Why Russia Can’t Replace TSMC

In late February 2022, Taiwan Semiconductor Manufacturing Company or TSMC announced that it would halt shipments to Russia per a new round of sanctions. The TSMC halt ended shipments from fabless companies like Baikal, MCST, Yadro and STC Module. Intel and AMD have stopped their shipments to Russia as well. In recent years, Russia has been looking to create their own supply of semiconductors. While there are some interesting domestic design successes, domestic capacity to manufacture those designs have been falling farther and farther behind. We find ourselves living in strange times. In this video, we are going to do an overview of Russia’s ever-worsening domestic semiconductor manufacturing industry. Read Ian’s write up on the Elbrus: Links: - The Asianometry Newsletter: - Patreon: - The Podcast: - Twitter