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How long do you think it will take, in this scenario, for local US fabs to reach parity with TSMC? Intel has been trying for a decade. AMD is a TSMC customer.
by elteto 4y ago
How long do you think it will take, in this scenario, for local US fabs to reach parity with TSMC? Intel has been trying for a decade. AMD is a TSMC customer.
Your scenario only makes sense if the US was almost on the verge of achieving technological parity with TSMC, say within months or maybe a couple of years. But that is not the case. Heck, building a fab from scratch takes longer than that. What happens in the interim? And what happens to the rest of the world? The disruption on a global scale would make the pandemic look mild.
- cjbgkagh 4y agoThe main problem with building the factories in the US is doing it cheaply enough to remain competitive. When the competition is destroyed that is no longer a problem. The rest of us will just have to get used to paying more for less. Just because something is incredibly destructive doesn’t mean politicians won’t do it. I’m sure many people would like to punish TSMC customers for not buying American in the first place.
- stefan_ 4y agoChip manufacturing is probably the most value added industry in the world, while simultaneously being absurdly automated. If you can't make them in the US because of costs there is nothing you can make in the US.