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This article sounds more like “globalization is dead for semiconductors”.
by super256 4y ago
This article sounds more like “globalization is dead for semiconductors”.
- nine_k 4y agoNot even that; TSMC hasn't closed its factories, and Samsung is as strong as ever. Sony still makes excellent image sensors. Bosch and Siemens still churn out colossal amounts of power and control semiconductors. Etc. That is, globalization of semiconductors is still there, but suddenly it has less Shenzhen and Hong Kong in it.
- twic 4y agoOver 70% of RAM is made by South Korean companies. Most of the rest is made by Micron, an American company, at fabs in Japan and Taiwan.
- AnimalMuppet 4y agoDoesn't Micron still have fabs in the US as well?
- floxy 4y agoYes, Fab 6 makes DRAM in Manassas, VA.
- nine_k 4y agoTop 10 semiconductor manufacturers (countries with significant chip fabs) include also Israel, Malaysia, Netherlands, and the UK [1]. Smaller semiconductor fabs, and non-chip semiconductor (like MOSFET or LED) manufacturers are even more widely spread. OTOH EU is now considered sort of one quasi-state, so the massive cross-Europe trade, which would be considered a sign of globalization in 1923, just passes as an unnoticed baseline in 22023. [1]: https://finance.yahoo.com/news/top-10-semiconductor-manufacturing-countries-170616248.html https://finance.yahoo.com/news/top-10-semiconductor-manufact...
- pxue 4y agoexactly. covid basically ushered in "globalization" for skilled (or even unskilled) workers. now I'm much more open to think hiring 50% of my dev teams in places like Estonia or Mexico compare to just 5 years ago.