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Saying tsmc is a hero ignores the thousands of suppliers that improved everything required for tsmc to operate. Tsmc is the biggest, so they get the most experi
by mensetmanusman 3y ago
Saying tsmc is a hero ignores the thousands of suppliers that improved everything required for tsmc to operate. Tsmc is the biggest, so they get the most experience on all the new toys the world’s engineers and scientists are building.
- whynotminot 3y agoIt's almost as if every part of the stack -- from the uArch that Apple designs down to the insane machinery from ASML, to the fully finished SoC delivered by TSMC -- is vitally important to creating a successful product. But people like to assign credit solely to certain spaces if it suits their narrative (lately, Apple isn't actually all that special at designing their chips, it's all solely the process advantage)
- modeless 3y agoSaying TSMC's success is due to their suppliers ignores the fact that all of their competitors failed to keep up despite having access to the same suppliers. TSMC couldn't do it without ASML, but Intel and Samsung failed to do it even with ASML. In contrast, when Apple's CPU and GPU competitors get access to TSMC's new processes after Apple's exclusivity period expires, they achieve similar levels of performance (except for Qualcomm because they don't target the high end of CPU performance, but AMD does).
- mensetmanusman 3y agoTsmc being the biggest let them experiment at 10x the rate. It turns out they had the right business model that Intel didn’t notice was there, it just requires dramatically lower margins and higher volumes and far lower paid engineers.