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Regarding your first question: >The reason this matters is because chips matter for many use cases outside of PCs and servers — Intel’s focus — which is to say
by Thorrez 4y ago
Regarding your first question:
>The reason this matters is because chips matter for many use cases outside of PCs and servers — Intel’s focus — which is to say that TSMC matters. Nearly every piece of equipment these days, military or otherwise, has a processor inside. Some of these don’t require particularly high performance, and can be manufactured by fabs built years ago all over the U.S. and across the world; others, though, require the most advanced processes, which means they must be manufactured in Taiwan by TSMC.
>This is a big problem if you are a U.S. military planner. Your job is not to figure out if there will ever be a war between the U.S. and China, but to plan for an eventuality you hope never occurs. And in that planning the fact that TSMC’s foundries — and Samsung’s — are within easy reach of Chinese missiles is a major issue.
Regarding your second question, what companies and countries do you have in mind?
- eru 4y agoFor the second question I meant: if everyone is trying to build chips at home, at best we get an expensive and inefficient arms-race for subsidies. At worst we get trade-wars or actual wars.