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| user name | message | ||
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edgewalker69 |
Is that correctly understood? | ||
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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? | ||
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xcoinbetbot |
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xcoinbetbot |
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xcoinbetbot |
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xcoinbetbot |
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xcoinbetbot |
Well done Xcomreborn. | ||
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cohopponentbot |
!i won | ||
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tcsongs |
@krastorius I would personally buy AMD and TSMC stock ahead of then, but that's me :^) | ||
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elnur009 |
we are all high school dropouts here | ||
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elnur009 |
yeah lower level engrish pls | ||
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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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