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TSMC says employees tried to steal trade secrets on iPhone 18 chip process

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Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#101
My probably-racist sounding comment or nationalistic is my concern for software being owned by a certain entity and then this group is going to be used for the foundation of AI with our military, it will be interesting to see how that turns out.

edit: in this case someone pointed out it's a different nation so I'm surprised

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#102
post #71

Earlier quoted context omitted.

So, this is admittedly a little tinfoil, but I wouldn't be surprised if Musk is happy for some degree of espionage to happen. If it looked like there was a possibility of China getting this capability first, it would light a fire under the US government to give financial and regulatory assistance to the Starship program.

Musk does seem to think in terms of how much money he can get from the government for his companies. But to be fair, government subsidies are a successful strategy for entrepreneurs who want to make a lot of money. Maybe they shouldn't be? And I think honest people can have that debate. But you can't really argue against the effectiveness of government subsidy as a path to prosperity for the guy getting the money.

This worked for at least one Burisma employee

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#103

Gee, I wonder which nation-state actor was orchestrating this...

I always wondered - why people use a nation-state notion? Why not just a state or a country? USA is not a nation-state, or UK, or India, or Russia, etc. Does your question imply that none of these countries are capable of orchestrating this and only nation-states can do it?

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#104
post #97

Earlier quoted context omitted.

This is such a bad idea.

Apple does this.

Apple is great because their hardware and software is so well integrated.

If they compartmentalize their hardware and software departments, we might as well split them into a hardware and a software company.

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#105

This article was just the headline repeated in various forms with some generic filler So strange

There is literally no indication in the article that this has anything to do with apple other than them being a potential user of the TSMC 2nm process. Strange they tried to connect this story to apple.

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#106

This article was just the headline repeated in various forms with some generic filler So strange

Yep. It doesn’t detail what was stolen, how they were found, if they’re arrested right now, or who it is suspected they are working for. Useless article beyond the headline.

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#107
post #81

Earlier quoted context omitted.

>If it weren’t that hard to replicate, several countries (and Bezos/Blue Origin) would have replicated it by now. There is a 100% chance multiple countries/companies will have replicated it in the next decade. If SpaceX never existed, they likely would have achieved it at the same pace regardless. This is the same with EVs. If Tesla never rose, the world EV market outside of Tesla would have seen precisely the same r…

I question your EV take. Tesla proved a business model, the technology and path from niche sports car to the best selling car on earth, and now on to the lowest cost per mile robotaxi. Simply knowing that a solution exists and is financially viable, is enough to motivate the competition.

>Tesla proved a business model

Through almost all of Tesla's existence, its business model was ironically the sale of gasoline vehicles. Because, of course, Tesla's entire business model relied upon selling green credits to incumbent ICE vehicle makers.

So it didn't really prove much of a business model, effectively being parasitic.

>the technology and path from niche sports car to the best selling car on earth,

The overwhelming bulk of the technology advancements that enable modern EVs -- from advances in batteries to cameras to sensors to embedded controllers and CPUs -- is thanks to the smartphone industry. Modern EVs owe infinitely more to those than they do to anything Tesla did.

>knowing that a solution exists and is financially viable, is enough to motivate the competition.

I think of this much like compact fluorescents. Remember those? We all rushed to transition, and then they were absolutely demolished in every metric -- efficiency, colour, and most importantly the amount of environmental contamination when disposed -- by LED lights. I feel like we're going to feel the same about early EVs.

>now on to the lowest cost per mile robotaxi

Is this a serious comment?

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#108
post #40
post #23

Earlier quoted context omitted.

Just knowing how the thing is built doesn't seem to be enough. Comac still sources its jet engines from Pratt and Whitney for instance, despite many years of trying no local manufacturer has been able to build them to the same spec.

A relative of mine worked at a medical devices company (brain sensors). She told me how small intricacies of the manufacturing process were critical to reach good enough yield or functioning devices, at all. The critical process steps were closely guarded and only a handful employees knew how to do them. The devil is often in the details - and the moat, too.

[deleted]

Re: TSMC says employees tried to steal trade secrets on iPhone 18 chip process

#110
post #73

Earlier quoted context omitted.

>If it weren’t that hard to replicate, several countries (and Bezos/Blue Origin) would have replicated it by now. There is a 100% chance multiple countries/companies will have replicated it in the next decade. If SpaceX never existed, they likely would have achieved it at the same pace regardless. This is the same with EVs. If Tesla never rose, the world EV market outside of Tesla would have seen precisely the same r…

If Tesla never rose, the world EV market outside of Tesla would have seen precisely the same rise. would have seen the same rise _eventually_. I know from a friend that worked R&D at a major car company that Tesla really lit a fire under then and 'forced' them to push their own EV experiments from proof of concepts to commercial product much faster than they where originally thinking about doing it.

The EV ventures of most automakers are massive money losers (just as it always has been for Tesla outside of selling green credits and subsidies). But for sure they all rushed to get there not because the EVs themselves were valuable, but because of the insanity of the capital markets where Tesla is valued at a trillion dollars at a 200x P/E, while the rest of the market is at like a 7-14x ratio. Everyone wanted some of that irrational hype.
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