I think samsung would be able to pick up the slack pretty quick seeing as they already have 3nm while the 4000 series is on 4nm. There would be a supply shortage for a few years though.
The timeline would be aggressively accelerated in this scenario. The timeline for transition assumes we continue to do it at the typical leisurely business pace. But if the entire world suddenly needs a new long term source of semiconductors and various components, that’s an insane amount of economic pressure. That’s very a different case from a normal supply disruption.
If china invades taiwan, it will be 2033 until generational gains again match the 4090.
I kinda have a feeling the next ten years wont be business as usual.
I think samsung would be able to pick up the slack pretty quick seeing as they already have 3nm while the 4000 series is on 4nm. There would be a supply shortage for a few years though.
Samsung and Intel have the tech to replace TSMC, but they do not have the volume.
The timeline would be aggressively accelerated in this scenario. The timeline for transition assumes we continue to do it at the typical leisurely business pace. But if the entire world suddenly needs a new long term source of semiconductors and various components, that’s an insane amount of economic pressure. That’s very a different case from a normal supply disruption.