> The two projects are aiming to develop 14-nanometer and 12-nanometer chip process technologies, which are two to three generations behind TSMC but still the most cutting-edge in China.
Doesn't seem much of a threat to TSMC.
Doesn't seem much of a threat to TSMC.
That's where you are wrong, TSMC is just the producer, but many many more Company are behind it like:
https://www.asml.com/en (Probably the most important Corp in the industry...but no one knows)
http://www.appliedmaterials.com/
And many more, without those chains TSMC could do just nothing.
EDIT: Oh man i forgot Lam Research!!
And the US 'forbid' asml to sell the technology to china, that means quite allot:
https://www.reuters.com/article/us-asml-holding-usa-china-in...
interesting, i wanted to invest in some chip companies and this gives some good startin gpoints to investigate
Western governments can stop ASML from shipping an EUV machine to a Chinese customer, but they can't stop China from developing their own technology.
It really Depends:
Smaller means, smaller package, more transistors/sq and less power-consumption. But if you can afford to build a bigger chip to have the same transistor count, and you are ok with the higher power-consumption you have in theory the same performance, sometimes you don't even want 'too' small transistors, an example is radiation-hardening.
Now. It's still brain drain, and it's to boost their industry. Measures such as this do not exist in a vacuum, more will come.