Company of Heroes


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user name \/ message

tcsongs

boxman I am LITERALLY responsible for what you're talking about. yield is not down.

krastorius

@edgewalker69 mining demand, higher demand from companies and customers, problems in production because corona

tcsongs

you think TSMC would allow us to charge them for LESS yield? absolutely not

edgewalker69

Who are the companies moving production to Phoenix? And from where? Taiwan?

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

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...

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.

gravemouthcoh

my brain is hurting boys

tcsongs

@tcSONGS boxman. I design the machines and am privy to their yields. yields are not lower.

gravemouthcoh

keep those conversations more simple pls

krastorius

Lisa Su (AMD) said these days, production will ramp up at second half 2022

elnur009

yeah lower level engrish pls

elnur009

we are all high school dropouts here

tcsongs

@krastorius I would personally buy AMD and TSMC stock ahead of then, but that's me :^)

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edgewalker69

So TSMC and intel are moving production from Taiwan to the USA, because China is not to be trusted, they are asshole?

edgewalker69

Is that correctly understood?

krastorius

@krastorius i have many stocks, but not these. too expensive imo

tcsongs

more that the threat of taiwan being the world's only supply of <7nm chips is a major risk

tcsongs

and we want more bleeding-edge tech here. so they chose pheonix along with intel

tcsongs

Intel is very behind. that's all I can say.

elnur009

damn that means I have to buy a laptop before Taiwan gets invaded

elnur009

is that true bros?

edgewalker69

Thats right

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