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.
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
351–360 of 761 posts
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#352Earlier 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…
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
#353If 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
#354Earlier 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.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#355If 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
#356If 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.
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
#357If 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.
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
#358What 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…
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
#359Earlier 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?
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#360Earlier 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…