The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor
Sharp Tech with Ben Thompson
00:00
The Rise of Trailing Edge Chips in the West
Right now the majority is made in TSMC and I do have a chart in chips in China. The only reason those fabs make money is because they were built 20 years ago. And so every chip they make even if that chip costs five cents is five cents a profit, right? They have no capital costs or depreciate. So for China, like there is a strategic motivation which is learning how to do this,. And learning how to make it sort of at that level. It gives them some strategic advantages and leverage that wasn't necessarily there before.
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