Agree with Hoggle. Those horses have left the barn.
It wouldn’t surprise me if TSMC ignored the order an shipped chips anyway.
Who else does Applied Materials and LAM ship to? TSMC is, by multiple times, the largest fab in the world. If they (AM and LAM) cannot ship to TSMC they’re out of business. Intel buys 10% of what TSMC buys.
Absolute insanity.
Accept the fact that Huawei exists and isn’t going anywhere. The boundaries of American power are collapsing exponentially. This only accelerates things.
Edit: Yes, Taiwan is a “protectorate”. But they can see the writing on the wall. They do far more business with China than America. They know full well what the future holds.
Edit 2: ASML, a Dutch company, which makes the most advanced photo lithography equipment (EUV) capable of true 7 and 5 nm chip manufacturing will absolutely continue to supply TSMC. This just clears the deck for Europe. I can promise you Samsung, Siemens, Fujitsu - they all will supply TSMC as America falls behind. Our chips suddenly become second rate.
Don’t believe me? Compare Intel chips with Apple chips and Samsung chips produced at TSMC and Samsung foundries.
This is tech suicide.
post edited by MasterMiner - 2020/03/31 11:27:58