14-nanometer fab capacity is not immediately competitive with cutting-edge TSMC but will be fully utilized for years, so starting at that node and working downward is a viable strategy for sovereign fab development.
factualpending
Speaker
Dave BlondonEvidence Quote
“if you're pumping out 14 nanometer uh GPUs... They're not even vaguely competitive. Uh they'll all be fully sold out for a long time.”
Source
The AI Reset Is Here: Search, Jobs, and Everything Else w/ Anish Acharya, Dave Blundin, Salim Ismail— Peter H. DiamandisCreated: 8/11/2026, 6:41:10 AM
My Notes
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