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Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

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Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#71

Post by 988747 »

MrBuddyCasino wrote: post #48
DaftDank wrote: post #39

Earlier quoted context omitted.

It does not seem unusual that an organization (NATO) created solely to defend/protect against one particular country would not allow that country to join forces with them.

If the German successor state to the Third Reich could join the western alliance after WW2, why can't the successor state to the Soviet Union join? Russia as a white-majority christian country shares many values and culture with the others. The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine. What would the US do if the…

> The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine.

Every country is free to join NATO if they want, Russia has no say in it. And the reason why most Russia neighbors want to is because Russia is a bully, and NATO can protect them from being bullied.

> What would the US do if the soviets were to expand into Mexiko? Or... Cuba? We know how that went.

Well, for one the US did not attack Cuba... Also, Soviet Union was aggressor side for the whole duration of Cold War, that move was just prelude to further aggression against the West.

> If the mission of NATO was to secure peace, why would they reject Russia

Because the best way to secure peace is to keep Russia at bay.

> Russia as a white-majority christian country shares many values and culture with the others.

LOL, no. Russia does not share western values, such as democracy, freedom of speech or other human rights. They do not belong in Europe, they belong in Asia.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#72

Post by DaftDank »

MrBuddyCasino wrote: post #48
DaftDank wrote: post #39

Earlier quoted context omitted.

It does not seem unusual that an organization (NATO) created solely to defend/protect against one particular country would not allow that country to join forces with them.

If the German successor state to the Third Reich could join the western alliance after WW2, why can't the successor state to the Soviet Union join? Russia as a white-majority christian country shares many values and culture with the others. The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine. What would the US do if the…

I think there was more of a "break" in the decades since with Germany and Nazism, where in Russia, there wasn't as much of a break from the old Soviet systems and ways of thinking. Many years ago, I read this book, "The Limits of Partnership" by Angela Stent, one of the foremost US-Russia relations experts. She lays out in detail how an entire generation of Russians came up believing that the Soviet Union collapsed almost solely due to outside influence -- i.e. the United States -- and that it otherwise would not have failed without that undue influence. They want to see Russia restored to its former Soviet-era glory, encompassing all of its former territories. This is how pretty much the entire leadership in Russia thinks/believes. Putin 100% feels this way.

"If a factory is torn down but the rationality which produced it is left standing, then that rationality will simply produce another factory. If a revolution destroys a systematic government, but the systematic patterns of thought that produced that government are left intact, then those patterns will repeat themselves in the succeeding government. There’s so much talk about the system. And so little understanding.”

-- Robert Pirsig, "Zen and the Art of Motorcycle Maintenance"

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#73

Post by MrBuddyCasino »

988747 wrote: post #71
MrBuddyCasino wrote: post #48

Earlier quoted context omitted.

If the German successor state to the Third Reich could join the western alliance after WW2, why can't the successor state to the Soviet Union join? Russia as a white-majority christian country shares many values and culture with the others. The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine. What would the US do if the…

> The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine. Every country is free to join NATO if they want, Russia has no say in it. And the reason why most Russia neighbors want to is because Russia is a bully, and NATO can protect them from being bullied. > What would the US do if the soviets were to expand into Mexiko? Or…

Your reply does not contain a single correct statement.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#74

Post by ailef »

988747 wrote: post #71
MrBuddyCasino wrote: post #48

Earlier quoted context omitted.

If the German successor state to the Third Reich could join the western alliance after WW2, why can't the successor state to the Soviet Union join? Russia as a white-majority christian country shares many values and culture with the others. The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine. What would the US do if the…

> The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine. Every country is free to join NATO if they want, Russia has no say in it. And the reason why most Russia neighbors want to is because Russia is a bully, and NATO can protect them from being bullied. > What would the US do if the soviets were to expand into Mexiko? Or…

> Well, for one the US did not attack Cuba...

Please, go read an history book.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#75

Post by ksec »

nunez wrote: post #58

35% yield for mobile SoCs sounds...crazy low? Is that normal for mobile SoCs or are Samsung's fabs that inefficient?

>Samsung's fabs that inefficient?

This has been the case for sometime, I pointed it out way back in 2017 on SemiWiki. They are fine on mature node though, this is only a problem on leading edge.

But credit where credit are due, Samsung didn't give up. Leading edge is hard, and that is saying the least. If you have been wondering where those Samsung NAND and DRAM profits gone, Foundry services. And if you have been asking why TSMC just doesn't hike price. Samsung has been keeping them at bay some what. And if you think TSMC is a monopoly and has no competition. You should spend a weekend doing more reading on Semi-Conductor industry.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#76

Post by unionpivo »

postingawayonhn wrote: post #33
etempleton wrote: post #30

Earlier quoted context omitted.

The Chinese government wants it to happen and probably can make it happen, but it will not be easy. China would have to take the island by force and an amphibious invasion is logistically difficult and almost certain to face heavy casualties on both sides. US and the west place a lot of strategic importance in Taiwan so they may come to the defense, but it is unlikely to be defendable for long. We are seemingly movin…

The equipment they need to manufacture the latest chips is made by a Dutch company. The US has convinced the Dutch government to ban the export of that equipment to China. If China managed to gain control of TSMC they would loose access to that equipment.

Part of the equipment.

Sure an important part. But lets not forget that there is a lot of knowledge in TSMC too. And China is trying to slowly buy their engineers.

Intel and AMD (now Global Foundries) both had access to same Dutch company's product and they didn't or barley managed to keep up.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#77

Post by unionpivo »

smoldesu wrote: post #54
unionpivo wrote: post #5

Earlier quoted context omitted.

Is this likely to happen ?

I think it's more likely that Taiwan would destroy their own fabs before allowing China to take them.

This is most likely a bluff.

If the invasion comes, it will come because China will think it will succeed. And if it looks like it's going to succeed, why blow your own factories? After the war, you will have to return to ordinary life, and hopefully a job. Blowing away your own factories, to spite your enemies doesn't make sense. Sure you deny China access yo them. But you deprive your people who will have to live after the war there even more.

More likely scenario is that US is going to try to get them blown up (probably not directly)

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#78

Post by smoldesu »

unionpivo wrote: post #77
smoldesu wrote: post #54

Earlier quoted context omitted.

I think it's more likely that Taiwan would destroy their own fabs before allowing China to take them.

This is most likely a bluff. If the invasion comes, it will come because China will think it will succeed. And if it looks like it's going to succeed, why blow your own factories? After the war, you will have to return to ordinary life, and hopefully a job. Blowing away your own factories, to spite your enemies doesn't make sense. Sure you deny China access yo them. But you deprive your people who will have to live a…

Perhaps. I agree that scuttling the factory wouldn't entirely deter China from attacking Taiwan, but it would definitely dent the value prospect of doing so. TSMC under Chinese ownership would be a remarkably powerful bartering chip (companies spend billions just getting their foot in the door around there), so I could really see it going either way. I know people from Taiwan, their general consensus is that under Chinese rule there would be no "ordinary life", and their goal is to make China respect their independence to the bitter end. There's definitely insufficient economic motive here, but the politics of the matter run much deeper than that.
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