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To: SunkenCiv

There are 4 competing designs on 18A.
TSMC
Japan
Samsung
Intel

Only 1 or two are going to make it work


3 posted on 11/10/2025 4:49:24 PM PST by Zathras
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To: Zathras

TSMC is IMO a well-run company. I have done work in several of their fabs in Taiwan, although that was more than a decade ago and things do change over time.

They have a serious risk: most of their production is <100 miles from the saber-rattling People’s Republic of China.

So there are two kinds of production diversification going on. TSMC is establishing production facilities elsewhere in the world (including here in the US); that takes time. And some companies with products that depend upon TSMC-manufactured ICs are seeking to diversify their supply sources away from TSMC.

We live in complex, interesting times...


6 posted on 11/10/2025 5:12:04 PM PST by Nervous Tick (Hope, as a righteous product of properly aligned Faith, IS in fact a strategy.)
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To: Zathras
If I had to bet, TSMC and Samsung will get there.

7 posted on 11/10/2025 5:16:23 PM PST by Governor Dinwiddie ( O give thanks unto the Lord, for He is gracious, and his mercy endures forever. — Psalm 106)
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