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> The Chinese government is willing to spend what it takes to win and this is the reason why they will win. But it's Taiwan that is doing the chip fabs in TSMC
by jldugger 6y ago
> The Chinese government is willing to spend what it takes to win and this is the reason why they will win.
But it's Taiwan that is doing the chip fabs in TSMC, not mainland China. While they do have some capacity in the mainland, it's best to not conflate the two when discussing the geopolitical situation.
- ksec 6y agoI dont think the parents meant TSMC. China is indeed spending a hundred billion on establishing a Semi Conductor supply chain industry. If you count from 2013 ish, they expect to spend a total of $150B+ in 2025. From NAND, DRAM to General Fabs and other up and down stream in the supply chains. That number was projected in 2017/2018. I would not be surprised if they are pouring in even more resources now. Luckily the Moat around leading edge, cost competitive DRAM / NAND and Modern Foundry is much much larger than I thought. Hopefully the world is not too late to react to it.