just pointing out TSMC's innovation is on the process/manufacturing side. off the shelf equipment get you nowhere if you can't make it. Intel is the perfect ex

just pointing out TSMC's innovation is on the process/manufacturing side. off the shelf equipment get you nowhere if you can't make it. Intel is the perfect example, it struggle with 10nm for so long and delay on 7nm. if all you needs is equipment. China already dominated the foundry business with its big fund back in 2014 before trade war.