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As long as it takes ASML to ship the lithography machines to the US or Germany?
by radicalbyte 2y ago
As long as it takes ASML to ship the lithography machines to the US or Germany?
- er4hn 2y agoThere's a lot more that goes into building CPUs than lithography machines. A lot of it also hard to replicate across spaces and may not even be possible to note. That's why Intel's strategy for making new manufacturing facilities is called "Copy Exactly" (https://en.wikipedia.org/wiki/Copy_Exactly https://en.wikipedia.org/wiki/Copy_Exactly!) Even if you have a mandate to build baby build, TSMC Arizona looks like they are taking around 3 years from groundbreaking in 2021 to being operational in 2024/2025 (src for groundbreaking: https://www.tsmc.com/static/abouttsmcaz/index.htm https://www.tsmc.com/static/abouttsmcaz/index.htm. src for operational: googled it). You could make an argument that some of this was delays due to government regulations around how the funds are spent, americans are slow to build etc etc. Cutting it in half is still ~1.5 years.