Because TSMC will help SMEE equipment become the global standard, at the expense of ASML equipment which is subject to US sanctions controls.
Chinese semiconductor industry
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Because TSMC will help SMEE equipment become the global standard, at the expense of ASML equipment which is subject to US sanctions controls.
Exactly. In industry the easiest way to get new customers is to already have customers, the bigger the better.
Not fully convinced, but I sincerely hope this assessment is correct.
They don't need to actively help, buying is enough. AMEC selling to TSMC raised it's profile and got it a VLSI supplier award.
Tech is very weird compared to other industries.
Take for instance the railroad industry. It is always the same railroad companies, such as Union Pacific, which still exists, which is the same Union Pacific in the board game Monopoly.
Tech is different. The tech industry can be rearranged in a matter of a couple of years.
So far from what I have seen watching tech companies, who has a better product wipes out the competitors.
Here is an old graphic.
Software also allows to react so much faster, if one of your competitors slips up you can quickly fill the hole left unfilled by the competitor.
The US company Blockbuster went under pretty quickly.
Xerox too.
If some company out there, part of the IC chain, making a product only for a node like over 28nm, but failed to make it product compatible with the lower nodes, well then, they are gone too. That is what essentially happened to Japanese IC industry.
Tech is weird. You're here today, gone tomorrow.
The original Google founders tried to sell their algorithm PageRank to Yahoo but Yahoo wasn't interested...
Netflix tried to sell its idea to Blockbuster but you know the story....
Not really. Software and hardware are nothing alike. Japanese IC industry was never focused on consumer and processors, they were focused on analog, sensor and microcontrollers for industrial applications.
You can't just switch process nodes and do die shrinks on a whim like you can release a new software version, die shrinks have very real, physical limitations like heat generation and very real, economic limitations like hundreds of millions USD. Costs include design, validation, mask fabrication, prototyping, programming tool development, IP libraries, etc. Lead times aren't days like in software. More like months to years. The fab needs to buy wafers, get masks for each layer, buy chemicals... And that's just for a die shrink, not a functionally new product.
Not to derail the thread but Netflix tried to sell itself to blockbuster before streaming existed.
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