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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-13/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Pierce2623 If the local government continues to constantly meddle in TSMC, they’ll eventually lose that quadratic curve in revenue and possibly even lose node leadership, though that part is less likely. I mean Intel had to use TSMC N3 for their iGPU because it was more efficient than 18a and now N2 is in production. Reply
Sangheili112 They don't need to move, realistically we just need more fab plants world wide Reply
bigdragon The comments are a response to the recent statements by U.S. Commerce Secretary Howard Lutnick, who said that concentrating a large portion of global semiconductor production close to China represented a strategic vulnerability. I recall people saying the same thing decades ago. However, the lesson that "the cheapest option isn't always the best option" has yet to be learned. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/taiwan-rejects-possibility-of-transferring-40-percent-of-the-islands-semiconductor-capacity-to-u-s-production-on-taiwan-expected-to-increase-in-lockstep-with-increases-in-u-s-based-production#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.