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If there's one product we have domestic alternatives to it's semiconductors. We're a couple nodes behind TSMC. Using US only foundries or paying a premium for T
by mathiaspoint 1y ago
If there's one product we have domestic alternatives to it's semiconductors. We're a couple nodes behind TSMC. Using US only foundries or paying a premium for TSMC is not the end of the world.
- J_McQuade 1y agoMore people need to hear this. Similar argument when they tried to stop China from buying certain types of silicon - "Oh well... anyway!". I am not American, nor am I Chinese. Both of those countries have the capability to make enough compute to do whatever the hell they want. I am, however, European...
- silisili 1y agoSo is ASML. You guys hold the real keys to the kingdom :).
- DiddlyWinks 1y agoReally? I was not under the impression that we had anything truly competitive. Could we make an iPhone, for example, using only U.S.-made chips?
- mathiaspoint 1y agoWe couldn't make an iPhone because apple would refuse to cooperate, not because of a technical limitation. We could make a similarly capable phone though.
- robertjpayne 1y agoiPhone performance and battery life would likely slide back 5-10 years if Apple was forced to use Intel chips instead of TSMC today. Not just that, the raft of features that may have to be disabled until that performance and performance per watt gets back to where it is today.
- nahnahno 1y agoComplete nonsense. Intel 18A, were yields good enough, is competitive with TSMC N2.
- ThunderSizzle 1y agoIt's about time we tariff Apple as if it's a Chinese company anyway.
- KerrAvon 1y agoOh? How many Android phones are made in America? How about the new Trump phone?
- KerrAvon 1y agoSeriously, what is your basis for the assertion that we could do it here and Apple just doesn't wanna?
- kashunstva 1y ago> … because apple would refuse to cooperate… Apple’s putative refusal to cooperate is surely not the only barrier here. I doubt U.S. consumers would pay a premium for a U.S. iPhone whether Apple thought it wise or not. But when the U.S. president’s branded Made in America phone comes out later this year I guess we’ll see. I’m sure the release is just around the corner.
- wat10000 1y agoAll we’ll see is how gullible certain Americans are, since that phone won’t be made in America.
- mathiaspoint 1y agoIf the tariffs are high enough there won't be a premium. It also solves the deficit spending problem which needs to happen since no one seems to be able to handle the idea of any spending cuts.
- saltcured 1y agoI fondly remember my weird Razr-i with an Intel Atom CPU.. I can almost imagine we would have more trouble getting domestic phone screens, but I'm not doing any research to validate that gut feeling. I think the biggest problem would be whether we could automate assembly enough to avoid having high labor costs on each unit
- numpad0 1y agoAt $499 today no. At $490k in 1-2yr maybe. At $4.9m/unit by 2032 at up to 1k unit/yr, sure you guys can.
- stubish 1y agoSemiconductors are not fungible. Using US alternatives also means dropping all the AI plans and subsidies, at least on US soil. The big AI data centers would all end up in China, owned and managed by subsidiaries and leased back to the parent.
- like_any_other 1y ago> The big AI data centers would all end up in China, owned and managed by subsidiaries and leased back to the parent. Well does it matter where industry & technology are located (and who controls them) or doesn't it? The anti-protectionism crowd thinks no, it makes no difference if we make something locally, or import it. A stance not shared by any of the countries currently leading the semiconductor industry - or in the case of China, rapidly catching up.