4 ms·
Real Men Have Fabs. The above quip came from TJ Rodgers of AMD/Cypress. It was popularized by Jerry Sanders, CEO of AMD.[1] There were many fabs back in the d
by PhantomGremlin 5y ago
Real Men Have Fabs.
The above quip came from TJ Rodgers of AMD/Cypress. It was popularized by Jerry Sanders, CEO of AMD.[1]
There were many fabs back in the day. Now they're mostly EPA Superfund sites in Silicon Valley.
The IC industry has done thru many many boom/bust cycles. This cycle could be one of the worst because fabs are so expensive that everyone has chosen to simply buy their chips from the few remaining "real men" who still have fabs.
Not entirely unforeseen.
[1] https://semiwiki.com/john-east/273760-real-men-have-fabs-jerry-sanders-tj-rodgers-and-amd/ https://semiwiki.com/john-east/273760-real-men-have-fabs-jer...
- sand500 5y agoBigger and bigger risk to build state of the art fabs if TSMC/Samsung are just going to beat you anyways https://en.wikipedia.org/wiki/Moore%27s_second_law https://en.wikipedia.org/wiki/Moore%27s_second_law
- Skunkleton 5y agoBigger and bigger risk for the likes of Apple and AMD depending so totally on TSMC. I don't see how this dependency benefits them in the long run.
- bluescrn 5y agoApple seems strangely unaffected by the chip shortage, with a seemingly-plentiful supply of new iPhones, iPads, and M1 Macs.
- PhantomGremlin 5y agoIt's affecting even Apple. But not to a great extent. https://www.macrumors.com/2021/04/08/ipad-macbook-production-postponed-nikkei/ https://www.macrumors.com/2021/04/08/ipad-macbook-production...
- agloeregrets 5y agoApple is less harmed than AMD. TSMC basicly is Apple Taiwan, without Apple as a customer paying for R&D and providing custom 5nm designs to build and push R&D, TSMC has no business. Apple is an ensured sale with very long term contracts in place (> 5 years). By time any contract expires, Intel will have caught up.