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Intel and the $1.5T chip industry meltdown

economist.com

691–700 of 734 posts

Re: Intel and the $1.5T chip industry meltdown

#691

Earlier quoted context omitted.

That’s quite the gamble. If a competitor develops a 5nm capability, Taiwan and TSMC are both screwed. The fact that only TSMC in Taiwan has this capability makes Taiwan a jucier target for the CCP. All this talk of reunification may be little more than a power grab. Control the best semiconductors, control the world.

What is TSMC/Taiwan’s unique capability? Aren’t ASML in Europe the ones making cutting edge EUV machines that drive process shrinks? I genuinely don’t know but I assume TSMC is mostly just good at scaling the production up economically.

Everyone can buy top of the line kitchenware, but you need great cooks to run 5 star restaurant. Its all about tuning to reach good yields, TSMC seems to excel at that.

Re: Intel and the $1.5T chip industry meltdown

#692
post #689

Earlier quoted context omitted.

Russia has switched off the gas before, such as when Russia first invaded Ukraine in 2014. Hell, there's a Wikipedia page listing all of the Russia-Ukraine gas disputes ( https://en.wikipedia.org/wiki/Russia%E2%80%93Ukraine_gas_dis... ). One of the stated motivations for Nord Stream 2 was to improve reliability of gas to Europe in case Russia decided to cut off the gas because of a spat with one of the transit countr…

The only thing this wikipedia page shows is that the Ukraine is an unreliable transit country stealing gas intended for the Europe.

So is Poland, right? https://en.wikipedia.org/wiki/Yamal%E2%80%93Europe_pipeline#...

Re: Intel and the $1.5T chip industry meltdown

#693
post #667

Earlier quoted context omitted.

Using MacOS buys you some more time. Linux is a dumpster fire (no its not the year of Linux nor will I try Linux Mint for the 1000th time). While its not open source, MacOS still acts like an OS from the Win 7 days...for now anyway. They will probably end up going down the road of Win 11 but I think its going to take many more years till they get there. They also offer excellent support. Their hardware gets like 10 y…

You don't understand, the hardware we got 2017-2019 is peak forever. M1-2 are brittle and controlled, the opposite of open/repairable etc. ARM, Atom, Xeon from this period can last 100 years. If you don't have this hardware, you'll get something that will last max 10 years. USA has banned China from manufacturing without having a replacement.

Have you even tried an M1/M2 based computer? Its like when I moved from HDD to SSD, an unbelievable revolution in performance and snappiness.

>M1-2 are brittle and controlled, the opposite of open/repairable etc.

We have reached the point where we cannot have removable ram for technical reasons. M chips get a a lot of their performance from excellent memory bandwidth. Move on from this thought process. The software is still gives you more control compared to Windows and thats what really matters, not the arch that it is running.

>If you don't have this hardware, you'll get something that will last max 10 years.

10 years is enough time for the next computing paradigm shift. It is great that MacOS lets us hold onto the old world for 10 more years(hopefully).

>USA has banned China from manufacturing without having a replacement.

Thats a temporary issue. They mostly made low end junk silicon anyway.

Re: Intel and the $1.5T chip industry meltdown

#694
post #176
post #22

China already declared that it will use force in Taiwan if "possibilities for a peaceful reunification should be completely exhausted". From Chinese Anti-Secession Law: Article 8: In the event that the "Taiwan independence" secessionist forces should act under any name or by any means to cause the fact of Taiwan's secession from China, or that major incidents entailing Taiwan's secession from China should occur, or t…

Nah, fuck it. We're allowed to commit to war too. Xi Jingping is a tyrannical insane dictator and his successor will be worse. He needs to be stood up to, and no one is in a better position to do that than the US.

Please don't post flamewar comments to HN, regardless of how bad someone is or you feel they are. It's not what this site is for, and it destroys what it is for.

https://news.ycombinator.com/newsguidelines.html

Re: Intel and the $1.5T chip industry meltdown

#695
post #295
post #176

Earlier quoted context omitted.

Nah, fuck it. We're allowed to commit to war too. Xi Jingping is a tyrannical insane dictator and his successor will be worse. He needs to be stood up to, and no one is in a better position to do that than the US.

How about you send your own ass to war instead of others'

"Don't feed egregious comments by replying; flag them instead."

a.k.a. please don't feed the trolls

https://news.ycombinator.com/newsguidelines.html

Re: Intel and the $1.5T chip industry meltdown

#696
post #627
post #443

Earlier quoted context omitted.

Even dishonest histories of the KMT are rarely so dishonest as to claim the ROC was democratically governed before 01949, however much they try to whitewash the mass killings. Disinformation has to be plausible to be effective.

All this arguing about what the KMT did and the relationship going back to the ROC doesn't matter. Today Taiwan is a democracy, is no threat to anyone, and deserves every right of self-determination. Democracies should work together to collectively protect each other from the authoritarian countries that want to take them over and destroy their democracies.

"going back to the ROC"? It sounds like you aren't aware that the ROC still exists; it governs Taiwan. Some of the things you say are true but it seems clear that this is purely by coincidence, not a result of any knowledge you might have of the topic.

Re: Intel and the $1.5T chip industry meltdown

#697
post #630
post #512

Earlier quoted context omitted.

Hmm, interesting. I'll have to think about that.

That was an interesting idea about TSMC's influence. But the fact that there should be two separate Chinas has only become more clear each year to me, with Taiwan's increasingly democratic and successful democracy (and China's every more authoritarian and dangerous behavior). I've thought that for 30 years should be the policy, and I'm just an average US person.

Apparently you don't know what the ROC is https://news.ycombinator.com/item?id=33256578 so maybe your opinion on this topic shouldn't count; you're just repeating things you've heard that you don't understand.

Re: Intel and the $1.5T chip industry meltdown

#699
post #296

Earlier quoted context omitted.

Why Xi Jinping and not, say, MbS?

Quoted post unavailable.

> what the fuck are you on about?

Whoa - you can't post like that to HN, regardless of how wrong someone is or you feel they are.

Please stop posting flamewar comments generally - I already replied to another case where you did that in this thread: https://news.ycombinator.com/item?id=33266456. We ban accounts that take HN threads into flamewar, so if you'd please review https://news.ycombinator.com/newsguidelines.html and stick to the rules, we'd appreciate it.

Re: Intel and the $1.5T chip industry meltdown

#700

Earlier quoted context omitted.

this makes me wish I were like the Harvey Keitel character in Pulp Fiction, so I could straighten my tie, say "I'm on it", and hop into my vintage Mercedes convertible to go fix it.

It’s a Honda and it’s not a convertible. Memory is strange.

US model, so it was an Acura NSX. Don't know if the one in the film had it, but some years of the NSX had a removable targa top.
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