That's a very pessimistic take, or optimistic I guess, depending on perspective.
Looking at the Chinese semiconductor development trajectory, and considering that TSMC won't be sitting on their hands, "within a decade" seems really unlikely.
Looking at the Chinese semiconductor development trajectory, and considering that TSMC won't be sitting on their hands, "within a decade" seems really unlikely.
China has immense engineering capability and is replicating the entire western semiconductor supply chain within its borders.
They have the money, the engineering capability, the will and full support from the government. It is inevitable.
The key word you mention is "replicating." They'll be chasing for a while still, and it's not clear that they'll be able to leap ahead. Copying is much easier than real innovation.