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I don't think a keynote is bad for Taiwan geopolitically. Intel have a ton of cash on their balance sheet, but they still need to execute on this strategy. It a

by davedx 6y ago

I don't think a keynote is bad for Taiwan geopolitically. Intel have a ton of cash on their balance sheet, but they still need to execute on this strategy. It astounds me what people take at face value here, considering the incredible momentum Intel needs to turn its ship around. It reminds me of Elon promising coast to coast FSD. I also think China/TSMC is more of an economic than an existential risk. The US military doesn't need 2nm semiconductors. US manufacturers are more than capable of supplying essential US supply chains. They're just not cutting edge like the East Asian fabs are.

Daho0n 6y ago
>It reminds me of Elon promising coast to coast FSD. I don't know why you are surprised as lots of HN users keep saying that we either already have FSD as promised or that it will be here soon (in the Tesla beta?). People believe the most crazy things, especially if they have already bought into the ecosystem somehow (see also Apple Vs. Android discussions).
GoOnThenDoTell 6y ago
They don’t need 2nm today, but 10 years from now when they are old they’ll need a supplier who isn’t swayed by China’s ability to apply sanctions