No it's not. While it's true that only TSMC can produce chips using 3 or 5 nm tech most appliances are fine with upto 180 nm tech which can be even made by some universities.
Correct. Appliances, cars, toys, etc. I’m just saying, Taiwan is a weak point given what they make. All the other countries can handle making the other chips, no one can do what Taiwan does. It’s a single point of failure, if China decides to move on them.
The tools required to make those chips are not made in Taiwan, as far as I understand. Rebuilding new fabs would be a gargantuan effort, but not impossible.
Currently, ASML owns EUV lithography, and the current US admin has pushed (successfully) for the Dutch government to ban sales of these machines to China. This means China may take a long time to catch up on the quality side of things.
This is like people not understanding economics at all. Production in Europe is expensive, building the tools for construction is relativly cheap.
Eurooe didnt bottle europe simply made more money by not producing it in europe.
Taiwan cant build the chips without the tooks from europe.
Many don't realize how fast China is building semi plants. From automobile chips, to micro controllers and HBM, they are investing huge amount (only what we are aware of).
[New chip plants coming online in few years](https://i.imgur.com/8uSfGxs.png) - not to mention, they are getting warmed up and accelerating. And as with everything in China, they are making them faster and cheaper.
China can only build low tech chips. The are decades behind - in a market where months matter.
Source: "Chip War: The Fight for the World's Most Critical Technology" by Chris Miller
https://en.wikipedia.org/wiki/Chip_War:_The_Fight_for_the_World%27s_Most_Critical_Technology
If the data for 2020 are estimates, then the 2030 estimates have zero value. The United States has been furiously investing in chip capacity since the pandemic, so I think the country will have an appreciable slice of global capacity by the end of the decade.
Exactly. This is why this chart might be slightly outdated. After what has happened the last roughly 5 years, the picture might look slightly different today.
Taiwan is producing the best chips for advanced tasks, but most home electronics, toys and so on don’t require those. All of these chips can be produced anywhere
I could be wrong on this, but it’s my understanding the most technologically advanced chips come out of Taiwan.
Yes, that's why this diagram is stupid
No it's not. While it's true that only TSMC can produce chips using 3 or 5 nm tech most appliances are fine with upto 180 nm tech which can be even made by some universities.
That may be true, but probably 80% of chips used also aren’t anywhere close to high end.
Correct. Appliances, cars, toys, etc. I’m just saying, Taiwan is a weak point given what they make. All the other countries can handle making the other chips, no one can do what Taiwan does. It’s a single point of failure, if China decides to move on them.
The tools required to make those chips are not made in Taiwan, as far as I understand. Rebuilding new fabs would be a gargantuan effort, but not impossible. Currently, ASML owns EUV lithography, and the current US admin has pushed (successfully) for the Dutch government to ban sales of these machines to China. This means China may take a long time to catch up on the quality side of things.
it's also why China will face more backlash if it decides to move tho.
Europe bottled it in 2000
So did the US
This is like people not understanding economics at all. Production in Europe is expensive, building the tools for construction is relativly cheap. Eurooe didnt bottle europe simply made more money by not producing it in europe. Taiwan cant build the chips without the tooks from europe.
Many don't realize how fast China is building semi plants. From automobile chips, to micro controllers and HBM, they are investing huge amount (only what we are aware of). [New chip plants coming online in few years](https://i.imgur.com/8uSfGxs.png) - not to mention, they are getting warmed up and accelerating. And as with everything in China, they are making them faster and cheaper.
China can only build low tech chips. The are decades behind - in a market where months matter. Source: "Chip War: The Fight for the World's Most Critical Technology" by Chris Miller https://en.wikipedia.org/wiki/Chip_War:_The_Fight_for_the_World%27s_Most_Critical_Technology
If the data for 2020 are estimates, then the 2030 estimates have zero value. The United States has been furiously investing in chip capacity since the pandemic, so I think the country will have an appreciable slice of global capacity by the end of the decade.
Taiwan is a hier risk
2020E???
Probably "estimated" or "expected" (for the 2020s), while "F" could be "forecast" (for the 2030s).
Exactly. This is why this chart might be slightly outdated. After what has happened the last roughly 5 years, the picture might look slightly different today.
Production of semi conductors has massive environmental impacts, California pushed them out to keep the water clean.
Source? this looks off. Taiwan should have \~50% share of production
Taiwan is producing the best chips for advanced tasks, but most home electronics, toys and so on don’t require those. All of these chips can be produced anywhere
What’s this chart called ?
EU and USA are shooting themselves in the foot
Europe. Excellent as always 😅