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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

#551

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

Why?

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

#552

Earlier quoted context omitted.

Is something the gov should subsidize or at least organize competitors to act like a cartel[0]? Such that the market forces don't push pricing that the plant would naturally die. [0] https://en.wikipedia.org/wiki/Phoebus_cartel

The phoebus cartel whine is bullshit - incandescent light bulbs should be limited to 1000 hours because 1) the cost of electricity used by the bulb is easily as much as the replacement bulb (in the 1920s/1930s), and running the bulb hotter makes it more energy-efficient, and 2) because running incandescents cold makes the light look sickly and awful. Light bulbs were mostly being sold by electric companies at the tim…

I wonder what the economic calculation looks like. How much efficiency would be lost by doubling the lifespan? It depends on the relative price of lightbulbs and electricity, and the cost (in time/effort/inconvenience) when a bulb blows.

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

#554

Earlier quoted context omitted.

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.

These wars weren’t mistakes. The ruling class wanted them and got them.

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

#555

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.

PRC-TW/ROC is already ongoing civil war that never ended in ratification, so legally it doesn't really matter. It's no different than ROC doing port closure policy for decades.

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

#556
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.

[deleted]

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

#557
post #511

Earlier quoted context omitted.

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.

I think it is other way round.

In a democracy ideas are ingrained in public psyche for support. Be it Muslims/Jews/Christians good/bad, immigrants evil, abortion bad all become part of a large percentage of people's belief and changing that requires equally herculean efforts.

In autocracy, people are generally kept aloof of such decisions so you can always switch enemies from Eurasia to Eastasia and no one cares. In case of China, the value of Taiwan/Arunachal/... is mostly egoistical, based on some notion that Qing China boundaries must be restored. If tomorrow a new leadership comes and makes EU kind of setup with Taiwan, people will have no say and most won't care.

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

#558
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.

Haha, thanks. People have a myopic view and think that "American made" automatically equates to sales. I have a friend that makes in the US toys, but the markup is over 200% more of something similar that you'd find in the store; they're entirely custom. These are sold exclusively in the US. Tons of complaints on price too and how they aren't cheap enough. Best part, she can't even pay her bills with what she does sell. Every single person peddling this narrative will never put their money where their mouth is. It will result in massive loses and stagnation of innovation in the industry.

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

#560
post #156
post #34

What I really want to know, from someone who does know: Is Intel cooked? Like, will they be able to manufacture chips that compete with TSMC? They used to be a crown-jewel of US tech. But it seems like every time I read the news, they are announcing a delay or shutting down some product.

>What I really want to know, from someone who does know: Is Intel cooked? I dont know if I count, but at least I wrote about TSMC before most if anyone knew much about TSMC. Which is when Apple brought them to spotlight. It depends on how you define or count as being able to compete with TSMC? If Intel technically leapfrog TSMC and their 18nm is better than TSMC 20nm this year but; It is 30 - 40% more expensive. It h…

There is one metric where they are winning: they are not TSMC.
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