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Apple is fighting for TSMC capacity as Nvidia takes center stage

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Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#41

Post by achr2 »

weslleyskah wrote: post #30
ndr42 wrote: post #16

I dislike this dramatization in reporting of mundane facts. So report the facts but sentences like "What Wei probably didn’t tell Cook is that Apple may no longer be his largest client" make it personal, they make you take sides, feel sorry for somebody, feel schadenfreude... (as you can observe in the comments)

I hate this writing as well. Is not about technology and finance? The reporter writes as if it is a novel.

They didn't tweak their prompt styling request enough... The ChatGPT world is depressing.

Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#42

Post by pixl97 »

Antibabelic wrote: post #15
WesolyKubeczek wrote: post #10

...and then China invades Taiwan, and nobody ain't getting nothing.

I feel like China invading Taiwan isn't happening in our lifetimes. Yes, they stand to benefit from it, but I doubt any of the people in charge of decision making are that interested in rocking the boat. There's nobody forcing their hand and the country is doing great without needing to invade anyone.

I mean who would have put 'US talks about invading Greenland' on the list of bullshit we have to deal with.

Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#44

Post by runjake »

boxed wrote: post #18

Tim Cook failing on the Cook doctrine ("We believe that we need to own and control the primary technologies behind the products that we make") is ironic.

I'm sure if Apple could manage to run a fab with the quality and costs they get with TSMC, they would. I have little doubt they've been pushing forward on that mission.

Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#45

Post by re-thc »

YmiYugy wrote: post #39

It seems a bit odd that data center operators aren’t willing to put their money where their mouth is. Data center operators say: expand more quickly. TSMC says: we need long term demand to justify that. And all the data center guys say is: don’t worry that won’t be an issue, trust us. I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreeme…

> I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreements.

That would ruin TSMC and others' independence.

Nvidia already did buy Intel shares so it is a thing.

Nvidia did discuss with TSMC for more capacity many times. It's not about financing or minimum purchasing agreements. TSMC played along during COVID and got hit.

Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#46

Post by alex43578 »

petcat wrote: post #33
adventured wrote: post #24

Earlier quoted context omitted.

The US has its own TSMC supply (insert comments about it not being cutting edge). And the US will stand-down and let China take Taiwan with no serious conflict in exchange for supply agreements. Not more than 5-10 years out at this point. The US can't even remotely come close to stopping China in its own backyard today, in another 5-10 years they'll just have that much larger of a Navy. The US knows that's the situat…

> The US has its own TSMC supply (insert comments about it not being cutting edge) USA has been strategically re-homing TSMC to the US mainland for a long time now. 30% of all 2nm and better technologies are slated to be produced in Arizona by 2030. The real loser in all of this will be the EU which will be completely without the ability to produce or acquire chips. They'll just end up buying from China and USA, whic…

Has the Ukraine situation not shown that the EU has relegated itself to second fiddle?

It’s too old, too complacent, and too broke. Even compared to the US and our level of discord, there’s no unity across divisions.

The US absurdly threatens Greenland, but Denmark/EU’s response is “Sanction US tech or kick out US military bases on Europe”, rather than be able to rattle a saber back and show some credible backbone.

Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#47

Post by afavour »

weslleyskah wrote: post #30
ndr42 wrote: post #16

I dislike this dramatization in reporting of mundane facts. So report the facts but sentences like "What Wei probably didn’t tell Cook is that Apple may no longer be his largest client" make it personal, they make you take sides, feel sorry for somebody, feel schadenfreude... (as you can observe in the comments)

I hate this writing as well. Is not about technology and finance? The reporter writes as if it is a novel.

The sheer number of em dashes in the text suggest to me that the reporter didn't write anything, ChatGPT did.

Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#48

Post by NonHyloMorph »

petcat wrote: post #33
adventured wrote: post #24

Earlier quoted context omitted.

The US has its own TSMC supply (insert comments about it not being cutting edge). And the US will stand-down and let China take Taiwan with no serious conflict in exchange for supply agreements. Not more than 5-10 years out at this point. The US can't even remotely come close to stopping China in its own backyard today, in another 5-10 years they'll just have that much larger of a Navy. The US knows that's the situat…

> The US has its own TSMC supply (insert comments about it not being cutting edge) USA has been strategically re-homing TSMC to the US mainland for a long time now. 30% of all 2nm and better technologies are slated to be produced in Arizona by 2030. The real loser in all of this will be the EU which will be completely without the ability to produce or acquire chips. They'll just end up buying from China and USA, whic…

ASML...

Re: Apple is fighting for TSMC capacity as Nvidia takes center stage

#49

Post by webstrand »

achr2 wrote: post #41
weslleyskah wrote: post #30

Earlier quoted context omitted.

I hate this writing as well. Is not about technology and finance? The reporter writes as if it is a novel.

They didn't tweak their prompt styling request enough... The ChatGPT world is depressing.

Doesn't seem like LLM generated text to me. Even prior to ChatGPT some journalists preferred to write in a novel-style with extraneous fluff like that.
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