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.
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.
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.
Samsung seizes 2nm AI chip deal, challenging TSMC’s reign: Japan’s PFN, a TSMC partner since 2016, chose Samsung’s 2nm for AI chips.
That’s not an existing node, but a proposed future one they’re branding as 2nm.
Compare nodes that exist. Samsung is pretty far behind right now.