That’s quite the gamble. If a competitor develops a 5nm capability, Taiwan and TSMC are both screwed. The fact that only TSMC in Taiwan has this capability makes Taiwan a jucier target for the CCP. All this talk of reunification may be little more than a power grab. Control the best semiconductors, control the world.
What is TSMC/Taiwan’s unique capability? Aren’t ASML in Europe the ones making cutting edge EUV machines that drive process shrinks? I genuinely don’t know but I assume TSMC is mostly just good at scaling the production up economically.
Everyone can buy top of the line kitchenware, but you need great cooks to run 5 star restaurant. Its all about tuning to reach good yields, TSMC seems to excel at that.
