How would they get past the other factor, the password?

If you’re gonna say “SMS can be used to reset the password” then it starts to sound like you’re complaining about insecure password reset processes, not 2FA.

What’s this reporter’s track record on reporting? His substack seems pretty bare, but it seems that he’s spent some time as a columnist at Bloomberg Opinion. Not sure if that gives him credibility on anonymous TSMC sources, though.

Not sure why companies try to push mobile games like that so fucking hard. Just because everyone has a phone doesn’t mean everyone wants to play games on them.

Mobile games make more revenue than PC and console gaming combined. Of course companies are gonna try to get a bigger and bigger piece of that pie.

There’s some history here:

SMS was ubiquitous in the United States long before smartphones. We didn’t have country codes to worry about, so anyone else in the United States was reachable in near real time over text, using an asynchronous, open, inter-carrier method of communication. If I had your phone number I could text you for free. Layered onto that was various automated systems over text (alerts, etc.). Later on, the carriers rolled out MMS for basic pictures being sent, group texts, etc.

So when iPhones became popular here, the default method of communication was SMS/MMS. The iPhone user knew that it would work with dumb phones, Android phones, Windows phones, whatever. And those habits and those chat threads predated the rise of WhatsApp, FB Messenger, WeChat, Telegram, etc., and a lot of those apps simply didn’t work with old dumb phones. Why give up an existing group chat thread just because one of those friends didn’t have a smartphone yet?

Then, whenever every member of a chat had an iPhone, the system automatically defaulted to the upgraded iMessage experience: high quality media sharing, typing/delivery/read notifications, reactions, etc. It was a slow transition, and didn’t start to show clear advantage over the open SMS/MMS standard until smartphones were ubiquitous, and where most people had iPhones.

And so once everyone had a “it just works” app, they didn’t want to switch to an app that required everyone to get a separate account and download a separate app. Especially because the iPhone hit something like 80% market share among certain demographics (the young, the non-technical rich, etc.).

From my frame of reference they designed the phones to be backwards compatible with preexisting accessories.

Yeah, this advanced packaging stuff is pretty new, where they figured out how to make little chiplets but still put them onto the same package, connected by new tech that finally allows for high speed, low latency connections between chiplets (without causing dealbreaker temperature issues). That’s opened up a lot of progress even as improving the circuits on the silicon itself has run into engineering challenges.

So while TSMC seemingly ahead of its competition on actually printing circuits on silicon with smaller and denser features, advanced packaging tech is going a long way in allowing companies to mix and match different pieces of silicon with different strengths and functionality (for a more cost effective end solution, and making better use of the nodes that aren’t at the absolute bleeding edge).

Engineers are doing all sorts of cool stuff right now.

You’re right, it’s not the same die, but the advanced packaging techniques that they keep improving (like the vertical stacking you mention) make for a much tighter set of specs for the raw flash storage silicon compared to what they might be putting in USB drives or NVMe sticks, in power consumption/temperature management, bus speeds/latency, form factor, etc.

So it’d be more accurate to describe it as a system on a package (SiP) rather than a system on a chip (SoC). Either way, that carries certain requirements that aren’t present for a standalone storage package separately soldered onto the PCB, or even storage through some kind of non-soldered swappable interface.

Packaging flash storage onto the actual SoC SiP costs more than manufacturing the same amount of storage into an M.2 or external USB form factor, so that price can’t be directly compared. They’re making a big chunk of profit on storage upgrades, and on cloud subscriptions, but it’s not exactly cheap to give everyone 1TB of storage at that base price.

Ok so most monitors sold today support DDC/CI controls for at least brightness, and some support controlling color profiles over the DDC/CI interface.

If you get some kind of external ambient light sensor and plug it into a USB port, you might be able to configure a script that controls the brightness of the monitor based on ambient light, without buying a new monitor.

Sometimes the identity of the messenger is important.

Twitter was super easy to set up with the API to periodically tweet the output of some automated script: a weather forecast, a public safety alert, an air quality alert, a traffic advisory, a sports score, a news headline, etc.

These are the types of messages that you’d want to subscribe to the actual identity, and maybe even be able to forward to others (aka retweeting) without compromising the identity verification inherent in the system.

Twitter was an important service, and that’s why there are so many contenders trying to replace at least part of the experience.

I’m surprised to be learning this, but I’ve never tried to use a non-Apple HiDPI display with my Macs. Weird that it works so well on the HiDPI built-in displays and their external displays, but won’t bother to make it work right with non-Apple displays.

Chess basically solved how turn based games can still be pretty fast.

Let’s not pretend like Blizz or Bethesda will see the end of this decade anyway.

So if you’re management, you face a choice: try to dump everyone now in a reorganization on a moment’s notice, while it’s still Biden’s NLRB, or negotiate a CBA that probably bakes in substantial severance and job protections that will be expensive when they do try to reorganize for business reasons?

If it’s true that the workers were likely to get dumped within the decade, then negotiating protections now actually protects them, or forces management to pay a high cost.

(taps head) Can’t infect a system that won’t turn on.

Yeah, Spotify is trying to force the same thing with a similarly muddled interface.

YouTube Music is still worse, though, in that it’s also tied to YouTube the video hosting service, plus a music streaming service, plus a podcast streaming service.

Legacy nodes (known in the industry as “mature” nodes) remain in use after they’re no longer cutting edge. Each run teaches lessons learned for improving yield or performance, so there’s still room for improvement after mass production starts happening.

I will add that nodes don’t stay still, either. A 2025 run on a node may have a bunch of improvements over a 2023 run on that same node.

And Google’s jump from Samsung to TSMC itself might be a bigger jump than a typical year over year improvement. Although it could also mean growing pains there, too.

Well, by the time the Pixel 10 comes out, it’ll be 2 generations after the iPhone that used a SoC from TSMC’s 3nm node (the A17, used in iPhone 15 Pro, launched September 2023). I’d imagine it’ll have caught up some, but will still behind while Apple is presumably launching something from TSMC’s 2nm or A14 node at the same time.

Mobile users won’t pay AAA prices for their games.

And we’re all mobile users now. I know a lot of people who play mobile games on their couch within arm’s reach of their console controller.

It scratches a different itch, but it does have real substitution effects in the real world, even at home.

Nah, that’s just anticipating customer rage. When I worked in restaurants I learned very early on that it’s better to put things in a smaller container, and put the overflow into a separate container, rather than try to give them a little extra in the next size container that doesn’t get filled up.

It’s the meme with the kid failing to understand that the amount doesn’t change just because the container changes. Only with angry adults who want their money back.