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There's no way they'll be manufacturing "3nm" chips this decade without ASML selling them the machines to do so, while this would delay them by months at best.
by chmod775 4y ago
There's no way they'll be manufacturing "3nm" chips this decade without ASML selling them the machines to do so, while this would delay them by months at best.
This makes no sense unless the US expects ASML to ship EUV machines to China very soon, because now China will be prepared if they receive such machines later and it likely won't slow them at all. They will know to source materials elsewhere and I have little confidence in software export bans working in this day and age.
Surely the US would pick an inopportune moment to yank this away from China to inflict maximum chaos and delay development as much as possible. What prompted this to happen now? Are they about to acquire EUV machines somehow?
- wmil 4y ago> What prompted this to happen now? The State Department expected that they'd be able to pressure China into going along with the Russia sanctions. China did not. Now the State Department feels threatened and is trying to show China who the big dog is. There's been a string of minor insults going back and forth. Pelosi went to Taiwan. China announced the will no longer cooperate with non-citizen extradition requests from the US. A bunch of other stuff I've forgotten. This is just the next item in the series.
- thoughtstheseus 4y agoThe PRC recently surrounded TSMC with ships, soldiers, missiles, and aircraft.
- i67vw3 4y agoCitation??
- arroz 4y agoWow, do you not watch the news? Not TSMC specifically, Taiwan, but they are an island nation so if they get surrounded they can’t export They weren’t blockaded though, so they can still export at this point (and maybe PRC ships are not there anymore anyway)
- i67vw3 4y agoThe parent comment said 'recently surrounded' as to say it happened last week. As far as I know, nothing of this sort of happened.
- arroz 4y agoYes it did… pelosi visited Taiwan and PRC had a tantrum over it
- i67vw3 4y agoPRC threw a tantrum about it, no doubt about it. But, it never 'surrounded' the island. Two completely different things. As far as I know, the videos posted of the PLA's combats by official sources during the visit were nothing but their regular exercises, as they had some PLA foundation anniversary.
- thoughtstheseus 4y agoThey’re replying in bad faith. Best to ignore it. The frequency and scale of military activities off the coast of Taiwan (where most TSMC facilities and staff are located) is widely acknowledged.