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5 months agoTSMC knows full well that its monopoly (or oligopoly, depending what you think of Samsung I suppose) is on a timer with the development of the PRC’s chip industry.
Tankiedesantski [he/him]
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Joined 4 years ago
Cake day: September 21st, 2020
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Every interaction is now “us vs them.”
Two posts later:
it’s DA JOOOZ!
Trump: “I bet it wasn’t even an M&M folks, I think, and I’m very knowledgeable about this kind of thing, I think it was actually a Skittle!”
Crowd: Booing intensifies, some in audience stand up, rubbish thrown at Desantis
The PRC chip industry doesn’t need to develop exponentially. TSMC is not developing exponentially either.
Monopoly pricing is not just broken when w 1-for-1 peer competitor at the same price appears. Monopoly pricing can be broken by a less performant alternative at a cheaper price that is suitable for the vast majority of applications. You can see this in a number of industries where incumbent players are being displaced by new Chinese suppliers who don’t quite make cutting edge stuff but can sell at a fraction of the price.
Hell, you can see it now with older chips at bigger physical nodes where China is now a significant portion of global production.
Will the PRC chip industry face many challenges? Of course it will. However, the PRC’s track record of going from nothing to 5nm in a few years cannot be ignored by TSMC.