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and they really can’t do this in the U.S where they aren’t beholden to things like Chinas domineering? Especially after the free speech fiasco that occurred yesterday?? Does precedent mean nothing?
Their absolute bleeding edge will not be manufactured outside Taiwan anytime soon. They benefit greatly from the concentration of R&D and engineering capabilities as well as cheap labor in Taiwan. They have already said that e.g. the Arizona fab will not focus on consumer products like Apple's, but on semiconductors related to national security and critical infrastructure, which are usually one or two generations behind the leading edge.
 
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Capitalism dictates that things must be manufactured as cheaply as possible anywhere in the world, nationalism requires things are made inside the country no matter the cost. Only since covid has nationalism has been prioritized for this particular sector.
And only until Black Friday when everyone will want an 85" 8k television for $250.
 
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Their absolute bleeding edge will not be manufactured outside Taiwan anytime soon. They benefit greatly from the concentration of R&D and engineering capabilities as well as cheap labor in Taiwan. They have already said that e.g. the Arizona fab will not focus on consumer products like Apple's, but on semiconductors related to national security and critical infrastructure, which are usually one or two generations behind the leading edge.
And when China wants a piece of that pie and takes it by force specifically because they know it’ll hurt American industries? What’s Apple’s plan then…?
 
Given global warming is causing droughts in Taiwan right now, today, why in the world would building a 50 acre complex that consumes even more water be considered a good idea?
Because this keeps the US vested in the defence of Taiwan. It’s why they always build their leading edge fabs there (well that and their skilled workforce).

I’m a TSMC shareholder and this is very good news, keeps them at the forefront and will likely be their first GAA process. No doubt Apple will have priority access to these chips as usual.
 
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A few years ago I read an article in which it said that you can't go smaller than 2nm. Seems not to be the case then.
It’s nothing but a naming scheme, N2 like N5 or N5P. The transistors are probably more like 20nm in size with many different ways to measure, height, width, distance between etc. The best way to judge how advanced a lithography node is, is to look at transistor densities.
 
Intel PR desk front-running TSMC...
"But Intel's prospects are more interesting as we look ahead to 2024, when the company expects to finalize the design for its first chips with transistors smaller than 1 nanometer. They'll be measured by angstroms, instead."
I don't think Intel's processors will actually be smaller than 1 nm. Intel has maintained that their 10 nm processors hsve performance/watt equivalent to 7 nm. To that end, Intel has renamed their fab process to a number that indicates performance/watt equivalent to industry standard process.

For instance, Intel 7 process due on the 2nd half of this year is actually 10 nm, but with the performance characteristics of 7 nm. From what I can gather, Intel 20A is 5 nm.
 
To be fair to Intel, it did announce that it expects its 20A (20 angstrom aka 2nm) node to be ready in 2024 as well. Also, Intel announced it’s planning to move on from FinFet and move to RibbonFet. The key thing for Intel is to execute. TSMC has a proven track record in the past few years, Intel does not. Either way, 2025 CPU products are going to be amazing. And we consumers will win.
 
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There’s always the specter of China hanging over TSMCs “bright future”. Look at Hong Kong and what’s happening there. China has long claimed Taiwan as part of its territory. China has vowed numerous times to take Taiwan back. The only thing preventing them is the protection of the United States and we all know how fleeting U.S. support can be. If China invaded Taiwan today I wonder what the western democracies’ response would be, other than feeble economic sanctions that would hurt non-Asian companies like Apple.
TSMC is one of the main reasons why Taiwan has not been invaded by the People’s Liberation Army.
 
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To be fair to Intel, it did announce that it expects its 20A (20 angstrom aka 2nm) node to be ready in 2024 as well. Also, Intel announced it’s planning to move on from FinFet and move to RibbonFet. The key thing for Intel is to execute. TSMC has a proven track record in the past few years, Intel does not. Either way, 2025 CPU products are going to be amazing. And we consumers will win.
Time for TSMC to promote that their own 20Å will be earlier than Intel.
 
It’s nothing but a naming scheme, N2 like N5 or N5P. The transistors are probably more like 20nm in size with many different ways to measure, height, width, distance between etc. The best way to judge how advanced a lithography node is, is to look at transistor densities.

The best way is to look at minimum area, minimum spacing, and minimum width. Not sure what “transistor densities” is supposed to mean or why everyone keeps talking about it. I never once talked about “transistor density” when I was designing CPUs. The “transistor density” is up to the designer, who decides how close together to stick transistors - the minimum allowable spacing is seldom a good idea.
 
The best way is to look at minimum area, minimum spacing, and minimum width. Not sure what “transistor densities” is supposed to mean or why everyone keeps talking about it. I never once talked about “transistor density” when I was designing CPUs. The “transistor density” is up to the designer, who decides how close together to stick transistors - the minimum allowable spacing is seldom a good idea.

The density is decided by the process design rules. The number of tracks in a library along with the number of metal layers will determine the gate spacing and hence the transistor density.

Backend design does not place any transistors today. TSMC along with ARM and others have libraries of gates along with memory compilers.
You don't get to decide gate spacing either.

If you use a custom library you use the transistor design rules for whatever process it is.

So for silicon processes the best way to compare is transistor density. The basic assumption is 6 or 7 transistors per flop.
 
The best way is to look at minimum area, minimum spacing, and minimum width. Not sure what “transistor densities” is supposed to mean or why everyone keeps talking about it. I never once talked about “transistor density” when I was designing CPUs. The “transistor density” is up to the designer, who decides how close together to stick transistors - the minimum allowable spacing is seldom a good idea.
It’s just another simplified way for consumers to compare technologies. The fact that densities vary based on the type of functional unit (e.g. CPUs vs. GPUs vs. RAM) doesn’t enter into the comparison which makes it about as accurate as specifying nm. Intel tried to use it a few years ago but gave it up.
 
And when China wants a piece of that pie and takes it by force specifically because they know it’ll hurt American industries? What’s Apple’s plan then…?
TSMC will build a plant in China and USA. It's all just business to them.
 
The density is decided by the process design rules. The number of tracks in a library along with the number of metal layers will determine the gate spacing and hence the transistor density.

Backend design does not place any transistors today. TSMC along with ARM and others have libraries of gates along with memory compilers.
You don't get to decide gate spacing either.

If you use a custom library you use the transistor design rules for whatever process it is.

So for silicon processes the best way to compare is transistor density. The basic assumption is 6 or 7 transistors per flop.
Or MIPS/W.
 
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