Comments by "genuinenness befitting" (@genuinennessbefitting4734) on "Bloomberg Technology" channel.

  1. China is currently an importer of semiconductors, not an exporter. China imports more than $300 billion in semiconductors each year, and Taiwan's annual trade surplus with China of nearly $200 billion comes from semiconductor sales. China's largest semiconductor company, SMIC, whose earnings report revealed that half of its revenue comes from 65nm, China is currently unable to manufacture cutting-edge chips.
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  2. Asking the equipment vendor about software issues is really unprofessional. Reporters without a science and engineering background are not suitable for this kind of technology program. The equipment must cooperate with the chip manufacturer TSMC to develop more advanced equipment. The reporter does not understand this, so he is talking nonsense.
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  3. Construction time should not be a consideration factor. The lack of talent is the fatal point. Chip factories need a large number of highly educated semiconductor scientists. Most of the world's semiconductor talent is in Taiwan. It took Taiwan decades to develop so many knowledgeable semiconductor talents. Intel is currently vigorously poaching Taiwanese talents. As long as a TSMC engineer is poached, Intel will give a reward of US$8,000.
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  4. TSMC started building a 2nm fab in Hsinchu two years ago at the cost of $40 billion. So why can Intel make a 2nm fab at a low price of $20 billion? And the factory is in the US, which is usually more expensive?
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