Can you say more on your point on local or allied production? I haven’t kept up, but last I heard the domestic US production of chips is many years away and likely to be generations older than Taiwan can produce. I was under the impression that these production lines take many many years to set up and train people for, unlike some manufacturing.
Which is why the proverbial canary is coughing a little, but is still alive.
TSMC announced their new gigafab in Arizona is being sped up with a 100 billion dollar investment to produce and later package the latest 2nm and A16 nodes. Taiwan is always a step ahead because it makes economic sense for it to be. If that stops being the case, then the US will take the lead and China will “Hong Kong” their way into Taiwan.
Can you say more on your point on local or allied production? I haven’t kept up, but last I heard the domestic US production of chips is many years away and likely to be generations older than Taiwan can produce. I was under the impression that these production lines take many many years to set up and train people for, unlike some manufacturing.
Which is why the proverbial canary is coughing a little, but is still alive.
TSMC announced their new gigafab in Arizona is being sped up with a 100 billion dollar investment to produce and later package the latest 2nm and A16 nodes. Taiwan is always a step ahead because it makes economic sense for it to be. If that stops being the case, then the US will take the lead and China will “Hong Kong” their way into Taiwan.