Speaking as someone in AZ, the fact that we can get a 5nm fab going here in the US speaks volumes to how effective that pressure was. I actually disagree with M

Speaking as someone in AZ, the fact that we can get a 5nm fab going here in the US speaks volumes to how effective that pressure was. I actually disagree with Mark Liu, on his opinion on it leading to a lot of nonprofitable business... I think that for the US and EU it is actually critical from a national security and economic standpoint to develop new semiconductor capabilities. I think that there will be profit in doing domestic semiconductor, but only because the government is going to have to subsidize the buildout of this capability. I do think that its going to become a race to the bottom for wafer/ic costs, but that is actually a really good thing. I think there are going to be more companies that are developing in house technology and more focus on things like FPGA and edge-based compute. If TSMC, GlobalFoundries, UMC and Intel are smart, they will focus on pivoting towards the software/simulation side of things, IP cores and flexible logic like FPGA type of solutions. Ideally they would want every big company developing their own CPUs, edge devices, etc. and have them optimized for their process nodes. I suspect this won't be the last major fab push, especially since people are seeing how fragile the supply chain is.