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> suddenly Nvidia, Qualcomm, Apple, etc. have a net value of zero for the forseeable future. That is an exaggeration. There is still Samsung, Nvidia even fabbe
by mnau 2y ago
> suddenly Nvidia, Qualcomm, Apple, etc. have a net value of zero for the forseeable future.
That is an exaggeration. There is still Samsung, Nvidia even fabbed there few years back. It's worse than TSMC, but it's not like Intel is the only alternative.
- deleted 2y ago[deleted]
- bsder 2y agoRe-engineering a product for a different fab often takes years. And, if TSMC goes dead, nobody, not Samsung or Intel or anybody, would be able to absorb all the volume required, anyway.
- mnau 2y agoYeah, you are right. Though I am not worried about latest and greatest. We can easily run everything on Sandy Bridge from 2011. It's the other stuff that is underappreciated. Everything has chips in it. From thermometers through vacuum cleaners, dishwashers, fridges, doorbells. And that is just consumer stuff. The machines that make the goods are full of electronics too. All infrastructure, from water to red lights, medical equipment... We got a very, very small taste of it for cars in last crisis. And nobody is building fabs for legacy chips... Except China.
- 7speter 2y agoThats a great idea until China and NK launch a coordinated attack on both Taiwan and South Korea
- selimthegrim 2y agoSamsung is in TX too
- mnau 2y agoWe should definitely be prepared when China attacks USA. Supersonic missiles to the fabs, ASML, Tel facilities too. Maybe we should make fabs on moon, just as an insurance. That's not a joke BTW. If China attacks both SK and TW, that's a war with US and this will happen. Fabs in USA will be a very valid military target.
- ls612 2y agoIn a pacific escalation scenario, which I don't think is farfetched in the next decade, the CONUS would still be safe at least short of nuclear exchange.