Even if you started a few years ago, you won’t get a working fab producing anything within 5 years and that is considering if it’s a 5 or 7nm chip. If you want anything as advanced as tsmc 2nm chips, you’re well within 10-15+ years.
I live in Taiwan and have friends who work at TSMC. They are NOT kidding around when it comes to security. No personal cellphones. No smart devices. My buddy couldn’t get approved for a basic pedometer.
I’m aware you probably didn’t mean it like this (or maybe did), but it kind of sounds like you’re saying they’re better of not doing anything at all. Who cares about long term goals 🤷♂️
No, I’m saying this article is literally meaningless. Nobody knows what the hell will happen in 1 year let alone 15+ years later.
Assuming TSMC or Samsung or hell, even Intel didn’t do ANY improvements or even finish the fabs they are CURRENTLY working on. Even with this rare assumption, Huawei won’t effect the market. They are simply too far behind the tech to be able to make a difference.
“YOU WERE SUPPOSED TO BREAK THE MONOPOLY! NOT JOIN THEM!”
5 years from now.
5 years if they plan to just stick with 7nm. 5nm will take a good 10 years and the even more advanced stuff is 15+ years.
At this point I’d settle for 5cm, if it helped prices at all.
And they should rightly ban sales to the US. Check mate orange man.
I voted democrat the last 15 years, yet because im in the usa, fuck me right? go fuck yourself
I vote Democrats. Yes. Because they’re any better. 🥲
Huawei is far ahead of Nvidia in AI clusters despite sanctions made against it, and 5 year behind tech stack. 50% cost/performance advantage over GB300 nvl72, (including building costs) by building outdoor siteable pods with 3 week lead times. CXMT is now most valuable company in China, but because of Huawei sanctions, they sell 64gb ddr5 modules at higher price than Samsung just to Huawei. Huawei needs its own RAM fab because it is harassed by west, and Chinese suppliers price to them with “captured customer” awareness.
I know chip and RAM fabs are incredibly difficult and expensive to build, but how is the several trillion $ out there just up for grabs for anyone that can undercut the like 4 companies that have one not enough for tons of huge companies to say “I don’t care what it costs, I don’t care what you have to do, because even if I pay 50x what it costs nvidia to make a fab, I will still be scrooging like a villain”?
For western-oriented companies, it’s a trap. All RAM makers outside China are in a single cartel. When anyone tries to undercut prices, they all lower their prices too and starve out the new competitor. Then, prices go up again.
This is why only China can solve the RAM crisis. They need their own full-scale domestic RAM production for geopolitical reasons and are therefore not disincentivized by the cartel existing.
