3 ms·

I'd prefer another player that doesn't rely on TSMC.

01100011 3y ago
Not sure why you were downvoted. Taiwan is in a precarious position and diversifying manufacturing away from them makes sense.
- xethos 3y ago
  > diversifying manufacturing away from them Diversifying manufacturing away from Taiwan makes their position more precarious, not less.
  - notact 3y ago
    Both parent comments were likely referring to any entity other than Taiwan. If you are a fabless chip designer or one of their customers, it makes sense to diversify away from Taiwan, even if that comes at Taiwan's expense.
    - 2OEH8eoCRo0 3y ago
      I worry that a lot of large cap companies either depend directly on TSMC (Nvidia, AMD, Apple) or depend on a company that depends on TSMC (Microsoft/OpenAI, Arm). It's TSMC all the way down and that scares me. I never thought I'd root for Intel.
      - signatoremo 3y ago
        It’s easy to forget that TSMC was not the chipmaking leader until 7 or 8 years ago. Intel was. Things can change quickly in tech. Intel is trying to reclaim their old glory. We’ll see if they succeed.
      - ls612 3y ago
        Historians might look back at Intel’s and GloFo’s stumbles in the mid 2010s as being a pivotal turning point. Chips are the new oil and that makes the mid term future very dangerous.
sofixa 3y ago
Doesn't that leave pretty much Samsung and Intel as the only options?
- brucethemoose2 3y ago
  And Nvidia has used Samsung before.
- astrodust 3y ago
  So basically Samsung.
  - signatoremo 3y ago
    Nvidia has been test driving Intel’s foundry services - [0] Intel is on track with their node rollout roadmap, according to their CEO - [1] [0] - https://www.tomshardware.com/news/nvidia-ceo-intel-test-chip-results-for-next-gen-process-look-good https://www.tomshardware.com/news/nvidia-ceo-intel-test-chip... [1] - https://focustaiwan.tw/sci-tech/202311070017 https://focustaiwan.tw/sci-tech/202311070017
- evanjrowley 3y ago
  Maybe IBM, if the stars align: https://news.ycombinator.com/item?id=38256558 https://news.ycombinator.com/item?id=38256558

Not sure why you were downvoted. Taiwan is in a precarious position and diversifying manufacturing away from them makes sense.

xethos 3y ago
> diversifying manufacturing away from them Diversifying manufacturing away from Taiwan makes their position more precarious, not less.
- notact 3y ago
  Both parent comments were likely referring to any entity other than Taiwan. If you are a fabless chip designer or one of their customers, it makes sense to diversify away from Taiwan, even if that comes at Taiwan's expense.
  - 2OEH8eoCRo0 3y ago
    I worry that a lot of large cap companies either depend directly on TSMC (Nvidia, AMD, Apple) or depend on a company that depends on TSMC (Microsoft/OpenAI, Arm). It's TSMC all the way down and that scares me. I never thought I'd root for Intel.
    - signatoremo 3y ago
      It’s easy to forget that TSMC was not the chipmaking leader until 7 or 8 years ago. Intel was. Things can change quickly in tech. Intel is trying to reclaim their old glory. We’ll see if they succeed.
    - ls612 3y ago
      Historians might look back at Intel’s and GloFo’s stumbles in the mid 2010s as being a pivotal turning point. Chips are the new oil and that makes the mid term future very dangerous.

sofixa 3y ago

Doesn't that leave pretty much Samsung and Intel as the only options?

brucethemoose2 3y ago
And Nvidia has used Samsung before.
astrodust 3y ago
So basically Samsung.
- signatoremo 3y ago
  Nvidia has been test driving Intel’s foundry services - [0] Intel is on track with their node rollout roadmap, according to their CEO - [1] [0] - https://www.tomshardware.com/news/nvidia-ceo-intel-test-chip-results-for-next-gen-process-look-good https://www.tomshardware.com/news/nvidia-ceo-intel-test-chip... [1] - https://focustaiwan.tw/sci-tech/202311070017 https://focustaiwan.tw/sci-tech/202311070017
evanjrowley 3y ago
Maybe IBM, if the stars align: https://news.ycombinator.com/item?id=38256558 https://news.ycombinator.com/item?id=38256558