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by aurareturn
119 days ago
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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 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... |
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