Posted by speckx 1/15/2026
I know about the existence of the initiative but I don't know how it is progressing / what is actually going on on that front.
There's ~a dozen in the works or under construction
TMSC plans to have 2-3nm fabs operational in the next 2-3 years
So we're 2-3 years behind the standard (currently 2nm), and further behind on the bleeding edge sub-2nm fabs
Are the majority of the staff still shipped in from Asia?
Then the essential skilled personnel can’t come train people because the visa process was created by and is operated by the equivalent of four year olds with learning disabilities. Sometimes companies say fuck it we’re doing it anyway and then ice raids their facility and shuts it down.
I’d post the news articles about th above, but your googling thumbs work as well as mine.
Apple can and should do it again!
It means that Apple doesn't have to be sole investor in latest node development which is more harder to justify, especially in the year where smartphone upgrade cycle is slowdown. Having NVIDIA (and AI boom) in the picture should help Apple reduce CAPEX for their semi-conductor investment.
NVidia gets the capacity because they're willing to pay more. If Apple wants to, they can pay more to get it back.
6 million Blackwell GPUs.. have left NVIDIA’s warehouses.. 15.6GW of power is required to make the last four quarters of NVIDIA GPUs sold turn onAlso Nvidia's margins are higher which means that they will be willing to pay a higher unit price.
This seems like an open and closed case from TSMC's side.
More likely they will not use leading the leading edge fab process, which TBH is fine for the vast majority.
Blackwell 100 8192-bit 8 Terabytes/sec
Blackwell 200 8192-bit 8 Terabytes/sec
Hopper H100 5120-bit 3.35 Terabytes/sec
Hopper H200 6144-bit 4.8 Terabytes/sec
Hopper precedes the Blackwell architecture, implementations of B40 and B100 accelerators circa 2023.
Semiconductor fabrication, either half-node, transistor-gate in terms of identifying the local 90nm semiconductor circuits for clear paths to 10nm node.
We really need many more smaller, more independent manufacturers. All the big guns, from NVIDIA, Apple, Intel, AMD, etc... have massively disappointed about 99.9% of us here now.
Afiak there is a law in Taiwan that says the overseas plants cannot be on par with local plants iro process nodes - two or one generations behind.