Reply to post: Re: Test Your Backup

TSMC and China: Mutually assured destruction now measured in nanometers, not megatons

Duncan Macdonald

Re: Test Your Backup

If the TSMC factories in Taiwan were destroyed it would take several years to replace their production capacity. There are several factors that limit how quickly an advanced fab can be built of which probably the worst is the production capacity of ASML, Their existing backlog is about 2 years and their current build capacity is 55 EUV and 240 DUV machines per year. To replace the production of the TSMC fabs would also require a lot of highly trained staff (and paying to properly train technical staff is anathema to many US companies!!).

My own estimate - 20% of existing capacity in 5 years - 100% would take ten years or more.

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