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

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

#301

Post by bee_rider »

leptons wrote: post #217
etempleton wrote: post #192

Earlier quoted context omitted.

Everyone thought AMD was done. Intel is going through a difficult transition, but if they can make 18a /14a work and keep improving their GPU line we could be having the same conversation about AMD in 10 years.

I used to be a die-hard Intel customer, and recommended to everyone that asked me what to but, to buy Intel. That has changed. Now it's price/performance that matters more than brand. Intel also had a few missteps that made the brand lose a bit of its luster. My most recent computer is AMD Ryzen based, but we just bought an Intel-based Dell for my partner because the price/performance was better than comparable AMD m…

We think of “Ryzen based” as recent, but the first generation of Zen was from 2017-2018. If it possible that your machine has earned retirement?

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

#302

Post by bee_rider »

cptaj wrote: post #139
rich_sasha wrote: post #119

Earlier quoted context omitted.

I'm not into hardware but I remember when AMD was sneered at, and all real CPUs were Intel. Then Ryzen happened. My meta conclusion is that its super hard to tell when someone is done, and it can change quickly. Or not. Sometimes it if looks like terminal decline, it simply is terminal decline.

That has happened like 4 times with AMD already since I've been buying PCs

Switching to TSMC broke their negative feedback loop, though. In the past AMD could be relied on to somehow not have the money to invest in their fabs at some point, resulting in another Intel era.

Nowadays, there will be another process node from TSMC. If AMD doesn’t pay for the R&D, TSMC’s other customers (like Apple and… actually, Intel) will instead.

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

#303

Post by daymanstep »

benreesman wrote: post #297
CamperBob2 wrote: post #292

Earlier quoted context omitted.

The climate of uncertainty under Trump inhibits long-term investment, whether in chip fabs, car factories, or anything else. He has reminded us all of something that's really always been a problem: whatever one Congress or one POTUS supports can be undone by the next. Usually opposing parties have had the common sense not to immediately hit the undo button once they take office. E.g., Biden leaving most of Trump's pr…

The decline in what we expect of our leaders has been going on my entire life and the contrast between 20 years ago and the present is stark. In 1998 Meriwether and the rest of LTCM nearly crashed the economy, needed the Fed to get involved, and they were personally ruined , guy never opened a ten thousand dollar bottle of wine again and probably never had anything again. Shortly thereafter, Jeff Skilling took out of…

The rot has been going on for a lot more than 30 years. Try 70 years more like. LBJ openly cheated on his wife Lady Bird while he was in office and he never suffered any consequences for it. Eisenhower was the last good president.

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

#304

Post by tucnak »

CamperBob2 wrote: post #292
benreesman wrote: post #222

Earlier quoted context omitted.

Intel is a great example of the fact that between stupidity and low-integrity behavior as a default, the people in charge fuck up in ways that the man on the street would get right. Defense is starting to get a blank check with fairly bipartisan support for the first time in at least 30-40 years and it's centered on semiconductor supply chains . There has never been a better time to secure the fucking funding, have A…

The climate of uncertainty under Trump inhibits long-term investment, whether in chip fabs, car factories, or anything else. He has reminded us all of something that's really always been a problem: whatever one Congress or one POTUS supports can be undone by the next. Usually opposing parties have had the common sense not to immediately hit the undo button once they take office. E.g., Biden leaving most of Trump's pr…

I'm sorry, but to blame Intel's inadequacies on political climate is comedic.

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

#305

Post by ffsm8 »

benreesman wrote: post #297
CamperBob2 wrote: post #292

Earlier quoted context omitted.

The climate of uncertainty under Trump inhibits long-term investment, whether in chip fabs, car factories, or anything else. He has reminded us all of something that's really always been a problem: whatever one Congress or one POTUS supports can be undone by the next. Usually opposing parties have had the common sense not to immediately hit the undo button once they take office. E.g., Biden leaving most of Trump's pr…

The decline in what we expect of our leaders has been going on my entire life and the contrast between 20 years ago and the present is stark. In 1998 Meriwether and the rest of LTCM nearly crashed the economy, needed the Fed to get involved, and they were personally ruined , guy never opened a ten thousand dollar bottle of wine again and probably never had anything again. Shortly thereafter, Jeff Skilling took out of…

It's not even centered on the US. I personally think the Internet just desensitized us all.

Reasons for that are easy to come up, imo chief among them being web2.0 (social media) and the ever increasing degree with which people exaggerate everything just to get a reaction.

Under that context, what's a little skirt chasing compared to what people usually say about the politicians? And how are you gonna remember he did something a few months ago, when so many more extreme things have happened since?

Really, I feel like social media will be considered the most destructive force to society in 20-50 yrs

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

#306

Post by [deleted] »

Workaccount2 wrote: post #69
CivBase wrote: post #24

5-20% more expensive? That's way cheaper than I expected. That's pretty good, especially for 4nm.

Even 5% more expensive means 80% of people buy the taiwan version for $475 instead of $500. 20% more expensive and 99.9% of people buy the $500 one instead of the $600 one. Never make the mistake of falling for people's virtue signalling and pay attention instead to how they actually apply those virtues (spoiler: saving money is the #1 acted upon virtue, being far stronger than any other).

[deleted]

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

#307

Post by trynumber9 »

ranger_danger wrote: post #221

And the machines that makes these "US" chips... where do they come from?

It's international but I wonder how many people know that about third of ASML scanners and steppers are made in Connecticut. And all their light sources are made by ex-Cymer in San Diego.

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

#308

Post by redeeman »

mywittyname wrote: post #144
antonkochubey wrote: post #136

Earlier quoted context omitted.

>There are dozens if not hundreds of fabless semiconductor companies. How many of them develop high performance x64-64 cores?

Right now, it makes no sense to do so because they couldn't compete with Intel. But if Intel joins the fabless club, all of the sudden the playing field gets much more level.

> Right now, it makes no sense to do so because they couldn't compete with Intel.

AMD would disagree?

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

#309

Post by drdec »

benreesman wrote: post #297
CamperBob2 wrote: post #292

Earlier quoted context omitted.

The climate of uncertainty under Trump inhibits long-term investment, whether in chip fabs, car factories, or anything else. He has reminded us all of something that's really always been a problem: whatever one Congress or one POTUS supports can be undone by the next. Usually opposing parties have had the common sense not to immediately hit the undo button once they take office. E.g., Biden leaving most of Trump's pr…

The decline in what we expect of our leaders has been going on my entire life and the contrast between 20 years ago and the present is stark. In 1998 Meriwether and the rest of LTCM nearly crashed the economy, needed the Fed to get involved, and they were personally ruined , guy never opened a ten thousand dollar bottle of wine again and probably never had anything again. Shortly thereafter, Jeff Skilling took out of…

> Around the same time Clinton got caught lying about chasing (consenting and of age) skirt in the Office: nearly ended his presidency, definitely ended his policy agenda, real consequences and he caught a shooting star to avoid far worse. The public was not going to accept it, Congress was not going to let it slide on either side of the aisle. Today? Something like that barely makes the press. You have to be accused of sex trafficking to even get an investigation started and everyone will probably walk.

I don't think Al Franken would agree with this

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