Re:Intel expands Oregon Fab building; 18A Node now 2024
by Throwawayaerlei on Sunday August 07, 2022 @10:52AM
(#32376923)
"You’re advocating trading that for Apple’s profits."
Look at who you're replying to, I'm not advocating that at all!
The Semiwiki guy credibly claims TSMC has reached this worldwide pinnacle of chipmaking in part by being trustworthy and creating an ecosystem based on trust. That of course includes being fair with your customers, which has allowed the latter to fund the creation of new fab lines and nodes knowing TSMC won't screw them over once that money is spent.
Also not the guy who made potato analogies.
Re:Intel expands Oregon Fab building; 18A Node now 2024
by amelius on Sunday August 07, 2022 @11:02AM
(#32377016)
> You’re advocating trading that for Apple’s profits. Short-term versus long-term greedy.
In the long run Apple's strategy may work much better because if Intel and others catch up, TSMC will be a replaceable commodity.
Yup. They went from neutral generalists to niche specialists.
TSMC is, today, a neutral generalist with the scale of Apple, AMD, Qualcomm, Samsung and the others combined. You’re (EDIT: Nope!) advocating trading that for Apple’s profits. Short-term versus long-term greedy.
> McDonald's versus farmer joe who makes the best potatoes
Replying to a parent comment of yours (EDIT: Also wrong!). McDonald’s has scale. TSMC has scale. Farmer Joe competing with McD’s makes sense. Tyson competing with McD’s does not; it will lose, in the long run, McD’s as well as other restaurant chains as customers with that play, undermining its home-turf edge while it competes where it has none.