Quote from: cicada on August 01, 2011, 03:01:55 PM

It's also a good idea to clarify your position when shooting someone else's down. Either counter with stats that invalidate the point, or you're also spreading misinformation.

Do I need to? Read what Jack actually said.

"Also, AMD and Nvidia account for nearly all of TSMC's business."
This is so blatantly wrong, it's like claiming the earth is flat.
If you don't understand where I'm coming from, Jack made many bullshit statements before, like claiming the HD6990 is a 5 gigaflop card. This one is really bad misinformation.
Or when he claimed Barts was VLIW4
Or like when he claimed that mobiles parts are the ones released first
All of that is pure misinformation, especially the first one, and just now he wanted us to believe AMD and nvidia are TSMC's only customers... Huh

Quote from: Jack of Diamonds on August 01, 2011, 03:25:24 PM

The only 'real' clients for 28nm high-k metal gate wafers are Nvidia and AMD

Okay so now you're backtracking, I'll accept that. Before, you claimed AMD and Nvidia accounted for all of TSMC's business, suddenly now you were only talking about the 28 nm processes all along.

Quote from: Jack of Diamonds on July 31, 2011, 02:46:34 AM

Bad news, interview of TSMC CEO confirmed 28nm chips will be delayed because AMD/Nvidia have canceled their major orders for this year.
28nm chips will only account for some 1% of their revenues by end of Q4 this year

Here's where you went wrong. High end videocard chips are very low volume, and TSMC has many other customers, so a low number like 1% could even be natural. But you didn't know that.
So you erroneously assumed that 1% was "proof" that Nvida and AMD cancelled their orders. This was the big fallacy on your part all along.

You posted a link that stated "28nm chips will only account for some 1% of their revenues" then stated "AMD/Nvidia have canceled their major orders". A feather becomes a chicken.

I was saying that 1% could still mean a lot of wafers. The reason for this is that TSMC has a lot of other customers who utilize their older 55 and 65 nm processes.
Then you attempted to argue against this, by claiming that AMD and Nvidia were the only customers of TSMC anyway in order to give the misleading picture of that 1 percentage amounting to nothing. Which is blatantly wrong. They have many other customer, Which is EXACTLY the reason why that 1 percentage could still be a lot of wafers.

Quote from: Jack of Diamonds on August 01, 2011, 03:25:24 PM

The 28nm delay is real and it's happening.

TSMC's projected 28 nm revenues going from 2.5% to 1% does not mean the world is going to end.

This is not proof that AMD has cancelled their orders.

KKAtan

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