Comment by 45764986 3 months ago If a war rendered TSMC unavailable it would crash the global economy. There is no next best option. 5 comments 45764986 Reply astrange 3 months ago Samsung, Intel, SMIC are not incredibly far behind. TSMC is the best because we (the US and its customers) trust them more than its competitors and so fund its R&D and license them more exclusive technologies. dontlaugh 3 months ago SMIC in particular have made very quick progress. They’d probably match TSMC first in such a scenario. astrange 3 months ago No they haven't, they're just trying to show off by running older processes with high failure rates very hard to make it look like they can keep up.We're not giving them EUV and they can't reinvent it, so they're stuck. ta9000 3 months ago In case of a war, SMIC would likely also be unavailable. 1 reply →
astrange 3 months ago Samsung, Intel, SMIC are not incredibly far behind. TSMC is the best because we (the US and its customers) trust them more than its competitors and so fund its R&D and license them more exclusive technologies. dontlaugh 3 months ago SMIC in particular have made very quick progress. They’d probably match TSMC first in such a scenario. astrange 3 months ago No they haven't, they're just trying to show off by running older processes with high failure rates very hard to make it look like they can keep up.We're not giving them EUV and they can't reinvent it, so they're stuck. ta9000 3 months ago In case of a war, SMIC would likely also be unavailable. 1 reply →
dontlaugh 3 months ago SMIC in particular have made very quick progress. They’d probably match TSMC first in such a scenario. astrange 3 months ago No they haven't, they're just trying to show off by running older processes with high failure rates very hard to make it look like they can keep up.We're not giving them EUV and they can't reinvent it, so they're stuck. ta9000 3 months ago In case of a war, SMIC would likely also be unavailable. 1 reply →
astrange 3 months ago No they haven't, they're just trying to show off by running older processes with high failure rates very hard to make it look like they can keep up.We're not giving them EUV and they can't reinvent it, so they're stuck.
Samsung, Intel, SMIC are not incredibly far behind. TSMC is the best because we (the US and its customers) trust them more than its competitors and so fund its R&D and license them more exclusive technologies.
SMIC in particular have made very quick progress. They’d probably match TSMC first in such a scenario.
No they haven't, they're just trying to show off by running older processes with high failure rates very hard to make it look like they can keep up.
We're not giving them EUV and they can't reinvent it, so they're stuck.
In case of a war, SMIC would likely also be unavailable.
1 reply →