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by 45764986 225 days ago
If a war rendered TSMC unavailable it would crash the global economy. There is no next best option.
1 comments
astrange 224 days ago
Samsung, Intel, SMIC are not incredibly far behind. TSMC is the best because we (the US and its customers) trust them more than its competitors and so fund its R&D and license them more exclusive technologies.
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dontlaugh 224 days ago
SMIC in particular have made very quick progress. They’d probably match TSMC first in such a scenario.
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astrange 223 days ago
No they haven't, they're just trying to show off by running older processes with high failure rates very hard to make it look like they can keep up.

We're not giving them EUV and they can't reinvent it, so they're stuck.

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ta9000 224 days ago
In case of a war, SMIC would likely also be unavailable.
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dontlaugh 223 days ago
Unavailable to whom exactly?
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