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AMD CEO sees chips from TSMC's US plant costing 5%-20% more
701–710 of 761 posts
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#702Earlier 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…
The US has committed more than its fair share of war crimes and notably even voted against the 2025 UN resolution condemning Russia for the Ukraine invasion, while China abstained from the vote.
China may potentially be able to stop the war, but at what cost? They've been licking their wounds and rebuilding their nation at breakneck speed for the past century, and it's only recently that they've finally reached a critical stage with innovations on all fronts. Going against one of their two allies now would be pretty ill-advised.
The US has also been very erratic, while China's current goals seem to be fairly consistent: reclaim everything they lost during the century of humiliation.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#703Earlier quoted context omitted.
Yes, but that contract was a result of going fabless and spinning off GloFo into its own entity longer before Zen. AMD went fabless in 2009 during K8 lifecycle. Since then, we had an entire dynasty of failed bulldozer CPUs. I fail to see how going fabless helped them? What helped them is putting the right people in charge of Zen design and intel fumbling 10nm due to their own hubris.
The point is that AMD didn't really go fabless in 2009. They didn't own the fab anymore but were still tied to it, so they were not free to exercise the number one advantage of being fabless until much later.
In your mind, company that as a contract with a fab is not fabless? Do you think AMD can just stop ordering from TSMC today and call it a day?
AMD was fine with having GloFo as a fab until 20nm process. They were already behind, but not terribly.
AMD even used TSMC for their CPUs and GPUs before Zen. Ontario was fabbed at TSMC in 2011.
Point is AMD as free to shop around. Only in 2016 the agreement was amended that GloFo would be preferred for 14nm and 7nm, but since they decided not to work on 7nm, it freed up AMD.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#704Earlier quoted context omitted.
The climate of uncertainty under Trump inhibits long-term investment, whether in chip fabs, car factories, or anything else. He has reminded us all of something that's really always been a problem: whatever one Congress or one POTUS supports can be undone by the next. Usually opposing parties have had the common sense not to immediately hit the undo button once they take office. E.g., Biden leaving most of Trump's pr…
The decline in what we expect of our leaders has been going on my entire life and the contrast between 20 years ago and the present is stark. In 1998 Meriwether and the rest of LTCM nearly crashed the economy, needed the Fed to get involved, and they were personally ruined , guy never opened a ten thousand dollar bottle of wine again and probably never had anything again. Shortly thereafter, Jeff Skilling took out of…
>Around the same time Clinton got caught lying about chasing (consenting and of age) skirt in the Office: nearly ended his presidency, definitely ended his policy agenda, real consequences and he caught a shooting star to avoid far worse. The public was not going to accept it, Congress was not going to let it slide on either side of the aisle. Today? Something like that barely makes the press. You have to be accused of sex trafficking to even get an investigation started and everyone will probably walk.
The same President Clinton, with the same Congress, repealed the Glass-Steagall Act in 1999 and thereby effectively legalized much of the next 26 years of corporate malfeasance, starting with much of what enabled the 2008 Global Financial Crisis. And when they did this, it was popular and politically nonthreatening.
We got what we voted for.
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#705Earlier quoted context omitted.
Bring on the Bureau of Sabotage from Frank Herbert's ConSentiency universe books!
I will settle for a Butlerian Jihad to destroy the "thinking machines"
So we can all be forced into a feudal caste system and become mortally dependent on eugenically-bred drugged-up subcastes?
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#706A 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 the…
There's a big difference in manufacturing between operators (the ones pushing the buttons), and plant engineers and designers. Assuming the process has been designed and built correctly, the button pushers can push buttons, and identify when not to push the buttons, and that's fine. The US has plenty of manufacturing operations much more complicated than building CPUs, so of course we can do it. Manufacturing experti…
The US has plenty of manufacturing operations much more complicated than building CPUs
It's my understanding that this is not the case. That CPU (and similar) manufacturing is considered one of the most complex processes humanity has ever developed. What are these plenty of manufacturing operations that are more complicated?
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#707Earlier 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.
>"The fact that democracies make mistakes..."
Going to war and killing people is "a mistake". Let me rephrase it for you:
The fact that democracies are the same murderous criminal fucks when it suits their goals as are dictators. Yes the have more problem having their population to approve it but do they give a flying fuck?
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#708Earlier quoted context omitted.
>it would explain why France and Luxembourg The discussion wasn't about getting along fine but about economic ties preventing wars, since Russia and Germany were also "getting along fine" till 1940 when they suddenly weren't. And Luxemburg has nothing that would prevent France form invading them if they wanted to, economic ties or not. Economic ties might even be a negative for your protection since economic ties hav…
>>The only thing prevents war is a strong military force. Why hasn't France invaded Luxemburg then? They would be met with close to zero resistance and no other EU state would attack them militarily for it. You must be able to see that there are other factors preventing war other than military force?
>Why hasn't France invaded Luxemburg then?
Because they're a developed, civilized, self sufficient democracy, so they have more to loose than to gain by doing that in modern times.
My point wasn't that they aren't, my point was that they can do it if they want to, and no trade is gonna stop them, they just don't want to because they don't need to.
If you want a better example look at Monaco, who had to cede to France and tax only the French citizens living there as Monaco was popular place for French elite tax dodgers. Monaco did this for France and no other country precisely because France has the military upper hand in this negotiation and could just invade them without breaking a sweat if they opposed.
Another example is when Swiss military accidentally bombed their neighboring ally Liechtenstein several times during drills/exercises, and they just apologized with a box of wine, but funny how they never accidentally bomb their more powerful neighbors France and Germany. Weird how the small kids who can't fight back always end up being bullied, amirite?
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#709Earlier quoted context omitted.
https://www.extremetech.com/computing/296154-how-are-process... "For a long time, gate length (the length of the transistor gate) and half-pitch (half the distance between two identical features on a chip) matched the process node name, but the last time this was true was 1997"
Oh wow, I didn't realise it has been that long! Thanks for sharing
Same here, I would have put it much more recently than that; I wonder how long before we'll be into negative numbers...
Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more
#710Earlier quoted context omitted.
Does that mean Intel needs to go private?
Hahaha that would nail the coffin shut!
Not private equity. Just a stock buyback in order to have full control.
Listed companies are too vulnerable to short-term thinking, thanks to the meaningless “fiduciary duty”.