Intel, TSMC tentatively agree to form chipmaking joint venture(finance.yahoo.com)

80 pointsby pseudolus10 months ago6 comments

philistine10 months ago
Massive news. One cannot shake the idea that Taiwan is playing all the cards it can to protect it from invasion. This is one; ingratiating itself within the core of American production.
- aurareturn10 months ago
  Why would this help Taiwan stave off China's advance? Arguably, this makes it more likely.
  - robertlagrant10 months ago
    Yes that's my take as well. It might be TSMC trying to survive, and America trying to deprive themselves of a future war to defend TSMC or China's inevitable taking of TSMC.
    I don't see how it helps Taiwan that much, but perhaps it makes it less attractive to China to take if TSMC can move.
    _t9ow10 months ago
    > perhaps it makes it less attractive to China
    Taiwan's semiconductor industry is literally not even a factor that plays into China's wish to reunify. It won't make a lick of difference.
    philistine10 months ago
    It makes it more likely that the US responds in kind to an invasion.
    aurareturn10 months ago
    Why? US would have the ability to make advanced chips inside the US. Why would the US be more likely to respond?
poisonborz10 months ago
This reminds me of Adventure Time where Finn (US Government) tells a goose and a fox to "now kiss":
https://youtu.be/XHgyD6UesJo?feature=shared&t=94
gotschi_10 months ago
Oh god no please, no
TSMC is a perfectly fine company. Let them do their thing intel!
- bgnn10 months ago
  TSMC has a lot if joint ventures like this. They are quite good at cross contaminating with their own fabs.
  - xeonmc10 months ago
    Don’t you mean cross-pollination?
    bgnn10 months ago
    That's definitely a better term. Thanks!
rayiner10 months ago
Is there like a book or podcast on Intel’s downfall? As a 90s kid it seems unthinkable to me Intel would be dethroned so swiftly.
- morgango10 months ago
  Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips.
  https://stratechery.com/?s=intel
  They were talking about this in 2013
  https://stratechery.com/2013/the-intel-opportunity/
- bfrog10 months ago
  Its happened before to any company that focuses too hard on short term profits and gets too comfortable.
  Motorola GE Boeing
  The list goes on…
- Tempest198110 months ago
  Chip War by Chris Miller is a great read, although not specifically Intel.
- maxnevermind10 months ago
  asianometry on YT
  also stratechery had few articles over the years
  - chneu10 months ago
    Asianometry rules. As someone who works in semiconductor research and manufacturing, his videos are crazy good.
- AbstractH2410 months ago
  As another 90s kid feels like there is some lesson here on how few things last forever
  - Incipient10 months ago
    I think it's a good example of why monopolies and vendor lock-ins are bad. Essentially when there IS choice, people will go to the better option, and the market leader, if they don't keep pace, people will move if they can.
    It's when there is a huge exit barrier that companies get away with all sorts of garbage.
  - sexy_seedbox10 months ago
    Microsoft is doing just fine, for now... maybe Copilot will be the beginning of the end for them.
ChrisArchitect10 months ago
Earlier: https://news.ycombinator.com/item?id=43573980
- pylotlight10 months ago
  Is there not a more strict rule on dupes on this site, I've seen this numerous times.
  - ChrisArchitect10 months ago
    Mostly, but some repeat offenders just don't seem to care.
curtisszmania10 months ago
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