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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

#351

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.

The US also needs to build up more talent which will come over the years.

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

#352
post #305

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…

It's like watching the public discourse devolve into ever more screaming and posturing. The only winning move is not to play.

Sometimes I find myself thinking about that experiment with the perfect rat paradise. The overpopulation got so bad, the normal social functions of the rats started to break down and the rats started acting like sociopaths. Sometimes, I think that's what we're doing to ourselves by exposing the average human to millions of voices through the internet.

Of course, ironically, I'm ignoring my own advice and still engage with the Internet. Though I mostly keep to HN and some IRC.

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

#353

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.

The government doesn't pay for things, we do through our taxes that they spend. So... instead of paying a markup on just your own consumption, you want to be taxed to pay for the subsidy on EVERYONE'S consumption?

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

#354

Earlier quoted context omitted.

> Is Intel cooked? IMHO the whole user-visible p-core/e-core thing on desktop CPUs is one of the worst decisions in the history of microprocessors. My gaming machines need to do double-duty as as build boxes, so they're just utterly unusable for me.

Why is the asymmetry a show-stopper for you? It would seem like having lots of E-cores would be advantageous for compiling, and still having some P-cores means you don't lose performance when linking.

Because Windows has a pants on head design choice where processes that aren’t the active window get shunted onto the e cores regardless of whether they are doing lots of work or not. I halfway suspect that this is intended as a market segmentation trick by MS

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

#355

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.

Wait until you learn who the government gets its money from.

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

#356

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.

Ah yes, Taiwán - that famously stable nation with no existential threats to its very existence.

I don’t think this is an “if” situation, but rather a “when”. There is no question in my mind - it’s simply too attractive to China. It may not come through all out war, but they will eventually claim what they feel is theirs. They operate on much more manageable time scales.

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

#357

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.

This is not about national security. This is about being more than a simple consumer. If all your society does is consume, eventually, the money runs out.

We need to have know-how, talent and all that stuff to create some value. We're bleeding all these things by the minute, and I don't want to be around when the critical point is reached.

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

#358
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.

Yes. I can give you a non-technical answer, since HN is ostensibly business as well. Intel fired the one CEO that spoke both engineer and business, and Gelsinger could have been their Lisa Su. They fired the only talented CEO they've had for years. This will be fatal. Gelsinger was the scapegoat for 20+ years of inability to compete with foreign companies, no matter how much money was poured into them. They used Amer…

I am no expert in Intel, but in my view, Gelsinger lost the faith of many by being unrealistically optimistic. Of course a CEO needs to be optimistic, but he promised (in 2021) zettaflop systems by 2027 (the worst example I remember). Did anyone believe that could happen?

His over-optimism gave the whole "5 nodes in 4 years" supposed path to leadership a weird flavor, like it must be somehow a bit of a con even if it gets technically achieved.

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

#359

Earlier quoted context omitted.

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.

The government doesn't pay for things, we do through our taxes that they spend. So... instead of paying a markup on just your own consumption, you want to be taxed to pay for the subsidy on EVERYONE'S consumption?

Surely we could just move a subsidy around. Do we really need ALL of those corn fields? It’s not even a particularly nutritious crop.

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

#360
post #305

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…

It’s almost like the correct action to take would be a Luddite-style wrench-in-the-works. Sabotage in service of humanity. And as an added bonus, think of all the electricity we’d get back!
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