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There's no zero sum games in a growing industry like this.
by astrange 2y ago
There's no zero sum games in a growing industry like this.
- CamperBob2 2y agoAs long as the semiconductor fabs are running at capacity, yes, it's one big zero sum game. If you win one chip, I lose one chip, and vice versa. This situation is temporary, of course. China previously had a large incentive to get their own leading-edge nodes into production, and now they have a Manhattan Project-size incentive.
- astrange 2y agoThey aren't running at full capacity on AI chips though - TSMC's main customer is iPhones as far as I know. So you could take away production time for them, though it's still zero-summy. But TSMC is building new leading edge fabs right now.