous.

> Federal Reserve deserves credit for handling inflation well.

That is a stretch. They jacked rates on Trump, lowered rates for Biden, and in my opinion were forced to raise rates when the Ukraine money/power grab ramped up.

Re: TSMC warns over deepening slump in chipmaking sector

#97
post #75

Earlier quoted context omitted.

> You're neglecting the various moats that an entity like Apple enjoys with the iPhone. A world in which Apple could build iPhones for 1 cent would be a world in which those moats did not exist.

Why? How does the cost of microprocessors and metals decreasing make programming easier?

The cost of iPhones includes the cost of programming them.

Re: TSMC warns over deepening slump in chipmaking sector

#98
post #43

Earlier quoted context omitted.

> Given that [...] we're going to experience a significant global economic contraction soon. What's with all the doomslinging in modern discourse? No, no, that's not now it works at all. There was a chip shortage just a year ago! Did that plunge us into recession? No, clearly it didn't. Then it was Inflation that was going to kill us all. And it didn't either. Now all of a sudden we're swinging the other way with chi…

> What's with all the doomslinging in modern discourse? Because public trust in the ability of governments to manage a crisis has gone completely fucking downhill, worldwide: - the US couldn't even manage to beat a gang of cave-living Islamist terrorists using kalashnikovs in 20 years, and had to flee the country in shame - we went through three years of a worldwide pandemic, then panicked governments acted like it w…

> NATO could do way way WAY more

Where in NATO charter are they to interfere for a non-NATO country?

Re: TSMC warns over deepening slump in chipmaking sector

#99
post #89

Earlier quoted context omitted.

Well, inflation is an actual danger (see Turkey) and Federal Reserve deserves credit for handling inflation well. I agree semiconductor is an industry well known to be cyclic and prophecies of doom are ridiculous.

> Federal Reserve deserves credit for handling inflation well. That is a stretch. They jacked rates on Trump, lowered rates for Biden, and in my opinion were forced to raise rates when the Ukraine money/power grab ramped up.

"Forced" or not, they still raised rates. They could have done otherwise, which would have been disastrous.

Re: TSMC warns over deepening slump in chipmaking sector

#100

Earlier quoted context omitted.

Houses too …

You don't heal 50 years of bad urban planning and bad housing policy in a short time.

The last three years make the run up to 2008 look like the salt flats. There’s a long term issue but an immediate crisis.
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