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Re-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 th
by bsder 2y ago
Re-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.