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Tons and tons of people in Asia constantly trying to smear and wishing TSMC Arizona will be a total failure, divide between Taiwanese and American. Particularly from mainland China. For obvious reasons...
Rapidus's intended differentiation is already clearly stated in their name "Rapid"us.
I don't think they or anyone else crazy enough to have any chance to start from scratch and catch up to TSMC in pricing and volume. Btw already two crazy giants Samsung & Intel chasing that impossible dream...
Nowadays you have to be an extremist amongst the extremists to make it in US politics.
Consequently and naturally, nutcases such as this Cathy McMorris Rodgers gets selected to be in the position of power.
We don't need to CCP of China or the Czar of Russia. We are already defeating ourselves.
Part of the problem I think is too many of our key politicians in power are too old, many in their 70's and 80's. They may be good at and knowledgeable about other industries eg, agriculture, transportation, etc., but quite clueless when it comes to high tech and the fast speed these industries...
Seemed almost childish that someone of his statue and intelligence actually needs a high level government official to publically give him a verbal warning in front of hundreds of people and TV cameras. It's puzzling why a Taiwan-born American would try every possible way to circumvent US export...
The machine setup is pretty much the same, whether it's running 40nm or 28 or 14 or even 7nm, for vast majority of equipment sets in a fab, perhaps the only exception maybe litho scanners because the masks will be different for different nodes.
If fab does not share what devices are being made...
The current US Gov sanctions are just all talk. All carrots and no stick. Every company under the sun is trying various ways imaginable or execues no matter how lame to skirt around the specificities in the regulations and having no fear if their actions seem obviously violating the intent of...
It might take years to demonstrate and prove such capability is safe and reliable (even though large part of aircraft operations are by computers but under human close control / supervision).
I do not think people today are comfortable enough to let invisible computers to decide whether they...
In my humble opinion, it is almost pointless to discuss SMIC's wafer pricing for the 7nm wafers made for Huawei.
SMIC is just as nationalist as Huawei. There is no difference when it comes to the "self-reliance" of the "motherland". They are the twin brothers in the same family, ultimately...
This is basically to fund the further capacity expansion in Fab 2 of CXMT in the city of Hefei. Because of the "investor" mix change, they often rename a new fab with a new company name. The DRAM products to be made in Fab 2 does not exceed the US sanction threshold.
That $7B is just trying to barely keep the installed base running such as qualifying new sources for parts. Some of these parts makers are most likely breaking the US rules. Many from Korea.
YMTC will continue try to survive and once in a while claim "breakthrough", no matter how many billions...
Respectfully but strongly disagree.
I think the notion that Americans are lazy and crazy is a myth. It's not true. This is a immigrant country. Generation after generation, we come here to work hard to improve our lives, not to come to be lazy.
Come to Silicon Valley and visit our offices...
SCMP is now definitely a cheerleader for the CCP. Absolutely. Owned by Alibaba. Most of the writers are based on the mainland.
Unfortunately it seems Digitimes starting to do the same too.
Unfortunately too many of these "journalists" or Wall-Street types who are clueless about some of the critical details of semiconductors are trying to write articles and draw simplistic conclusions and get clicks on their websites.
TSMC Arizona and TSMC Kumamoto serve entirely different...
The only fab capable of making such chips in China is SMIC's Shanghai Zhangjiang fab. But it has less than 30K per month installed capacity. This capacity will be reduced substantially when and if the process requires multi-patterning (many more dep/pattern/etch steps) because of the lack of...
