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sylwareyesterday at 11:43 AM3 repliesview on HN

There are some near ready foundries in the US and in EU, not to mention South Korea. It would take a few years to catch up of course.

What I worry more about is the full lock-in of TSMC production capacity by nvidia/apple/amd/etc for their chips on their latest and greatest silicon process (aka the best in the world). There is 'no space' for performant large RISC-V implementations or other alternative (and it will require several iterations and mistakes will be made)


Replies

mrecyesterday at 4:16 PM

Interesting point, although it's clearly not in TSMC's interest to land themselves in a monopsony situation by allowing Apple (e.g.) to squeeze all their competitors out of the market.

iszomeryesterday at 2:38 PM

Tenstorrent managed to secure TSMC manufacturing capacity, I doubt many other RISC-centric fabless companies would have any issues aside from aggressive competition.

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christkvyesterday at 6:13 PM

Im the EU there is Intel Ireland at least.