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2 - 3 years is a hell of a pinch to be in in an emergency! A bit like the "electrical transformers supply chain" issue. On your point 2, is that really so? Whe
by keepamovin 2y ago
2 - 3 years is a hell of a pinch to be in in an emergency! A bit like the "electrical transformers supply chain" issue.
On your point 2, is that really so? Where do all Chinese bought or used AI chips come from?
Can you expand on 3 - why is that so? It sounds as if you're saying the "TSMC monopoly" is a bit of a mirage/smokescreen fabricated by the US. Chinese companies and US companies heavily rely on TSMC - honestly thought this was the case. What was my view missing?
- aurareturn 2y agoYes, 2-3 years is an eternity but the chip industry can recover. Chinese buy all their chips from Qualcomm (Android phones), Nvidia (gimped GPUs), Intel, AMD. But Chinese companies can't take their own designs to TSMC and make chips smaller than 7nm. That's the problem for them. They've begun to invest heavily into their own chip fabs and EUV machines. On point 3, China wants Taiwan regardless of whether TSMC gets blown up in the process or not. Ideally, China doesn't have to fire a single missile at Taiwan. But if they have to blow up Taiwan/TSMC, they'd do it. Chip manufacturing is not as important as integrating Taiwan into China, to China.
- keepamovin 2y agoI don't know that much about it, thanks for telling me. I guess I thought TSMC was crucial in AI chips, and China was buying from them. But I see the "prohibition" against doing so may actually have the possibly "unintended" effect of making China more independent. Anyway, nice username - hahah "aura return" what's that in reference to? Cool ring to it :)