Recent content by SunMaster

You left out the ethical aspect.

One reason for the increased Intel marketshare from end of 21/beginning of 22 may have to do with the availability of AMD Threadrippers. I remember reading numerous articles like https://www.theregister.com/2022/04/08/amd_threadripper_supply/

I wonder if this might forever alter the relation between Qualcomm and Arm to the extent that Qualcomm would have problems creating leading edge Arm based SoCs.

Oh, is it a competition where Intel is synonomous with 'US"? And 'our" fabs are manufacturing using a national secret, I presume,

I don't disagree, but my main point is that a void left by Intel will quickly be filled by the competition - be it ARM or Risc-V based. Using a non-x86/X64 platform for anything at all has never been easier. It pains my mind to see an instruction set as kludgy as X64 be the dominant one :)

What does "surpass" mean. The Threadrippers obliterated Intels HEDT segment - starting with Zen.

I don't believe for a second AMD would be left alone should Intel dissapear. The competition will step up, just as AMD did. There will be plenty of ARM and eventually (maybe, I hope) Risc-V alternatives. ARM is already making an impact in the server/datacentre market AFAIK.

That's creative - attributing TSMCs improvements and success to Apple.

Cutting subsea fibreobtics has been going on for a while. The first I know of is back in jan 22, but other countries may have experienced it earlier...

Living in Norway I assure you we're absolutely not connected to mainland Europa via Russia. There are underwater cables for power and net plus pipelines for gas. Some info/map at https://businessnorway.com/articles/norway-s-submarine-cable-network-provides-world-class-connectivity and...

AM4 has been an amazing platform/socket. I wonder if AM5 will do equally well - if Zen 6 and 3d cache materialize for AM5 in a couple of years. Two consumer sockets in 10 years (will be 10 in two years) is extremely nice compared to the competition.

The proof's in the pudding. In this case, you are the pudding.

From https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/information Top 25 shareholders own 33.49% of the company Ownership Name Shares Current Value Change % Portfolio % 6.38% National Development Fund, Executive Yuan 1,653,709,980 US$55.4b 0% 91.45%...

Institutions only make up 38% of the stock.

The wikipedia page lists major owners - https://en.wikipedia.org/wiki/TSMC A quote is "Around 56% of TSMC shares are held by the general public and around 38% are held by institutions" How do you come to the conclusion it's majority owned by american entities?