this post was submitted on 21 May 2024
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What happened if... purely hypothetically... China develops competitive chip fabrication plants that exports at scales rivalrious to Taiwan.
And then fear of an invasion provokes detonation of Taiwan's own facilities.
Wouldn't this turn China into a domestically source monopoly of high end chips?
It's easier said than done. A few key pieces took decades to figure out and even now many can only be produced by one or two companies, like ASML.
SMIC makes 5nm chips and is on the cusp of 3nm.
Marketing terms mean nothing. SMIC's nodes are nowhere near the real transistor density of TSMC's or even Intel's.
But what's worse than that are the yields. I don't believe we have public numbers on their newest node yet, but their self-reported yields on their "7nm" process as of late 2022 was a pathetic 10-15%. TSMC's 7nm yield (and you should remember that TSMC's 7nm is vastly superior to SMIC's) was getting over 70% yield when it was in pre-production trialing.
In that case, I guess there's no problem and Taiwan will maintain semiconductor supremacy forever
Not what I said, but thank you for contributing that strawman to the conversation.
The Chinese firms are end running US sanctions with improved technologies and your response seems to be "But their chips aren't as good so it doesn't count".
Nevermind the rapid pace of development or the fact that only TSMC and Samsung seems capable of matching it.
The idea that Chinese manufacturers need Taiwan is demonstrably false.
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.
well for one, it would take probably 10 or 20 years to get to that point in chinas domestic manufacturing. As well as geopolitical situation.
They would have very little reason to invade taiwan at that point. So they probably wouldn't.
And to foil your plan a little bit, the US has spent billions of dollars in recent years constructing new TSMC and i believe intel fabs in america, there's a big one in arizona. And idk where the other one is off the top of my head. But we're already chinas biggest competition in that regard.
Not about actually needing a reason to invade, it's about the implication
i guess but even then it would still have massive political implications, including the US, which is incredibly messy. And taiwan itself wouldn't be very happy about it.
Extrinsic factors are the most important ones for this kind of stuff, it's why the vietnam war failed for us.
The US will rebuild their chip manufacturing somewhere else
lol, where?
domestically in the US? We're literally already doing that.
We are nowhere near supplying chip demands for the US domestically, lol.
you asked where, not how, when, or to what level.
They have some parts of the supply chain in ROK, and they could move to Vietnam but they would likely want to be further away from China
It’s extremely inconvenient but it’s more convenient than going to war with China
They already are, Intel is building new foundries in NA with government funding specifically for the purpose of not relying on Taiwan for chips. The problem though is TSMC has the smallest and most efficient chip dies, so everyone wants those chips, Intel still has a ways to catch up.
But Intel has long since fallen behind the pack of semiconductor manufacturers. If they could just do their own Taiwanese foundry, they'd have done it by now and reaped comparable boosts in revenue.
As it stands, China is the majority manufacturer of semiconductors - responsible for more than half of all chips produced - because they're building foundries far faster and at higher quality than their American peers at Intel.
Taiwan is the only country keeping pace with China. Losing them would only strengthen the Chinese export market.
the reason why they produce half of all semi conductors, probably has more to do with the type of semi conductors they produce, mainly IC chips. As opposed to things like CPUs and GPUs, they've only recently started getting into that space. The intels and TSMCs of the world produce highly optimized designs and fab processes specifically for things like CPUs and GPUs.
A chip with 8 and gates on it is probably vastly easier to produce than an 8088 cpu, for example.
The Rise of China GPU Makers: AI and Tech Sovereignty Drive New GPU Entrants
yeah, and they've released a couple gpus recently, all of which have been about 10 years behind in technology, and CPUs, domestically manufactured ones, are about 1-2 decades behind. Excluding intels domestic chinese cpus.
Taiwan is part of the US’s chip manufacturing supply chain