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As 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 situati
by CamperBob2 2y ago
As 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.