Closing one gap is not the same as replicating the stack.

来源: bustout 于 2026-05-25 12:16:21 [档案] [旧帖] [给我悄悄话] 阅读数 : (740 bytes)

This isn' t just a “node vs node” competition.

Huawei may find clever ways to improve density and latency, but $TSM moat is the full system:

process technology, CoWoS/SoIC, yield, packaging, HBM integration, customer ecosystem and high-volume execution.

Closing one gap is not…
— NoiseToAlpha (@noisetoalpha) May 25, 2026

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