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A comment on National Security Commission on Artificial Intelligence's Final Report. Parent comment
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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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...