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Re:TSMC – the world's most important company. And everyone w... by hn_throwaway_99 on Friday August 18, 2023 @10:07PM (#37184757)
Wow, great article!

> TSMC pumps out close to 60 per cent of the semiconductor chips used around the world and makes 90 per cent of the most advanced technology used in phones and laptops all the way to missile systems.

I knew TSMC was dominant but not that dominant. Couple that with ASML in the Netherlands which makes the chip making machines, and I'm wondering if there has been any time in history when so much of our critical technology in our world has been concentrated in so few producers.

Re:TSMC – the world's most important company. And everyone w... by astrange on Friday August 18, 2023 @10:12PM (#37184787)
ASML has a few more layers of sole suppliers under it IIRC, they just don't get as much credit.
Re:TSMC – the world's most important company. And everyone w... by _hypx on Friday August 18, 2023 @10:41PM (#37184950)
ASML is the only provider of EUV lithographic machines. TSMC is just slightly ahead of Samsung and Intel at utilizing that technology. I honestly can't see how anymore puts TSMC above ASML.
Re:TSMC – the world's most important company. And everyone w... by MichaelZuo on Friday August 18, 2023 @11:07PM (#37185082)
Yeah this story doesn't make much sense. Intel and Samsung are only a few years behind TSMC, recreating ASML and their sole suppliers even within 10 years would be quite a stretch.
Re:TSMC – the world's most important company. And everyone w... by WeylandYutani on Saturday August 19, 2023 @06:58AM (#37187476)
ASML is concentrated in a country that has been politically stable and uncontested for 80 years and doesn't seek the media spotlight. It is easy to overlook. Nobody really pays much attention to the Netherlands or it's non existing foreign ambitions and there is no state involvement in ASML. Basically no drama means no journalism.
Re:TSMC – the world's most important company. And everyone w... by Namahanna on Friday August 18, 2023 @10:55PM (#37185020)
Carl Zeiss makes some amazing optics to allow it all to happen https://www.asianometry.com/p/how-carl-zeiss-crafted-a-house...

To quote:

To make these EUV mirrors, each 2 to 4 nanometer layer of molybdenum and silicon has to be deposited one by one. Fifty times, without fatal defects.

After that, each mirror has to be painstakingly polished. The acceptable surface deviation metric is 50 picometers, or 50 trillionths of a meter. That is a staggering number.

To put that into perspective. 50 picometers on a mirror that is 450 millimeters wide. If that 450 millimeter mirror was blown up to the size of the United States, 4,500 kilometers or 2,800 miles wide, then 50 picometers would be just 0.5 mm tall.

Re:TSMC – the world's most important company. And everyone w... by nealabq on Friday August 18, 2023 @11:13PM (#37185119)
Altho there's a couple ways to define an atomic radius, molybdenum's and silicon's empirically measured covalent atomic radii are 145 and 110 picometers respectively [1]. So 50pm is a very small bump indeed.

[1] https://en.wikipedia.org/wiki/Atomic_radius

Re:TSMC – the world's most important company. And everyone w... by roenxi on Friday August 18, 2023 @11:11PM (#37185103)
The tech industry tends to fixate on the cutting edge. Global Foundries has process tech that is 10 years out of date (14nm). 14nm is fine, a lot of good chips were produced 10 years ago. If we optimistically assume that there are usually a few players in the market that are 10 years behind, that means many sellers will be at 3nm soon.

TSMC is dominant, and we could imagine that in a wartime scenario maybe that'd matter (big maybe, why would a military need mass production of chips that didn't exist a few years ago?). But for anything else, capitalism will happen and 60% market share is impressive but not concerning. The current strategy of trying to restrict China's access to chips might easily spur some competition.

> I'm wondering if there has been any time in history when so much of our critical technology in our world has been concentrated in so few producers.

Nuclear bombs? And I'd assume this happens all the time. Any cutting edge market, in fact, seems like it should often start with one big player that has a better understanding of new research that is then slowly worn down by competition as the knowledge spreads.

Re:TSMC – the world's most important company. And everyone w... by krastanov on Friday August 18, 2023 @11:42PM (#37185283)
Reusable orbital vehicles comes to mind as another current example. At least "mostly reusable".
Re:TSMC – the world's most important company. And everyone w... by neurostimulant on Saturday August 19, 2023 @12:12AM (#37185426)
I'm still using an intel i7-4790 (22nm process) on my primary small form factor desktop and it's perfectly fine for day-to-day computing. It can even run most games just fine after I stick the fastest slot-powered gpu I can find (RTX A2000).
Re:TSMC – the world's most important company. And everyone w... by quickthrower2 on Saturday August 19, 2023 @12:21AM (#37185472)
AI processing power could certainly be a useful weapon in war.
Re:TSMC – the world's most important company. And everyone w... by user_named on Saturday August 19, 2023 @12:03AM (#37185379)
This is why the world fears US invasion of Taiwan
Re:TSMC – the world's most important company. And everyone w... by ansmithz42 on Saturday August 19, 2023 @12:05AM (#37185393)
What!?!?!?!
Re:TSMC – the world's most important company. And everyone w... by thoughtstheseus on Saturday August 19, 2023 @01:07AM (#37185709)
The PRC and its people view Taiwan as part of China. It would be viewed by many as an invasion of China and clear interference with its sovereignty.

If the U.S. dares to integrate its sensor, software, and shooter capabilities with Taiwan it should expect a forceful response from the PRC.

Re:TSMC – the world's most important company. And everyone w... by mekster on Saturday August 19, 2023 @01:04AM (#37185693)
This is the company that every dictator wants to have which can literally control the world if it wanted.

It has so many of the electronics under its hostage, no one can make a deal if it went out of control, except by violence.

Yet, still being a respected company is marvelous. Imagine how crap the world becomes if it comes under Chinese or Russian control.

Re:TSMC – the world's most important company. And everyone w... by YetAnotherNick on Saturday August 19, 2023 @04:00AM (#37186594)
If TSMC is the most advanced and other players are 2-3 years behind, by definition 100% of the most advanced would be produced by TSMC. And I think they are only talking about CPU or microcontroller, not all silicon.