3 ms·
No money in the world would get you near TSMC in less than 10 years. Source: China throwing all the money in the world, stealing some IP and still not catching
by jojobas 6y ago
No money in the world would get you near TSMC in less than 10 years.
Source: China throwing all the money in the world, stealing some IP and still not catching up in 20 years.
- godelski 6y agoPlaying catch-up is a lot easier than innovation. I'm not sure I buy the claim that another company couldn't catch up. The reason being because if you took all the employees from TSMC and put them in another company (and you weren't worried about IP claims) what would be different? We've seen several companies make up a lot of ground in a short period of time (AMD as an example). But also, 10 years isn't that long.
- coreblocks 6y agoActually the major problem for most fabs (Intel/GloFo/Samsung/etc) is not that they can't make 7nm chips, it's they can't make it cheap enough (in high enough yields) to compete with TSMC. However in this case, China can subsidize SMIC to produce at a loss until they eventually catch up compared to the open market.
- godelski 6y ago> subsidize [] to produce at a loss until they eventually catch up compared to the open market. Isn't this effectively the Silicon Valley model? Corner the market, control, set price.