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NVIDIA does some manufacturing at Samsung however certain products are only made on TSMC. Such as the coming RTX 4000 series which is made entirely on TSMC 5nm.

NVIDIA does some manufacturing at Samsung however certain products are only made on TSMC. Such as the coming RTX 4000 series which is made entirely on TSMC 5nm. I missed some announcement though that Qualcomm is moving more towards using Samsung. > All this difficulty with high end smartphones and gaming consoles is completely insignificant compared to the 'normal' economic damage a war would cause. This 'difficulty' would set Moores Law back more than half decade outside of Intel and Samsung smartphone chips. The next smallest large scale node being 12nm at Global Foundry and keep it frozen there for at least 2-3 years in total leaving as decade behind Moore's Law. You underestimate how much damage that causes. Even if China completely wipes out Taiwans 1% share of GDP that impact is miniscule compared falling 10 years behing on Moore's Law.

ptero 4y ago
> Even if China completely wipes out Taiwans 1% share of GDP that impact is miniscule compared falling 10 years behing on Moore's Law. I could not tell if it was a tongue in cheek statement, but if not, can you explain why falling 10 years behind on Moore's law would be such a big deal.
yyyk 4y ago
Moore's Law is dead. We were mostly stuck on 14nm for years and... it had no obvious effect on economic growth. A better way to put it: What kind of application must have a very small node and would not be able to run economically without a tiny node? Embedded doesn't care all that much. Servers can scale horizontally. What's left is various consumer products, and even here you can easily make a smartphone on 12nm, it would just be slower. Hmm.. Maybe VR and locally-run ML must have a tiny node size. Hardly big markets. For all else, there'd be a temporary efficiency loss, but we'll make do and catch up within a decade. You could argue delaying the future would have a running effect, but it seems to me mostly leisure activities would be affected and investment/production would be fine? The Moore's law effect is insignificant compared to the damage of a conflict between the world's #1 manufacturer and #1 consumers.

ptero 4y ago

> Even if China completely wipes out Taiwans 1% share of GDP that impact is miniscule compared falling 10 years behing on Moore's Law. I could not tell if it was a tongue in cheek statement, but if not, can you explain why falling 10 years behind on Moore's law would be such a big deal.

yyyk 4y ago

Moore's Law is dead. We were mostly stuck on 14nm for years and... it had no obvious effect on economic growth. A better way to put it: What kind of application must have a very small node and would not be able to run economically without a tiny node? Embedded doesn't care all that much. Servers can scale horizontally. What's left is various consumer products, and even here you can easily make a smartphone on 12nm, it would just be slower. Hmm.. Maybe VR and locally-run ML must have a tiny node size. Hardly big markets. For all else, there'd be a temporary efficiency loss, but we'll make do and catch up within a decade. You could argue delaying the future would have a running effect, but it seems to me mostly leisure activities would be affected and investment/production would be fine? The Moore's law effect is insignificant compared to the damage of a conflict between the world's #1 manufacturer and #1 consumers.