TSMC Tech Only 3 Years Ahead Of China's Progress, Shows Analysis — US Export Restrictions Have Minimal Impact
Portfolio Pulse from Benzinga Neuro
An analysis reveals that China's semiconductor technology is only three years behind Taiwan Semiconductor Manufacturing Co. (TSMC), despite U.S. export restrictions. SMIC's 7-nanometer chips are nearly comparable to TSMC's 5-nanometer chips, indicating China's rapid progress in chip production. The U.S. restrictions mainly target advanced server chips, allowing other developments to continue. China's significant investment in semiconductor technology highlights its strategic importance in the global chip race.
September 02, 2024 | 5:14 am
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TSMC's technological lead over China is only three years, as SMIC's 7-nm chips are nearly comparable to TSMC's 5-nm chips. This indicates potential competition from China, despite U.S. export restrictions.
The analysis shows that SMIC's 7-nm chips are close in performance to TSMC's 5-nm chips, suggesting that China's semiconductor capabilities are catching up. This could lead to increased competition for TSMC, potentially impacting its market position.
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