Comment by llamaimperative
Comment by llamaimperative 2 days ago
Aren’t Philips and ASML both effectively under American control anyway? Is the TSMC part of the stack that special in terms of actual IP (versus more squishy organizational know-how)?
> Aren’t Philips and ASML both effectively under American control anyway?
IDK about Philips but ASML follows US export restrictions due to a deal it agreed to when it bought a US company a few decades ago, yes.
> Is the TSMC part of the stack that special in terms of actual IP (versus more squishy organizational know-how)?
I don't want to go into too many details as I work in the Intel Foundry but it's certainly both. We'd be very happy to know how TSMC does some specific things, let me put it that way. At the same time, our execution has been dubious since 10 nm.