Comment Fuck off Sony (Score 1) 144
You've made exactly two good movies since 2010 and are one of the main reasons theaters need ads to survive on top of already being the most expensive way to watch a movie.
You've made exactly two good movies since 2010 and are one of the main reasons theaters need ads to survive on top of already being the most expensive way to watch a movie.
Read the article again: "A sweetheart deal between the companies means TSMC effectively eats the cost of the defects that inevitably crop up in a new manufacturing process."
No thanks. You read it again, because that quote is incorrect and comes from a previous incorrect report.
1) The question is which company eats the defects, but that question specifically deals with new nodes as yields in new nodes start out low.
Apple eats the *cost* of the defectives when buying the good ones.
2)
Nope.
3) All of these points are speculation on the part of outsiders.
Not speculation.
You still have not committed to whether you are complaining that Apple is used binned chips or praising them.
I literally just did you blind ass bitch. I resort to name calling because I need to repeat myself because you are fucking moron incapable of reading comprehension or critical thinking.
"I praise that *someone* is using these chips that would otherwise go to waste. However, I complain that it can *only* be Apple that makes use of these chips because Apple will not allow TSMC to sell them to anyone else. I also complain about Apple's *design* choices related to the use of these chips because they have no backup plan in case of massive success."
First and foremost, it doesn't matter what a judge says, or what the Commodity Futures Trading Commission has shown, because "event contracts" are NOT a form of swap no matter how you try to coax the words. They do not function similarly to any other form of swap.
Secondly, in no way, shape, or form are "event contracts" a form of commodity, or derivative thereof. They are no different than sports betting or playing craps. Thus, Arizona (and others) should ignore this judge's ruling and push their agendas anyway and claim that the Commodity Futures Trading Commission doesn't have the authority to stop them.
Kalshi and Polymarket are 100% games of chance and thus illegal gambling. Draft Kings and FanDuel should be illegal too but got classified as games of skill instead.
If your choice was watching your own children starve or taking a job at ICE, what would you do?
"The world isn't such a black-and-white place." Likewise the world is not full of binary options.
but there are also some people who took the job out of desperation and need the paycheck to put food on the table.
Don't care. There were other options. There always is. None of these people are "good" people. Hell most of them wouldn't even qualify as "neutral".
You are under the impression that Apple "buys" chips from TSMC. They do not.
Yes. They do. Apple has had a long standing deal for years to only pay for finished products. Apple does not buy wafers from TSMC. Granted Apple does pay extra.
No one buys chips.
Apple does with TSMC.
Please state whether you are complaining that Apple is used parts they could not have used or praising them. You seem unwilling to commit to either proposition.
I praise that *someone* is using these chips that would otherwise go to waste. However, I complain that it can *only* be Apple that makes use of these chips because Apple will not allow TSMC to sell them to anyone else. I also complain about Apple's *design* choices related to the use of these chips because they have no backup plan in case of massive success.
"With this agreement, AMD now expects to purchase approximately $2.1 billion of WAFERS from GF (Global Foundry) between 2022 and 2025."
AMD is not Apple.
Please provide evidence that somehow Apple and TSMC uses different pricing and contracts than everyone else. I'll wait.
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.cultofmac.com%2Fnews...
“Because the latest advanced node has many defective chips in the early stage of production, Apple has always purchased finished goods. And TSMC allocates most of the cost of defective chips to the selling price of each finished chip,”
Apple pays extra for finished chips which covers most of the cost of the binned chips, but DOES NOT INHERENTLY INCLUDE actually buying the binned chips until Apple actually wants them. Because they are buying per chip. It's not a fucking hard concept nor is it difficult to believe when you look at how much money Apple has invested into TSMC. Apple is now dependent on TSMC while TSMC is no longer dependent on Apple.
Chips are made in advance.
Kinda. Apple orders three years in advance for most of their main chips runs.
Kindly take your limited, garbage knowledge and get the fuck out of here you clueless fuck.
And how would you know I didn't work in the semiconductor industry? You don't, do you? Presumptuous on your part, isn't it?
Presumptuously correct because you don't know jack shit about Apple or TSMC.
No. TSMC sells wafers to Apple and everyone else.
Sure, but not A18s. Apple is the only customer.
Again, are you advocating that Apple not use these chips and have them scrapped? It seems you are arguing both sides at the same time. Complaining that Apple is using chips they couldn't use and praising Apple for using chips they couldn't use.
No, I am not. So not only do you not work in the semiconductor industry because you have no idea what you are talking about, you also lack basic reading comprehension and critical thinking skills. Even if you do work in the semiconductor industry, you clearly don't know about Apple or TSMC and are operating on assumptions from your limited experience.
You are speculating on the actual terms of these contracts based on your unknown metrics: Number of good chips. Number of wafers is used is because that is concrete.
Because what Apple orders, and receives, from TSMC is individual chips, not whole wafers. Perhaps other customers would have to pay for the whole wafer, good or bad, but that isn't how it works with Apple and TSMC. Apple does not order by the wafer, they order a specific number of chips for a certain number of products they plan to go in. It's up to TSMC to keep producing wafers until they have enough of the full chips Apple ordered. Everything binned as not part of Apple's order (5 cores, 4 cores, etc) wait around until Apple purchases them as well. Realistically, Apple likely gets most of their full 6-core and binned 5-cores (or others) altogether and probably within the normal rate at which the TSMC will end up binning those various versions of the chips during production. Regardless of the structure of an order, the result is the same. Apple pays TSMC a different amount of money (more) for an full A18 than they do for a binned 5 core. TSMC does not ramp up production of A18s solely to stock these binned versions - if they do, it's because Apple is paying *extra*. This is why they face a "dilemma". To get more 5 cores produced, they need to order more 6 cores, but if the sales of devices with 6 cores are being outpaced by those using the 5 cores, their manufacturing plan is essentially upside down. Which negatively affects profit margins. Apple either then: sits on unused 6 cores that they paid for; OR pays extra to solely produce 5 core versions; OR takes excess 6 cores and disables one themselves to meet demand; OR mostly ignores the success and demand for these lower cost devices and only create them when TSMC has a "significant" surplus of binned chips sitting around. My bet is on option 4, as that is the move Apple has made historically and also because the other 3 actively eat at Apple's profit margins. Occasionally, they'll do option 3, but that's usually their last resort.
I no longer care.
-ICE Agents murder US citizens
-Todd Michael Lyons abused women while serving in the Air Force
-Markwayne Mullin is a fake Cherokee and actively steals money from at least two Native American nations
--He also actively cheats on his wife
-ICE agents cause (and directly commit) more crime than they prevent
Go ahead and try to subpoena me you useless pussies. All you're gunna get are pictures of dicks and middle fingers. ICE agents deserve to watch their loved ones die in a fire on repeat.
Clearly you don't know shit about the binning process. TSMC does the binning, Apple merely sets the definitions of each bin because they're the only customer of these chips. These binned A18s with a disabled core are sold to Apple at a cheaper rate than the normal full A18s. These disabled core A18s are not manufactured on purpose. If they need to be manufactured on purpose then they lose the discount. If Apple buys full A18s and disables the core themselves they increase costs.
It's great that Apple finds a use for what are otherwise defective chips. HOWEVER, devices that depend on a binned defective chip like this are limited to whatever TSMC's rate of defective chips are in relation to the total orders of real A18s. At least with a Ryzen 7 5700X3D it could be slapped in anywhere a 5800X3D could and vice versa. There is no specific device out there that can no longer be made simply because the 5700X3D is gone.
Let's say 20% of all A18s end up needing to get one core disabled and the other 80% are as perfect as they can be.
Now let's say Apple orders 1 million A18s. TSMC must produce 1.25 million chips, because 250k of them will end up binned as 5 core. Apple does not immediately just get these as part of their order. Apple may now buy the binned 5 cores at a cheaper rate, however, they are limited to just the 250k until they also order more A18s. And they were already using the 5 core A18s for other devices, so now they're spreading them extra thin.
A thing made by losers for losers.
If they use a 6-core GPU six months from now with no changes to the Neo, what do you think the general public will do? Class action lawsuits will be filed by people who got 5 core GPUs claiming it was "unfair". And those are the people with the wherewithal to sue. Even though Apple made no promises that the Neo would only have 5 cores, my view of human nature is many people will be pissed they got a "lesser" chip. And here's the other problem: Apple will still have 5 core GPU A18 Pros. Will it be completely random as to who gets what? Apple could sell a Neo Plus with 6 cores for slightly more but would you complain that Apple is being greedy? They can't win either way, can they?
All products of Apple's shortsightedness.
They do have a use. It is called the iPhone 16. Did you forget about that?
You brought up using unbinned A18s that then get one core disabled by Apple. Apple would never pay full price for a product and then, purposely, cripple it further in order to resell it. Apple's design, in this case, relies on a specifically defective chip that can be refurbished into a different use (a bad design that they cannot pivot with and thus artificially limited by their own stupidity). TSMC will never manufacture this chip on purpose and if they do, they will charge extra, so Apple will never get them that cheap again.
They are artificially limited because of their design. They don't have to *only* use binned, 5-core A18s. Also, it would be more worthwhile to just use full 6-cores A18s than it would be to disable a core on unbinned chips. Apple's designs are garbage.
How is a deaf child in a residential area any different than any other child? They're deaf, not fucking blind. They aren't any more likely than any other child to run into the middle of the road. Also, the sign literally means nothing, it's informational only like a sign warning of "falling rocks" in the mountains, the sign does not direct me to do anything differently. I'm already doing the residential speed limit and I already assume a child could appear at any time in residential areas. I don't need a sign to warn me of that possibility. And I definitely don't need a sign about someone else's disability that has no impact on anything I'm doing or going to do.
Dumbass parents love false senses of security and that's all the sign is.
Nope.
No, I mean the binned chips has nothing to Apple artificially limiting manufacturing or what I was referring to.
I have a very small mind and must live with it. -- E. Dijkstra