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Totally 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
by chipgap98 3y ago
Totally 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.