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>China wants to design and manufacture chips on TSMC. They want to design and manufacture themselves. >First, smuggling adds costs and risks Going to war doe
by high_na_euv 2y ago
>China wants to design and manufacture chips on TSMC.
They want to design and manufacture themselves.
>First, smuggling adds costs and risks
Going to war does the same multiplied by 100? 1000?
- aurareturn 2y ago>They want to design and manufacture themselves. Sure, but they want to rely on TSMC now so they don't fall behind in high tech in 2024/2025. Getting their own EUV tech is still many years away. >Going to war does the same multiplied by 100? 1000? Well, you know what they say, if I can't have it, you can't either.
- high_na_euv 2y agoBut US has Intels fabs, which will be around or at leading node (18A) in next 6-8months
- aurareturn 2y agoYep. I own some Intel stock as a hedge.