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12 points

Designing a chip is something completely different from manufacturing them. Your statement is as true as saying TSMC is such a stupid company, all they are doing is using ASML machines.

And please tell me, I have no clue at all who you’re talking about.

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2 points
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The Chinese? I think their claim to fame is making processes stolen from TSMC work using pre-EUV lithography. Expensive AF because slow but they’re making some incredibly small structures considering the tech they have available. Russians are definitely out of the picture they’re in the like 90s when it comes to semiconductors and can’t even do that at scale.

And honestly I have no idea where OP is even from, “All our chip companies”. Certainly not the US not at all all US chip companies are fabless: IBM, Ti and Intel are IDMs. In Germany IDMs predominate, Bosch and Infineon though there’s of course also some GlobalFoundries here, that’s pure play, so will be the TSMC-Bosch-NXP-Infineon joint venture ESMC. Korea and Japan are also full of IDMs.

Maybe Britain? ARM is fabless, OTOH ARM is hardly British any more.

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-1 points

Amazon is fabless for their chip design unit, there all little mini design units for shit like datacenters.

It’s hilarious you’re saying that because Intel labelled itself an investor in USA foundry projects you think they are exempt from this. Okay man, go work at the plants in Ohio and Arizona. Oh wait, they don’t fucking exist bruh

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3 points
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Intel, Ti and IBM all made chips before pure-play and fabless were even a thing, and are still doing so. Intel has 16 fabs in the US, Ti 8, IBM… oh, they sold their shit, I thought they still had some specialised stuff for their mainframes. Well, whatever.

Of all companies, the likes of Amazon and Google not fabbing their own chips should hardly be surprising. They’re data centre operators, they don’t even sell chips, if they set up fabs they’d have to start doing that, or compete with TSMC to not have idle capacity standing around costing tons of money. A fab is not like a canteen which you can expect to actually be in use all the time so there’s going to be no need to compete in the restaurant business to make it work.

And that’s only really looking at logic chips, e.g. Micron also has fabs at home in the US.

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-2 points

Except what NVIDIA is doing can be done by numerous other chip design firms, TSMC cannot be replaced.

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