this post was submitted on 05 Jan 2024
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The facilities cost tens of billions of dollars and the equipment is export restricted. The PRC physically cannot build a facility without spending literally a trillion dollars to develop their own equipment.
Tsmc is building a 5nm facility in Arizona, it will cost $40B.
I get that it is expensive. My question was "if they..." not can or would.
I've had several interactions where people say "even if you moved a facility to China magically and brought all the people and they were willing, it would not work".
Now, I have no love for China but surely that can't be true.
It's not. They don't currently have this kind of technology, but moving a tsmc fab to china with all of it's personnel willingly 'switching sides' would make it possible for them to learn.
With enough time and money, anything is possible.
This is important, it’s expensive and hard but it also just takes a long time to make the foundries.