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> Seems more like narrative-supporting publicity than anything else. Agreed. 2nm-scale manufacturing is contingent on the capabilities available from a complex
by mrandish 4y ago
> Seems more like narrative-supporting publicity than anything else.
Agreed. 2nm-scale manufacturing is contingent on the capabilities available from a complex, interdependent ecosystem of suppliers starting with ASML but continuing to dozens of upstream and downstream sources of essential enabling tech from optics to light sources to resists, etc. Trying to push this from a top-down, government-driven "coordinating" agency will likely fail to accomplish anything meaningful toward the stated goal.
The relevant ecosystem players are already closely collaborating, coordinating or competing. There's no obvious lack of motivation, common ground or communication. And this government effort doesn't have nearly enough money to entirely self-fund things that are both A) likely to make a meaningful difference, and B) aren't already being worked on . Thus, they'll have lots of meetings, then make some bets they can afford funding lower-odds things which aren't likely to pan out (or they'd be the higher-odds things already being bet on by the ecosystem).
- Teever 4y ago> Trying to push this from a top-down, government-driven "coordinating" agency will likely fail to accomplish anything meaningful toward the stated goal. But isn't this exactly what China did with Shenzhen and is attempting to do with their semi-conductors as a whole, which is the whole impetus for what the US is doing?
- iancmceachern 4y agoChina has several high profile failures of this policy in the semi business.
- Teever 4y agoHow much are those failures attributable to issues with the policy and how much are they attributable to reactions from opponents in Taiwan, South Korea and America?
- iancmceachern 4y agoThe HSMC failure seems to have been the former: https://youtu.be/OZSvDYDfd78 https://youtu.be/OZSvDYDfd78