Intel CEO Pat Gelsinger has claimed that its upcoming 18A process node (essentially 1.8nm) could outperform TSMC's 2nm chips despite launching a year earlier. The comments contradict...
Intel CEO claims 18A node will at least match TSMC’s N2 performance and beat it to market::undefined
I’m rooting for Intel in these efforts. Hopefully someone can pressure TSMC 's prices down and maybe even offer alternative fab sources for chips. Especially with the geopolitical situations with China.
I probably sound like a crazy person, but sometimes I worry about too much global reliance on TSMC and their plants usually being in Asia. Diversity should keep the market more affordable and at lower overall risk.
You do realize that this is exactly what China wants. The less the U.S. needs Taiwan (because they can make their own high end chips) the less likley it is that the U.S. will help defend Taiwan.
We can’t limit our supply chain for strategic resources to preserve an incentive to defend an ally. That’s nutty.
Chips are the kind of thing where there just aren’t enough of them being made. If we come up with a new way to produce more of them cheaply, that won’t suddenly flood the market with cheap chips It will just marginally bring down the price of chips they compete with.
There’s also a zero sum thing going on here, It’s not just that we need chips We need to make sure the China doesn’t get them and that strategic goal remains regardless of whether or not we start producing them elsewhere too.
I’m rooting for Intel in these efforts. Hopefully someone can pressure TSMC 's prices down and maybe even offer alternative fab sources for chips. Especially with the geopolitical situations with China.
I probably sound like a crazy person, but sometimes I worry about too much global reliance on TSMC and their plants usually being in Asia. Diversity should keep the market more affordable and at lower overall risk.
You do realize that this is exactly what China wants. The less the U.S. needs Taiwan (because they can make their own high end chips) the less likley it is that the U.S. will help defend Taiwan.
We can’t limit our supply chain for strategic resources to preserve an incentive to defend an ally. That’s nutty.
Chips are the kind of thing where there just aren’t enough of them being made. If we come up with a new way to produce more of them cheaply, that won’t suddenly flood the market with cheap chips It will just marginally bring down the price of chips they compete with.
There’s also a zero sum thing going on here, It’s not just that we need chips We need to make sure the China doesn’t get them and that strategic goal remains regardless of whether or not we start producing them elsewhere too.