tmay

avon b7 said:

lkrupp said:

avon b7 said:

tmay said:

BTW,

TMSC has decided to no longer support Huawei.

https://twitter.com/Kolas_Yotaka/status/1284140129867542528

Likely due to Huawei being part of the same PRC that want's to take Taiwan back. Doesn't make sense to provide the dual use technology to do that.

No. 

TSMC hasn't 'decided' to stop manufacturing for Huawei (one of its biggest customers). 

TSMC is prohibited from serving Huawei because of extraterritorial U.S orders.

Where have you been for the last month? 

How could you have possibly missed this news? 

I’m guessing, based on your pathological devotion to China and Huawei that you would support a PRC/CCP invasion of Taiwan to recover its lawful territory, right? Then Huawei and TMSC could live happily ever after together. Would that please you?

I'm not a fan of invasions, independently of who is doing it, unless it is to recover something that was taken illegally by force in the first place.

Huawei and TSMC have a very good relationship. The 3nm node was going to be used by Huawei, too. 

Surely you don't think TSMC is happy losing one of its best historical customers? Or seeing them potentially go to its competitors, or worse, China accelerating its already stated goals in becoming self sufficient in chip design AND fabrication and reaching those goals sooner than expected (even if they still be a few years off). 

Taiwan was never taken illegally, though Maoist China wanted the world to believe that. It never belonged to the People's Republic of China. It was a divorce between too factions after WWII. For the record, it was the U.S. that helped start TMSC, and the U.S. that supported Taiwan, not Mainland China. More to the point, Tiawan is a vibrant democracy, that deserves a future that is not authoritarian. It's obvious that you don't give a shit about democracy, nor Chinese aggression in South Asia, and certainly not of human rights. All you care about is your precious technology, delivered soonest and cheapest. Hong Kong and Human Rights are certainly why the UK banned Huawei 5G installs and will remove all existing Huawei telecom equipment by 2017. The fact that the U.S. and many other Democracies have suspended their extradition treaties with the PRC is damning.

Apple, Qualcomm, Nvidia, and AMD are more important than Huawei, hence why I posted that link indicating Huawei's share at 14%. More to the point, which you ignored, is that Taiwan does not want to support dual use, civilian and military, technology in the PRC, something that would be used by the PRC during an invasion. As Huawei is tightly linked to and controlled by the PRC and the CCP, there isn't any reason that TMSC should have maintained its relationship.

https://dailycaller.com/2020/07/19/bbc-andrew-marr-liu-xiaoming-uighur-prisoners-trains/

"“According to your own local government statistics, the population growth in Uighur jurisdictions in that area has fallen by 84 percent between 2015 and 2018,” Marr pressed. “84 percent!”

That's a human rights violation. Uighur prisoners is a human rights violation, just as taking Tibet was.

BTW,

TMSC has decided to no longer support Huawei.



Likely due to Huawei being part of the same PRC that want's to take Taiwan back. Doesn't make sense to provide the dual use technology to do that.

rob53 said:

A picometer would be the next smaller processor fabrication but even at the high numbers we're talking about the width of mineral cells. There has to be a limit on how small you can go before the size of the components won't work anymore. Once this limit is reached, how will processor fabrication change to improve speed and reduced power usage? This is like the limits of processor speed. We've already reached those limits even with overclocking that can't be sustained. 

For Silicon anyway. After that, various carbon based materials start looking pretty good.

GeorgeBMac said:

Eric_WVGG said:

dysamoria said:

I will be incredibly surprised if Apple lowers prices on any Mac as a result of this transition, and IF they actually do, it will be a short-lived reduction to inspire transitional purchases.

I quite disagree. Apple, and Tim Cook in particular, are sticklers about profit margins. They pick some number (usually 32%) and price accordingly. .....

Do you have a reputable source for that assertion?   I've heard speculation about such things but never anything actually informed.

And, in actuality, the only ones who actually know the real margins are Apple cost accountants and execs.  Everybody else is guessing.  And their guesses usually reveal a fundamental lack of understanding of cost accounting and margins.

Apple states product line margins in their quarterly financial statements, so its not like anyone is guessing. 

GeorgeBMac said:

lkrupp said:

melgross said:

I’ve been saying that apple may not get the current Qualcomm modem. Qualcomm is bending over backwards to make Apple happy. The better the modems they get, particularly if they get them a half cycle before Android makers, could keep Apple with Qualcomm longer than otherwise.

On the other hand Apple has made it very clear they want complete control of the hardware. If Apple Silicon kicks Intel's ass as rumored then Apple might still try to make its own 5G modem, especially if they can get better performance than QC product. You are right though, Qualcomm will do whatever it takes to keep Apple's business.

Perhaps....

But Apple's history is that they would rather go with a high end reliable vendor than do it inhouse.

The trouble is that Intel has been flailing and failing and Qualcomm were greedy jerks thinking that THEY owned the iPhone.   While Intel is spinning its wheels, Qualcomm appears to have mended their ways.  Or, at least we are hoping that they have

As part of the deal deal made with Qualcomm, Apple licensed a broad range of Qualcomm's IP. Given the IP that Apple obtained from purchase of "the majority" of Intel's modem business , and what Apple already owns or licenses from other third parties, I would be surprised in Apple doesn't have its own range of modem designs in a few years.