France will see €109 billion ($113 billion) invested in AI projects, President Emmanuel Macron announced Sunday, calling it a game-changer ahead of a global AI summit in Paris. To promote the event,…
Because the chips in question for AI are made in Taiwan and nowhere else. The fabs you see on US or EU soils are few generation behind. It will takes decades to be back (if possible) at the same level than Taiwan. And it cost a lot of investment. Ask Intel, they started that many years ago and still constructing the Fab as we speak. And it’s not even the latest generation Fab.
The first Fab 21 phase 1 module will officially start mass production using 4nm and 5nm-class process technologies. The next Fab 21 phase 2 is expected to follow in 2028 with 3nm-class process technologies. By the decade’s end, TSMC expects to build its Fab 21 phase 3, which will produce chips on 2nm-class and 1.6nm-class nodes and their variations with backside power delivery.
But outside of TSMC it looks like just Samsung competing in the space, as you said Intel miles behind and AMD sold off all it’s fabs
But outside of TSMC it looks like just Samsung competing in the space, as you said Intel miles behind and AMD sold off all it’s fabs
Not sure how it is going, but Chinese are also pouring a ton of money into bleeding edge class processes by using an alternative technology than ASML (for obvious reasons). Will try to find the link somebody posted.
Because the chips in question for AI are made in Taiwan and nowhere else. The fabs you see on US or EU soils are few generation behind. It will takes decades to be back (if possible) at the same level than Taiwan. And it cost a lot of investment. Ask Intel, they started that many years ago and still constructing the Fab as we speak. And it’s not even the latest generation Fab.
Yes it would take a lot of effort, the EU certainly has the money but seems content at the moment to throw it at America
Looks like Arizona already producing 4nm so not too far:
https://www.tomshardware.com/tech-industry/semiconductors/tsmcs-arizona-fab-21-is-already-making-4nm-chips-yield-and-quality-reportedly-on-par-with-taiwan-fabs
But outside of TSMC it looks like just Samsung competing in the space, as you said Intel miles behind and AMD sold off all it’s fabs
Not sure how it is going, but Chinese are also pouring a ton of money into bleeding edge class processes by using an alternative technology than ASML (for obvious reasons). Will try to find the link somebody posted.