Comment by nicoburns
1 day ago
> Intel isn't a competitor to either TSMC or Samsung, their fab process is years behind.
It's certainly in Apple (and every company that requires a leading-edge fab)'s interest to try and keep Intel competitive with TSMC and Samsung. 3 companies is already too few for a truly competitive market. And 2 is worse.
I'd argue it's also in everyone's interest to have some redundancy in the chip fabrication supply chain (esp. given the geopolitical situation in Taiwan). It would already be catastrophic if TSMC's production was disrupted for any reason. It would be even more catastrophic if there was no Intel.
Everyone’s interest except, perhaps, the Taiwanese state… where TSMC’s know-how lives, and whose help you’d need to transfer it elsewhere.
I keep hearing SMIC has allllllmost caught up, of course…
EUV is an American technology which we decided to license to ASML/TSMC instead of Nikon/Canon. They do have their own knowledge but are not irreplaceable.
Nope, it's Japanese https://en.wikipedia.org/wiki/Extreme_ultraviolet_lithograph...
3 replies →
Fully agree with you on all points, but I fear this requires serious governmental interventions - simply due to the massive amounts of money involved. The "free market" obviously has failed, with - as you mentioned - massive dangers to national security.
Unfortunately, I also can't see any government willing to put the money on the table to establish a third party from scratch. All that seems to be available is handouts for TSMC to construct a fab in Arizona, and even that was widely criticized.
> I fear this requires serious governmental interventions - simply due to the massive amounts of money involved
Probably. And I suspect it will happen. Chips are crucial, and the governments know it.
Mind you, Apple also has large sums of money available (I suspect more than they know what to do with). So some of that going towards propping up Intel may be no bad thing.
> Unfortunately, I also can't see any government willing to put the money on the table to establish a third party from scratch.
I believe the Chinese government is in the process of doing this with SMIC. It seems likely that they will be competitive before too long.