Live data from Hacker News

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

bloomberg.com

731–740 of 761 posts

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

#731
post #660
post #641

Earlier quoted context omitted.

Yeah, that ship sailed the second time Americans voted for him.

Sure , trump administration trying to protect associate members of eu is not as good partner as China who directly support Russia , Iran and other country trying to wipe west, very logical

Sure, trump administration threatening members of the EU of war (economic or territorial) counts as "trying to protect". No dissonance in that whatsoever.

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

#732

Earlier quoted context omitted.

>>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…

Not to insist, but... Monaco is not part of the EU. Switzerland and Liechtenstein aren't part of the EU either.

Luxembourg is, and it doesn't get bullied by its neighbours, using your words. (Not anymore at least, because most of historical Luxembourg has been annexed by its neighbours in the recent past).

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

#733

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 the…

I dunno, it still sounds like a cost thing. Somehow all the places where people have "the right skills" happen to have very low wages, as long as they're stable countries. And some professions like automaking were much bigger in the US before they started outsourcing due to cost (unions factored in).

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

#734
post #669
post #661

Earlier quoted context omitted.

> 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" ?

Your country has threatened, out of nowhere, to annex my country - until now America's oldest and most steadfast ally - or failing that to destroy our economy until we capitulate.

I do not feel united. And, echoing you, how is that not unreliable?

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

#735

Earlier quoted context omitted.

It's probably the opposite. I very much doubt that the factory would continue to operate if the US refused to defend Taiwan. The factory gives Taiwan a huge amount of leverage.

Of course it would continue to operate. The Chinese division of Arm went rogue and basically captured the entire operation from within. USA has both the engineering expertise and the incentive to do the same with an entire chip fab, if push came to shove. https://semianalysis.com/2021/08/27/the-semiconductor-heist-...

The difference is that ARM is not existentially important to UK national security, whereas TSMC is existentially important to Taiwan's national security.

A TSMC fab in the US is essentially like a military base, if the US decides to take it by force the Taiwanese government can make sure there's nothing left worth taking. All of the Taiwanese employees will be loyal to Taiwan, it's their family members' lives on the line.

The only way that fab continues to operate in the event of war is if the US backs Taiwan. If Taiwan burns then that fab will go with it.

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

#736

Earlier quoted context omitted.

Ah yes, Taiwán - that famously stable nation with no existential threats to its very existence. I don’t think this is an “if” situation, but rather a “when”. There is no question in my mind - it’s simply too attractive to China. It may not come through all out war, but they will eventually claim what they feel is theirs. They operate on much more manageable time scales.

> Ah yes, Taiwán If you’re going to use accents, technically it’s Táiwān (ㄊㄞˊㄨㄢ)

It was autocorrect - I have no idea why it’s in there to be honest. Neat to know the right way to write it though - thanks

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

#737

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…

In that case it's super cheap.

> In that case it's super cheap.

It might be, but it's also pretty stupid to use that as a selling point to convince the west to welcome that play as something remotely in their best interests. It isn't.

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

#738

Earlier quoted context omitted.

> perhaps lot of european people need to have a wake up call. You haven't been paying attention. Even to this thread. Let me be very clear: 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 the collective west than the likes of China. Therefore, let the US keep their backyard TSMC. It changes nothing. It helps nothing. It is not to be…

The United States is about half of the "collective West", the EU being the other largest single body.

> The United States is about half of the "collective West", the EU being the other largest single body.

The EU represents 27 sovereign states. NATO has 32 members. The US population is around 75% of the population of the EU.

And now decided to break off political, diplomatic, economic and defense ties.

I don't think this fact dawned upon you people. I mean, recently the EU basically banned the US defense industry from supplying EU's armed forces, which was unthinkable only a few years ago and it takes place during a rearmament push to prevent Russia's imperialist agenda. You can't whine about isolationism and still expect partners to still consider you relevant.

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

#739

Earlier quoted context omitted.

Out-of-order architectures are inhumanly complex, especially figuring out the dependencies. For example, can we reorder these two instructions or must execute them sequentially? ld r1, [r2 + 10] st [r3 + 4], r4 And then consider things like speculative execution.

Honestly to me it seams like optimizing compilers and out-of order CPUs are actually doing the same thing. Can't we get rid of one or the other? Either have a stupid ISA and do all the work ahead-of-time with way more compute time to optimize or don't optimize and have a higher level ISA, that also hs concepts like pointer provenance. The current state seams like a local minima with both having ahead-of-time optimiza…

The compiler doesn't know the dynamic state of the CPU memory hierarchy and you don't want it to. Even the CPU doesn't know until it finds out how long a load will take.

Meanwhile the CPU probably can't do a loop invariant hoist in a reasonable way or understand high level semantics.

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

#740

Earlier quoted context omitted.

Intel is a great example of the fact that between stupidity and low-integrity behavior as a default, the people in charge fuck up in ways that the man on the street would get right. Defense is starting to get a blank check with fairly bipartisan support for the first time in at least 30-40 years and it's centered on semiconductor supply chains . There has never been a better time to secure the fucking funding, have A…

> It's a failure of the will to do the right thing for both the shareholders and the country. They've been doing the exact right thing for the shareholders: squeezing the living shit out of an asset (x86/64) for decades while cutting anything interesting or competitive to the bone to give shareholders more money. Money spent on something that could really have been competitive is money not sent to the retirement fund…

>"They've been doing the exact right thing for the shareholders"

Clearly not as they've ended up suspending dividend payments altogether.

Post reply on HN