ASML Holding and Taiwan Semiconductor Manufacturing Co. have ways to disable the world’s most advanced chip-making machines in the event that China invades Taiwan, according to people familair with the matter.
They already are, Intel is building new foundries in NA with government funding specifically for the purpose of not relying on Taiwan for chips. The problem though is TSMC has the smallest and most efficient chip dies, so everyone wants those chips, Intel still has a ways to catch up.
But Intel has long since fallen behind the pack of semiconductor manufacturers. If they could just do their own Taiwanese foundry, they’d have done it by now and reaped comparable boosts in revenue.
As it stands, China is the majority manufacturer of semiconductors - responsible for more than half of all chips produced - because they’re building foundries far faster and at higher quality than their American peers at Intel.
Taiwan is the only country keeping pace with China. Losing them would only strengthen the Chinese export market.
As it stands, China is the majority manufacturer of semiconductors - responsible for more than half of all chips produced - because they’re building foundries far faster and at higher quality than their American peers at Intel.
the reason why they produce half of all semi conductors, probably has more to do with the type of semi conductors they produce, mainly IC chips. As opposed to things like CPUs and GPUs, they’ve only recently started getting into that space. The intels and TSMCs of the world produce highly optimized designs and fab processes specifically for things like CPUs and GPUs.
A chip with 8 and gates on it is probably vastly easier to produce than an 8088 cpu, for example.
yeah, and they’ve released a couple gpus recently, all of which have been about 10 years behind in technology, and CPUs, domestically manufactured ones, are about 1-2 decades behind. Excluding intels domestic chinese cpus.
The US will rebuild their chip manufacturing somewhere else
lol, where?
domestically in the US? We’re literally already doing that.
We are nowhere near supplying chip demands for the US domestically, lol.
you asked where, not how, when, or to what level.
They have some parts of the supply chain in ROK, and they could move to Vietnam but they would likely want to be further away from China
It’s extremely inconvenient but it’s more convenient than going to war with China
They already are, Intel is building new foundries in NA with government funding specifically for the purpose of not relying on Taiwan for chips. The problem though is TSMC has the smallest and most efficient chip dies, so everyone wants those chips, Intel still has a ways to catch up.
But Intel has long since fallen behind the pack of semiconductor manufacturers. If they could just do their own Taiwanese foundry, they’d have done it by now and reaped comparable boosts in revenue.
As it stands, China is the majority manufacturer of semiconductors - responsible for more than half of all chips produced - because they’re building foundries far faster and at higher quality than their American peers at Intel.
Taiwan is the only country keeping pace with China. Losing them would only strengthen the Chinese export market.
the reason why they produce half of all semi conductors, probably has more to do with the type of semi conductors they produce, mainly IC chips. As opposed to things like CPUs and GPUs, they’ve only recently started getting into that space. The intels and TSMCs of the world produce highly optimized designs and fab processes specifically for things like CPUs and GPUs.
A chip with 8 and gates on it is probably vastly easier to produce than an 8088 cpu, for example.
The Rise of China GPU Makers: AI and Tech Sovereignty Drive New GPU Entrants
yeah, and they’ve released a couple gpus recently, all of which have been about 10 years behind in technology, and CPUs, domestically manufactured ones, are about 1-2 decades behind. Excluding intels domestic chinese cpus.
Taiwan is part of the US’s chip manufacturing supply chain