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Most of the companies trying to make their own chips will most likely fail. There are 15 year lead times at foundries and the equipment makers. TSM and ASML sti
by hackernewds 3y ago
Most of the companies trying to make their own chips will most likely fail. There are 15 year lead times at foundries and the equipment makers. TSM and ASML still retain almost global monopolies at what they do for a reason - it's highly highly specialized
- chipgap98 3y agoTotally agree with this. The current AI wave is creating a lot of financial incentive to find ways to speed this up though. Interested to see if there ends up being a way around the TSMC / ASML bottleneck.
- LamaOfRuin 3y agoIntel, considering their new partnership with an also-ran Taiwanese contract fab company, has a plausible play for competing with TSMC for leading edge manufacturing in the next few years. Beyond all the existing scaling up started based on pandemic shortages, that's the only thing I've heard of that has a chance of making a dent within 5-10 years. Of course, all that already started scaling up might already be more than enough if you're not a true believer.
- ac29 3y ago> There are 15 year lead times at foundries and the equipment makers. This is a wild claim, can you explain? You are suggesting that a chip who's design is manufacturing ready today cant be built until 2039?