• @HakFoo
    link
    63 hours 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?