TSM's foundry domination, how far can it go? Quantum Computing?

[Arthur Hanson]

TSM is dominating the semi market and only Samsung is even close to being competition, but not there yet. The next large question is what companies will dominate quantum computing chips? If TSM takes the lead in quantum computing chips, the only other question is whether Samsung or Micron dominate the quantum memory that is key to AI. Any thoughts or comments on this appreciated.

 

[Barnsley]

TSM is dominating the semi market and only Samsung is even close to being competition, but not there yet. The next large question is what companies will dominate quantum computing chips? If TSM takes the lead in quantum computing chips, the only other question is whether Samsung or Micron dominate the quantum memory that is key to AI. Any thoughts or comments on this appreciated.

You mean in fabricating the chips?

Pretty sure they not designing any of them, why be in competition with your customers ,that doesnt seem to end well.

 

[Arthur Hanson]

You mean in fabricating the chips?

Pretty sure they not designing any of them, why be in competition with your customers ,that doesnt seem to end well.

I agree, I was only referring to the fabrication of chips, not design. TSM has definitely become the gate keeper of advanced fabrication and anyone wanting to build a cutting edge chip has to cooperate with TSM or Samsung as a second choice.