So much consolidation in a single entity. Lessons learned from covid are already forgotten? What’s plan B?
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Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
31–40 of 78 posts
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#32Earlier quoted context omitted.
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.
> The main reason ASML has EUV is because it was funded by the US government to develop it
That seems like 20% true. The US had a brief EUV program ("EUV LLC") in the late 90s - it wasn't much compared to how much difficult, risky, and expensive development obviously still needed to be done afterwards. The EU also has basic semiconductor research, notably IMEC.
I have also seen that claim in a YouTube video by "Asianometry" and I wonder what the original source of that apparent misinformation is.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#33Earlier quoted context omitted.
Is this likely to happen ?
The Chinese government wants it to happen and probably can make it happen, but it will not be easy. China would have to take the island by force and an amphibious invasion is logistically difficult and almost certain to face heavy casualties on both sides. US and the west place a lot of strategic importance in Taiwan so they may come to the defense, but it is unlikely to be defendable for long. We are seemingly movin…
The equipment they need to manufacture the latest chips is made by a Dutch company. The US has convinced the Dutch government to ban the export of that equipment to China. If China managed to gain control of TSMC they would loose access to that equipment.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#34Earlier quoted context omitted.
Just wait for TSMC to become fully Chinese.
Is this likely to happen ?
There's a very straight-forward solution to the threat, which if the US Government were smart it would be pursuing asap.
First, we have TSMC working on building in the US, that should be continued and accelerated if possible.
Second, work with Taiwan to force TSMC to split itself into a US and Taiwan division. The US division will be granted all the same intellectual property and will be IPO'd (with TSMC retaining a super majority ownership position; if China ever gets ahold of TSMC, we'd simply force the parent to sell its majority ownership position on national security grounds). But how will Taiwan force that outcome on TSMC? Nation states have fun ways to make things like that happen when it comes to their domestic corporations. But why would Taiwan do that? The same reason they're getting TSMC to build fabs in the US (which is a political move): because we're asking nicely and the US is the only thing keeping Taiwan an independent liberal democracy. TSMC is so big and strategically important, they're a political entity as far as Taiwan is concerned, they're even more outsized vs Taiwan than Samsung is vs South Korea.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#35Earlier quoted context omitted.
The Chinese government wants it to happen and probably can make it happen, but it will not be easy. China would have to take the island by force and an amphibious invasion is logistically difficult and almost certain to face heavy casualties on both sides. US and the west place a lot of strategic importance in Taiwan so they may come to the defense, but it is unlikely to be defendable for long. We are seemingly movin…
The equipment they need to manufacture the latest chips is made by a Dutch company. The US has convinced the Dutch government to ban the export of that equipment to China. If China managed to gain control of TSMC they would loose access to that equipment.
Plus the US can trivially exfiltrate all the IP related to TSMC before China properly takes the island. Insiders will happily turn it over for any number of reasons.
The next step if China were to move on Taiwan, other than getting all the data and IP from TSMC's internal networks, would be to spin up a US division and assign that IP to that new corporation. And then the US should try to get as many of TSMC's employees to the US that they can.
Operation Paperclip TSMC.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#36Earlier quoted context omitted.
The US cant block a european company from doing anything
They can block Nordstream 2...
It's the Cold War and national security is at stake, you're not going far enough.
Think back to what went on from 1950-1990 in Europe and Asia, except it'll be even worse.
Blocking Nordstream 2 is the very bottom of the barrel compared to what's coming.
After a brief slumber the Russian Empire has awoken again in Europe and it's annexing territory (again). The Dutch would be foolish to spar with the US over ASML at this juncture. Dealing with Russia in Europe and China in Asia will take a concerted front by the US, Europe and their allies.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#37Well not unexpected. What is also missing in the report is that TSMC 3nm also performs better. And that is 2023, for anyone that is wondering.
>> What is also missing in the report is that TSMC 3nm also performs better.
Was recently reading some non-authoritative news that TSMC is also having yield issues on their 3nm. From the sound of it probably not as bad as Samsung. Taken together this doesn't look good for Intel's optimism toward catching up in just a few years.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#38Earlier quoted context omitted.
Is this likely to happen ?
The Chinese government wants it to happen and probably can make it happen, but it will not be easy. China would have to take the island by force and an amphibious invasion is logistically difficult and almost certain to face heavy casualties on both sides. US and the west place a lot of strategic importance in Taiwan so they may come to the defense, but it is unlikely to be defendable for long. We are seemingly movin…
Russia tried joining NATO multiple times and was rebuffed - this is entirely on the west. Obviously China is the new global rival to be concerned about, not Russia.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#39Earlier quoted context omitted.
The Chinese government wants it to happen and probably can make it happen, but it will not be easy. China would have to take the island by force and an amphibious invasion is logistically difficult and almost certain to face heavy casualties on both sides. US and the west place a lot of strategic importance in Taiwan so they may come to the defense, but it is unlikely to be defendable for long. We are seemingly movin…
Russia tried joining NATO multiple times and was rebuffed - this is entirely on the west. Obviously China is the new global rival to be concerned about, not Russia.
It does not seem unusual that an organization (NATO) created solely to defend/protect against one particular country would not allow that country to join forces with them.
Re: Qualcomm to give all its 3nm AP foundry work to TSMC instead of Samsung
#40lack of competition is depressing
I really hope Intel can get back on track and find success with IDM 2.0. Not long ago they had a process advantage… up until 10nm yield woes.