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> which is now being handled by Intel. I don't think the DoD is willing to put all of it's eggs in that one basket that hasn't been performing lately. Particu
by monocasa 6y ago
> which is now being handled by Intel.
I don't think the DoD is willing to put all of it's eggs in that one basket that hasn't been performing lately. Particularly when the DoD sees massive amounts of edge inference being a key weapons component going forward and they need newer nodes than 14nm+++++++.
Hard to blame them.
- ksec 6y agoAFAIK DoD has always had contract with Intel, IBM, GF for certain things Fab within US. And they rarely ( If ever ) use anything that is leading edge anyway. Their requirement are critically different to mainstream consumer usage where reliability of node is paramount. Samsung is also building a Fab in Austin which has an upgrade path from IBM ( now GF ) node. I dont see what TSMC has to offer in both National Security and Fab Production Business prospective. That is of course, as you said unless both Intel and Samsung seriously messed up their plan.