3 ms·
They must win back the process advantage. It's existential for them, and important for the U.S. geopolitically. Their fabs need more customers to justify the a
by modeless 6y ago
They must win back the process advantage. It's existential for them, and important for the U.S. geopolitically.
Their fabs need more customers to justify the astronomical investment. They must expand their foundry business.
- quiescant_dodo 6y agoIf China encroaches on Taiwan, the US is economically obligated to intervene; losing access to TSMC would be a massive hit. (It seems that TSMC is getting increasingly-advanced over their competitors, but maybe that's just my media blindspot.) I expect the federal government to take action here, probably by giving huge monetary incentives to Intel/AMD for creating a state-of-the-art fab in the US.
- tacotacotaco 6y agoChina has been hiring engineers from TSMC to make their own chips. https://asia.nikkei.com/Business/China-tech/China-hires-over-100-TSMC-engineers-in-push-for-chip-leadership https://asia.nikkei.com/Business/China-tech/China-hires-over... TMSC is planning to build a fab factory in the US. https://www.forbes.com/sites/willyshih/2020/05/15/tsmcs-announcement-of-a-us-fab-is-big-news/?sh=4bcdf87e2340 https://www.forbes.com/sites/willyshih/2020/05/15/tsmcs-anno...