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> Or do we seriously expect that US companies will generate significant demand Yes I think so, presuming that there is not an over-supply of capacity. US comp
by justahuman74 4y ago
> Or do we seriously expect that US companies will generate significant demand
Yes I think so, presuming that there is not an over-supply of capacity.
US companies would much rather rely on an EU country than one that is being threatened with invasion over a small gap of sea. US local supply will never be enough.
- float4 4y ago> US companies would much rather rely on an EU country Agreed > US local supply will never be enough. But you won't just have US supply. You'll have US and Taiwanese supply, and I don't believe that Taiwan will happily let TSMC (the only cutting edge foundry left in the world, when you take Samsungs abysmal yields into account) build foundry redundancy in the western world. But we'll see, you could definitely end up being right. I just hope we'll invest at least an equal amount of money into chip design.