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Meanwhile TSMC has 2nm at Apple scale and trialling Nvidia's new computational lithography. So it's not like the West is sitting around doing nothing.
by threeseed 2y ago
Meanwhile TSMC has 2nm at Apple scale and trialling Nvidia's new computational lithography.
So it's not like the West is sitting around doing nothing.
- rjzzleep 2y agoIntel has bought all the high NA EUV ASML produces until the first quarter 2025 by the way. TSMC is not the west, TSMC is TSMC. Also China has started investing heavily in domestic AI chips. Huawei's Ascend is roughly comparable to the A100 I think, but you shouldn't forget that this has caused a flurry of GPU as a service company to pop up outside of China that serve GPU compute to Chinese customers. The best this kind of legislation does is make it a bit more expensive for China to access GPU compute. It's worth remembering that a lot of tech was banned from Iran, but that never stopped Iranians from getting any of those components. It just made them twice as expensive. https://www.trendforce.com/presscenter/news/20231211-11957.html https://www.trendforce.com/presscenter/news/20231211-11957.h...
- ein0p 2y agoTSMC is not the “West”. It could go away within a week once the festivities begin in earnest.