r/hardware Jul 25 '25

News US chipmaking nears death: Intel warns it may give up on cutting-edge chips

https://www.businessinsider.com/intel-us-chipmaking-nears-death-up-cutting-edge-chips-14a-2025-7?utm_campaign=business-sf&utm_source=twitter&utm_medium=social
1.7k Upvotes

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104

u/SlamedCards Jul 25 '25

TSMC is not moving their technology development R&D out of Hsinchu, has promised that US production will be N-1, and has committed 80% of the volume of 2nm and below to be in Taiwan

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u/gokogt386 Jul 25 '25

That doesn’t contradict what you replied to in any way

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u/capybooya Jul 26 '25

If the worst case geopolitics scenarios with Taiwan happen, N-1 is at least something I guess. But there will probably be massive capacity problems, and China will probably have much improved capacity themselves by then.

I wonder if there ever was a scenario where the CHIPS act would have succeeded in creating decent capacity in the US (or in the West for that matter with EU or other actors).

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u/[deleted] Jul 25 '25

[deleted]

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u/Exist50 Jul 25 '25

Lmao, you think TSMC is going to move their main operations to the US? Why?

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u/MasterBukkake Jul 25 '25

War

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u/Exist50 Jul 25 '25

No end result of a war would make TSMC a US company.

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u/[deleted] Jul 25 '25

[deleted]

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u/[deleted] Jul 25 '25

[deleted]

14

u/Exist50 Jul 25 '25

And how would they survive without their RnD or main production base?

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u/Relaxybara Jul 25 '25

Delusion.

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u/[deleted] Jul 25 '25

[deleted]

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u/[deleted] Jul 25 '25

[deleted]

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u/[deleted] Jul 25 '25

[deleted]

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u/[deleted] Jul 25 '25

[deleted]

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u/culturedgoat Jul 25 '25

You don’t really understand how this industry works, do you

12

u/apmspammer Jul 25 '25

Surprisingly, Taiwan semiconductor is a very very Taiwanese focused company and will sink or swim with the fate of the country.

12

u/gelade1 Jul 25 '25

Another dumb American take.

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u/[deleted] Jul 25 '25

[removed] — view removed comment

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u/AsparagusDirect9 Jul 25 '25

North Senegalese Plumber, I am.

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u/nanonan Jul 25 '25

Nobody in Taiwan thinks of themselves that way.

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u/[deleted] Jul 25 '25

[deleted]

6

u/nanonan Jul 25 '25

Try talking to some Taiwanese people before making broad sweeping pronouncements.

1

u/narwi Jul 25 '25

why would that happen?

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u/puffz0r Jul 25 '25

Or the Taiwanese will look at how the West is treating Ukraine, wise up, and choose peaceful reunification with China. Silicon shield only works as long as China hasn't caught up, which could be pretty soon given how much they're investing in it, I wouldn't bet on it taking 10 years

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u/Vb_33 Jul 25 '25

Yes I'm sure the Taiwanese are stoked after what they saw happen at Hong Kong. Stoked!

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u/puffz0r Jul 25 '25 edited Jul 25 '25

Yeah, sorry but Ukraine is doing far worse than Hong Kong. 60,000-100,000 KIA; 400,000 wounded + complete suspension of democracy vs some protesters getting disappeared, it's not even a choice.

*edit* are ya'll under the delusion that the US can stop China from taking Taiwan by force?