4 ms·
Plus side, the amount of money seems realistic. TSMC's latest node at 5nm/3nm was like $16B and so 10x doesn't sound outrageous if playing catchup. I do wonder
by neltnerb 6y ago
Plus side, the amount of money seems realistic. TSMC's latest node at 5nm/3nm was like $16B and so 10x doesn't sound outrageous if playing catchup.
I do wonder how many people will be involved; it could be like ITER where everyone builds one fab that's truly the best in the world. Or it could be that they want to spread it out amongst the existing incumbents they can find who I am sure will do nothing with it.
Concentrate the funding and I imagine it could do pretty well. Distribute to (more than one) commercial entity (preferably zero to retain public access) and I doubt it will go anywhere.