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hardware2win

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Why does everyone these days hate consumer choice and market diversity so much?

A lot of people got into CPU topics because Apple created their M1s and they think that ARM is some unparallelled thing that every1 must adopt and that Apple's design goals are most important (other market segments are irrelevant)

If the people on the factory floor have to show up for work every day why should you get to stay home?

Different jobs, different pros and cons?

its much better to know what its doing under the hood.

I agree when it comes to programming langs, libs, compilers and in general computers. Because knowledge of those things significantly affects your output (code)

But git? I treat it the same way I treat email client, power point or chat app used at work.

Hell, I could probably benefit more from high power point skills than high git skills.

Git questions are weird for me

Cuz, I use git gui and I switch to cli like a once a month at best, so I dont really remember the commands nor see the value in putting effort into it

It feels like people fixated on git details think everyone has the same work flow as they do, so for them it feels like git cli proficiency is really needed.

It is like asking about vsCode shortcuts (it'd probably be even more useful, since you spend more time in your editor)

Id really prefer being asked about algos, compilers, web dev, system design, whatever heavily software related (even religious topics like SOLID) than boring tools which can be used in various ways

Well, it is not like they arent aware of it.

They were pretty open about this on some earning calls and how do I see it?

I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc

The far ahead argument is something I read weekly on investing boards

Some claim tsmc is decade ahead, other say it is 3 to 5 years, etc, etc.

From my understanding both are in a race that will be decided in next 10-14 months and when it comes to the future, Intel has priority on next gen EUV (HighNA), so there is a chance

Various medias report that Intel has 1-2 year advantage due on tech like PowerVia

So, it is not that clear how far ahead TSMC is

_____

TSMC isnt stupid

Yes, they arent, so arent their customers who want geo diversified supply chain and risk amortization (Earthquake? War? Drought?)

Also they will have leverage when negotiating deals with TSMC

like China trying to cut it off from the world. Because that would risk it being cut of from ASML, and they are unlikely to be anywhere close

But... arent they already cut from ASML?

US disallowed ASML to sell advanced tech to China

I invested in AMD around 95 levels, but I started selling them on recent tops around 175-180 to buy more INTC when they dropped after their guidance for Q1

It is not that I dont believe in AMD, I just believe that their growth potential is lower than INTCs.

Foundry businsss is crazy and has waaay higher entry level

Well, current bleeding edge semicos require like hundreds of billions if you start from 0

Meanwhile what about those materials that could allow you to make 1000x faster cpus, but we arent capable of manufacturing them at scale and also their lifespan is way shorter than silicon.

Im not saying 7T is reasonable, but if thats what he want to do, then it is very interesting and expensive as hell

Netflix always writes those engineering blogs about their fancy microservices and infra

Meanwhile adult sites probably run on some boring php and serve orders of magnitude more content (harder to cache) while being free and top visited sites in the world