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TSMC 3~5nm is quiet dependent on Apple, Nvidia, AMD products also being able to reach Chinese consumers. Or else the economic off scale that makes using EUV pla
by dragonelite 3y ago
TSMC 3~5nm is quiet dependent on Apple, Nvidia, AMD products also being able to reach Chinese consumers. Or else the economic off scale that makes using EUV plausible breaks down. With Europe going down the drain and American consumer having a tougher time to make ends meet. Losing the Chinese consumers might as well break TSMC.
- mensetmanusman 3y agoThat’s a really interesting point, it would be fascinating if China decided to block any products that used TSMC 4nm nodes and below in response.