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AMD CEO sees chips from TSMC's US plant costing 5%-20% more

bloomberg.com

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Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#31

Post by almosthere »

cheschire wrote: post #19
cm2012 wrote: post #15

Earlier quoted context omitted.

Ocean shipping is very very cheap. Less cost in money and energy to ship a chip across the ocean than for you to drive to best buy to buy the phone its in.

Significantly more pollution though, right?

But the boat is already going back empty

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#32

Post by actionfromafar »

chazeon wrote: post #26
seangrogg wrote: post #22

A 5-20% markup on CPUs isn't the worst thing, but those still need a mobo to socket into and as far as I'm aware we still don't have much capability on the availability of boards. Are there any companies that are spinning up board production, or even just broader consumer electronics in general (arduinos, pis, general controllers and the like)?

Boards are low tech and low profit, does American company and workers even want to do it?

The tariffs are apparently going to bring back t-shirt and sneaker production to the US so it can be great again, so why not boards, too.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#34

Post by timmg »

What I really want to know, from someone who does know: Is Intel cooked? Like, will they be able to manufacture chips that compete with TSMC?

They used to be a crown-jewel of US tech. But it seems like every time I read the news, they are announcing a delay or shutting down some product.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#35

Post by linuxftw »

This is why tariffs matter. Despite the US having much higher wages, and likely property and infrastructure costs, manufacturing is only 5-20% more for these high tech products.

Corporations outsourced not because they couldn't compete, but because why leave 10% on the table when we can reward the executives with that cash instead of the labor?

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#36

Post by mindslight »

jasonlotito wrote: post #33
almosthere wrote: post #27

[flagged]

This was a result of the Biden's CHIPS and Science Act.

One has to wonder if the entire point of killing CHIPS act is so that when some of the results finally come to fruition, CHIPS seems like yesterday's news and Trump gets the credit by default with his attention-span-of-a-fly cheerleaders. Similar shape but different direction from the dynamic Republicans have been playing with inflation for the past several decades - running up the debt with profligate spending, and then when the monetary inflation finally trickles down into consumer price inflation several years later their propaganda machine goes to work pinning it on the Democrat in office.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#38

Post by akdev1l »

timmg wrote: post #34

What I really want to know, from someone who does know: Is Intel cooked? Like, will they be able to manufacture chips that compete with TSMC? They used to be a crown-jewel of US tech. But it seems like every time I read the news, they are announcing a delay or shutting down some product.

Tldr; yes they are kind of cooked

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#39

Post by qzw »

chazeon wrote: post #26
seangrogg wrote: post #22

A 5-20% markup on CPUs isn't the worst thing, but those still need a mobo to socket into and as far as I'm aware we still don't have much capability on the availability of boards. Are there any companies that are spinning up board production, or even just broader consumer electronics in general (arduinos, pis, general controllers and the like)?

Boards are low tech and low profit, does American company and workers even want to do it?

Maybe not, but if the entire country doesn’t have the ability to manufacture it, then it’s still going to be a strategic weakness when push comes to shove. The entire exercise of doing more chip manufacturing in the U.S. is about maintaining national competitiveness and independence. It’s certainly not about cost. So I think it’s a good point that investments should made to be able to onshore the entire stack rather than just the top end.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#40

Post by dagmx »

octopoc wrote: post #10

The article doesn’t say, but I assume these are SOTA AI chips? If so, it’s a huge deal that American can build them. Another interesting point: > AMD and larger rival Nvidia Corp. recently gained a reprieve on restrictions imposed on shipments of some types of artificial intelligence accelerators to China. It’s still not clear how many licenses will be granted — or how long the companies will be allowed to ship the c…

That is their goal because they saw their restrictions had just made China accelerate domestic development instead.
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