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The US consumes 50% of chip supply while only making 10% of the chips. American leadership on both isles have decided that access to chips is a national securit
by onepointsixC 6y ago
The US consumes 50% of chip supply while only making 10% of the chips. American leadership on both isles have decided that access to chips is a national security issue.
If you're TSMC or Samsung you probably had a conversation with US officials along the lines of: Build fabs in the US, or we will tariff and tax our way back to a mostly domestic, American owned industry. 60% of TSMC's sales are to the US customers. There's not much of a choice there.