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China's chip capabilities just 3 years behind TSMC, teardown shows
(asia.nikkei.com)
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this post was submitted on 03 Sep 2024
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The most significant part is probably that getting that extra bit of performance and power savings from a new process is where the most money is.
But for China wanting independence from sanctions, this will probably cover 90% of their needs, and in a few years, they may have caught up completely.
I think most people fail to appreciate how much of a powerhouse China is when they commit serious ressources to something.
It's remarkably easy to build something someone else has built before.
I don't have faith China's factories will lead the charge at going beyond what has already been done, just that they will reach a financial parity with the west.
There is nothing remarkably easy with making a good 7nm chip.
But you know what is remarkably easy by comparison?
That's sending a man to the moon. The process of making modern chips are way harder to develop, than the technology for a manned mission to the moon.
What makes you think China won't beat TSMC? When TSMC once was a newcomer too, that nobody thought would ever beat IBM, DEC, Sun, AMD and definitely not Intel.
What's the difference between TSMC beating everybody else, and China with about 60 times the ressources doing the same to TSMC? I know TSMC had help early on, but China has long since surpassed those initial stages.
This attitude that China can never beat the west is naive, and it's potentially destructive, as it grossly underestimates a rising economy, with a population more than 4 times bigger than their main rival.
Their point is that China doesn’t innovate, they imitate. And when they try to innovate they fake it (see Chinese robots that are actually humans in costumes). Authoritarianism doesn’t generally lend to productive creativity no matter how many people they have to pool from.
That too is ignorant.