News TSMC founder says unnamed customers want 10 new fabs to build AI chips

[Admin]

AI processor developers reportedly asking TSMC to significantly boost spending on new fabs as they struggle to meet demand for their products.

TSMC founder says unnamed customers want 10 new fabs to build AI chips : Read more

 

[peachpuff]

Then the bubble bursts and you're stuck with 10 useless fabs...

 

[umeng2002_2]

They might do it if those developers guarantee buying up the production for some years afterwards; but bankrupt AI companies can't pay you no matter if you sue them into oblivion.

 

[CelicaGT]

Name the customers or it's just more BS hype. Seven Trillion Dollars. The bubble will burst, what the marketing departments call "AI" will find actual uses behind the scenes, doing what it was actually designed for and the MBA's will move on the the Next Big Thing, perhaps surge pricing for fast food restaurants or something I don't know...

 

[Joseph_138]

Then the bubble bursts and you're stuck with 10 useless fabs...

Or China waits until the new fabs are built, then invades.

 

[peachpuff]

Or China waits until the new fabs are built, then invades.

Don't worry, they're as incompetent as Russia, the water will stop them.

 

[Diogene7]

Intel with their Beyond CMOS Intel MESO concept has demonstrated that spintronics could enable much, much more energy efficient computing architecture.

Therefore instead of building leading edge Silicon CMOS Fab, what is really needed is to build at least one Beyond CMOS Fab : a spintronics related technology fab, and it wouldn’t require trillion of dollars, but maybe still 10’s of billions of dollars as it would help kickstart the transition to the next generation, more energy efficient, computing technology that is also better amenable to AI…

 

[vertuallinsanity]

One or two.. Not ten. None, I surmise.

 

[Co BIY]

Don't worry, they're as incompetent as Russia,

This is a statement that is not rooted in reality.

How many things in your home and life are built in Russia. How many in China?

 

[Joseph_138]

Don't worry, they're as incompetent as Russia, the water will stop them.

Virtually everything you own is made in China, or made of components made in China, so they must be doing something right.

 

[peachpuff]

I'm talking about their army... tell me how great they are again?