111–120 of 301 posts
Waiting, in anticipation and horror, for the price of the frame.
Never thought I'd be living in a world where my tech hardware purchases INCREASE in value over the years.
Now imagine TSMC being controlled by China. While I think it's fairly low probability, the imagination does create some pretty dystopian scenarios.
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How would that work? They can't take the fabs (single door opened and dust makes it all useless) and even if they could they can't run ASML machines with their support. So... labor camp fabs on unmaintained STOA hardware from a single company everybody relies on? I can't imagine that scenario. Either they manage to redeploy the whole value chain (not saying it's impossible but doesn't seem to be the case at scale for…
Wouldn't the rest of the world encourage ASML to keep supporting the fab because they want the chips to keep coming?
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How would that work? They can't take the fabs (single door opened and dust makes it all useless) and even if they could they can't run ASML machines with their support. So... labor camp fabs on unmaintained STOA hardware from a single company everybody relies on? I can't imagine that scenario. Either they manage to redeploy the whole value chain (not saying it's impossible but doesn't seem to be the case at scale for…
China is working hard on getting their own fabs. Then the have no need to keep TSMC operational.
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How would that work? They can't take the fabs (single door opened and dust makes it all useless) and even if they could they can't run ASML machines with their support. So... labor camp fabs on unmaintained STOA hardware from a single company everybody relies on? I can't imagine that scenario. Either they manage to redeploy the whole value chain (not saying it's impossible but doesn't seem to be the case at scale for…
If TSMC were to simply disappear, it would be a great day for Samsung/Intel but a godawful catastrophe for most HPC applications and consumer hardware. People aren't afraid of a fab takeover, they're afraid of TSMC disappearing altogether.
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8x more expensive? I doubt things have ever gotten anywhere remotely near this crazy this bought out this not for sale this fast.
Memory used to be worth more than gold by weight, and still every stick was sold. GPUs, flight controllers, etc went sky high during the pandemic and we still buy them today. Hard drives got way more expensive during flooding, and we still have local storage.
And right before that, was it dirt cheap? No? Slightly different scenario then.
> GPUs, flight controllers, etc went sky high during the pandemic and we still buy them today.
They're even more now...
> Hard drives got way more expensive during flooding, and we still have local storage.
Nowhere near as expensive as they are now, nowhere near as high a jump in price in a short period of time as now. Plus, there was a defined end point of "flood over, back to normal." There is no "AI data center build out over, back to normal" in sight.
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Wouldn't the rest of the world encourage ASML to keep supporting the fab because they want the chips to keep coming?
Which rest of the World? ASML already has restrictions on China from Netherlands (where they are based) and the US (which provides some core IP).
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Exactly. Not only have the prices gone up, they've gone up for no real reason other than some CEOs are attempting to take over society. The average person isn't even seeing much of the upside of modern technology anymore, just the downsides. Gadgets no longer get cheaper over time, experiences no longer improve over time, and every new startup or innovation seems to be used to make their lives worse, whether directly…
>The average person does not really benefit from recent AI tech Really? Most people I know seem to have found the chatbots tremendously helpful. It's much faster than researching via a bunch of google searches.
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Don't forget that this is all intentional and by design. If the tech oligarchs have their way we will all have no choice but to rent compute by the token within the next 3-5 years. The era of the personal computer is over. Current supply chains & production capacity can't accomodate both the AI hyperscalers and regular consumers.
You're acting like companies like Apple would simply let "the tech oligarchs" make 20% of their revenue disappear
The death of Mac was already a discussion topic a few years ago, they only need do XCode on iPadOS or iCloud, Android Studio style.
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Most people I know don't use chatbots and don't find them helpful.
And can 'most people' even afford most of these services? Having seen some people's spend, even a $200/month plan has me questioning why I'd spend $200/month on Anthropic products when $200/month would be a substantial chunk of my housing as a blue-collar class IT worker just to survive.