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time	user name	message
Sep 29, 2021 00:24:55	tcsongs	boxman I am LITERALLY responsible for what you're talking about. yield is not down.
Sep 29, 2021 00:25:02	krastorius	@edgewalker69 mining demand, higher demand from companies and customers, problems in production because corona
Sep 29, 2021 00:25:11	tcsongs	you think TSMC would allow us to charge them for LESS yield? absolutely not
Sep 29, 2021 00:25:43	edgewalker69	Who are the companies moving production to Phoenix? And from where? Taiwan?
Sep 29, 2021 00:26:10	tcsongs	TSMC's machines are my machines -- and we are on a very long timeline even for the immediate future. all major IC companies have already increased capacity as much as they can and are running the machines ragged
Sep 29, 2021 00:26:20	boxman600	@tcSONGS Maybe with the specific chips you make... However, the yield on high-density chips is much lower, which is why both AMD and intel are changing their manufacturing processes for how chips are made ot deal with the yield issues...
Sep 29, 2021 00:27:03	tcsongs	@edgewalker69 TSMC and Intel, but the important one is TSMC because they are the only ones on <7nm which constitutes a literal strategic asset, is a reason taiwan is under threat of invasion, and why biden just singed $29B for them in funding.
Sep 29, 2021 00:27:17	gravemouthcoh	my brain is hurting boys
Sep 29, 2021 00:27:24	tcsongs	@tcSONGS boxman. I design the machines and am privy to their yields. yields are not lower.
Sep 29, 2021 00:27:24	gravemouthcoh	keep those conversations more simple pls
Sep 29, 2021 00:27:33	krastorius	Lisa Su (AMD) said these days, production will ramp up at second half 2022
Sep 29, 2021 00:27:36	elnur009	yeah lower level engrish pls
Sep 29, 2021 00:27:46	elnur009	we are all high school dropouts here
Sep 29, 2021 00:28:04	tcsongs	@krastorius I would personally buy AMD and TSMC stock ahead of then, but that's me :^)
Sep 29, 2021 00:28:24	cohopponentbot	!i won
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Sep 29, 2021 00:28:31	edgewalker69	So TSMC and intel are moving production from Taiwan to the USA, because China is not to be trusted, they are asshole?
Sep 29, 2021 00:28:37	edgewalker69	Is that correctly understood?
Sep 29, 2021 00:28:53	krastorius	@krastorius i have many stocks, but not these. too expensive imo
Sep 29, 2021 00:28:56	tcsongs	more that the threat of taiwan being the world's only supply of <7nm chips is a major risk
Sep 29, 2021 00:29:14	tcsongs	and we want more bleeding-edge tech here. so they chose pheonix along with intel
Sep 29, 2021 00:29:24	tcsongs	Intel is very behind. that's all I can say.
Sep 29, 2021 00:29:24	elnur009	damn that means I have to buy a laptop before Taiwan gets invaded
Sep 29, 2021 00:29:31	elnur009	is that true bros?
Sep 29, 2021 00:29:48	edgewalker69	Thats right

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