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That's why I wrote time will tell. The uncertainty of political order in the near term could make having fabs on their home turf as worth the security. Learn
by y3ahd0g 5mo ago
That's why I wrote time will tell.
The uncertainty of political order in the near term could make having fabs on their home turf as worth the security.
Learn now, collaborate as preparation in case certain criteria politically, financially, are met.
- ua709 5mo agoTSMC fabs on home turf is just as good from a security point of view. But in reality for VLSI at this scale and volume it’s just single supplier in series with single supplier all the way down. You don’t really get security with such a vulnerable supply chain, regardless of ownership.