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"I strongly doubt anyone will ever catch up with TSMC or Samsung at this point." What timeline are we talking about here? 1 year? 5 years? Forever? Yes, of co
by hn_check 6y ago
"I strongly doubt anyone will ever catch up with TSMC or Samsung at this point."
What timeline are we talking about here? 1 year? 5 years? Forever?
Yes, of course people will "Catch up" to Samsung and TSMC, both of which are relatively recent leaders in this field. There are are loads of foundries around the world, all of which have virtually equivalent level of complexity, but it is small (literally small) advances that give one foundry or another a competitive lead. And those small advances are certainly stealable, quite aside from independent orthogonal advances.