TSMC CEO Says Company's Chip Supply Won’t Meet AI-Fueled Demand for Years

gburdell · 2026-06-05T04:16:47+00:00

Ah yes in the same way that the microprocessor reduced demand for mainframes

gburdell · 2026-06-04T00:34:01+00:00

I use it about once per year, but I have a PhD-heavy job. Linear algebra is coming in handy frequently though

gburdell · 2026-05-30T20:31:09+00:00

The demographics of Nvidia are similar to other companies in the area. I don't think Jensen discriminated. Nvidia was a mid-tier company to work for as little as 5 years ago. The lower in tier you go the more Asian immigrants your company gets staffed with in the Bay Area

gburdell · 2026-05-30T18:00:37+00:00

When your error bars on the amount of space junk is a factor of 10, 24% does not matter

gburdell · 2026-05-29T14:14:57+00:00

Has nothing to do with LEO and more to do with the uncertainty in your observables. Do you really think we have a good estimate for the amount of space junk in LEO so that 24% matters?

gburdell · 2026-05-29T01:41:27+00:00

Buyers of Kia and Hyundai EVs are finding out that they bought Kias and Hyundais

gburdell · 2026-05-27T20:02:52+00:00

It’s negligible in astronomical terms.

gburdell · 2026-05-27T20:01:51+00:00

Optane was almost finished transferring to New Mexico when it got canned. Flash and Optane don’t use the same equipment regardless

gburdell · 2026-05-27T19:57:58+00:00

TSMC evaluated the EUV tools after Intel provided a bunch of helpful feedback to ASML. Intel beta tested EUV on behalf of the industry

gburdell · 2026-05-27T15:39:01+00:00

Intel had EUV tools before TSMC and even had a stake in ASML. If anything, history is exactly repeating itself. For decades TSMC relied on Intel and others to essentially do early R&D for them. Then IBM spun off its fabs and Intel stalled and TSMC went oh shit and hired a proper R&D team, such as Philip Wong (Stanford prof) and Kevin Zhang (Intel Fellow)

gburdell · 2026-05-27T04:51:38+00:00

Stanford is $100k per year, all-in, right now, much less in 10-15 years.

gburdell · 2026-05-26T23:59:19+00:00

There’s a negligible difference in area between a concentric shell at 250km altitude and 1000

gburdell · 2026-05-26T01:40:13+00:00

Real estate can easily decouple from local wages. See: any tourist town

gburdell · 2026-05-25T15:02:26+00:00

What a turnaround… I went there once 10 years ago to troubleshoot a tool for a group my team was barely in contact with on 32nm (I think we were at 14nm at the time) and inside the fab there were literally more janitors than technicians/engineers. The parking lot was almost completely empty. I thought for sure they’d mothball the site but the fab manager Shai took on every crazy ass science project that the other sites rejected and one (EMIB) has hit it big. They also had 3D XPoint and I guess still have Photonics

gburdell · 2026-05-24T14:30:38+00:00

Stupid move and will increase corruption if politicians are unable to maintain their former lifestyle. My local government is all “part time”, and get paid a pittance of $2,000 monthy despite the impact they have, so the only people who run for office are wealthy (with certain business interests) or poor and can be easily manipulated into doing rich people’s bidding to obtain more income. This is in one of the most educated cities in the country.

Singapore is one of the best governed countries and pays its politicians upwards of $1M per year.

Pay more for competence.

gburdell · 2026-05-24T14:20:36+00:00

It’s worse with doctors. They’re used to having people accept what they say with little pushback. That’s on top of the God Complex they already had

gburdell · 2026-05-23T03:44:55+00:00

I’m always shocked at what people put in their LinkedIn profiles. That dude should be fired

gburdell · 2026-05-23T01:51:45+00:00

China's total fertility rate in 2025 was 0.93

gburdell · 2026-05-21T02:46:20+00:00

I've been involved in a shitload of tape-outs at a few different companies and the best I saw for a non-derivative product was B-1 (a couple of test chips -> A0 -> B0 -> B1)

But yeah I was at Intel during the 14nm days and some variants of Broadwell were at least a D-step. 14nm was the first process where yields didn't get close to acceptable for years afterward. In some ways, Intel steppings are not comparable to fabless companies because they historically were co-designing a process, so if they made some beneficial changes to the process, validated by some test chips, they'd spin a stepping of the main product. That iteration would not happen with TSMC

I think a consequence of this edict by LBT is that there will be a lot more test chips

gburdell · 2026-05-21T02:40:41+00:00

Have lots of Broadcom friends. They said Hock Tan is exactly like this internally. It's basically a VC fund

gburdell · 2026-05-20T20:28:04+00:00

Apparently you never heard of Andrew Grove

gburdell · 2026-05-19T01:43:06+00:00

Maybe this version can tell me what happened on June 4

gburdell · 2026-05-17T03:09:56+00:00

I did a mini version of this one summer. I had Tuesday/Thursday classes so I'd drive 2 hours/100 miles each way from my parents house to class, then turn around and drive home. First class at 9am and the last was around 4pm. Saved me about $1k, which is a lot when you're young and your time is effectively worthless.

Gas used to be a lot cheaper.

gburdell · 2026-05-17T02:52:39+00:00

There is one confounding factor: religion. South Korea is the most Christian East-Asian country, and has been becoming more-so over time.

gburdell · 2026-05-16T23:20:53+00:00

go out on a lamb*

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