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> Anyone who wants to "catch-up" is now stuck with the daunting prospect of spending ~100 billion dollars to re-create a commodity business. Is this cause for
by steelstraw 5y ago
> Anyone who wants to "catch-up" is now stuck with the daunting prospect of spending ~100 billion dollars to re-create a commodity business.
Is this cause for concern given the risk of China taking Taiwan?
- jdavis703 5y agoNo, $100B is a tiny, single digit fraction of NATO military spending. I’m more concerned about the time and knowledge to spin up more manufacturing capacity.
- totalZero 5y agoWe can't spin it up until we build more fabs. And we need infrastructure for energy, water, and logistics before we can simply build a bunch of fabs.
- rospaya 5y ago> No, $100B is a tiny, single digit fraction of NATO military spending Are you sure about that math? Total NATO spending is 1.2T.
- jagged-chisel 5y ago$100B is ~8% of $1.2T. Single digit, yes. Tiny - guess that's more subjective than I thought.
- wincy 5y agoI’ve heard it’s less of a concern because by the time troops got to the fabs they’d be useless to the Chinese.
- sorry_outta_gas 5y agosure but you still get the people while denying/disrupting your war enemy since the US and China may likely be in a shooting war if that were to happen
- mattnewton 5y agoThe problem is that they would also be useless to NATO countries.
- drsnow 5y agoI think it's safe to assume there's a plan to exfiltrate the critical information to reproduce what TSMC has accomplished in Taiwan
- chii 5y agoi doubt information is the only critical component in reproducing the plants. Critical equipment, which are difficult to manufacture, is a huge part of the equation.
- anamax 5y agoAn interesting amount of that knowledge is inside various folks' heads.
- AussieWog93 5y agoThere are methods to exfiltrate that knowledge too.
- lotsofpulp 5y agoAre there? The US could not even exfiltrate the knowledge of where Osama Bin Laden was.