• Jesus@lemmy.world
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    1 month ago

    If you look at who is manufacturing silicon, the numbers look even worse for Intel. All of these competitors are using TSMC fabs. AMD, Apple, Qualcomm, etc.

    TSMC is the real 500lb gorilla in the room.

    • TheGrandNagus@lemmy.world
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      1 month ago

      And Intel. Intel has been using TSMC fabs for a while.

      They used to get a 40% discount, too, but that stopped recently when Pat Gelsinger said people should stop buying from TSMC because there’s a good chance they’ll be invaded.

      TSMC’s CEO didn’t like that, and said “ok, no more 40% discount for you. Effective immediately.” (TL;DR’d, obviously).

      • Wahots@pawb.social
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        1 month ago

        Pray they don’t, but I’m almost certain they will now that the US is appointing complete morons to every portion of the US government. The US won’t really be able to help until this rot gets cleaned out. China has four years before we can really help Taiwan again. (Or at least give them air superiority)

      • randon31415@lemmy.world
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        1 month ago

        Biden just finalized the Arizona TSMC plant.

        If that gets invaded, I think semiconductors are the least of our problems.