5 ms·

How so?

by yes_man 3y ago

How so?

shri_krishna 3y ago
Two words: Nvidia, TSMC
- adastra22 3y ago
  NVIDIA is based in Santa Clara. TSMC is hosted by a strongly west-aligned country.
  - caycep 3y ago
    led by UC Berkeley engineers...
  - shri_krishna 3y ago
    Doesn't matter where it is based. Nvidia relies on 7nm N7 chips from TSMC for its GPUs. TSMC is based in Taiwan. Both at mercy of China - from trade routes going through South China Sea as well as raw materials being sourced from China. > TSMC is hosted by a strongly west-aligned country. Which is right next to an increasingly hostile neighbour who keeps threatening to invade it. Unless the West is willing to go to War with China over TSMC, I don't see for how long it can maintain advantage. Even Apple, Qualcomm depend on TSMC heavily. Lets face it. AI is primarily driven by GPUs sourced from Nvidia which depends on TSMC. China has been eyeing Taiwan for long now and we never know when it might decide to finally invade. There is no clear roadmap from the West on how it will defend Taiwan (except for saying US should blow up TSMC or TSMC should implement self-destruct mechanism in event of Chinese invasion [1]). [1]: https://theprint.in/world/us-scholars-advice-for-taiwans-top-chipmaker-self-destruct-mechanism-could-deter-chinese-invasion/1622123/ https://theprint.in/world/us-scholars-advice-for-taiwans-top...
    - pokerface_86 3y ago
      nvidia doesn’t NEED tsmc, they have actually proved otherwise with the success of ampere on samsung chips
      - deleted 3y ago
        [deleted]
      - shri_krishna 3y ago
        Samsung isn't really safe either. It is head quartered in South Korea with 2 really hostile neighbours. After Taiwan, South Korea could very well be China's next target.
- deleted 3y ago
  [deleted]
jen20 3y ago
Not least because the east manufactures effectively every semiconductor in use for training machine learnings models, or for inference.
- azinman2 3y ago
  By the east, you mean Samsung (s Korea) and TSMC (Taiwan), which are U.S. allies, using designs from American firms (NVIDIA/Google)?

How so?

shri_krishna 3y ago

Two words: Nvidia, TSMC

adastra22 3y ago
NVIDIA is based in Santa Clara. TSMC is hosted by a strongly west-aligned country.
- caycep 3y ago
  led by UC Berkeley engineers...
- shri_krishna 3y ago
  Doesn't matter where it is based. Nvidia relies on 7nm N7 chips from TSMC for its GPUs. TSMC is based in Taiwan. Both at mercy of China - from trade routes going through South China Sea as well as raw materials being sourced from China. > TSMC is hosted by a strongly west-aligned country. Which is right next to an increasingly hostile neighbour who keeps threatening to invade it. Unless the West is willing to go to War with China over TSMC, I don't see for how long it can maintain advantage. Even Apple, Qualcomm depend on TSMC heavily. Lets face it. AI is primarily driven by GPUs sourced from Nvidia which depends on TSMC. China has been eyeing Taiwan for long now and we never know when it might decide to finally invade. There is no clear roadmap from the West on how it will defend Taiwan (except for saying US should blow up TSMC or TSMC should implement self-destruct mechanism in event of Chinese invasion [1]). [1]: https://theprint.in/world/us-scholars-advice-for-taiwans-top-chipmaker-self-destruct-mechanism-could-deter-chinese-invasion/1622123/ https://theprint.in/world/us-scholars-advice-for-taiwans-top...
  - pokerface_86 3y ago
    nvidia doesn’t NEED tsmc, they have actually proved otherwise with the success of ampere on samsung chips
    - deleted 3y ago
      [deleted]
    - shri_krishna 3y ago
      Samsung isn't really safe either. It is head quartered in South Korea with 2 really hostile neighbours. After Taiwan, South Korea could very well be China's next target.
deleted 3y ago
[deleted]

jen20 3y ago

Not least because the east manufactures effectively every semiconductor in use for training machine learnings models, or for inference.

azinman2 3y ago
By the east, you mean Samsung (s Korea) and TSMC (Taiwan), which are U.S. allies, using designs from American firms (NVIDIA/Google)?