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It's a matter of volume at this point. Yes, TSMC's leading edge is very important and valuable but companies can't even get enough N5 and N3 wafers. Intel made
by aurareturn 8mo ago
It's a matter of volume at this point. Yes, TSMC's leading edge is very important and valuable but companies can't even get enough N5 and N3 wafers.
Intel made about 1.2 - 2 million wafers in 2024. TSMC made 13 million in 2024.[0]
If US loses TSMC access today, Intel would have to build 10 fabs to replace the volume. Each fab costs about $20-30 billion and takes 3-4 years to start making wafers.
[0]https://semiwiki.com/forum/threads/how-many-wafers-did-intel-produce-in-2024.23422/ https://semiwiki.com/forum/threads/how-many-wafers-did-intel...