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TSMC is building a fab in Arizona, but it won't be production ready until mid 2020s. https://www.tomshardware.com/uk/news/tsmc-arizona-fab-investment https://w

TSMC is building a fab in Arizona, but it won't be production ready until mid 2020s. https://www.tomshardware.com/uk/news/tsmc-arizona-fab-investment https://www.tomshardware.com/uk/news/tsmc-arizona-fab-invest... Intel has fabs in the US (and Israel), but they have some catching up to do with TSMC - a lot of things have gone wrong for Intel the last few years. I hope they'll get their shit together and bounce back. China has its own fabs (SMIC) and has been investing heavily into this, but as they are now banned from buying the EUV machines it will take a while, possibly up to a decade until they get to smaller process nodes. Long term China will be able to fab cutting edge chips itself, and possibly surpass others - looking at their tech trajectory and state funding. The US tech sanctions against China are just buying time.

baybal2 6y ago
> TSMC is building a fab in Arizona, but it won't be production ready until mid 2020s. And given the previously promised obscenely sized financial incentive may not come now, this is not a given now as well.
Guthur 6y ago
Intel do not license out production capacity and so they are not a solution for a diverse market of semi conductor companies.
absolutelyrad 6y ago
> possibly up to a decade Their optoelectronics/optics tech is getting to the state of the art in a short period by their pace of progress from the rumors that I heard. I'd wager 3-4 years before they have EUV themselves while avoiding conflict supply chain. Not 10 years time as you say. They got some of the best minds on the planet working, so I wouldn't think that they cannot achieve it rather quick. Zeiss and ASML are going to have real competition soon.
- dharma1 6y ago
  could absolutely happen sooner. It is of high strategic importance to China - to their whole electronics industry, and the AI dominance race, which also depends on specialised chips. State level AI dominance race is one of the main drivers of the US/China tech sanctions, I suspect
- baybal2 6y ago
  > Zeiss and ASML are going to have real competition soon. FYI: Zeiss itself been buying low-end stepper lens work from Chinese for at least a decade, or two.
deleted 6y ago
[deleted]
__alexs 6y ago
> TSMC is building a fab in Arizona, but it won't be production ready until mid 2020s. By which time they will be shipping 3nm from Taiwan. https://www.anandtech.com/show/16024/tsmc-details-3nm-process-technology-details-full-node-scaling-for-2h22 https://www.anandtech.com/show/16024/tsmc-details-3nm-proces...
dragonelite 6y ago
That Arizona fab line is only for military tech right, no way that its enough to feed the western world with state of the art semi conductor designs.
mtgx 6y ago
I remember when people here were talking about Intel's "manufacturing edge" and that they should go into the business of making chips for other chip companies only a couple of years ago. The idea seems laughable now (actually it was laughable to me at the time, too).
varispeed 6y ago
> they are now banned from buying the EUV machines What is stopping them from making their own?
- dharma1 6y ago
  Nothing, but it takes a while to catch up. There is a reason ASML is the only player in the world for EUV

baybal2 6y ago

> TSMC is building a fab in Arizona, but it won't be production ready until mid 2020s. And given the previously promised obscenely sized financial incentive may not come now, this is not a given now as well.

Guthur 6y ago

Intel do not license out production capacity and so they are not a solution for a diverse market of semi conductor companies.

absolutelyrad 6y ago

> possibly up to a decade Their optoelectronics/optics tech is getting to the state of the art in a short period by their pace of progress from the rumors that I heard. I'd wager 3-4 years before they have EUV themselves while avoiding conflict supply chain. Not 10 years time as you say. They got some of the best minds on the planet working, so I wouldn't think that they cannot achieve it rather quick. Zeiss and ASML are going to have real competition soon.

dharma1 6y ago
could absolutely happen sooner. It is of high strategic importance to China - to their whole electronics industry, and the AI dominance race, which also depends on specialised chips. State level AI dominance race is one of the main drivers of the US/China tech sanctions, I suspect
baybal2 6y ago
> Zeiss and ASML are going to have real competition soon. FYI: Zeiss itself been buying low-end stepper lens work from Chinese for at least a decade, or two.

deleted 6y ago

[deleted]

__alexs 6y ago

> TSMC is building a fab in Arizona, but it won't be production ready until mid 2020s. By which time they will be shipping 3nm from Taiwan. https://www.anandtech.com/show/16024/tsmc-details-3nm-process-technology-details-full-node-scaling-for-2h22 https://www.anandtech.com/show/16024/tsmc-details-3nm-proces...

dragonelite 6y ago

That Arizona fab line is only for military tech right, no way that its enough to feed the western world with state of the art semi conductor designs.

mtgx 6y ago

I remember when people here were talking about Intel's "manufacturing edge" and that they should go into the business of making chips for other chip companies only a couple of years ago. The idea seems laughable now (actually it was laughable to me at the time, too).

varispeed 6y ago

> they are now banned from buying the EUV machines What is stopping them from making their own?

dharma1 6y ago
Nothing, but it takes a while to catch up. There is a reason ASML is the only player in the world for EUV