this post was submitted on 02 Dec 2024
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I think they need to bet the company on regaining their previous lead in actual cutting edge fabrication of semiconductors.
TSMC basically prints money, but the next stage is a new paradigm where TSMC doesn't necessarily have a built-in advantage. Samsung and Intel are gunning for that top spot with their own technologies in actually manufacturing and packaging chips, hoping to leapfrog TSMC as the industry tries to scale up mass production of chips using backside power and gate all around FETs (GAAFETs).
If Intel 18A doesn't succeed, the company is done.