Intel CEO claims 18A node will at least match TSMC’s N2 performance and beat it to market::undefined
I’m rooting for Intel in these efforts. Hopefully someone can pressure TSMC 's prices down and maybe even offer alternative fab sources for chips. Especially with the geopolitical situations with China.
I probably sound like a crazy person, but sometimes I worry about too much global reliance on TSMC and their plants usually being in Asia. Diversity should keep the market more affordable and at lower overall risk.
You do realize that this is exactly what China wants. The less the U.S. needs Taiwan (because they can make their own high end chips) the less likley it is that the U.S. will help defend Taiwan.
We can’t limit our supply chain for strategic resources to preserve an incentive to defend an ally. That’s nutty.
Chips are the kind of thing where there just aren’t enough of them being made. If we come up with a new way to produce more of them cheaply, that won’t suddenly flood the market with cheap chips It will just marginally bring down the price of chips they compete with.
There’s also a zero sum thing going on here, It’s not just that we need chips We need to make sure the China doesn’t get them and that strategic goal remains regardless of whether or not we start producing them elsewhere too.
Maybe it will.
The trouble is, can I trust their word on that? Their product lines have been slipping by 6+ months for the past 3+ years. And let’s not even talk about how delayed 14nm and 10nm were…
Competition is good!
Less yapping… put up or shut up. TSMC could use some serious competition.
Doubt.
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Selling my Intel stock was a good decision.
Less yapping… put up or shut up. TSMC could use some serious competition.
Something tells me their claims to be where TSMC is has everything to do with Xi telling Biden that China plans to take Taiwan soon.
TSMC is the lynchpin for the AI race.
Something tells me too military brass put these words into the Intel CEOs mouth. Something tells me this dude’s balls are in a vice grip, and that theyve also been given a nearly bottomless pit of money.
Even though you have been downvoted to hell, this post resonates with real efforts by the US gov’t to get ahead of foreign nations with semiconductor tech for AI. Anyone who is curious to read more, the US has the CHIPS initiative, which boasts a $52 billion ceiling for various efforts. This award amount is intended for a lot of different companies to leverage as they work to meet various requirements of the contract, not just Intel. Intel, however, is working to get a large set-aside of state funding, upwards of $90 million, through the vehicle of CHIPS. So there’s that.
Is this military funding, though? No, not DoD. But as a gov’t contracting effort to bring the US quickly to the forefront in this field, it could have implications for defense, for sure. No question.
Something super interesting all this reminds me of, DoD-wise, is the Space Force’s “softwar” concept, a paper put out by Major Jason P. Lowery – it’s a premise for a future where world militaries compete in raw compute power, such as mining a cryptocurrency, to determine who wins conflicts. A kind of ‘abstract’ power.
Were this ever to actualize in any way, it would be good for countries to begin developing a semiconductor overmatch. Let alone any other need to ensure compute superiority.
