And no amount of money will get you one of ASML EUV machines any time soon as the entire production line for the next handful of years has already been spoken for.
Edit: per link below, seems like you need $100B+ and 10+ years
This business is expensive, making and running fabs is way way more expensive than most anybody thinks. There are very few companies able to do it profitably.
Absolutely nothing to do with this lol, and everything to do with it being ridiculously capital-intensive.
Free market is not as free as the name would imply.
>In economics, a free market is an economic system in which the prices of goods and services are determined by supply and demand expressed by sellers and buyers.
https://en.wikipedia.org/wiki/Free_market
As long as a buyer and seller can negotiate whatever number they want, or walk away, it is a free market.
https://en.wikipedia.org/wiki/Free_market#Low_barriers_to_en...
> A free market does not directly require the existence of competition; however, it does require a framework that freely allows new market entrants. Hence, competition in a free market is a consequence of the conditions of a free market, including that market participants not be obstructed from following their profit motive.
The barriers to entry being referred to in the Wikipedia article are presumably government related. No government is stopping Intel or Samsung or any of the other chip makers from selling what TSMC sells, hence the “framework that freely allows new market entrants” is there.
And the subsequent paragraph seems to be exactly what is happening in the market of high end chips:
> Hence, competition in a free market is a consequence of the conditions of a free market, including that market participants not be obstructed from following their profit motive.
And no, it is not specifically referring to government related barriers, although those certainly count. Government is very often the thing that generates barriers to entry, but it is by no means the only barrier to entry. Any barrier to entry is, from a strict theoretical sense, a departure from a pure free market, although that's more in the "spherical cow" sense of the idea.
Economics is more concerned about whether "free market" is a useful description of the system. If there is nothing in principle to prevent the emergence of new competition, but barriers to entry (e.g. availability of capital / talent / machinery / raw materials, long-term contracts, or the time required to set up a new business) make it difficult in practice, the system may not behave like a market. Then you need to focus more on politics, both between and within governments and companies, to understand how the system is actually working.
And tariffs and sanctions refer to what?
> A free market is a means towards a competitive market because it lowers the artificial barriers to entry into the market. Those barriers imposed by the universe simply are...
Are you talking about tariffs or about banning the sale of semiconductor equipment to China, so they can't compete in the market for high performance chips? Is that "a means towards a competitive market" or is it "barriers imposed by the universe"?
That's an interesting universe you live in.
It's unrealistic to expect just anyone to start up a new fab. But if not one person among billions will start up a new fab it points to intrinsic difficulty or unpleasantness or lack of prestige in the task. A correctively high price has all kinds of advantages for the society.
I haven't seen any argument that difficult tasks shouldn't be priced high. Only name calling.
How long before China develops indigenous EUV capability?
There has been major increase in demand for housing and supply cannot be built fast enough to match. Its turned most of the island into a construction site so rampant that I made an online tracker for urban planning permits so folks can get ahead on knowing whats going on around them.
Idk if you have any wisdom but there's no creative solutionising happening, just the rich able to buy whatever property they want causing prices to rise which is pricing out the middle class, causing a whole lot of grief and downstream issues (such as plummeting fertility rate because homes are too expensive).
Is there a magic toggle we missed to unlock this creativity or am I being realistic by being skeptical that limiting important resources just leads to harsher inequality?
What I actually see, living in one of those metro regions that is land-constrained, is very little infill development and actually implemented creative thinking, and lots of homelessness and unaffordable homes. Sure, being supply-constrained gets people thinking about infill development and mass transit and densification and walkable neighbors. But there's always a barrier, usually multiple ones, to actually putting that into practice. Instead, you get the obvious effects: the supply of homes is constrained, their price rises to the point where only rich people can afford them, everyone else either goes homeless or moves out of the area. Sometimes, very often, a supply constraint simply means that people do without. Even when there is multi-family infill development, people don't want to live there. Everybody wants their SFH, even though intellectually they know it's unsustainable.
I suspect it's going to be the same here. More expensive CPUs and GPUs are just going to mean more expensive CPUs and GPUs with no real silver lining.
Presumably, higher profits will incentivize other players to enter the market and increase supply, and/or the company earning high profits plows at least some back into R&D to at least create better chips, which can result in eventually lower prices for the previous generation of chips.
This isn’t a possibility with land and land rights, however, so I wouldn’t expect the same dynamics to play out.
Starting a semiconductor company and constructing a few fabs at cutting-edge process nodes takes at least that amount of time, so I'd expect semiconductors to have similar dynamics.
Man, what a cancer. Straight up using the bare TSMC logo here would work just fine.
mouse_•1h ago
tempest_•1h ago
jjgghhggc•1h ago
znpy•1h ago
It's generally very usable util you open firefox and browse a modern website. Chrome/chromium aren't any better.
The issue with old hardware is web browser and web pages, particularly web pages. Modern websites are incredible resource drains, it's unbelievable.
I can easily read documentation from old-school cool websites like https://pubs.opengroup.org/onlinepubs/9699919799/ but anything fancier than that gets the fan wheels spinning...
DrProtic•55m ago
ndriscoll•49m ago
dangus•54m ago
I would also sumbit that the person who is still using a computer from 2011 would never have bought an i7 in the first place. They’re not going to follow an upgrade path where they say “I had a core i3 in 2011 that is too slow now so I’ll replace it with something that had a 2011 i7 that I couldn’t justify purchasing at the time.” Instead they’re more likely to say “I bought this laptop 15 years ago and I’ve battered the hell out of it and I’ve been frugal and it’s time for a new one,” and when they buy that new one it will also be a very modest configuration.
So the fact that a top of the line processor from 15 years ago is still serviceable is not really all that relevant. It’s going to not even be worth it on power consumption alone if you’re running it 24/7.
In other words, there’s more to a chip than raw performance.
SchemaLoad•23m ago
makeitdouble•1h ago
unethical_ban•1h ago
I would love an x86 laptop that can operate at 5W or less, even if it isn't blazing fast. If they can squeeze more performance out of a CPU for the same power budget, why can't they make a CPU with the same capability with less power use?
bluGill•1h ago
umanwizard•1h ago
makeitdouble•1h ago
The CPU alone can operate below 5W:
https://www.phoronix.com/review/lunar-lake-profiles/6
saltcured•1h ago
A laptop running below 5W needs to turn down its storage, RAM, GPU, LAN, WiFi, USB controllers, etc. The OS needs to act more like a smartphone, put everything to sleep, and use consolidated polling and interrupts for async behaviors.
I think this is the real advantage Apple has with their vertical integration. They can play a lot of complementary games between hardware and OS.
znpy•1h ago
The issue with those cpus is that they're pretty much never used in laptops meant to do anything serious. They usually are employed into cheap plastic laptops using ridiculous batteries.
I would really like the form factor of 2011-2013 thinkpads, with the chonky 90WHr battery on the back and the 12" form factor.
With a modern cpu (low tdp and low power draw) that would be unbeatable everyday carry.
zoeysmithe•1h ago
ARM faking x86 is probably the way to go for this case.
KPGv2•1h ago
zoeysmithe•1h ago
devilsdata•1h ago
Barrin92•57m ago
Even if you're a gamer performance on the desktop has eclipsed demand so much that you can play anything on a few years old machine. It used to be way worse in the "olden" days when only 10% of people had a system that was able to play Crysis.
nomel•52m ago