I'm sure Micron will find something to sue.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Sue what? Just like Qualcom sue huawei. Hopeless.
TSMC is on the wrong side of history and he knows it.
Skywatcher
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Honestly, Intel is going to hit the worst of all the foundries when the great supply glut crashes in the market in the late 2020s (thanks to everyone, their dog and the dog's fleas building subsidized fabs across the world, and Chinese domestic semiconductor equipment coming to fore).
TSMC- a lot of their fabs are built with government subsidies, whether that government sits in Beijing, Brussels, DC or Taipei. The crash will be painful, but they already got some one else to pay a lot of the capital costs.
SMIC and co- almost certain to be guaranteed state financial support.
Samsung- their foundry is only going to be a very small part of Samsung's vast corporate holdings for the forseeable future.
Intel (and whoever else they gobbled up by then) could try to go to DC for a bailout, but Congress is going to demand something very unpleasant (a breakup between Intel's own semiconductor branded products and the foundry would be a likely starting point) that Intel probably won't accept.
And no, even if you ignored geopolitics, the Big Four can't get together like the oil companies of the 1920s-1960s and stabilize prices. They might have a lot of pull, but Apple, Alibaba, Amazon, Huawei, Google, Qualcomm et al (who want cheaper fab services) have more clout in their respective nations (and TSMC lacks the coercive ability to make the others play ball regarding a cartel scheme)
The articles speaks of a new Intel process called 20a which uses a new type of transistor called RibbonFET. How does it compare to GAAFET being planned by TSMC and Samsung.
Everything was going fine, until the Stable Genius decided to declare war on China attacking Huawei and ZTE.
Til then, no company needed to place panic orders for two or three years, the semiconductor market was stable, the manufacturers of semiconductor manufacturing equipment were making their money. TSMC was making money. Everything went smoothly and everybody was happy.
After he declared war on China, he suddently realized that Taiwan was much closer to China than to the US. It also suddently dawned on him that both Taiwan and China spoke the same language, they had the same cultural roots and essentially they were the same people.
That realization scared the American shitless, because, who knows, if somehow Taiwan became suddely wise, they could end up being under the control of mainland China, to whom they had just then declared war.
Now it is each one for himself, no matter who gets screwed.
At the end of the day, Taiwan and TSMC will be the greates losers. The US, however, is going to take a blow like they have never gotten in their entire history.
It will be nice to see it!
@jfcarli bro TSMC pain is SMIC gain, 2019 had been marked as the year of the underdog, the year were SMIC finally is able to spread its wing little by little. It had the momentum with the Chinese hope and aspiration behind it, I can't wait for 2025 and see how SMIC performed.
Just as expected TSMC is now in deep trouble.
INTEL is now going in a big way in the foundry business and will compete directly with TSMC.
Looks like Qualcomm will now stop dealing with TSMC and use the services of INTEL.
I am certain that the US GOVT will push many other American Companies to procure Chips from the INTEL FAB.
Looks like TSMC was shafted and will suffer great losses in the coming years.
TSMC is restricted from doing business with many Chinese clients who were unilaterally sanctioned.
TSMC is also restricted from setting up 28mm FABS in China.
Worse of all China is now setting up its own FABS and also working on EUV Lithographs.
I fully expect the FAB Business will shrink in both Taiwan and SKorea in the next few years.
Little wonder that the TSMC Head is now calling for Free Trade in Semiconductors.
But unfortunately it is all too late.
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