this post was submitted on 19 Nov 2024
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If you look at who is manufacturing silicon, the numbers look even worse for Intel. All of these competitors are using TSMC fabs. AMD, Apple, Qualcomm, etc.
TSMC is the real 500lb gorilla in the room.
It’s gonna suck so hard for the whole world when they get invaded :(
Biden just finalized the Arizona TSMC plant.
If that gets invaded, I think semiconductors are the least of our problems.
But the Arizona plant wouldn't be allowed to manufacture the most cutting edge chips.
How/why is that blocked?
Would it still be if China invades Taiwan?
Taiwan is incentivized to keep the latest and greatest local, so they can hopefully get protection from the USA and Europe
Pray they don't, but I'm almost certain they will now that the US is appointing complete morons to every portion of the US government. The US won't really be able to help until this rot gets cleaned out. China has four years before we can really help Taiwan again. (Or at least give them air superiority)