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| Home | Users | Armies | StreamInfo | ChatLog | Stream |
| user name | message | ||
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krastorius |
Lisa Su (AMD) said these days, production will ramp up at second half 2022 | ||
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gravemouthcoh |
keep those conversations more simple pls | ||
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tcsongs |
@tcSONGS boxman. I design the machines and am privy to their yields. yields are not lower. | ||
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gravemouthcoh |
my brain is hurting boys | ||
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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. | ||
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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... | ||
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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 | ||
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edgewalker69 |
Who are the companies moving production to Phoenix? And from where? Taiwan? | ||
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tcsongs |
you think TSMC would allow us to charge them for LESS yield? absolutely not | ||
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krastorius |
@edgewalker69 mining demand, higher demand from companies and customers, problems in production because corona | ||
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tcsongs |
boxman I am LITERALLY responsible for what you're talking about. yield is not down. | ||
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gravemouthcoh |
i want xcom's opinion on ridiculous graphics card prices in the lasy year or so | ||
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edgewalker69 |
So not simple after all Kappa | ||
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boxman600 |
@boxman600 Huh? of course it's true, the yield on higher-density chips is much lower | ||
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tcsongs |
crypto is a factor in GPU pricing, but china just banned crypto, so... | ||
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1aveator |
also crypto burning chips? | ||
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tcsongs |
@boxman600 not true at all but okay | ||
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boxman600 |
High demand on chips and the yield of chips is lower now | ||
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tcsongs |
@edgewalker69 misprojection of demand. they expected it to be low, it was high, and now they don't have time on the fabs. apple has no issues because they correctly forecasted | ||
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elnur009 |
I already have a mockup | ||
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elnur009 |
@tcSONGS can you design something for me sir songs? | ||
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gravemouthcoh |
@tcSONGS any chance they will accept you back to reborn clan if you make a discount for them? CoolStoryBob | ||
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1aveator |
supply is low while demand is rising. Simple | ||
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jaminrock |
cryptocurrency mining | ||
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tcsongs |
capacity is booked out until two years in the future. new capacity is only coming online when the fabs in pheonix are both up and running | ||
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edgewalker69 |
And what will make it fall again | ||
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edgewalker69 |
So what factor is driving up the price? | ||
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boxman600 |
They won't.. | ||
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tcsongs |
@edgewalker69 I work in this industry doing design on those chip fabs lmao | ||
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krastorius |
its not a thing how many gpus i can buy, i dont want to buy a gpu for these prices. |
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