Presumably referring to the logic foundry business where TSMC is the monopoly power and Intel, Samsung and SMIC are looking to turn it into a duopoly.
Presumably referring to the logic foundry business where TSMC is the monopoly power and Intel, Samsung and SMIC are looking to turn it into a duopoly.
Or they could be referring to the Wintel monopoly (Windows+Intel), or the x86 duopoly (Intel+AMD), or the FPGA duopoly (Altera=>Intel + Xilinx=>AMD)...
Let's not forget GloFo although they are more interested in bulk at this point.mm
Global Foundries sent their EUV machine back (and paid a fat restocking fee to do it), they've stopped trying to compete at the leading edge of logic processes.
SMIC has a DUV multi-patterning 7 nm node which is already economically uncompetitive with EUV 7 nm nodes (except for PRC subsidies) and the economics of DUV only get worse further down, but at least they're trying and will certainly be the first client to use the Chinese EUV machines, whenever those come online.