3 ms·
I mean, to take that one step further, if the underlying process-node technology (e.g. EUV) were nationalized, then you an entire nation-state's budget (and abi
by derefr 11mo ago
I mean, to take that one step further, if the underlying process-node technology (e.g. EUV) were nationalized, then you an entire nation-state's budget (and ability to get cheap loans) could be thrown at the problem of rapid horizontal buildout of fab capacity. Economics similar to nuclear power generation.
- cogman10 11mo agoExactly. And even if it ultimately doesn't turn a profit (which, who knows, it probably will turn a profit) you've still created a pretty favorable circumstance for chip manufacturers. There's a reason why basically only Intel does inhouse fabrication and even they have had to rely out outsourcing it.