Thanks for really interesting discussion and summary of the state of play. I’m curious what you think of Ben Thompson’s point that China could have an advantage at the “trailing edge”(28-45nm, and 45+) if TSMC were taken off the board?
Maybe the play is to focus on the trailing edge, which is easier to take control of, but still v important in the short-term at least, and temporarily let go of the cutting edge?
Thanks for really interesting discussion and summary of the state of play. I’m curious what you think of Ben Thompson’s point that China could have an advantage at the “trailing edge”(28-45nm, and 45+) if TSMC were taken off the board?
https://stratechery.com/2022/chips-and-china/
Maybe the play is to focus on the trailing edge, which is easier to take control of, but still v important in the short-term at least, and temporarily let go of the cutting edge?