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Comment by vitus

I mean, there are really only three bleeding-edge foundries: TSMC, Samsung, and maybe Intel if they've gotten their yields back on track.

Samsung has a fab near Austin, TX that was slated to make 4nm but it's been postponed to 2026 along with a shift to 2nm: https://www.tomshardware.com/tech-industry/samsungs-yield-is...

But their yields on 2nm are apparently... not great, so even that's in question. https://www.businesskorea.co.kr/news/articleView.html?idxno=...

SMIC is apparently making low-yield 7nm and is supposedly working on even lower-yield 5nm, but absolutely not in the US.

parent vitus 2 years ago

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