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When it comes to chips, China doesn't have what the market wants. Most TSMC customers would just pay the tariff while some would switch to Samsung Foundry.
by wmf 2y ago
When it comes to chips, China doesn't have what the market wants. Most TSMC customers would just pay the tariff while some would switch to Samsung Foundry.
- DeepCope 2y ago74% of the semiconductor market is <7nm, which China can produce, so China can serve the majority of the market. Only 26% of semiconductor market is less than 7nm. https://www.counterpointresearch.com/insight/infographic-q1-2024-semiconductors-foundry-smartphone-ap-share https://www.counterpointresearch.com/insight/infographic-q1-...