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I'm not sure there is a business in that after the short-term supply chain crisis is resolved. If you make robot kits, the product you're selling is an educati
by jrockway 5y ago
I'm not sure there is a business in that after the short-term supply chain crisis is resolved. If you make robot kits, the product you're selling is an educational project and the work you do is integrating the system, documenting everything, provide proof to teachers that this is a good use of students' time, etc. You're writing a textbook that happens to need microcontrollers and ceramic capacitors and printed circuit boards. You could say "I'll do anything to survive" and license an ARM core and start up a semiconductor fab... but it will be a decade before that is online, and by then ST will be back selling STM32s for 3 cents per thousand.
The economy needs building blocks and raw materials and that's why there are companies that provide those things. It isn't practical for every company to vertically integrate everything, there just aren't enough resources to do that.