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.
Marketing terms mean nothing. SMIC’s nodes are nowhere near the real transistor density of TSMC’s or even Intel’s.
But what’s worse than that are the yields. I don’t believe we have public numbers on their newest node yet, but their self-reported yields on their “7nm” process as of late 2022 was a pathetic 10-15%. TSMC’s 7nm yield (and you should remember that TSMC’s 7nm is vastly superior to SMIC’s) was getting over 70% yield when it was in pre-production trialing.
The Chinese firms are end running US sanctions with improved technologies and your response seems to be “But their chips aren’t as good so it doesn’t count”.
Nevermind the rapid pace of development or the fact that only TSMC and Samsung seems capable of matching it.
The idea that Chinese manufacturers need Taiwan is demonstrably false.
No, I was dismissing your assertion that Chinese fab companies are at the same level, or ahead of, TSMC. The truth is they aren’t even close. This is something that even China themselves openly admit.
That’s a second time you’ve strawmanned me. I don’t appreciate words being put in my mouth.
Samsung? I’m sorry, are you keeping up with the industry at all? Samsung isn’t matching shit. They’re a node behind Intel and 2.5 behind TSMC. What development are they matching?
And yes, a multitude of Chinese manufacturers do need Taiwan. China in general does. Will that be true in the far future? Who knows. But it’s certainly true now and in the short term.
i assume by disable they probably mean, something along the lines of irreversibly contaminating the whole of the assembly line.
I’d be curious to know how specifically they’re going about this.
Ok winnie the pooh, like they are going to tell you
What happened if… purely hypothetically… China develops competitive chip fabrication plants that exports at scales rivalrious to Taiwan.
And then fear of an invasion provokes detonation of Taiwan’s own facilities.
Wouldn’t this turn China into a domestically source monopoly of high end chips?
The US will rebuild their chip manufacturing somewhere else
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
It’s easier said than done. A few key pieces took decades to figure out and even now many can only be produced by one or two companies, like ASML.
SMIC makes 5nm chips and is on the cusp of 3nm.
Marketing terms mean nothing. SMIC’s nodes are nowhere near the real transistor density of TSMC’s or even Intel’s.
But what’s worse than that are the yields. I don’t believe we have public numbers on their newest node yet, but their self-reported yields on their “7nm” process as of late 2022 was a pathetic 10-15%. TSMC’s 7nm yield (and you should remember that TSMC’s 7nm is vastly superior to SMIC’s) was getting over 70% yield when it was in pre-production trialing.
In that case, I guess there’s no problem and Taiwan will maintain semiconductor supremacy forever
Not what I said, but thank you for contributing that strawman to the conversation.
The Chinese firms are end running US sanctions with improved technologies and your response seems to be “But their chips aren’t as good so it doesn’t count”.
Nevermind the rapid pace of development or the fact that only TSMC and Samsung seems capable of matching it.
The idea that Chinese manufacturers need Taiwan is demonstrably false.
No, I was dismissing your assertion that Chinese fab companies are at the same level, or ahead of, TSMC. The truth is they aren’t even close. This is something that even China themselves openly admit.
That’s a second time you’ve strawmanned me. I don’t appreciate words being put in my mouth.
Samsung? I’m sorry, are you keeping up with the industry at all? Samsung isn’t matching shit. They’re a node behind Intel and 2.5 behind TSMC. What development are they matching?
And yes, a multitude of Chinese manufacturers do need Taiwan. China in general does. Will that be true in the far future? Who knows. But it’s certainly true now and in the short term.