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What Is the Biggest Challenge for China?
Shanghai Foundry has been poaching staff from TSMC for 20 years, and they still have not been able to close the gap. I think there is an important distinction here between technical capability and commercial capabilities. It's one thing to make one wafer, but it's another thing to make thousands of wafers with 99.999% accuracy over and over and over again. And that's like the real problem.