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by ksec
1978 days ago
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1. This is a very small Fab, comparatively speaking, and it is likely for specific use. ( I am guessing military ) 2. 5nm in 2024 is at least 4 years / 2 Node behind leading edge. Given the complexity with the project I actually expect HVM happens in 2025. They will of course produce something in 2024 just to make headlines, but HVM always start later. ( The public wouldn't know or care anyway ) 3. This means TSMC in Taiwan is still as important it was, and arguably more so in 2024. From Geopolitics prospective this Fab doesn't change a thing. |
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