It's the only chip manufacturer "left" in the US. The argument is national security: the US expects China to invade Taiwan and this will kill TSMC in the process.
Whether this will happen or not can be debated, but this is what the government expects.
GF hasn't gone past the 12nm node. TI is at 45nm. Micron is on relatively recent processes, but they make RAM, not logic (which are totally different processes). Intel is the only chip manufacturer left that is working in logic at anything like the leading edge.
GF is a few nodes behind. Micron doesn't make semiconductors, they mostly make flash and whatnot. TI doesn't have the capacity or knowledge to expand to Intel's size/capacity
You're right but also wrong. Flash is just semiconductors etched in a different pattern than logic, but you don't print on semiconductors. Semiconductors are 'printed' on wafers via photolithography.
Intel's wafers are made of silicon, which is a semiconductor. Silicon on sapphire hasn't been widely used for a long time, if that's what you're thinking of. Photolithography prints resists on semiconductor wafers which are then used to pattern the next process step, such as wet etching, plasma etching, oxide growth, epitaxial polysilicon growth, ion implantation, etc. These mostly remove semiconductor from the wafer or alter its properties.
Interesting, I hadn't known that silicon is itself a semiconductor before all the circuits are added. Am I correct in saying that the etching process transforms a single semiconductor into billions?
No, silicon is still just one semiconductor, just like water is just one liquid. The substrate is still just one piece of silicon, despite having many silicon semiconductor devices fabricated in it. Polysilicon layers may or may not be additional pieces of silicon.
Much more likely that SMIC would, because TI isn't just 15 years behind; it also has the disadvantage of being in the US. See https://en.wikipedia.org/wiki/Semiconductor_industry_in_Chin... for a look at what it looks like where conditions are more favorable.
GF is a zombie company. Micron and TI are both far far away from leading edge. There is only one American company which is both developing and manufacturing leading edge nodes.
re: Micron - Memory is very different from logic chips. You vast number of repeating cells in memory. If any of them are bad you can just turn them off and bin them as lower capacity. You can do that to some extend with logic chips but not nearly as much as memory.
> the US expects China to invade Taiwan and this will kill TSMC in the process.
Would it though? The TSMC foundries are pretty much in every continent. Are they just going to stop operating if this happens? Because that seems akin to killing a golden goose.
Also what is up with Global Foundries? I don’t hear a peep about them.
I believe the most modern TSMC fabs outside of Taiwan are in Arizona. They are just moving to 4nm which is nearly 5 years old and just a revision of 5nm which is getting close to 7 years old.
TSMC aims to have N3 in Arizona by 2028 at the earliest which is 6 years after it first released. By that time, TSMC will have released N3X, N2, N2P, N2X, A16, and A14.
TSMC is heavily sponsored by the Taiwanese government and was created with the express purpose of making Taiwan so valuable that the West would be forced to defend them against China. Moving newer processes out of the country is against their national interests and they've made it clear that there's no plan to do that.
If (or when) China invades Taiwan we will be better off than Taiwan but I wouldn't call us "OK" at that point. That will be a major disruption.
It will take decades for the US to get where Taiwan is now in semiconductor manufacturing, if ever. It's not just about building the most advanced chip factory. It's about re-aligning the entire nation's value system and culture to allow such development to happen in the first place.
We complain about the money we spend already. And now we're supposed to subsidize an entire industry to the point where we can build the most complex machines known to civilization at scale in a time-frame that matters to a global conflict that's potentially approaching soon? I don't see it.
> It's about re-aligning the entire nation's value system and culture to allow such development to happen in the first place.
It's taken about 8 years to realign the US from a democracy to a fascist regime, something that was nearly unthinkable. This isn't a hard problem with the right propaganda and manipulation.
Yes but it's easy to go from democracy to fascism. It's harder going the other way. It's like going from a clean house to a messy house is much easier than going from a filthy house to a tidy house.
The vast majority of TSMC production is in taiwan. If china invades the fabs will be destroyed. They pretty much would be forced to just stop operating, yes.
Outside of Taiwan TSMC foundries are just pumping out already developed non leading edge fab processes. Everyone who matters to TSMC tech development is in Taiwan.
I see it different. The loser is the taxpayers. The loser is the market, which is less and less free. When there’s no incentive to run your company correctly… we get another company not run correctly.
This is my thought on it too. I don't think this is meant to be a political win so much as US intelligence views chip manufacturing extremely strategically. I also don't know about what will happen to TSMC. But the US has been pushing for US made GPUs as well. This goes back to Biden's admin as well.
Quite the opposite. Part of the reason Trump wanted to end the Russia-Ukraine war so bad was because they wanted to gear up for the "big fight". Ukraine simply wasn't a big strategic priority which is why they wanted to either end the war (best case), or shift responsibility over to Europe if that failed.
Lookup Elbridge Colby - served in first Trump admin and now Undersecretary of Defense. Along with Hegseth and JD Vance, they are all that same line of thought
I don't think the views of all the "high level strategist" types align precisely. But there are very few true isolationists like Rand Paul in the executive branch
I find it doubtful that the current admin would just let China walk in to Taiwan. Trump doesn't want a war, but he's not going to want to get bent over and make the US look weak either.
And its not all that different from Democratic position, its a bit of "Washington Consensus" type of situation, like anti-Communism was during the Cold War. The approach between admins is slightly different however, and the Trump admin doesn't like Europe all that much.
And now China knows the US expects this and it also knows the US does not expect to stop China, so China knows that it can expect the US to do very little. It's game theory turtles all the way down...
Edit: I think it's a misconception that China cares much about fabs in Taiwan. It wants unification.
As far as I know none of them manufacture anything resembling a replacement for a Xeon, which is relevant to national security because those are uses in military applications.
I'm surprised to see on https://en.wikipedia.org/wiki/Microchip_Technology that Microchip does in fact have fabs. I thought it was fabless! Its fabs are in the US, but the assembly and test facilities are all across the Pacific.
If the argument was for protecting Intel, then the US government should be placing huge orders with Intel for solutions that will fund R&D and allow the company to regain its position as a foundry. They should be tapping into the defense budget. DARPA should be involved. This was an opportunity for petty extortion and a step towards socialism.
A large bulk of CPU orders comes from Google, Amazon, and Microsoft. Want to say 50% of all AMD revenue is datacenters, and the Hyperscalers represent the largest chunk of that.
Huge order for... what? DoD's needs for chips are quite modest in quantity. Truth is that the US Gov doesn't need the volume which requires Intel to keep afloat.
Government involvement is the fastest way to corrupt the purpose of an organization, hollow out its soul and quickly get rid of all the competant people.
There's a reason that the DOGE findings made a laughing stock of government employees.
It's the only chip manufacturer "left" in the US. The argument is national security: the US expects China to invade Taiwan and this will kill TSMC in the process.
Whether this will happen or not can be debated, but this is what the government expects.