361–370 of 761 posts
Earlier quoted context omitted.
> If Intel technically leapfrog TSMC and their 18nm is better than TSMC 20nm this year but; Think you mean 1.8nm, aka 18A. We're way past 18nm and 20nm.
How long ago did nm numbers stop being descriptions of size of chip and start being purely marketing names? About a decade?
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…
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.
Earlier quoted context omitted.
they seem very cooked I think they have a lot of potential in the dedicated GPU space, but that is a consumer market so profit margins are smaller and they have potential in the low-to-mid-end market so even less margin. It's really sad as the competition there would help consumers. the sad thing is, it was predictable. Wintel and other monopoly-like deals/situations had removed the need to compete/stay on edge from…
>> I think they have a lot of potential in the dedicated GPU space I think dedicated GPUs will be dead soon. AMD will beat nVidia with APUs that compete with midrange DGPU in performance with lower system cost. With AI using GPUs we want the shared memory of the APU rather than splitting RAM into two mutually exclusive areas - witness boards starting to use soldered ram in 64 and 128GB configurations. nVidia can't co…
I mean for gaming there is already the Ryzan Max+395 which already is beyond the level of low end graphics (at least if placed in a desktop where it's not heat/power throttled). But it's a bit of a unicorn (especially if you look for a system where it can run full throttle).
but I'm not sure about the beat nVidea part, nVidea has some experience with putting ARM CPUs on their graphic cards and as far as I remember on for their server center solutions there is one which pairs up graphic cards (and their RAM) over PCIe and mostly cuts out the CPU
Earlier quoted context omitted.
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.
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.
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.
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.
Earlier quoted context omitted.
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.
What is interesting is if the world is not that reliant on Taiwan chips anymore would China really care that much about Taiwan?
Earlier quoted context omitted.
Yes and surely it's a cost which can be reduced over time by improving automation and/or by cutting back on regulations.
I doubt that, unless you're willing to pay USA workers Taiwan salaries.