US foundries (intel + IBM/AMD/Gobal) are also behind TSMC, china is way behind. Last estimates I heard was that intel was about 4 years behind TSMC, and I can only assume china is even farther behind. 6 years is an enormous gap when perf is improving 100% per year (which is the recent pace of Nvidia/TSMC) .. but if Moore’s Law ends in the next node or two then suddenly the leaders hit a wall and the rest start to catch up. But even just a few years lead should give the US/west a big edge in reaching AGI first.
US foundries (intel + IBM/AMD/Gobal) are also behind TSMC, china is way behind. Last estimates I heard was that intel was about 4 years behind TSMC, and I can only assume china is even farther behind. 6 years is an enormous gap when perf is improving 100% per year (which is the recent pace of Nvidia/TSMC) .. but if Moore’s Law ends in the next node or two then suddenly the leaders hit a wall and the rest start to catch up. But even just a few years lead should give the US/west a big edge in reaching AGI first.