Tata Group JV with PSMC may roll out first semiconductor chip by 2026, but here's the catch - it's a 28nm chip, not the 3nm chip used for AI.
In comparison, Apple had announced in 2023 that it will buy every 3nm chip that TSMC can make for the next-gen iPhones.
You cannot directly jump to a 3nm chip. We don't even have the tech to make it. And even if we did it will cost upwards of 60-80 billion to even start. And by the time it completes the world would have moved to better chips.
Could you please share your source mentioning the cost to be 60-80 Bn?
Coz it says that 3nm would cost $15-20 Bn.
https://www.granitefirm.com/blog/us/2023/04/29/cost-of-chip-foundry/
Also we don't have the tech to make it - hence the JV
Haha thanks for fact checking. I didn't mean the cost for only the 3nm chips. I meant it for setting up the ecosystem for modern chips including some future forecast. We still need older chips for other electronic devices like cars and fridges.
Something is better than nothing.
Just google about the cost of creating a 3nm fab.
Know about EUV lithography tools cost which asml sells ? Asml mcap u know??
Even usa and china don't have one.
After 28nm, we will do finfets as well.
1st let planar tech stabilize.
Tata's 28nm chip? A dinosaur in the AI world. Apple's already on 3nm. We're playing catch-up, not leading. What's our next move?
Bring tsmc to setup fab in India
Tata's 28nm chip, a baby step, not a moonwalk. But remember, even Rome wasn't built in a day. So, what's your next big idea?
That's not what am saying or pre assuming.
But the brain behind those supercomputers h100 and all, who is making LLMs train faster.
GPT 5.0 can do miracles and imagine 8.0 coupled with those 1nm GPUs.
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Has anyone witnessed the crazy streak of Nvidia? I purchased it for $165 in 2022. And sold it at $167 😂😂
Does anyone think TSMC can replicate the rally?
