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MangoCoffee01/15/20262 repliesview on HN

yield is more important than leading node.


Replies

thiago_fm01/16/2026

Yes and no. Sunk cost.

They are always balls deep, if it takes them 2 years to get a TSMC yield, with as much as demand it exists for high-end fabs, they could already easily get financing to already build even more capacity.

Now they have literally the US government as an investor.

One would be naive to believe that they wouldn't get at least a few hundred billion dollars to scale it up given the so many risks involved in most of US tech sector being dependent on Taiwan.

high_na_euv01/16/2026

Both are important