Comment by 0cf8612b2e1e
3 hours ago
I am talking about making new chips on older nodes. If China can only build 7nm, but TSMC is at 3nm, that’s unfortunate, but they will survive.
3 hours ago
I am talking about making new chips on older nodes. If China can only build 7nm, but TSMC is at 3nm, that’s unfortunate, but they will survive.
I agree, a move on Taiwan sets semiconductor industry back like 5 years at this point, down from what I’d say was 10 just last year
yeah equity asset values are going to tank but US will get serious about the supply chain immediately (which is already very much in progress), plus all the older nodes to alleviate some pressure off of the active compute demands