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This is awesome! The US needs domestic chip manufacturing, in order to be able to effectively compete, take business from, and vanquish China on all fronts. Thi
by nexthash 6y ago
This is awesome! The US needs domestic chip manufacturing, in order to be able to effectively compete, take business from, and vanquish China on all fronts. This includes AI, automobiles, the cloud, etc. The coming technology arms race is looking to be like a second Cold War, so we need to remember the lessons of the first (like containment) and apply them again.
- malux85 6y agoYes! Agree! I was happy to read this, too much reliance on TSMC
- TACIXAT 6y agoTSMC is also building a fab in the US. [1] 1. https://www.cnn.com/2020/05/15/tech/tsmc-arizona-chip-factory-intl-hnk/index.html https://www.cnn.com/2020/05/15/tech/tsmc-arizona-chip-factor...
- waynecochran 6y agoThey already have fabs in the US. e.g. https://www.wafertech.com https://www.wafertech.com
- gruez 6y ago>This is awesome! The US needs domestic chip manufacturing, in order to be able to effectively compete, take business from, and vanquish China on all fronts. Have you forgotten all the intel/GF fabs? https://en.wikipedia.org/wiki/List_of_Intel_manufacturing_sites https://en.wikipedia.org/wiki/List_of_Intel_manufacturing_si... https://en.wikipedia.org/wiki/GlobalFoundries#Fabrication_facilities https://en.wikipedia.org/wiki/GlobalFoundries#Fabrication_fa...
- natch 6y agofrom TFA: >... “leading edge” ... Does Intel have some leading edge fabs? I read they have some coming in the future, but I think the point is it’s good to have more!
- totalZero 6y agoYes, of course. Intel has been shipping 10nm devices for a while now. If the question is about the definition of the term, this document from a faceless consultancy in Aug 2020 describes leading-edge nodes as 14nm and newer. https://www.mckinsey.com/industries/advanced-electronics/our-insights/semiconductor-design-and-manufacturing-achieving-leading-edge-capabilities# https://www.mckinsey.com/industries/advanced-electronics/our...
- natch 6y agoShipping for a while doesn’t mean much when technology has moved on. I doubt McKinsey would stand behind that definition now. If they did, it wouldn’t do them credit. Others are shipping 5nm. I mean I’m typing on a laptop that has a 5nm process cpu right now, and Intel is nowhere inside. Intel is even having trouble with 7nm.
- nexthash 6y agoYep, and it's wonderful that we have important fabs that haven't moved production out of the US. However, other parts of the chip supply chain have been moved out of the US, such as iPhone chip manufacturing and stuff related to data centers & servers. While this can help lower prices, it also increases the risk of the US losing control of IP and having its technology compromised. Remember when in 2018 SuperMicro servers sold to Apple were compromised by a small chip inserted by a Chinese sub-manufacturer? [1] Or how iPhone designs sometimes get leaked by employees of Foxconn in Taiwan? [2] We've got fabs in the US, but I believe domestic chip manufacture should become central policy to prevent incidents like this. [1] https://www.bloomberg.com/news/features/2018-10-04/the-big-hack-how-china-used-a-tiny-chip-to-infiltrate-america-s-top-companies https://www.bloomberg.com/news/features/2018-10-04/the-big-h... [2] https://bgr.com/2019/08/14/iphone-11-release-date-soon-foxconn-leak-specs/ https://bgr.com/2019/08/14/iphone-11-release-date-soon-foxco...
- deleted 6y ago[deleted]
- dchest 6y ago[1] is generally considered an incorrect story. It was denied by every party involved, presented no evidence, and not confirmed by anybody else. It is possible in theory, but this particular story is considered a BS.
- realmod 6y agoAnd two years later there has been zero development on this bombshell story which makes the story look even worse.
- skazazes 6y agoDid anything ever come of that bloomberg article? Supermicro denied all allegations, but also began moving production out of China from what I can find online. Outside of a tech blog or two I haven't heard anything of it again
- the-dude 6y ago
- jlaporte 6y agoThey exist, but Intel doesn't do contract manufacturing and GlobalFoundries is behind the other major contract manufacturers (TSMC and Samsung) by many process node generations.
- voxadam 6y ago> Intel doesn't do contract manufacturing What about Intel Custom Foundry?
- IanCutress 6y agoPractically nil.
- LatteLazy 6y agoDevil's advocste: why can't the US do that via Taiwan as it does currently? They're an ally, they're totally reliant on the US and afraid of the PRC. Won't we also need "rare" earth metal supplies to of it is a vital industry we can't cope with being overseas? And then there is the fact the fab machines all come from Belgium.
- wcarss 6y agoNo horse in the race on either side here but just to answer the devil's advocate: it's pretty easy to imagine a future where China could establish a trade blockade of Taiwan, putting the US in the position of "potentially start a war, or go without Taiwanese goods" -- that's like the diplomatic equivalent of a Fork[1]. If you depend on it, and you can do it at home, you should. And "but what about ______, then?" (e.g. rare earths, fab machines) does not mean that all other "______" (e.g. chips) should follow suit. You control what you can. 1 - https://en.wikipedia.org/wiki/Fork_(chess) https://en.wikipedia.org/wiki/Fork_(chess)
- dragontamer 6y agoTaiwan is a great ally. But if a war breaks out between US and China, Taiwan will likely be the first casualty. Nothing against Taiwan or anything. Its just the bloody obvious "first strike" move. China will almost certainly attack Taiwan as part of an offensive-strategy vs the USA. Having fabs on this side of the Pacific Ocean is important for strategic defense reasons. Of course, the US should move to defend Taiwan in that situation, but if worst-comes-to-worst, we'll need a way to produce chips under such a scenario. ------- This story is about Samsung however, which is South Korean. North Korea now has nuclear weapons, as well as tons of artillery pointing at South Korea. For the Samsung-side of things: same thing. South Korea are great allies, but if the North Korean war ever gets started again, Samsung's production inside the US-proper would be a strategic advantage.
- hanklazard 6y agoTrue. It's also important to remember that Taiwan is located in a seismically active region ...
- free_rms 6y agoI'm all for securing domestic chip manufacturing but can we stop with the vanquishing? It sounds like you're talking about an army of orcs.