Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung • Hacker News Board

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#11

Post by skohan » Wed, Feb 23, 2022, 11:31 AM UTC

Hamuko wrote: post #7

ilove196884 wrote: post #6

Earlier quoted context omitted.

Probably. Make no mistake. China wants Taiwan for tsmc.

Haven't people been floating the idea of Taiwan destroying TSMC's facilities in the event of an invasion?

I would imagine there would at least be a sharp decrease in yield rates. Hard to imagine all those Taiwanese TSMC workers working hard to ensure the technological dominance of mainland China.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#12

Post by Hamuko » Wed, Feb 23, 2022, 11:32 AM UTC

drexlspivey wrote: post #10

xuki wrote: post #8

Earlier quoted context omitted.

China want Taiwan with or without TSMC. If China take over Taiwan the US will probably block ASML from doing business with TSMC.

The US cant block a european company from doing anything

They can pretty effectively. Not directly of course, but they can make life harder for said European company if they don't follow their sanctions.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#13

Post by Tr03P » Wed, Feb 23, 2022, 11:37 AM UTC

drexlspivey wrote: post #10

xuki wrote: post #8

Earlier quoted context omitted.

China want Taiwan with or without TSMC. If China take over Taiwan the US will probably block ASML from doing business with TSMC.

The US cant block a european company from doing anything

They can, since ASML are using US technology. Especially after ASML brought out Cymer.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#14

Post by eklavya » Wed, Feb 23, 2022, 11:53 AM UTC

So much consolidation in a single entity. Lessons learned from covid are already forgotten?

What’s plan B?

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#15

Post by lnsru » Wed, Feb 23, 2022, 11:59 AM UTC

Rastonbury wrote: post #9

Hamuko wrote: post #7

Earlier quoted context omitted.

Haven't people been floating the idea of Taiwan destroying TSMC's facilities in the event of an invasion?

Imagine the chip shortages then!

Don’t worry, Intel is expanding foundry capacity for this case. Apple SoC will stay on the same node for couple years, but that’s not an end of the world for consumers.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#16

Post by Hamuko » Wed, Feb 23, 2022, 12:04 PM UTC

lnsru wrote: post #15

Rastonbury wrote: post #9

Earlier quoted context omitted.

Imagine the chip shortages then!

Don’t worry, Intel is expanding foundry capacity for this case. Apple SoC will stay on the same node for couple years, but that’s not an end of the world for consumers.

TSMC also has the WaferTech fab in the US and is currently building fabs in the US and Japan. I imagine geopolitical diversity is one goal in the placement of those new fabs.

But it'd still lead to a massive global chip shortage if TSMC's facilities in Taiwan were wiped out. And I guess that is a deterrent that Taiwan can use against China.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#17

Post by leonardp » Wed, Feb 23, 2022, 12:21 PM UTC

eklavya wrote: post #14

So much consolidation in a single entity. Lessons learned from covid are already forgotten? What’s plan B?

The only thing we learn from history is that we learn nothing from history.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#18

Post by xuki » Wed, Feb 23, 2022, 12:22 PM UTC

drexlspivey wrote: post #10

xuki wrote: post #8

Earlier quoted context omitted.

China want Taiwan with or without TSMC. If China take over Taiwan the US will probably block ASML from doing business with TSMC.

The US cant block a european company from doing anything

They're currently blocking it from doing business with China right now.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#19

Post by nicoburns » Wed, Feb 23, 2022, 12:37 PM UTC

Hamuko wrote: post #7

ilove196884 wrote: post #6

Earlier quoted context omitted.

Probably. Make no mistake. China wants Taiwan for tsmc.

Haven't people been floating the idea of Taiwan destroying TSMC's facilities in the event of an invasion?

Not sure if it's true, but I've heard that Taiwan has already rigged all of TSMCs facilities with explosives specifically to deter Chinese invasion.

Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung

#20

Post by audunw » Wed, Feb 23, 2022, 12:57 PM UTC

drexlspivey wrote: post #10

xuki wrote: post #8

Earlier quoted context omitted.

China want Taiwan with or without TSMC. If China take over Taiwan the US will probably block ASML from doing business with TSMC.

The US cant block a european company from doing anything

You think ASML wants to run afoul with the US, even if they can't force ASML? The main reason ASML has EUV is because it was funded by the US government to develop it. Now the tech is mostly ASMLs own, but they still have close ties to the US.

USA didn't have to force ASML to stop selling to China, they just had to ask them nicely.