| time /\ | user name | message | ||
| Sep 29, 2021 00:28:24 |
xcoinbetbot |
Sergeant Statementcoh won : 20000.00 XCoin(s) and their new balance is : 27235.17 XCoin(s). | ||
| Sep 29, 2021 00:28:24 |
xcoinbetbot |
Lover_of_the_russianqueen won : 2.00 XCoin(s) and their new balance is : 3.12 XCoin(s). | ||
| Sep 29, 2021 00:28:24 |
xcoinbetbot |
Well done Xcomreborn. | ||
| Sep 29, 2021 00:28:24 |
cohopponentbot |
!i won | ||
| 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 00:27:46 |
elnur009 |
we are all high school dropouts here | ||
| Sep 29, 2021 00:27:36 |
elnur009 |
yeah lower level engrish 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 00:27:24 |
gravemouthcoh |
keep those conversations more simple pls | ||
| 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 00:27:17 |
gravemouthcoh |
my brain is hurting boys | ||
| 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 00:26:20 |
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 00:26:10 |
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 00:25:43 |
edgewalker69 |
Who are the companies moving production to Phoenix? And from where? Taiwan? | ||
| Sep 29, 2021 00:25:11 |
tcsongs |
you think TSMC would allow us to charge them for LESS yield? absolutely not | ||
| Sep 29, 2021 00:25:02 |
krastorius |
@edgewalker69 mining demand, higher demand from companies and customers, problems in production because corona | ||
| 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 00:24:49 |
gravemouthcoh |
i want xcom's opinion on ridiculous graphics card prices in the lasy year or so | ||
| Sep 29, 2021 00:24:39 |
edgewalker69 |
So not simple after all Kappa | ||
| Sep 29, 2021 00:24:30 |
boxman600 |
@boxman600 Huh? of course it's true, the yield on higher-density chips is much lower | ||
| Sep 29, 2021 00:24:15 |
tcsongs |
crypto is a factor in GPU pricing, but china just banned crypto, so... | ||
| Sep 29, 2021 00:24:04 |
1aveator |
also crypto burning chips? | ||
| Sep 29, 2021 00:23:56 |
tcsongs |
@boxman600 not true at all but okay | ||
| Sep 29, 2021 00:23:47 |
boxman600 |
High demand on chips and the yield of chips is lower now | ||
| Sep 29, 2021 00:23:32 |
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 | ||
| Sep 29, 2021 00:23:29 |
elnur009 |
I already have a mockup | ||
| Sep 29, 2021 00:23:15 |
elnur009 |
@tcSONGS can you design something for me sir songs? | ||
| Sep 29, 2021 00:23:10 |
gravemouthcoh |
@tcSONGS any chance they will accept you back to reborn clan if you make a discount for them? CoolStoryBob | ||
| Sep 29, 2021 00:23:09 |
1aveator |
supply is low while demand is rising. Simple |