National Security Commission on Artificial Intelligence's Final Report

Re:National Security Commission on Artificial Intelligence's... by d110af5ccf on Tuesday March 02, 2021 @02:00AM (#26312622)

> how dependent the entire world is on TSMC

Isn't Samsung nearly on par with them? (Not that two is a much better situation.)

It (perhaps naively) seems like most applications could theoretically make due with older processes, but I have difficulty imagining supply chains successfully coping with such a switch (not that I know anything about it).

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Re:National Security Commission on Artificial Intelligence's... by ddeck on Tuesday March 02, 2021 @02:32AM (#26312785)

They are trying, although not there yet.

There is also the capacity issue:

TSMC has 28% of the semiconductor market under 40nm, Samsung has 10%.

As a foundry, it's ~55% vs ~17%. Add in UMC and a few others and it's 64% Taiwan. Definitely a critical dependency.

https://www.notebookcheck.net/TSMC-has-the-largest-market-sh...

https://www.eenewsanalog.com/news/foundry-market-jumps-24-pe...

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Re:National Security Commission on Artificial Intelligence's... by fomine3 on Wednesday March 03, 2021 @08:21PM (#26337388)

Anandtech's Snapdragon 888 review compares vs 865. The article indicates that Samsung 5nm is a bit better or worse (vary on what to compare) than TSMC 7nm (non-EUV).

https://www.anandtech.com/show/16463/snapdragon-888-vs-exyno...

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