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

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531–540 of 761 posts

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

#531
Nothing but delusion. Time to throw a wrench into this party.

1. The estimates are never accurate; after subsidies dry up expect 50-200%.

2. I will buy used before I buy new to cut costs.

3. American manufacturing is trash; I will never buy GM/Ford/Chrysler/Tesla; no matter how much you try to force me to. Intel falls into this category. I'm supposed to just accept on faith that building a tsmc fab in the US is going to "just werk"? Nah.

4. I don't care if it's "Made in America"; what I care about is price to quality and performance ratio. Which as we all know the Americans have gave up on (ahem Ford and only manufacturing trucks, etc). Intel has been getting it's asshole rocked the past couple years and it has home field advantage.

5. I care what Linux runs; and if China and RISC-V take off and are lower price point I'll buy that before I spend anything on US "American made chips".

6. I don't care about "ccp bad"; fuck off with your propaganda. You realize Taiwan is an island state of China right? Seems like good idea to let them setup shop in US? Good job you played yourself.

7. The "rare earths" to make these chips come mostly from China. China will counter like they already have screwing over Micron and Intel (and soon tsmc).

8. Apple will mark up whole price; not just chip price. The consumer will pay for the entire shift of the supply chain not just the cost to manufacture. Even in best case of 5% your 2,000 laptop is now minimum 2,100; yea, the average American can afford that... People can't even afford to eat fast food anymore and some idiots in here think they can pay more for something they don't give a shit about? Lol

9. You first; just like with the idiots that bought Teslas (which are the lowest and worst in quality of all cars manufactured). Meanwhile I'm still driving my second car (Japanese btw) after having bought in 2019 (and the one before lasted 20 years).

10. This reeks of the anti Honda shit I would see during 2008 PvP of US auto industry because they failed to innovate. And guess what no propaganda saved them and they still can't compete in the market.

11. Intel is on life support, and tsmc is supposed to what...?

Like I said it's nothing but delusion.

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

#533
post #531

Nothing but delusion. Time to throw a wrench into this party. 1. The estimates are never accurate; after subsidies dry up expect 50-200%. 2. I will buy used before I buy new to cut costs. 3. American manufacturing is trash; I will never buy GM/Ford/Chrysler/Tesla; no matter how much you try to force me to. Intel falls into this category. I'm supposed to just accept on faith that building a tsmc fab in the US is going…

[deleted]

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

#534

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.

What special quality do "western" countries have that makes it a moral obligation to purchase from them over others? Why is it a moral good to keep value from the others?

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

#535

Earlier quoted context omitted.

Political reunification, i.e. land > people, see PRC saying "keep the island not the people". At this point no amphibious assault needed, just blockading TW and turning into gaza via mainland munitions now that starving masses is normalized is an option too.

That type of blockade is typically regarded as an act of war equal to dropping bombs. So that in itself could trigger a war.

It is a way to fight the war that doesn't require amphibious landings.

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

#536

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.

What special quality do "western" countries have that makes it a moral obligation to purchase from them over others? Why is it a moral good to keep value from the others?

[deleted]

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

#537
post #531

Nothing but delusion. Time to throw a wrench into this party. 1. The estimates are never accurate; after subsidies dry up expect 50-200%. 2. I will buy used before I buy new to cut costs. 3. American manufacturing is trash; I will never buy GM/Ford/Chrysler/Tesla; no matter how much you try to force me to. Intel falls into this category. I'm supposed to just accept on faith that building a tsmc fab in the US is going…

I was going to post pretty much this, but you have already done it for me. Well spoken. You fuck, hard.

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

#538
post #509

Earlier quoted context omitted.

The supply chains for chip production terminate in Asia but there aren’t many inputs that originate there (which is by design). The real value to be lost are the Taiwanese engineers themselves.

How can you design where natural resources exist?

He's probably talking about ASML

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

#539

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.

What special quality do "western" countries have that makes it a moral obligation to purchase from them over others? Why is it a moral good to keep value from the others?

Trust.

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

#540

Earlier quoted context omitted.

If something happens to Taiwan, we won't regret being able to produce these chips domestically. If AI keeps growing like it does, it might even trigger a conflict.

Ironically my only opposition to US chips is that we’re less liable to protect Taiwan if China invades

I think this is the reality behind the past relative world peace; international dependencies. Russia got away with a lot of shit because most of Europe thrived on their cheap gas and oil. Many countries are in debt with each other or have valuable assets (gold, nukes) stashed with each other.
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