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Xi denies 2027 Taiwan invasion plans, but analysts say island should remain vigilant
(www.straitstimes.com)
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this post was submitted on 18 Nov 2023
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The US is constrained by capitalism and globalization... And years of mismanagement at Intel under Krzanich... and the lack of profitability of Global Foundries.
Intel only recently adopted a foundry model: previously, their fabs were only used to manufacture Intel chips... I'm sure you can imagine some of the issues there, but it helps that Intel is a massive company. Intel really bit off more than they could chew with 10nm and started to lag behind.
GloFo used to be AMD (until it was spun off for profit because AMD needed money... GloFo gave up on 7nm because it was seen as too expensive.
As for Samsung? Nobody really knows why Samsung's technology sucks, but it sucks. Something wrong with their FinFET process in general I guess.
TSMC isn't a decade ahead. They're maybe 5 years ahead of SMIC and maybe 2 years ahead of Intel/Samsung. They're only so far ahead of SMIC because SMIC isn't allowed to import EUV machines from ASML since the US decided that China was getting too close to toppling American dominance in semiconductors and AI.
The main thing limiting SMIC is the lack of EUV machines, but Huawei is expected to pop one out soon based on the rumours being spread on Chinese forums. That's the story. TSMC doesn't have some magic sauce, they have scale, billions of dollars in government support, and a slight technological edge. If anything, TSMC's magic sauce is that the most desirable job in STEM in Taiwan is to become an engineer at TSMC: they attract top talent in a way that Intel doesn't.