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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

#411
post #392

Earlier quoted context omitted.

I think you're mistaking the name of a cardinal direction for a cohesive set of political ideologies.

OP is. Otherwise there's always a west to any west.

You wrote "west" not "The West". Not that the latter would make any more sense.

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

#412

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.

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.

The critical point has been reached.

The part you don't want to be around for is following the realisation that there is no path back.

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

#414

Earlier quoted context omitted.

China is not interested in Taiwan for the chips. They want it back since they believe Taiwan is part of China.

Taiwan also believes they are (part of) China

Or more accurately, the Taiwanese government also believes that mainland China and Taiwan should be unified (ie. a One-China Interpretation). But that this One-China should be under the rule of the Taiwanese government and not the CCP, which they considered an illegitimate government, up until the 1992 Consensus.

After the 1992 Consensus [1], the Taiwanese government still considered the Mainland its territory (again under a One-China Interpretation), but also acknowledges the CCP's interpretation of One-China. In practice, this meant they officially abandoned plans to re-take the Mainland, and focus on maintaining the status quo of peace and stability.

Interestingly, the Taiwanese government also used to lay claim to Mongolia in addition to the Chinese Mainland.[2]

[1]https://en.wikipedia.org/wiki/1992_Consensus

[2]https://www.taipeitimes.com/News/feat/archives/2024/08/25/20...

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

#417
post #416

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.

Almost like tariffs support this cause, too.

Except when tarrifs make western industry so expensive that it is no longer competitive whatsoever...

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

#418
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.

I'm not into hardware but I remember when AMD was sneered at, and all real CPUs were Intel. Then Ryzen happened. My meta conclusion is that its super hard to tell when someone is done, and it can change quickly. Or not. Sometimes it if looks like terminal decline, it simply is terminal decline.

Keep in mind Keller joined AMD during their dark period(Bulldozer?) and helped work on Zen.

He later noped out of Intel shortly after joining. Whatever he saw, either in leadership or product, had to be pretty bad in my opinion. AFAIK there's been speculation, but nothing really concrete.

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

#419
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 can, right now, make chips a generation ahead of what TSMC Arizona plant can make.

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

#420
post #40

Earlier quoted context omitted.

That is their goal because they saw their restrictions had just made China accelerate domestic development instead.

China would be stupid to stop the acceleration of its domestic development right now.

If anything I could see the Chinese government moving to blocking import of Nvidia and AMD accelerators as time goes on. They can't afford to right now but you can bet they want to.
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