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Its the opposite China isn’t going to invade China until after we get our semiconductors up and running in Arizona for real (because US won’t have to think ab
by yieldcrv 2mo ago
Its the opposite
China isn’t going to invade China until after we get our semiconductors up and running in Arizona for real
(because US won’t have to think about that situation ever again)
removing dependence imperils that island, CCP already has an EUV machine so the inevitable sanctions and export controls on ASML’s in Europe won’t matter either
- 0cf8612b2e1e 2mo agoIt technically does not matter today. Sure the SOTA fabs only exist in a few places, but it’s not like a 2010/2015/2020 era chip is unusable trash. All of which are more geographically distributed.
- cgio 2mo agoFor any critical workload a chip is considered trash after 5-7 years. They still run , of course, but increased incidents on platforms that are supposed to be 99.99 are hard to work with. Now if you mean there’s unused stock of those , that would maybe work, but I am not aware of significant unused stocks.
- 0cf8612b2e1e 2mo agoI am talking about making new chips on older nodes. If China can only build 7nm, but TSMC is at 3nm, that’s unfortunate, but they will survive.
- yieldcrv 2mo agoI agree, a move on Taiwan sets semiconductor industry back like 5 years at this point, down from what I’d say was 10 just last year yeah equity asset values are going to tank but US will get serious about the supply chain immediately (which is already very much in progress), plus all the older nodes to alleviate some pressure off of the active compute demands