R
Rick C
Guest
On Thursday, February 13, 2020 at 2:32:20 PM UTC-5, Whoey Louie wrote:
Not sure who you are referring to about the bean counters. Fabs are hugely expensive, but with the sort of volume CPUs are made they are worth it. Well, you either pay for your own fabs or you pay for someone else's. So was it the Intel bean counters who said it was still better to keep working their own fabs or was it AMD's bean counters who said the smart move was to sell off their fabs and pay for TMSC expertise?
Aren't they all run by bean counters? You can actually do a lot with sub-optimal technical decisions, but if you count your beans wrong you go out of business. That's why people short Tesla stock. There are many, many ways Tesla can get it wrong and end up as a GM skate board. There are many fewer ways Tesla can actually support a $900 a share price.
Bean counters have to run the company at some point.
--
Rick C.
- Get 1,000 miles of free Supercharging
- Tesla referral code - https://ts.la/richard11209
On Wednesday, February 12, 2020 at 10:49:04 AM UTC-5, DecadentLinux...@decadence.org wrote:
Whoey Louie <trader4@optonline.net> wrote in news:7bfb4c1d-998a-4bfb-
a8ba-f2816c3e79a5@googlegroups.com:
TSMC will
be rolling out 5nm later this year.
With 7nm just entering the market, it will take a few years to
amortize the fab hardware costs.
Got a citation?
Google broken? TSMC demonstrated it last year, they will be shipping
iPhone chips on 5 nm in Q2. They've been doing 7nm since 2018.
Like I said, TSMC is now ahead of Intel on process technology. A very
bad sign for America. And it validates AMD's decision to get out of
the fab business. At the time, the common wisdom was that without fabs,
they would fall further behind Intel, by not having the latest process
tech. Instead, it's worked the other way around. Now AMD has 7nm for
much of it's product line and Intel only has 10nm for it;s mobile chips.
That is simply stunning. But it shows what happens when bean counters
take over a tech giant.
Not sure who you are referring to about the bean counters. Fabs are hugely expensive, but with the sort of volume CPUs are made they are worth it. Well, you either pay for your own fabs or you pay for someone else's. So was it the Intel bean counters who said it was still better to keep working their own fabs or was it AMD's bean counters who said the smart move was to sell off their fabs and pay for TMSC expertise?
Aren't they all run by bean counters? You can actually do a lot with sub-optimal technical decisions, but if you count your beans wrong you go out of business. That's why people short Tesla stock. There are many, many ways Tesla can get it wrong and end up as a GM skate board. There are many fewer ways Tesla can actually support a $900 a share price.
Bean counters have to run the company at some point.
--
Rick C.
- Get 1,000 miles of free Supercharging
- Tesla referral code - https://ts.la/richard11209