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

thelec.net

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

#41

Post by zie »

adventured wrote: post #34
unionpivo wrote: post #5

Earlier quoted context omitted.

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…

Step 1 is already in progress in AZ: https://anysilicon.com/new-advanced-semiconductor-fab-from-t...

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

#42

Post by djhcfhvf »

ahartmetz wrote: post #32
audunw wrote: post #20

Earlier quoted context omitted.

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 "Asian…

Asianometry youtube channel is just a guy reading Wikipedia entries over a slideshow.

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

#43

Post by xadhominemx »

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

The core ASML EUV technology is from their US subsidiary Cymer. All that IP is domiciled in the US. In addition, most of the critical semiconductor components throughout the scanner (FPGA, high performance analog, etc) come from American companies

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

#44

Post by dirtyid »

skohan wrote: post #11
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?

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.

>Hard to imagine all those Taiwanese TSMC workers

There's a reason PRC has much more success poaching TSMC employees than US trying to fill up new fabs. Why TW has drafted laws to prevent TW semiconductor talent from working on mainland. Generally TWers prefer working in PRC, with comparable language / culture. Great compensation and quick flight home. Reality is most of TSMC employees will been prevented from being paperclipped to the US in event of war, their future will be firmly tied to PRC and as significant assets, they'll be treated with more carrots than sticks.

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

#45

Post by sgc »

thedougd wrote: post #27
nicoburns wrote: post #19

Earlier quoted context omitted.

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.

I wonder if a few smoke bombs in the clean rooms would be enough?

It is certainly not hard to destroy the machines. But getting the expertise and data is worth a lot anyways, if you are already at this stage.

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

#46

Post by dirtyid »

xuki wrote: post #8
ilove196884 wrote: post #6

Earlier quoted context omitted.

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

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

Depends on how critical TSMC will remain, there's also chance US will have to work with PRC to ensure production continuity. IMO preserving fabs as leverage is probably top priority for all parties concerned, no one gains from it's destruction. The scenario where US controls inputs, PRC controls fabs, TW controls production is still preferable to scenario where destroyed fabs grinds advanced industries around world (mostly in the west) to a crawl.

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

#47

Post by mook »

adventured wrote: post #34
unionpivo wrote: post #5

Earlier quoted context omitted.

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…

Why would Taiwan do that though? TSMC is the goosr that lays the golden egg: giving it up means America has much less reason to protect it.

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

#48

Post by MrBuddyCasino »

DaftDank wrote: post #39
MrBuddyCasino wrote: post #38

Earlier quoted context omitted.

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.

If the German successor state to the Third Reich could join the western alliance after WW2, why can't the successor state to the Soviet Union join? Russia as a white-majority christian country shares many values and culture with the others.

The western alliance has not only rebuffed Russia, it has expanded eastwards against promises made and thus provoked the current situation in Ukraine.

What would the US do if the soviets were to expand into Mexiko? Or... Cuba? We know how that went. If the mission of NATO was to secure peace, why would they reject Russia? It makes no sense from that perspective.

The answer is that there are other reasons NATO exists and what it is being used for.

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

#49

Post by baq »

mook wrote: post #47
adventured wrote: post #34

Earlier quoted context omitted.

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…

Why would Taiwan do that though? TSMC is the goosr that lays the golden egg: giving it up means America has much less reason to protect it.

it's enough for a government to say it won't buy chips manufactured abroad and presto, you have TSMC fabs being built on US ground as we speak; EU is close behind.

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

#50

Post by jansen555 »

etempleton wrote: post #30
unionpivo wrote: post #5

Earlier 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…

Not gonna happen. Tibet will get lots of freedom fighters courtesy of Uncle Sam and Aunty Indira. Same will happen at Xinjiang with groomed mujahideen fresh from Middle East plus American weaponry courtesy of free gift left in Afghan. China now is riped for breakage as inscribe in 5000 years of belief. One of American strategy to reduce China dominance is to accelerate breakage to 7 pieces (Xinjiang, Tibet, HK, North China, South China, Inner Mongolia and Heilonjiang). Attack on Taiwan, will have all the CCP children in America under internment similar to American Japanese during WW2. Would any parents able to meekly ignore that? Kill the emperor and save your children is a persuasive slogan. An economic blockade on the sea front and devastating India recovery of the western Aksai with Heilongjiang getting eyed upon by Putin while Japanese reconsider Manchuria. Most Chinese soldiers now are product of 1 child policy with very weak will to fight. Furthermore a breakage of world biggest dam would enough to wipe off 1/4 of Chinese capability on political and economic front. And remember the last few years strange prophecies happening in China. One notable one is June snowing in Beijing. Pandemic occuring in China history also signaling a change of dynasty. All in all, it is extremely unfavorable for Chinese to do a Putin Ukraine invasion. Putin is incredibly bright. You can go watch some of Putin's speeches on Youtube. Current Chinese leader is widelynknown on China to be not that well educated (due to Cultural Revolution) and lack eloquence. In short, attempt to take back Taiwan by force will end the China that we know now. People will care more about GPUs and CPU than the lives and prides of Chinese people.
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