Orders for datacenter AI chips exceed supply, and more high end/other memory per TSMC wafer is further nightmare. This is likely to mean higher prices per token for datacenter buyers, and higher prices for users/model renters, and much slower demand growth and AI progress. It also means long delays for datacenters, and better black market (China, higher than MSRP diversions from contracted deliveries).
I’m not sure if affects phone/lpddr soldered memory, but tsmc is going to charge more for phone chips too. This can cause whole consumer/business computing market to collapse. Return of older generation designs on underused process nodes will give little reason to upgrade, and still overcharge. This can be an opening for China exports of competing products that were not possible at low/reasonable ram/tsmc prices/availability, where even if China has difficulty achieving best yields, it’s still profitable to invest/expand aggressively, that discourages US/western colonies from investing.
This race to give the US Skynet, for stronger political control/social credit/surveillance of Americans, can make a bubble in everything else, and accelerate financial collapse, all the while making the goal impossible to achieve and forcing China to become stronger/more resilient, with greater share of global computing supply.
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This is extremely serious for economic bubble.
Orders for datacenter AI chips exceed supply, and more high end/other memory per TSMC wafer is further nightmare. This is likely to mean higher prices per token for datacenter buyers, and higher prices for users/model renters, and much slower demand growth and AI progress. It also means long delays for datacenters, and better black market (China, higher than MSRP diversions from contracted deliveries).
I’m not sure if affects phone/lpddr soldered memory, but tsmc is going to charge more for phone chips too. This can cause whole consumer/business computing market to collapse. Return of older generation designs on underused process nodes will give little reason to upgrade, and still overcharge. This can be an opening for China exports of competing products that were not possible at low/reasonable ram/tsmc prices/availability, where even if China has difficulty achieving best yields, it’s still profitable to invest/expand aggressively, that discourages US/western colonies from investing.
This race to give the US Skynet, for stronger political control/social credit/surveillance of Americans, can make a bubble in everything else, and accelerate financial collapse, all the while making the goal impossible to achieve and forcing China to become stronger/more resilient, with greater share of global computing supply.