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Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

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Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#51

Post by baq »

adventured wrote: post #36
a2800276 wrote: post #22

Earlier quoted context omitted.

They can block Nordstream 2...

It's the Cold War and national security is at stake, you're not going far enough. Think back to what went on from 1950-1990 in Europe and Asia, except it'll be even worse. Blocking Nordstream 2 is the very bottom of the barrel compared to what's coming. After a brief slumber the Russian Empire has awoken again in Europe and it's annexing territory (again). The Dutch would be foolish to spar with the US over ASML at t…

remember the Russian Empire has an economy the size of Italy. it does a lot of posturing and no doubt it can cause a worldwide mess if it stops exporting energy, but they're an empire in name only.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#52

Post by cjbgkagh »

DaftDank wrote: post #39
MrBuddyCasino wrote: post #38

Earlier quoted context omitted.

Russia tried joining NATO multiple times and was rebuffed - this is entirely on the west. Obviously China is the new global rival to be concerned about, not Russia.

It does not seem unusual that an organization (NATO) created solely to defend/protect against one particular country would not allow that country to join forces with them.

I read somewhere a long time ago (so I could be wrong.) The origin of Switzerland happened when the bully state later joined the alliance that was explicitly formed to fight against it.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#53

Post by ksec »

phkahler wrote: post #37
ksec wrote: post #2

Well not unexpected. What is also missing in the report is that TSMC 3nm also performs better. And that is 2023, for anyone that is wondering.

>> What is also missing in the report is that TSMC 3nm also performs better. Was recently reading some non-authoritative news that TSMC is also having yield issues on their 3nm. From the sound of it probably not as bad as Samsung. Taken together this doesn't look good for Intel's optimism toward catching up in just a few years.

>some non-authoritative news

Which is why those news are clickbait title. For a node that is expected to enter volume production by the end of 2022 / early 2023, having yield issue in Q1 2022 is completely normal. Compared to Samsung which is still having yield issues now on their current 5nm / 4nm node.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#54

Post by smoldesu »

unionpivo wrote: post #5
bestouff wrote: post #4

Earlier quoted context omitted.

Just wait for TSMC to become fully Chinese.

Is this likely to happen ?

I think it's more likely that Taiwan would destroy their own fabs before allowing China to take them.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#55

Post by pmontra »

etempleton wrote: post #30
unionpivo wrote: post #5

Earlier quoted context omitted.

Is this likely to happen ?

The Chinese government wants it to happen and probably can make it happen, but it will not be easy. China would have to take the island by force and an amphibious invasion is logistically difficult and almost certain to face heavy casualties on both sides. US and the west place a lot of strategic importance in Taiwan so they may come to the defense, but it is unlikely to be defendable for long. We are seemingly movin…

Those fabs are not ore mines. If you blew up a mine the ore is still there. If you blew up those fabs there is nothing left.

If Taiwan doesn't already have plans to destroy them in case of an invasion I'm sure they are the target of some missiles from outside the country.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#56

Post by dragonwriter »

baq wrote: post #51
adventured wrote: post #36

Earlier quoted context omitted.

It's the Cold War and national security is at stake, you're not going far enough. Think back to what went on from 1950-1990 in Europe and Asia, except it'll be even worse. Blocking Nordstream 2 is the very bottom of the barrel compared to what's coming. After a brief slumber the Russian Empire has awoken again in Europe and it's annexing territory (again). The Dutch would be foolish to spar with the US over ASML at t…

remember the Russian Empire has an economy the size of Italy. it does a lot of posturing and no doubt it can cause a worldwide mess if it stops exporting energy, but they're an empire in name only.

> remember the Russian Empire has an economy the size of Italy.

And a nuclear arsenal roughly the size of the second through fifth largest in the world, combined, and an inventory of main battle tanks roughly equal, quantitatively, to the second through fourth largest in the world, combined, etc.

When a country has outsized relative military capacity vs. relative economic capacity, especially when compared to their immediate neighbors, there is a very strong historical pattern of use or threat of use of the military capacity as a lever to achieve economic and/or territorial aspirations.

It can fail (while there can be a lag time, economic power is eventually transformable into military capacity), but it isn't unusual for it to succeed, or for the eventual failure to be at the end of a long and bloody conflict.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#57

Post by baq »

dragonwriter wrote: post #56
baq wrote: post #51

Earlier quoted context omitted.

remember the Russian Empire has an economy the size of Italy. it does a lot of posturing and no doubt it can cause a worldwide mess if it stops exporting energy, but they're an empire in name only.

> remember the Russian Empire has an economy the size of Italy. And a nuclear arsenal roughly the size of the second through fifth largest in the world, combined, and an inventory of main battle tanks roughly equal, quantitatively, to the second through fourth largest in the world, combined, etc. When a country has outsized relative military capacity vs. relative economic capacity, especially when compared to their i…

i agree completely. especially so if the leader of said country wants to leave 'a legacy' and/or is going slightly mad.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#59

Post by imachine1980_ »

nunez wrote: post #58

35% yield for mobile SoCs sounds...crazy low? Is that normal for mobile SoCs or are Samsung's fabs that inefficient?

In 6 NM crazy low in 3 Maybe reasonably, each time the process shrik tend to be more harder to sustain the yield

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#60

Post by dirtyid »

baq wrote: post #49
mook wrote: post #47

Earlier quoted context omitted.

Why would Taiwan do that though? TSMC is the goosr that lays the golden egg: giving it up means America has much less reason to protect it.

it's enough for a government to say it won't buy chips manufactured abroad and presto, you have TSMC fabs being built on US ground as we speak; EU is close behind.

Carrots and a lot of stick got TSMC to open a small fab in the US for sensitive supply chains. JP and EU are getting similarly marginal expansion. Reality is significant high-value strategic production will stay on the island in short/medium term because TSMC/TW will fight tooth and nail to prevent erosion of their silicon shield. There's no presto, everyone knows banning TSMC chips would kill trillions of western high tech industries.
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