61–70 of 78 posts
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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
35% yield for mobile SoCs sounds...crazy low? Is that normal for mobile SoCs or are Samsung's fabs that inefficient?
35% yield for mobile SoCs sounds...crazy low? Is that normal for mobile SoCs or are Samsung's fabs that inefficient?
Note that this is for 2023, so Samsung still can improve this for mass production.
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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.
Well 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.
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>> 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.
>some non-authoritative news Which is why those news are clickbait title. For a node that is expected to enter volume production by the end of 2022 / early 2023, having yield issue in Q1 2022 is completely normal. Compared to Samsung which is still having yield issues now on their current 5nm / 4nm node.
35% yield for mobile SoCs sounds...crazy low? Is that normal for mobile SoCs or are Samsung's fabs that inefficient?
These are likely only around 80-100mm^2 (likely because it’s impossible to find die size numbers for recent snapdragon processors — reviewers need to solve this).
Abysmal would be damning their process with faint praise. I wonder if Samsung is even turning a profit or just trying to offset losses.
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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…
Instead they’ve had a string of bad actors taking bad actions and just going back to a dictatorship doing all the same things as the USSR.
Why allow them to join and give them all our strategic information just for them to use it against us?
So much consolidation in a single entity. Lessons learned from covid are already forgotten? What’s plan B?