Re:‘Better Yield on 5nm Than 7nm’: TSMC Update on Defect Rat...
by bradstewart on Tuesday August 25, 2020 @11:10AM
(#24272132)
Nobody in the semiconductor industry will put up with anyone in the supply chain making a 600% margin.
Large Nvidia chips might not be able to move quickly, but all of the MCU, WiFi, etc chips would migrate to cheaper fabs like SMIC. Which reduces TSMC's revenue, which reduces their ability to invest in new processes. Cents (and even fractions of cents) matter to those chips.
Large Nvidia chips might not be able to move quickly, but all of the MCU, WiFi, etc chips would migrate to cheaper fabs like SMIC. Which reduces TSMC's revenue, which reduces their ability to invest in new processes. Cents (and even fractions of cents) matter to those chips.