3 ms·
It's not the whole story, sure, things are complex... but I think you calling it "made up" is a bit absurd. I'd attribute most of the lack of competition with I
by rubyn00bie 3y ago
It's not the whole story, sure, things are complex... but I think you calling it "made up" is a bit absurd. I'd attribute most of the lack of competition with Intel to a lack of capital; which, thanks to the success of TSMC's largest customers (who directly compete with Intel) Apple and AMD is no longer a problem.
Intel did have a huge advantage on everyone else 20 years ago, but ten years ago they more or less started sitting on their asses, and the rest of the world caught up and is passing them by. I don't know why something simple like running 24/7 R&D would not explain it.
- worrycue 3y agoI read it could also be volume. Higher volume means more data to learn from.
- chasil 3y agoIn one way, you are correct. TSMC's decision to use "Black Diamond" CVD was driven by previous failures of "spin-on" dielectric that allowed them to deliver copper interconnects before anyone else. However, the R&D cycle, which failed for "spin-on," otherwise allowed TSMC to deliver faster, as they ran in multiple shifts, allowing accelerated focus on the new node.