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Search results

  1. kvas

    Semis and World Peace

    Most organisms would grow uncontrollably, given an opportunity. In the nature populations are limited by resources or predators. Humans are actually the first species that can limit itself even though it could grow more. Right now the population is shrinking in many developed countries...
  2. kvas

    Semis and World Peace

    I largely agree with your conclusions but my perspective is somewhat different. In my opinion, humanity is not separate from but is part of the ecosystem. Sure, we have unreasonable powers, but we are still part of Earth's biosphere and part of the evolutionary process that runs within it. The...
  3. kvas

    Semis and World Peace

    If the decision to go to war was taken from the perspective of the whole humanity, wars would be quite rare indeed. However, often countries found themselves in lose-lose situations that looked like prisoner's dilemma on steroids, and the incentives were such that escalation was inevitable...
  4. kvas

    Will Intel have enough EUV for 7nm?

    This does sound like a reasonable and simple plan. However, if Intel goes with it, they would be locking themselves into outsourcing cutting edge chips to TSMC for the foreseeable future. That in itself is not necessarily a bad idea, but they have just announced the whole IDM 2.0 thing, and...
  5. kvas

    Intel is said to have made a $2B takeover offer for chipmaker SiFive?!?!?

    I'd be interested in checking it out if you have it published somewhere. Don't have any FPGAs to try it on, but would be interesting to look at the code.
  6. kvas

    Intel is said to have made a $2B takeover offer for chipmaker SiFive?!?!?

    Yeah, that kind of how I was thinking about this: performance depends on the clock frequency, size of caches, size of pipelines, memory latency, out of order smart-assery that the CPU is doing, and god knows what else. To make matters worse different programs will run at different "speeds" and...
  7. kvas

    Intel is said to have made a $2B takeover offer for chipmaker SiFive?!?!?

    So von Neumann preferred random access memory (like in VN architecture) to Turing machines on efficiency grounds -- fair enough. Still, I don't see how this maps to RISC vs CISC debate: both of those work with random access memory. What am I missing?
  8. kvas

    Intel is said to have made a $2B takeover offer for chipmaker SiFive?!?!?

    Interesting move by Intel, I like it! I wonder if they are thinking that with the whole industry drifting towards ARM, RISC-V will be the next stop on the road to CPU unification and commoditization and they are trying to jump directly into the future.
  9. kvas

    What would happen to TSMC if China gains control of Taiwan?

    Brutal. I really hope this doesn't repeat. Luckily, similar siege of Taiwan doesn't appear possible because other countries would likely interfere. My impression is that if CCP was to be successful, it would have to be quick. Anyway, this is probably off-topic for this forum.
  10. kvas

    What would happen to TSMC if China gains control of Taiwan?

    Thanks everyone for all your thoughts. Just to clarify, I don't think it is likely that China would try to take over Taiwan, but at the same time this scenario is not impossible, so I was trying to get some help in thinking it through. @hist78 Your point about Taiwan's possible retaliation by...
  11. kvas

    What would happen to TSMC if China gains control of Taiwan?

    I agree about talent but actually it's even worse than that because not anyone can buy the same machines. For example SMIC can't buy the same machines because of export restrictions that even touch ASML (despite it not being in the US) and TSMC might hit the same wall if it was to become...
  12. kvas

    What would happen to TSMC if China gains control of Taiwan?

    I have been reading some articles about China / Taiwan situation it dawned on me that the probability of China taking over Taiwan in the next decade or two is not as low as I thought before. In the near term the military scenario seems the only one possible, but later even peaceful...
  13. kvas

    Global Wafer Capacity 2021-2025

    Yeah, I was also confused after looking at that chart. "But this doesn't add up!" 😅
  14. kvas

    TSM 561.00/Share, Logic?

    561.00/share seems like a TWD target for the Taiwanese shares (that are currently trading for 591 TWD). In USD this seems excessive. Or am I wrong? Source?
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