No, I was dismissing your assertion that Chinese fab companies are at the same level, or ahead of, TSMC. The truth is they aren’t even close. This is something that even China themselves openly admit.
That’s a second time you’ve strawmanned me. I don’t appreciate words being put in my mouth.
Samsung? I’m sorry, are you keeping up with the industry at all? Samsung isn’t matching shit. They’re a node behind Intel and 2.5 behind TSMC. What development are they matching?
And yes, a multitude of Chinese manufacturers do need Taiwan. China in general does. Will that be true in the far future? Who knows. But it’s certainly true now and in the short term.
No, I was dismissing your assertion that Chinese fab companies are at the same level, or ahead of, TSMC. The truth is they aren’t even close. This is something that even China themselves openly admit.
That’s a second time you’ve strawmanned me. I don’t appreciate words being put in my mouth.
Samsung? I’m sorry, are you keeping up with the industry at all? Samsung isn’t matching shit. They’re a node behind Intel and 2.5 behind TSMC. What development are they matching?
And yes, a multitude of Chinese manufacturers do need Taiwan. China in general does. Will that be true in the far future? Who knows. But it’s certainly true now and in the short term.
Samsung seizes 2nm AI chip deal, challenging TSMC’s reign: Japan’s PFN, a TSMC partner since 2016, chose Samsung’s 2nm for AI chips.
That’s not an existing node, but a proposed future one they’re branding as 2nm.
Compare nodes that exist. Samsung is pretty far behind right now.