Comment on Taiwan refuses to move half of U.S.-bound chip production to American shores — trade discussion to be focused on Section 232 investigation for preferential deal on semiconductors

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UnderpantsWeevil@lemmy.world ⁨1⁩ ⁨day⁩ ago

The Chinese state industries have been happy enough to throw big chunks of their GDP at the problem of high end chip fab, and it’s paying dividends.

That’s not to say TSMC is idle, but the whole problem of living on the bleeding edge is that you’ve got nobody to crib from. All your next-gen advances have to be earned through high end R&D and brute force engineering and lots of money and time. Their rivals can reverse engineer their technology, learn from TSMC’s mistakes, and generally coast in their wake.

What’s sort of incredibly about America’s Intel is that they haven’t done any of this shit, clinging to their dead-end chip design long after its expiration date and missing the boom in demand for high end chips entirely.

Out of curiosity, do you have any references/articles about recent CSMC/etc lithography advancements?

Nothing you couldn’t just Google up yourself, I’m sure. I picked up SMIC based on their advances in DUV lithography employed by ASML and it paid out big. The high margins on sale are justifying comparatively lower success rates of manufacturing.

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