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TSMC is the worlds biggest chipmaker and its products are found in everything from phones to game consoles and computers. But devices using TSMC chips could become more expensive if manufacturers opt to buy ones that the company makes outside of its home base of Taiwan. If a customer requests to be in a certain geographical area, the customer needs to share the incremental cost, TSMC CEO CC Wei said on an earnings call. In todays fragmented globalization environment, cost will be higher for everyone, including TSMC, our customers and our competitors. Talks with customers over price increases have already started. As the Financial Times points out, its more expensive for TSMC to manufacture chips outside of Taiwan (where over 90 percent of the planets most advanced semiconductors are made). But the company will be passing on those costs amid a push by companies and governments to increase chip supply outside of Taiwan, over which China is attempting to control. TSMC has plants in Japan and is building several in Arizona, the first of which started operating this month and is expected to go into full production this year. Its also constructing a plant in Germany. In addition, the US government last week agreed to provide the company with $6.6 billion in funding under the CHIPS Act, which seeks to bolster semiconductor manufacturing in the country. In return, TSMC pledged to up its US investment by $25 billion to $65 billion. Aligned with that, the company announced plans to build a third US plant by the end of the decade and to start making more advanced 2nm chips by 2028. Meanwhile, TSMC expects its manufacturing costs to increase in Taiwan. Thats because power prices there are soaring. An earthquake earlier this month is also expected to have a negative effect on the companys profitability, as is its struggle to make the manufacturing of its most advanced 3nm chips more efficient. Apple, NVIDIA, AMD and Qualcomm are among TSMCs more notable customers. So if they end up buying chips from the companys US, Japan or Germany fabs, their manufacturing costs could go up. Take a wild guess whod end up having to eat the cost of those increased expenses so device makers can maintain their profit margins.This article originally appeared on Engadget at https://www.engadget.com/tsmc-will-charge-more-for-chips-made-outside-of-taiwan-possibly-making-devices-more-expensive-145146879.html?src=rss
Category:
Marketing and Advertising
Theres a new invite-only app going semi-viral among VCs, tech execs and other Silicon Valley personalities. Its called Airchat and its trying to revive the concept of an audio-first social media app. The premise is similar to Clubhouse, the audio app that had a viral moment at the height of the pandemic in 2021 and inspired copycat features in Facebook, Twitter, LinkedIn and Reddit before gradually fading into obscurity. But unlike the original version of Clubhouse, Airchat isnt built around live audio streams that require users to all tune it at once. Its more like Twitter or Threads, except posts can only be shared as voice notes. The app uses a timeline format, and automatically plays audio clips as you scroll your feed. You do have the ability to pause the playback and read text instead each post is accompanied by an AI-generated transcript but posts and replies can only be shared by recording an audio clip. There dont seem to be any time constraints on how long individual clips can be, I found at least one post where a user spoke for a full hour just to see if it would work (it did). It sounds a bit gimmicky (because it is), but the app has all the hallmarks of the kind of social apps that briefly go viral among a certain segment of extremely-online Silicon Valley nerds. Its led by a pair of well-connected tech founders: AngelList co-founder Naval Ravikant and former Tinder exec Brian Norgard. Its invitation-only and has drawn a number of well-known tech personalities among its early users: Y Combinator CEO and San Francisco political provocateur Gary Tan, Spotify CEO Daniel Ek, OpenAI founder Sam Altman, VC and Elon Musk confidant Jason Calacanis. Over on X, Airchats high-profile user base is building hype and creating FOMO for those who havent been able to score an invite. (The app had to briefly shut off invites over the weekend due to an influx of new users, according to Ravikant, Airchats CEO.) Its not clear exactly how many users Airchat has just yet, but it seems to be in the low tens of thousands. The app has been downloaded close to 50,000 times, research firm Appfigures told Engadget, but its likely some of those downloads have come from people who dont yet have an invite. Ravikant, who seems to be one of the most-followed users, currently has just over 11,000 followers in the app. Using Airchat is, well, noisy and a bit confusing. Upon joining, the app asks to tap your contacts list to find friends who are already on the app, but finding people to follow beyond that can be challenging. The app doesnt have the equivalent of a for you feed with recommended content so your only options are to manually search for users or lurk in conversations that do appear in your feed and check out other users posts and follows. When I signed up, there were four people from my contacts in the app, only two of whom are actual friends. I followed them and the apps founders and a couple other familiar names. I then began randomly following other users as conversations began to appear in my feed. This was a terrible strategy as my feed was quickly dominated by the voices of a few especially active (but not terribly interesting) posters. With so many new users all joining at the same time, at one point my feed was just a bunch of people talking about Airchat. Its also somewhat jarring to actually hear the voices of people youve followed on social media for ages but havent interacted with IRL. The app defaults to playing back audio at 2x speed, which tends to make peoples speaking voices sound a bit unnatural, but is also kind of necessary for long-winded posts. The bigger issue, though, is that its not entirely clear what Airchat is for. There are a handful of channels, smaller groups dedicated to chatting about specific topics like coffee or astrology or AI or war, but conversations are disjointed and hard to follow. There seem to be some corners with spirited discussion. The coffee channel has 755 members and has lots of earnest discussion of pour-over techniques and photos of latte art. The channel is also moderated heavily, according to Ravikant (Airchats moderation policy is self moderation, which means they expect you to make good use of blocking and muting features, though an FAQ states they will remove users for harassment, impersonation, foul behavior, and illegal content.) More creative users are also finding ways to play with the audio-centric format. I found an ASMR group that consisted mainly of people speaking in breathy whispers that kind of gave me the ick (one person did post a nice clip of their cat purring). I listened to a few poetry readings in the poetry channel, but didnt have the patience, even at 2x speed. Theres also a lot of talk of in-app karaoke, though I have yet to see it actually happen. Some might see these kinds of gimmicks as the start of some new paradigm, where people use their voices to unlock new ways of interacting. But all I can think about is how Clubhouse, at its peak, had similar gimmicks: in-app game shows, open mic nights and (very NSFW) moan rooms. It was new and interesting at a time when most people were stuck at home with nothing to do, but the novelty wore off quickly. While Clubhouses initial success sparked copycat features from almost every other major social media company, many of those have since shut down due to lack of interest. Even Clubhouse itself is a shell of what it once was. While the app still exists, its an entirely different service than the one that briefly captured the attention of bored tech workers. The company laid off half its staff in 2023 and has since pivoted to audio-centric group chats.This article originally appeared on Engadget at https://www.engadget.com/airchat-is-the-latest-app-trying-to-make-social-audio-cool-again-140050450.html?src=rss
Category:
Marketing and Advertising
Some 43% of small business owners say they oppose a potential US ban of TikTok, according to a recent survey. Read the full article at MarketingProfs
Category:
Marketing and Advertising
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