this post was submitted on 31 Oct 2024
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[–] [email protected] 14 points 4 weeks ago

I doubt they enjoy having their balls in TSMC's vice.

Intel is the only option remotely available to leverage against them.

  • Starting from zero will cost bajillions and take decades to get competitive
  • Samsung's probably not divisible in a way that makes their fabs buyable
  • They can't buy into any of the 7nm/5nm level players in the PRC and fund their modernization due to sanctions
  • Does anyone else have sub-10nm at anything buy lab scales?