• 8 Posts
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Joined 2 years ago
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Cake day: June 14th, 2023

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  • The worry is that it feels like we’re moving past a consumer-directed economy and not in the wholesome Soviet five-year-plan way.

    The almighty market has figured out how to collude and cram stuff that people don’t want down our throats (what consumer wanted everything to turn into an enshittified subscription?)

    Real people may not want AI slop, but if there’s enough of a sense it will make line go up, we’re getting slop.

    On the other hand, this factor might be the salvation: the current AI market is full of 2000-era-dot-com business models based on selling at a loss and making it up on the promise of global domination later. If the VC money dries up, and every “delve” costs whatever the actual amount it costs to drain the oceans and oilfields to pump into an array of Quadros plus sufficiently reimbuse all the ghouls that bankrolled the project, maybe the line doesn’t go up anymore.










  • To be honest, I’m amazed it took til Biden before we saw more pressure on TSMC as a flashpoint.

    Even if we’re on nominal good terms because they’re a capitalist democracy, nobody likes single points of failure (earthquakes and industrial disasters happen even without geopolitical tensions)

    But we’ve handled it miserably-- throw some money at Intel who can’t innovate out of their gilded cage anymore, and try to get a few TSMC facilities stateside-- when we should have been trying to completely diversify the supply chains with new players and new geographies.

    In fact, it’s amazing that we lost the concept of second sourcing. That ensured no one vendor held you hostage. Like 8 different firms made 8088s, on up to the 486, but after that it dried up fast. You saw a few IBM badged Cyrix 6x86s, but who else sells a pin-compatible Ryzen?

    I hope once China gets far enough up on the tech curve, they see distributing fab tech as a BRI programme. No reason your next bag of 74LS04s, or the 30-cent MCU in your thermostat, can’t be made on a 28nm fab in Burkina Faso.



  • The Global Foundries split was probably a way to get AMD out of the hyper-capital-intensive fab business. And without a tier-1 customer, Global had less reason to pursue smaller nodes.

    Intel has that national-champion thing to keep it afloat. I can imagine there are defence contracts that will never go to a “TSMC Arizona Division” and they’ll pay whatever it takes to keep that going.