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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

#661

Post by rfrey »

maxdo wrote: post #659
motorest wrote: post #635

Earlier quoted context omitted.

> 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. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

Right , just to remind that China is the country that supports Proxy wars with west ( Ukraine ), supports Iran , a country that placed tariffs on whole industries, like cars, software , spy and buy technology to replace anything advanced. A country willing to cut mineral supply anytime they don’t like anything is good partner and friend of EU , lol, how delusional someone can be ? Even current US Administration sends…

> without west being united

If that is true, perhaps the US should stop destroying the western alliance.

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

#662

Post by contagiousflow »

ksec wrote: post #636
motorest wrote: post #635

Earlier quoted context omitted.

> 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. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

US has been a reliable partner post WWII for 95%+ of the time. Making Trump administration representing 100+ years of US history isn't exactly a fair comparison.

Don't ever look into the US's involvement in Latin America if you want to keep believing this

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

#663

Post by etempleton »

leptons wrote: post #217
etempleton wrote: post #192

Earlier quoted context omitted.

Everyone thought AMD was done. Intel is going through a difficult transition, but if they can make 18a /14a work and keep improving their GPU line we could be having the same conversation about AMD in 10 years.

I used to be a die-hard Intel customer, and recommended to everyone that asked me what to but, to buy Intel. That has changed. Now it's price/performance that matters more than brand. Intel also had a few missteps that made the brand lose a bit of its luster. My most recent computer is AMD Ryzen based, but we just bought an Intel-based Dell for my partner because the price/performance was better than comparable AMD m…

I do have repeated, annoying instability with my Ryzen 5900X desktop. I find AMD to have a much narrower setup window in terms of memory speed, timing, etc. and that is before any kind of overclocking. And the motherboard / bios firmware situation always seems a bit more sketchy for AMD.

Maybe it is just bad luck on my end, but I have not had those issues with Intel in the past or currently.

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

#664

Post by bigfudge »

ksec wrote: post #636
motorest wrote: post #635

Earlier quoted context omitted.

> 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. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

US has been a reliable partner post WWII for 95%+ of the time. Making Trump administration representing 100+ years of US history isn't exactly a fair comparison.

But the signs are not good that the US will become more trustworthy again any time soon. The only back pressure on trump seems to be MAGA conspiracy theorists who look - if it’s possible - even less reliable than trump.

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

#665

Post by Planktonne »

ksec wrote: post #636
motorest wrote: post #635

Earlier quoted context omitted.

> 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. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

US has been a reliable partner post WWII for 95%+ of the time. Making Trump administration representing 100+ years of US history isn't exactly a fair comparison.

Not in the most recent years though. People aren't saying that the US has always been unreliable, but that it is becoming more so.

Averaging over a large window while ignoring the trend is not reasonable.

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

#666

Post by Sabinus »

phkahler wrote: post #653
guywithahat wrote: post #437

Earlier quoted context omitted.

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

>> Ironically my only opposition to US chips is that we’re less liable to protect Taiwan if China invades I'm amazed at how many people think China is going to take Taiwan by force. They're playing a long game because they want it intact. They want the people there to want to be part of China. That doesn't seem to be going very well, but how can outsiders know? But again they're playing a long game and have plenty of…

This may be the case but China is also steadily building the specific capacity to take the island by force. Circumstances could easily change. What if they decide the Taiwanese people will never accept unification, or something unexpected happens to the Chinese leadership? The US gets heavily engaged in a different war?

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

#667

Post by alberth »

A lot of people misunderstand why companies outsource to Asia. It’s not just about cost—it’s actually more so about manufacturing expertise.

Asia has a massive pool of highly skilled manufacturing talent, and that kind of deep expertise is something the U.S. is quickly forgetting.

So my question is: with TSMC building a fab in the U.S., are Americans actually getting retrained in real manufacturing skills? Or are they just being taught to push the buttons TSMC tells them to push?

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

#668

Post by almosthere »

criley2 wrote: post #607
fn-mote wrote: post #601

Earlier quoted context omitted.

> how could the US possibly dislodge them without destroying the thing they want to protect? I would instead assert that it is very likely that the US would destroy the fabs rather than allow China to gain control of them through an act of aggression. The doctrine of mutually assured destruction has been around a long time. The international players are familiar with it.

I highly doubt it. Taiwan would destroy their own fabs before someone else did. But that's likely unnecessary, China would be unable to operate the fabs anyway and they've already stolen the relevant information and are trying to recreate it. TSMC would get their experts out of the country and their trade partners would simply stop supplying the vital materials. And mututally assured destruction has nothing to do wit…

Yeah I think everyone understood that analogy you spelled out w/respect to MAD.

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

#669

Post by maxdo »

rfrey wrote: post #661
maxdo wrote: post #659

Earlier quoted context omitted.

Right , just to remind that China is the country that supports Proxy wars with west ( Ukraine ), supports Iran , a country that placed tariffs on whole industries, like cars, software , spy and buy technology to replace anything advanced. A country willing to cut mineral supply anytime they don’t like anything is good partner and friend of EU , lol, how delusional someone can be ? Even current US Administration sends…

> without west being united If that is true, perhaps the US should stop destroying the western alliance.

perhaps lot of european people need to have a wake up call. Europe is involved in a proxy war of China vs US. where EU associate member is fighting with china proxy, Russia.

Other proxies are Iran with their satelites, without china neither Iran or Russia would not survive current wars they sponsor agaist west.

as much as I hate current US admin, they push to increase NATO spending etc.

how is that not "uniting" ?

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