The money printing press that is chip maker TSMC

Re:The money printing press that is chip maker TSMC by ethbr0 on Monday January 17, 2022 @11:59PM (#29975311)

Saying that TSMC relies on ASML and Zeiss is a bit reductive. If those were the ingredients of semiconductor success, then Intel wouldn't be in the position it's in.

Historically, the landscape of the chip industry has had many leading node players.

Now, it has ~1.75. TSMC & Samsung. With Intel and SMIC behind them.

The reduction to those 4 players, coupled with demand from mobile, GPUs, and ML accelerators, is pretty unique since the earliest days of the industry... when pretty obscene profits were also made for a long time (Intel, late 80s to 2000).

I'd call a decade of dominance a pretty stable industry.

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Re:The money printing press that is chip maker TSMC by deltaonefour on Tuesday January 18, 2022 @01:04PM (#29983110)

>Saying that TSMC relies on ASML and Zeiss is a bit reductive. If those were the ingredients of semiconductor success

I never said this at all.

All I am saying is that the supply chain is complex and that to say TSMC is the sole monopoly holder of semiconductors is very very inaccurate.

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