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Some of the comments are talking about Natgate's silicon photonics. This is laughable, as TSMC is just implementing this exclusive technology—no way it will pass to Natgate!
Google AI:
"Malaysia and Taiwan are not peers in the chip photonics or semiconductor fabrication space. While Malaysia is a global powerhouse in backend assembly, testing, and packaging (OSAT), it fundamentally lacks the indigenous advanced fabrication foundries like TSMC."
It is not just us; even South Korea and Japan—two advanced semiconductor giants—are lagging far behind Taiwan in 2nm CPU/GPU fabrication, 3D packaging technologies like CoWoS, and silicon photonics. Investors here remain highly naive about the semiconductor industry.
