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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

#511
post #464

Earlier quoted context omitted.

The thing about autocracies, there is nobody to stop an obviously wrong decision (for example, Russian invasion of Ukraine).

Yes, because in Western democracies we were very successful at stopping invasions such as Iraq x2, Afghanistan, Vietnam, Korea, etc.

Think of all the wars we didn't have :)

Democracies aren't perfect, but they can change, admit mistakes and adapt.

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

#512
post #464

Earlier quoted context omitted.

The thing about autocracies, there is nobody to stop an obviously wrong decision (for example, Russian invasion of Ukraine).

Yes, because in Western democracies we were very successful at stopping invasions such as Iraq x2, Afghanistan, Vietnam, Korea, etc.

The fact that democracies make mistakes, isn't an argument against dictators having more carte blanche to make mistakes.

Any form of government is going to make mistakes.

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

#514

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.

Cheap? 20% increase in cost of BoM equals at least ~100% increase for customer. Would you pay twice for AMD components? What would market do?

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

#515

Earlier quoted context omitted.

It's more a huge part of messaging from conservatives about liberals. And that you think otherwise indicates your media bias. Democrats respond to Republican cultural issues. As they should. When Republicans state that immigrants are eating your cats and dogs you'd better well fucking address the nonsense otherwise people like you start thinking Haitians are actually out there eating people's pets.

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

#516

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.

Cheap? 20% increase in cost of BoM equals at least ~100% increase for customer. Would you pay twice for AMD components? What would market do?

Does a 20% decrease result in a -50% discount? Why would it be nonlinear?

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

#517
post #338

Earlier quoted context omitted.

800mm^2 die would roughly cost 300-350 usd axcoeding to [1]. That's the Taiwan price and dor N4. This doesn't include the memory or the package. The silicon cost for N3 is close to 2x. [1] https://www.tomshardware.com/pc-components/gpus/spitballing-...

Well, seems that increase of 20% for US-based manufacturing on a base cost of $350 is $70. MSRP of 5090 is $1,999. So, on shoring will result in 3.5% increase in MSRP, which is nothing.

That's for Nvidia GPUs. Margins are much smaller for AMD CPUs.

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

#518
post #422

Earlier quoted context omitted.

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.

What a ridiculous argument. So then every single country, every single city, every street should build their own chips, their own iPhones, right? Because wouldn't want to be "a simple consumer" only!

The argument wasn't about chips specifically, but contributing in general. If your city has a workforce that produces something, you can use the money from selling that stuff to buy, for example, food. If you don't, in western countries, mostly the welfare state steps in. And that's okay, we humans are social animals and I wouldn't have it any other way. But the welfare state has to be backed by productivity. Food and other stuff has to be produced by someone.

And when we're talking about international relations, if your exports don't cover your imports, eventually you'll go bankrupt.

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

#519

Earlier quoted context omitted.

These things go in cycles and predate Ryzen by a lot. The late-model Pentium 4 chips were overheating power-guzzling garbage compared to the Athlon XP, and the Athlon 64 was a serious competitor to the Core 2 series. Ryzen is the current incarnation of AMD coming into vogue in desktop, but it's not like it took them 40 years to get there.

AMD had been gradually working their way up for a long time - the K6-III was an excellent CPU for the time.

K6-III was never excellent. It was a short lived overpriced option for desperate socket7 users unwilling to do the sensible thing and upgrade whole platform (brand new Celeron 300A + 440BX motherboard cheaper than just the K6-3 cpu alone). Paper launch in February 1999 with first real chips shipping in March. First K6-3 to show up in Japan was K6-III/400 at hilarious 35,500 yen = $295! https://akiba-pc.watch.impress.co.jp/hotline/990313/p_cpu.ht... This is the price of full Pentium II 400MHz or over four almost year old by this point and still faster Celerons 300A.

By January 2000 prices corrected to saner bus still delusional levels https://akiba-pc.watch.impress.co.jp/hotline/20000108/p_cpu....

K6-III/450 14,550 $140

K6-III/400 8,980 $85

Celeron 300A $57

First time Duron shows up in Akihabara is June 17 2000 https://akiba-pc.watch.impress.co.jp/hotline/20000617/p_cpu....

Celeron 533A 10,570 $100

Duron 600MHz 9,990 $95

K6-III/450 24,800 $236 haha whats up with that price? Either AMD stopped shipping already and its leftovers or its a sucker tax for ss7 owners wanting to max out.

K6-III/400 14,800 $140

K6-2/550 7,949 $76

K6-2/533 5,970 $57

K6-2/500 5,350 $50

Week later https://akiba-pc.watch.impress.co.jp/hotline/20000624/p_cpu....

Celeron 533A 9,980 $95

Duron 600MHz 9,480 $90

K6-III/450 24,800 $230 AHAHAHAHAHA

K6-III/400 15,800 $150

K6-2/550 7,940 $76

K6-2/533 6,700 $63

K6-2/500 5,300 $50

Looks like by the time Durons showed up nobody was bothering to stock K6-3, only 3 vendors in Akihabara had them. Those crazy prices werent limited to Japan, Poland September 1999:

Pentium III 450MHz 1260 $308

Pentium II 400MHz 943 $231

Celeron 366MHz 348 $85 (300A missing from the list, but was still available and selling cheaper)

K6-III/450 1108 $271 HAHA

K6-III/400 877 $215

K6-2/400 397 $97 haha

K6-2/350 230 $56

For a brief moment in 1999 AMD pretended K6-3 was equal to Pentium 2/3 and tried to price it accordingly but market corrected them swiftly. There was a 1/3 performance gap between K6-3 and overclocked Celeron.

https://web.archive.org/web/20080418185205/http://arstechnic...

https://web.archive.org/web/20070918073530/http://arstechnic...

https://web.archive.org/web/20070918135927/http://arstechnic...

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

#520

Earlier quoted context omitted.

The cracks in the media were already visible 30 years ago. Conservative talk radio was taking off, people were beginning to call CNN "Clinton News Network", and Fox News was right around the corner. There was clearly an appetite—and a market—for partisan news. This was further fueled by the growth of national radio and TV networks that were less beholden to capturing local audiences. I think the internet just superch…

Agreed. And Democrats were fucking stupid and decided to just ignore all of the systems Republicans were putting into place over decades. There are multiple conservative think tanks who approve supreme court nominations and spearhead Republican policy. They have been working on it for decades. It's unfortunate that the only political party in this country which can look to the future an make long term plans is the on…

Unfortunately, the policies you get from any party that is disciplined over decades in putting long term power plays ahead of good governance is ... more long term power plays.

I usually can think of at least a few plausible/possible solutions to most problems. But I am not at all sure what the Democrat's right response should have been.

However, a severe lack of legal tolerance for businesses that use technology to super-scale poisonous conflicts of interest, like surveillance backed ads and media feeds algorithmically manipulated for addiction/attention behavior would have been part of it.

Zuck should have been put away for life a few accidental genocides ago. (IMHO)

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