this post was submitted on 28 Jan 2024
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So maybe this comes from a place of ignorance. But America doesn't have anything here. Literally. The machines and optics are designed and made in Europe. The design libraries that are used to build chips out are licensed globally.
TSMC is the leading fab because they constantly invest huge amounts of money in the newest machines and tech (they don't develop) and they have excellent yield working with them thanks to a focus on procedures that prioritize yield over throughput.
There's no secret sauce here, China can and has managed to produce really surprisingly excellent chip fabs in the last few years. They can purchase the asml machines like anyone else can.
Except, they can't. ASML has been banned by the Netherlands from exporting tools to China.