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?
Israel grants Intel $3.2 billion for new $25 billion chip plant
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.
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.
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.
