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.
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.
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.