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China does not have a single cutting edge fab. The only players in the space globally are TSMC, Intel, and Samsung. The US has many fabs that are on par with
by Workaccount2 2y ago
China does not have a single cutting edge fab.
The only players in the space globally are TSMC, Intel, and Samsung.
The US has many fabs that are on par with Chinese fabs.
- adrian_b 2y agoChina does not have it because they are currently sabotaged by the US. Had they been allowed to buy from ASML and other leading manufacturers of manufacturing equipment, they would have had better chances to compete with TSMC than Intel. Even with the current sanctions, now when Gelsinger has been forcefully retired, which raises serious doubts about the viability of the Intel 18A CMOS process, which was the bet of Gelsinger for restoring the competitiveness of USA, this increases the chances for China to reach a point when they will have better semiconductor fabs than USA, which would not be good. The hope that nobody will be able to make photolithography equipment competitive with ASML is likely to be an illusion identical with the belief of Intel from 10 years ago that nobody can make CPUs competitive with theirs.
- coliveira 2y agoWhile people believe this, SMIC is producing AI chips that are already competitive with NVDA. Considering that China is the top market for AI technology, the idea that SMIC is not competitive with other chip manufacturers will invalidate itself rather quickly.