Chinese chips lag behind American technology by 10 years, TSMC responded to Intel's remarks
The CEO of Intel Corporation has changed his previous posture of frequent overtures in the domestic market and has turned to strike at China's semiconductor industry again and again.
He believes that thanks to the tripartite agreement, China is a decade ahead of the United States in chip technology and will continue to do so. What does sustainability mean? This means that the 10-year gap will be there for a long time, and no matter how hard we try, it will not be possible to close the 10-year gap.
It is not the responsibility of American companies to develop Chinese chips, especially those that make a lot of money in the Chinese market.
But to Intel's surprise, TSMC's"Face"It didn't last long.
And now, news from TSMC says that Apple will be the first user of TSMC's 2nm process chips. Of course, this is also to be expected, after all, Apple has occupied a considerable market share in the 3nm process, so it is normal for TSMC's technology to rank first. But the most important thing is TSMC's performance on the 2nm process and its position as a major company in the United States.
Notably, TSMC is building two new factories to meet the demand for a large number of 2nm processes, and a third plant has already been approved. But what are Intel's advantages in comparison?
Intel, for example, has achieved preferred vendor status for next-generation EUV lithography technology and ASML. This also means that Intel is already at the forefront of the semiconductor industry. On Intel's side, there are also rumors that the company has managed to develop 3nm and 2nm processes. In addition, the company announced that it will develop 15 nm process.
The latter is not convincing, though, as Intel has yet to put the technology into production. However, ASML has provided Intel with a 2nm lithography machine, which shows that Intel still has an advantage in wafer fabrication. However, this does not mean that the United States can lead the world in wafer manufacturing forever.
TSMC's technology, which we can all see with our own eyes, is even better than that of Samsung and Intel. Even if it's 2nm, 3nm. But only TSMC can win consumer recognition in the market. TSMC is a Chinese company, so you are not afraid that Chinese chips will lag behind the United States for 10 years"Slap in the face"Is it?
And the reason why Intel dares to do this is only because it is about to enter the field of foundry, and the United States has always had an absolute advantage in chip development. Coupled with the constraints of the tripartite agreement, Sony is confident that it will stay ahead of the curve.
However, Intel has forgotten one thing, that is, TSMC will not give it the opportunity to make such a high-end wafer foundry, not to mention that its technology is not recognized by the market. Today, TSMC's frequent announcements of its high-end foundry orders are proof of this.
In addition, the uncertainty of the tripartite agreement is also great, and the chip design in the United States is also limited, and it is unlikely to go as smoothly as before. Therefore, Intel's speech is not necessarily groundless.
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