alt Hacker NewsThey really need to build their own fabs at this point. AI is going to kill their ASIC and DRAM supply chain if they don't.
"Real men have fabs." - Jerry Sanders, first CEO of AMD.
Actually, AMD, Nvidia, and Apple need to build their own fabs. Maybe Google, Amazon, and Meta too.
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Perhaps something that Ternus can add to his legacy-building exercise, given that he led hardware.
“They need their own fabs” is a very current events-biased read of the situation.
You can easily end up like AMD or Intel spending years with your own fab that’s uncompetitive.
One of the best things that ever happened to AMD was spinning off their fabs.
Intel only recently righted their ship after spending years with fabs that couldn’t keep up with competition, and even Panther Lake still contains some TSMC silicon.
The AI boom is inevitably not going to last forever. Either demand will subside or production will increase. High prices in tech rarely stick around.
Especially outside of Taiwan.
I always wonder if this is a possibility. They've worked so closely with TSMC that they've many times over the decade bankrolled R&D and equipment that TSMC uses. I would be super interested to know if that relationship has left them enough know-how of the fab process to someday control their destiny there, that would actually be pretty insane.