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> Only a tiny fraction of ICs need the latest transistor sizes. The problem is that the latest transistor sizes are the ones that have profit margins. 90% of T
by adgjlsfhk1 2y ago
> Only a tiny fraction of ICs need the latest transistor sizes.
The problem is that the latest transistor sizes are the ones that have profit margins. 90% of TSMCs chips aren't on EUV processes, but 50% of their profits come from EUV. If you don't have leading (or close to leading) processes, you're completely shut out of the phone, laptop, server, and GPU market. Intel could survive like that, but it would involve laying off ~90% of their staff and exiting all of their major markets.