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45764986
33 days ago
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Apple reports fourth quarter results
If a war rendered TSMC unavailable it would crash the global economy. There is no next best option.
astrange
33 days ago
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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.
dontlaugh
33 days ago
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SMIC in particular have made very quick progress. They’d probably match TSMC first in such a scenario.
astrange
32 days ago
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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.
ta9000
33 days ago
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In case of a war, SMIC would likely also be unavailable.
dontlaugh
32 days ago
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Unavailable to whom exactly?
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