ASML Holding and Taiwan Semiconductor Manufacturing Co. have ways to disable the world’s most advanced chip-making machines in the event that China invades Taiwan, according to people familair with the matter.
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.
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.