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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

#341

Post by j_walter »

FuriouslyAdrift wrote: post #233
j_walter wrote: post #173

Earlier quoted context omitted.

That will 100% never happen. Nvidia is big, but not even close to a majority of TSMC revenue or loading. Apple, Intel, Qualcomm, etc... In this case...TSMC is holding all the cards, not Nvidia

Apple was TSMCs biggest customer (25%) and nVidia is 2nd (12-15%). The bigger thing being that between the two, they lock up most of the bleeding edge process capacity and leave everyone else fighting over older processes.

You are forgetting AMD...they are up there as well (double digits %). Thats how the compete so effectively with Intel.

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

#343

Post by protimewaster »

sho_hn wrote: post #66
VWWHFSfQ wrote: post #58

Earlier quoted context omitted.

> used to be a crown-jewel of US tech I feel like x86 itself is kinda legacy tech. So while AMD has made advancements, they're somewhat in the same boat as Intel. It seems like NVIDIA and Micron are the real "crown jewels" of US tech

Tech-wise places too much premium on the ISA. Modern processor design is fairly orthogonal to the ISA being exposed. Intel could make exciting RISC-V relatively quickly if they wanted to; what stops them and other companies like this is the strategic asset they perceive their existing ecosystem as.

There's a nice interview with Mike Clark where he talks about this a bit. His take basically matches this. He says that, in his view, any efficiency benefits of ARM are just that's been the market for ARM. In his view, if x86 had a market motive for ARM levels of efficiency, they'd be able to deliver it. But, historically, the x86 market wants performance more than efficiency, so that's what it gets.

https://www.computerenhance.com/p/an-interview-with-zen-chie...

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

#344

Post by meepmorp »

modeless wrote: post #318
hajile wrote: post #89

Earlier quoted context omitted.

Intel's fab issues are overstated in my opinion. They were stuck on 14nm for a very long time because they bit off too much with 10nm. People act like that means ALL research in nodes smaller than 10nm must have stopped, but that's simply not true as research into tech and materials needed for smaller nodes happens in parallel. It's also noteworthy that GAAFET being a complete redesign of major parts of the manufactu…

Intel went from three years ahead to three years behind in ten years. It's a generational fumble. 18A is canceled for foundry customers, it's not going to save them. If they can't get it together for 14A, they are toast.

Do they have foundry customers? Serious question; I remember Gelsinger's IFS announcement and that they had some launch partners, but haven't seen much since.

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

#345

Post by benreesman »

rossjudson wrote: post #331
Spivak wrote: post #236

Earlier quoted context omitted.

tl;dr Intel desperately needs an activist investor.

Intel needs a full-time board that gives a shit about whether the company succeeds. You could populate that board with nearly any combination of capable founder types and you'd get far better results. The current board is a pack of cargo-culting epitaph writers.

They're a particularly egregious example of what corporate governance has become, but they're cut from largely the same cloth as the rest of our leadership class. Maybe a little dumber than average, a little more short-sighted, but devoid of any notion of obligation?

I forget the name of the speaker guy who has this turn of phrase, but whatever the merits of his overall platform this hits perfectly: "People doing well today are using every means at their disposal to decrease their accountability while increasing their compensation. If you don't compensate people based on the responsibility they are willing to undertake, you will get a world run by people like this and it will look like the world you live in right now".

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

#346

Post by elorant »

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.

Intel announced new GPUs back in December and seven months later they’re nowhere to be found. I’m pretty convinced at this point that the company has some systemic issues that prevent them from being competitive at any level.

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

#347

Post by Volker-E »

ffsm8 wrote: post #305
benreesman wrote: post #297

Earlier quoted context omitted.

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…

Agreed by all, but one: In 0 years.

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

#348

Post by fishsticks89 »

avhception wrote: post #342

If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.

If something happens to Taiwan, we won't regret being able to produce these chips domestically. If AI keeps growing like it does, it might even trigger a conflict.

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

#349

Post by internet2000 »

avhception wrote: post #342

If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.

No, I am absolutely not going to pay a 20% premium on the market. I’m sorry but I won’t. If this is really crucial to national security then the government can subsidize the premium. And I know I’m not alone, price speaks louder.

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

#350

Post by jongjong »

avhception wrote: post #342

If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.

Yes and surely it's a cost which can be reduced over time by improving automation and/or by cutting back on regulations.
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