Apple Supplier TSMC Readies 2nm Chips for 2024

[bushman4]

TSMC is going to conquer the 2nm chip market only question is will it be 2024. Too many variables right now to predict Hopeful it happens on time

 

[DanTSX]

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?

It’s not so hot that they cannot make more chips......

The Republic of China is surrounded by water. They should take advantage of their natural resources, and take up any concerns over man-made climate change with their neighbor (and chief global polluter) the People Republic of China.

 

[Rigby]

For China SMIC is on 7 and 14 nm nodes. Huawei’s HiSilicon branch, which is a chip design company, is leading the world in chip design in a few areas like 5G modern SOC (better than Qualcomm), and top notch in mobile processor IC design (not too much behind Apple). Just 2 examples among many. I don’t know why you think China is more than 15 years behind Taiwan.

They are good chip designers in some segements, but that doesn't mean they are anywhere close to being able to manufacture leading edge CPUs. For example, they currently have no access to EUV lithography which is foundational for the next generations, and an extremely complex technology.

 

[0924487]

They are good chip designers in some segements, but that doesn't mean they are anywhere close to being able to manufacture leading edge CPUs. For example, they currently have no access to EUV lithography which is foundational for the next generations, and an extremely complex technology.

Are‘t that the whole point?

When I say catch up, including the US, I meant having independent IP and suppliers on the entire process without using any foreign technology that has no domestic equivalents. From sand to chips, you build everything, all your tools, and tools that make your tools, including software, specialized material, gas, chemical solutions, etc. China is certainly doing that. EUV basic research is gonna take time, that’s why I said 15 years. They have the brains, the money, the supply chain, the political will, and the manpower though. If any country that has any hope of pulling that off flying solo, it’s gotta be China.

 

[Rigby]

Are‘t that the whole point?

When I say catch up, including the US, I meant having independent IP and suppliers on the entire process without using any foreign technology that has no domestic equivalents. From sand to chips, you build everything, all your tools, and tools that make your tools, including software, specialized material, gas, chemical solutions, etc. China is certainly doing that. EUV basic research is gonna take time, that’s why I said 15 years. They have the brains, the money, the supply chain, the political will, and the manpower though. If any country that has any hope of pulling that off flying solo, it’s gotta be China.

15 years is an eternity in this field. Impossible to make any predictions over such a long time frame. There are also other things to consider, such as intellectual property rights for many of the key technologies. As soon as China wants to act on international markets, this affects them (this is why the US was able to place an embargo on certain items even if they don't originate in the US).