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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

#491

Post by hu3 »

entropi wrote: post #449
hu3 wrote: post #341

Earlier quoted context omitted.

non Apple consumers were already used to this clown fiesta since AMD processors had late access to SoTA nodes for the very same reason. And possibly other types of hardware also had price bumped or used outdated chips because Apple has to build their iPhone/mac n+1. That's why you see some folks actually mocking Apple about the situation. They were already affected. If anything this might force a market-wide fix in t…

I mean sure it is fun to pick one company and hate it, but this is not the point being argued here. But the point here is that a few companies are outbidding everyone else, hoarding shittons of compute and putting it into their data centers, to rent to people. This is effectively taking compute ownership away from consumers and centralizing compute i.e. un-democratising. Apple outcompeting other companies to put thei…

Regular people don't need state of the art chips to doomscroll tiktok and take instagram selfies.

But perhaps Apple needs them to power translucent UIs and Siri.

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

#492

Post by weslleyskah »

lII1lIlI11ll wrote: post #489
lovich wrote: post #362

Earlier quoted context omitted.

> I spent most of my career working in companies with I’ve worked for 3 companies like that. It was really great if your views aligned with the founder. If they didn’t, you got fucked. I really enjoyed when a bunch of juniors were fired the day before Christmas because the founder heard them discussing the latest movies they watched and decided that they had bad opinions and shouldn’t work at his company since he’d b…

> a bunch of juniors were fired the day before Christmas because the founder heard them discussing the latest movies they watched and decided that they had bad opinions and shouldn’t work at his company since he’d be embarrassed if his peers heard their tastes. Just out of curiosity, was it something despicable like them liking Marvel movies? Or more akin to disagreeing whether Eyes Wide Shut could be considered a go…

Serious question, why watch this movie by Kubrick when you have way more interesting guys like Pier Paolo Pasolini?

If you want to see weird sexual pictures, might as well go all the way with "120 days of Sodom".

Or just go and see one of those documentaries of serial killers from the 70's, like Ted Bundy.

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

#493

Post by lII1lIlI11ll »

weslleyskah wrote: post #492
lII1lIlI11ll wrote: post #489

Earlier quoted context omitted.

> a bunch of juniors were fired the day before Christmas because the founder heard them discussing the latest movies they watched and decided that they had bad opinions and shouldn’t work at his company since he’d be embarrassed if his peers heard their tastes. Just out of curiosity, was it something despicable like them liking Marvel movies? Or more akin to disagreeing whether Eyes Wide Shut could be considered a go…

Serious question, why watch this movie by Kubrick when you have way more interesting guys like Pier Paolo Pasolini? If you want to see weird sexual pictures, might as well go all the way with "120 days of Sodom". Or just go and see one of those documentaries of serial killers from the 70's, like Ted Bundy.

You are barking up the wrong tree since I don't rate "Eyes Wide Shut" high. Just used it as an example of a polarizing Kubrick movie.

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

#494

Post by [deleted] »

lII1lIlI11ll wrote: post #493
weslleyskah wrote: post #492

Earlier quoted context omitted.

Serious question, why watch this movie by Kubrick when you have way more interesting guys like Pier Paolo Pasolini? If you want to see weird sexual pictures, might as well go all the way with "120 days of Sodom". Or just go and see one of those documentaries of serial killers from the 70's, like Ted Bundy.

You are barking up the wrong tree since I don't rate "Eyes Wide Shut" high. Just used it as an example of a polarizing Kubrick movie.

[deleted]

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

#496

Post by thewebguyd »

scyzoryk_xyz wrote: post #477
thewebguyd wrote: post #289

Earlier quoted context omitted.

Job's thermonuclear threats were about Android & Google, not Samsung because Schmidt was on Apple's board during the development of Android. > "I will spend my last dying breath if I need to, and I will spend every penny of Apple’s $40 billion in the bank, to right this wrong. I’m going to destroy Android, because it’s a stolen product. I’m willing to go thermonuclear war on this." The falling out with Samsung was re…

Oh shit I didn't know he was on the board, I thought the story was just that they decided to be a competitor. So, Schmidt had inside knowledge of before following Apple into the smartphone category? That makes the vengeful fury less unhinged. Sounds like those $40b did not end up running out.

> So, Schmidt had inside knowledge of before following Apple into the smartphone category?

That's the theory/assumption. Android started as an OS for blackberry-style phones with physical keyboard, non touch screens.

Almost as soon as the iPhone launch, Schmidt left the board, and Android pivoted to a multi-touch interface almost immediately, and a year later the HTC Dream came out.

I don't think anyone has any real proof of wrongdoing but the timing is certainly suspicious

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

#497

Post by xp84 »

Forgeties79 wrote: post #256
xp84 wrote: post #160

Earlier quoted context omitted.

Apple is so notoriously ravenous for profit margin that they can’t not be that way.

It felt like a more confident statement and I was legitimately asking. I have little love for Apple. Ditched my Mac Studio earlier this year for a Linux only build after 20 years of being on Macs. I say this because I think folks think I am trying to sealion/“just ask questions:tm:” or some nonsense, when I am legitimately asking if this is a documented practice and what the extent is. I am not finding it easy to fin…

Totally fair question. Being fully transparent, I'm exclusively extrapolating based solely on their publicly-known behavior (e.g. the way they deal with their developers on the App Store), but am not a primary source on their hardware component vendor relationships myself.

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

#498

Post by YmiYugy »

ip26 wrote: post #207
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…

If the long term demand disappears, there may not be anyone left for TSMC to collect from on those MPA. This somewhat undermines their utility as a security.

I think if Microsoft or Google or Nvidia or Amazon went to TSMC and said hey we guarantee to buy 3 fabs worth of chips from you for the next 10 years, they'd probably find a way to make that work.

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

#499

Post by YmiYugy »

weslleyskah wrote: post #70
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…

And what of the natural resources sustaining all of this? This conglomerate of data centers, gpus and other chips will surely have to push manufacturers to the maximum in other industries. I don't think sustainable energy, recycling and carbon credits will be enough to cover for it.

ASML doesn't quite do overnight orders for lithography machines. There is limited construction capacity to build new data centers. Expanding power generation and grid capacity is also a whole can of worms. My point is just that tech CEOs keep saying "build more fabs" and TSMC saying "we worry about long term demand" and the CEOs replying along the lines of "AI is so big you couldn't possibly have too much capacity" rather than going "here is a contract to guarantee we'll buy your capacity".

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

#500

Post by weslleyskah »

YmiYugy wrote: post #499
weslleyskah wrote: post #70

Earlier quoted context omitted.

And what of the natural resources sustaining all of this? This conglomerate of data centers, gpus and other chips will surely have to push manufacturers to the maximum in other industries. I don't think sustainable energy, recycling and carbon credits will be enough to cover for it.

ASML doesn't quite do overnight orders for lithography machines. There is limited construction capacity to build new data centers. Expanding power generation and grid capacity is also a whole can of worms. My point is just that tech CEOs keep saying "build more fabs" and TSMC saying "we worry about long term demand" and the CEOs replying along the lines of "AI is so big you couldn't possibly have too much capacity" r…

> ASML doesn't quite do overnight orders for lithography machines.

I was not even aware of that, thanks for clarifying. I need to read on this.

Ultimately, I think there is a disconnection with reality between these CEOs and major fabrics such as TSMC.

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