4 ms·

Because TSMC still contributes to the manufacturing 90%+ of the semi conductors FOR the whole world. AFAIK, Samsung which is one of their competitor too uses TS

by Gentil 4y ago

Because TSMC still contributes to the manufacturing 90%+ of the semi conductors FOR the whole world. AFAIK, Samsung which is one of their competitor too uses TSMC. So touching Taiwan is an automatic trigger for the entire world. You saw what the pandemic did to the semi conductor industry. Now imagine if a war was happening there. The world could just stop. Literally. Like firesale in Die hard 4. But in universal scale. That was not the case with Hong Kong. And the world is not going to shut up and be silent if this happens. While the EU, US, India, Australia are all trying to change this semi conductor status quo by building their own manufacturing facilities, it is not easy as I understand it. Am guessing it would take at least 5-10 years to have full fledged production facility in the scale the world demands if this needs to be changed. That is if really wanna be Taiwan free with semi conductors. Which I doubt the world will do. But hey with M1 and RISC-V, there is a whole new future waiting for the semi conductor industry. So who knows what will happen?!

Uehreka 4y ago
The M1 chips are made entirely by TSMC, they reinforce the status quo, they don’t change it. RISC-V is still years from matching ARM performance or cost, and by the time it does, a lot of it will likely be getting manufactured by TSMC. TSMC is really good at making chips, and really good at learning how to make new kinds of chips, so any change will have to come from other fabs getting equally good.
- Gentil 4y ago
  > The M1 chips are made entirely by TSMC, they reinforce the status quo, they don’t change it Yeah. But with the current geopolitical environment every country is thinking about this. But like I said, ONLY IF they have the motive. Which I also mentioned that the world won't have so as to completely take Taiwan out of the equation. > RISC-V is still years from matching ARM performance or cost, and by the time it does, a lot of it will likely be getting manufactured by TSMC. You are probably right. Also RISC-V is used as a support module with Nvidia cards already if I am not wrong. They just are not used as standalone processors. And with M1, I meant ARM in general. But RISC-V is very promising. Like I said, who knows about the future?! > TSMC is really good at making chips, and really good at learning how to make new kinds of chips, so any change will have to come from other fabs getting equally good. I don't think me or any country for that matter disapproves that. But with China as it's neighbor, it's just stupid for the world to think everything will be sunshines and butterflies. It's always a good idea to deter from putting everything in one basket.

by Gentil 4y ago

Uehreka 4y ago

The M1 chips are made entirely by TSMC, they reinforce the status quo, they don’t change it. RISC-V is still years from matching ARM performance or cost, and by the time it does, a lot of it will likely be getting manufactured by TSMC. TSMC is really good at making chips, and really good at learning how to make new kinds of chips, so any change will have to come from other fabs getting equally good.

Gentil 4y ago
> The M1 chips are made entirely by TSMC, they reinforce the status quo, they don’t change it Yeah. But with the current geopolitical environment every country is thinking about this. But like I said, ONLY IF they have the motive. Which I also mentioned that the world won't have so as to completely take Taiwan out of the equation. > RISC-V is still years from matching ARM performance or cost, and by the time it does, a lot of it will likely be getting manufactured by TSMC. You are probably right. Also RISC-V is used as a support module with Nvidia cards already if I am not wrong. They just are not used as standalone processors. And with M1, I meant ARM in general. But RISC-V is very promising. Like I said, who knows about the future?! > TSMC is really good at making chips, and really good at learning how to make new kinds of chips, so any change will have to come from other fabs getting equally good. I don't think me or any country for that matter disapproves that. But with China as it's neighbor, it's just stupid for the world to think everything will be sunshines and butterflies. It's always a good idea to deter from putting everything in one basket.