TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

Post by deltaseventhree » Fri, Dec 02, 2022, 4:54 AM UTC

arghnoname wrote: post #474

mr_toad wrote: post #469

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> Anyone who has gone to grad school can see pretty plainly that the top schools are stuffed with Chinese and Indian nationals. They're capable and they work hard. People in grad school tend to be hard working and smart, that’s how they got there. Hypothesis: foreign nationals have to be even smarter and harder-working to secure places in US universities, hence the stereotype.

It wasn't my experience that they were harder working or more capable than the domestic talent. Because of the immigration benefits, some had additional motivations native-born Americans didn't have, but there are easier ways to immigrate. There were some differences culturally in how certain things were approached, but I thought capability wise there was not an obvious and significant disparity in terms of capabilit…

Post by deltaseventhree » Fri, Dec 02, 2022, 5:05 AM UTC

gorjusborg wrote: post #389

deltaseventhree wrote: post #382

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No. My posts suggest none of that. I am simply stating the truth. It is from the perspective of a tsmc shareholder not a patriotic American who wants to beat china for no other reason then being the best. As a tsmc shareholder one part of your post is correct. US workers are unfortunately lazier and slower and more expensive. Not necessarily stupider. You characterized this part of my position partially correctly. As…

> US workers are unfortunately lazier and slower and more expensive Wow. At least you aren't hiding your nationalistic bias.

Post by easygenes » Fri, Dec 02, 2022, 6:09 AM UTC

bjourne wrote: post #429

NeverFade wrote: post #348

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Does "one generation before current" count as "long tail", though? The chip shortage in products like cars has been for much simpler chips, AFAIK. The article says Apple, AMD, and Nvidia are looking to source from the new plant. Aren't they canonical examples of companies that are always looking for the latest and greatest? Why would they be interested in an prev-gen chip?

Many companies (including NVidia and AMD) are adopting chiplet designs for which different parts of the chip can be manufactured on different process nodes. The most performance critical aspects of chips will be manufactured on 3 nm nodes, but most of the chip will be manufactured on 4-10 nm nodes. It's too expensive (in cost/wafer) to use 3 nm for everything.

Post by [deleted] » Fri, Dec 02, 2022, 6:21 AM UTC

coredog64 wrote: post #375

deltaseventhree wrote: post #368

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Things change. As of right now the US can't compete. In the past the US could compete, but that doesn't speak to the status quo. In the future the US may change but this is unknown. It may very well be the US will never recover. This is a realistic possibility. Either way the status quo is that the US is currently inferior to Asia in terms of semiconductors.

IBM and Intel are competitive with TSMC and Samsung when it comes to ability to cram transistors onto wafers. This idea that only Taiwan/TSMC knows how to fab is light years from reality.

Post by VincentEvans » Fri, Dec 02, 2022, 7:20 AM UTC

puffoflogic wrote: post #441

hammock wrote: post #422

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35 million or so Latin Americans have relocated themselves to the US, even piled into dark crowded trucks and given up their life savings to dangerous coyotes, to do so. I would imagine the the specter of Communist China knocking on your door and breathing down your neck would be a motivator for many Taiwanese. And there would be a great opportunity for the US to welcome them with open arms as allies

You're assuming the population of Taiwan views itself in the same position vis a vis CCP as the government of Taiwan does, which is not a historically probable claim, for all that the situation is quite complex.