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> Also, why doesn't TSMC slap a license on every IC that leaves their fab, taking (say) a 30% profit from every application in which their ICs are being used?
by tylerhou 6y ago
> Also, why doesn't TSMC slap a license on every IC that leaves their fab, taking (say) a 30% profit from every application in which their ICs are being used?
Because companies would stop using TSMC chips...?
Not to mention the logistical problems to attribute "profit" to any chip in particular.
- lostmsu 6y agoI don't think not using TSMC is a viable option anymore. There's (slightly worse?) Samsung alternative, but they can't satisfy the demand.
- amelius 6y agoAlso, if TSMC introduces the license, then Samsung may do the same. But perhaps I'm too much thinking from the perspective of what large US based businesses would do.
- tylerhou 6y agoFor GPUs, I agree that you currently have to use TSMC. But if TSMC were to charge 30% of profits, you would almost certainly see a migration to other fabs which would harm TSMC's long-term profitability.
- formerly_proven 6y ago> For GPUs, I agree that you currently have to use TSMC. RTX 30 is manufactured by Samsung.
- tylerhou 6y agoNot the Quadros used in datacenters. GA100 is on TSMC 7nm according Nvidia themselves: https://developer.nvidia.com/blog/nvidia-ampere-architecture-in-depth/ https://developer.nvidia.com/blog/nvidia-ampere-architecture...
- alacombe 6y agoGive it 10 years and a lot of engineering time, maybe half a trillion USD and you'll get the equivalent in the mainland US. Until then, it's more convenient to use the US military resource to protect Taiwan from PRoC.