The Candid Friend
The candid friend is one of those things you know you should appreciate but so often don’t.
So one wonders what Morris Chang thinks of his candid friend Jen-Hsun Huang who makes a habit of pointing out TSMC’s inadequacies.
In January Huang was among the first to complain about yields on TSMC’s 28nm process which were negatively affecting Nvidia’s financials.
Last November, Huang was pointing out that TSMC’s 20nm process would do little to reduce transistor cost despite the fact that TSMC says it will deliver 1.9x density improvement over 28nm.
Now, Huang has come up with the highly improbable hypothesis that Intel should fab ARM SOCs – as if the great x86 everywhere crusade had never been thought of.
The most likely reason for Huang’s statement is to have a dig at his old chum -
‘Get your act together or we’re off to Santa Clara’.
Does Chang appreciate his candid friend one wonders or, as we all tend to do with candid friends, get irritated?
I don’t suppose we’ll ever know.
Unless Nvidia actually does get Intel to fab its chips.