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TSMC hikes chip prices up to 20% amid supply shortage

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Re: TSMC hikes chip prices up to 20% amid supply shortage

#511
post #484

Earlier quoted context omitted.

"service economy" was always a meme being sold to the gullible masses, manufacturing capacity is the only thing that matters for an economy. Manufacturing has always printed the money It amazes me how the US allowed itself to be nearly deindustrialized after manufacturing effectively won them WWII and global dominance. Now the US can't even make ventilators or face masks

"Manufacturing economy" was a meme sold to gullible nostalgic masses Work is work, money is money. There's nothing fundamentally more important about manufacturing then other types of jobs. The US still has tons of manufacturing but unsurprisingly its on the backs of much fewer jobs, many of which require more education and specialization then manufacturing economy of old used to supply

> There's nothing fundamentally more important about manufacturing then other types of jobs.

the idea that manufacturing is the only work that matters is especially bizarre on a social media website for tech workers.

microsoft or oracle or any number of other software products absolutely deliver value to customers just as much as a machine stamping out parts, those companies couldn't work without that software just like they can't work without an assembly line or a delivery truck or whatever.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#512

Earlier quoted context omitted.

Genuine question because I’m unfamiliar with the market. Why aren’t competitors undercutting these big players? 40% is ridiculous

Because all of their competitors are also raising their prices. Why would companies reduce prices and profits when the demand exists even with higher costs? Samsung, which is the largest IC manufacturer, recently increased prices: https://www.tomshardware.com/news/samsung-foundry-to-hike-wa... If you look at prices for the stuff a lot of wafer capacity is going towards, particularly Flash and RAM, you'll see that the…

People like to pick out TSMC because they're the winner of the foundry wars; GlobalFoundries bowed out of further process node development, I think two years ago, and Intel is trying and failing to equal TSMC's performance with their in-house fabs. GF and Samsung and other players are still around, but only TSMC offers the highest-resolution parts, so they're your only option if your part needs current fabrication technology, and they may be your cheapest option even if it doesn't.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#513

Earlier quoted context omitted.

That's starting to change. Sam Zeloof is inspiring. https://www.youtube.com/channel/UC7E8-0Ou69hwScPW1_fQApA

What he's making is basically caveman technology compared to actual cutting-edge nodes. No offense to his accomplishments, but the modern fabs like TSMC are so advanced you cannot just make the things they make without billions of capital investment. It just is not possible. Unfortunately, many of the chips in short supply are on pretty small nodes, so you need extremely specialized equipment limited to a few of the…

It's possible, we just haven't figured out how to do it yet.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#514

Earlier quoted context omitted.

OK, but those exact same places could power servers instead of miners, taking a load off of wherever the servers are currently hosted.

> OK, but those exact same places could power servers instead of miners, taking a load off of wherever the servers are currently hosted. They don't have good internet. Which I wrote earlier. Crypto mining don't need good internet, it barely needs any good internet speed and barely needs decent latency - by design (blockchains allow anything from 2 seconds - 2000 milliseconds - to 10 minutes - 600000 milliseconds - fo…

It's really depressing to me to see heavy downvoting and flagging on the only comments in the thread that explain how coin mining really works.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#515

Earlier quoted context omitted.

I've worked for manufacturing companies my entire 30+ year career. It's not a dumb metric. It's usually pulled out in response to the silly complaint that "the US doesn't manufacture anything anymore." Sure, our share of global manufacturing is smaller, but that's hardly surprising when many more countries up their manufacturing game. A more interesting metric would be US percentage of total worldwide manufacturing a…

I build complex medical instruments, I'd rather build toasters the way the chip shortage is nuking my BOMs right now.

Most toasters suck. I have to buy a new one every other year or so, for some stupid electrical or mechanical reason. Right now, for instance, the latch on our current toaster -- the one that latches on to the handle you press down to lower the bread and close the circuit to start the heating elements -- isn't latching any more. Fucking low-grade crap! I mean, I'm not asking for a self-lowering magically-correct-degree-of-toasting toaster like in the old TC video -- I just want a stupid mechanical latch in a product I bought a couple of years ago to keep stupidly mechanically latching for six or ten more years. That is not too much to ask.

So, stick to your complex medical instruments. Or, if you switch to toasters, please don't build the same shitty crap as everyone else.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#516

Earlier quoted context omitted.

The Bitcoin gang doesn't like it when people point out that the entire thing is fucking useless.

I'm sorry you don't find it useful. I do find it useful, in fact millions more like me do. Usefulness is a subjective measurement. If you think we are crazy, that's OK. Bitcoin is opt-in. You can choose to ignore it, you can think its fucking useless, but in my opinion, you are wrong.

Are the consequences of the massive energy usage also opt-in?

Re: TSMC hikes chip prices up to 20% amid supply shortage

#517

Supply shortage is another way of saying demand excess. I don’t see much evidence that TSMC ever really slowed production, at least for their most advanced processes that are in high demand. This is yet another way we’re all forced to pay the price for cryptocurrency. As long as GPUs are profitable for mining, they will be purchased and put to work. The saddest part is that each additional GPU added to the mining net…

The state of cryptocurrencies is nothing more than a visible symptom of larger systemic issues that have clearly gotten out of control. It would be much more beneficial to try and understand why the market has decided to consider it valuable in spite of everything you have said rather than just blame and dismiss it based on its impact. We aren't paying the price for cryptocurrency, we are paying the price for policy that has made cryptocurrency attractive.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#518

My PC is 11 years old this year. I've been waiting to upgrade it for 2 years but held off because GPU prices are utterly ridiculous. I don't know who can afford these inflated prices, I was hoping things would settle but it doesn't appear to be the case.

Onboard graphic is pretty good these days, unless you plan to game high-end stuff. I'm actually using my 4790k's onboard graphic (2014) as a daily driver since I use my GPUs for compute only.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#519
post #55

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I agree with this but it's even worse than that. Estimates on Bitcoin energy usage put it at over 1TW now. I believe it was comparable to the energy consumption of Argentina. Advocates will defend this by saying most energy usage is renewable. This conjures the image of someone with a bunch of solar panels but the reality is that it's primarily hydro power because that's the cheapest. Thing is, in regions with cheap…

> Advocates will defend this by saying most energy usage is renewable. Even if true (iirc there is a lot of doubt whether it is, see Iran), it's still moronic, because consuming renewable energy for shits and giggles obviously means that other energy demands are being met with your usual energy mix instead of that renewable energy that went into shits and giggles as assumed. In terms of net emissions it simply doesn'…

I think Bitcoin is ridiculous and wasteful, but I'm also conflicted because I think similarly about many physical products: jewelry, mansions, oversized personal vehicles. There's a lot of embedded energy in all of those goods. Who am I to judge which ones are worthwhile. It all makes me dearly wish there was a global tax on taking the resources out of the ground.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#520
post #492
post #55

Earlier quoted context omitted.

I agree with this but it's even worse than that. Estimates on Bitcoin energy usage put it at over 1TW now. I believe it was comparable to the energy consumption of Argentina. Advocates will defend this by saying most energy usage is renewable. This conjures the image of someone with a bunch of solar panels but the reality is that it's primarily hydro power because that's the cheapest. Thing is, in regions with cheap…

No, https://cbeci.org/ says Bitcoin uses 0.01176 TW, not 1TW. You can take a deep breath of relief! The real energy use of Bitcoin is only 1.2% of what you thought it was! So, if you thought Bitcoin energy usage was a pretty bad problem but not world-endingly dire, you should now think it's insignificant. If that isn't what you think, it probably means that your opinions are not based on careful cost-benefit analysis…

Energy consumption is measured in terawatt hours, not TW, and page you linked to says annualised consumption is 90TWh , which is on par with the netherlands annual consumption. This is hardly partisanship, its an enormous amout of power.
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