If we don’t gain that capability now, it will take us too long to recover when push actually comes to shove.
I'm not sure that's entirely true. If we define "most advanced nodes" as 5nm-class fabrication, certainly Intel is doing that well now, just not in volume production. Intel 4 based Meteor Lake powered on and runs Windows as of earlier this year.
No capability to build and not ready for volume manufacturing aren't really the same class of problem.
Anyways, I think the CHIPS Act was the right move at the right time. SMIC is quickly catching up thanks to near unlimited funding from the Chinese government. We need to play the same game if we ever want to catch up to TSMC.
Regardless, I’d go further and argue that we should be building up the capability to manufacture our own EUV lithography machines.
As far as I am aware, it’s the exact opposite: over the years, ASML licensed some of their patents to US companies.
[1] https://asiatimes.com/2022/07/how-china-could-leapfrog-us-ch...
If you think about it, ASML wouldn’t be this critical to semiconductor fabrication if it didn’t control the patents for its core tech.
Not as bad as if Taiwan's exports to the USA are stopped.
We can build motherboards / pick-and-place machines in the USA. We literally cannot make the chips that are coming out of Taiwan right now. Samsung is the #2 IIRC, so maybe South Korea can pick up the slack in a hypothetical Taiwan-conflict.
> Intel CEO Pat most certainly finessed the government into giving Intel a huge payout by exaggerating this threat.
US Government is also got TSMC (Taiwan's semiconductor fabs) to build an Arizona fab-lab. Look, even Taiwan is scared of possible conflict and is hedging on the physical safety of the USA.
Hopefully conflict doesn't happen, but the powers that be are making smart moves here. Hopefully it will be enough.
5nm Fab is being built right now in Arizona though by TSMC. They're beginning to offshore fabs.
Look up any information on "TSMC Fab21".
TSMC isn't giving up their cutting edge technology, just what will be considered an old node size by 2024.
Where life will get interesting is in South Korea, at the Samsung fab. They will have the only 3-nm process in the world if TSMC goes away.
So they re-balanced for a volume play.
If some (read: national security volume) fabs in EU / US are enough to assuage governments, but most (read: global economically important volume) are still in Taiwan, then that's the next best thing.
I don't think that's the case, as I understand it this comes from the US wanting to onshore some of TSMC's capabilities and Taiwan screwing up electricity production on the island.
It does Taiwan the government and ruling class no good whatsoever to place assets beyond the PRC's military reach, rather the incentives are entirely opposite of that. The more valuable TSMC's fab lines there are, the more incentive the US has to help with the ROC's defense, or war if it comes to that. Which in the case of torpedoes from attack subs can even be done with some plausible deniability.
The TSMC factory in Arizona is full speed ahead. Its literally in Arizona right now, undergoing construction / hiring / spinning up.
Intel CEO Pat most certainly finessed the government into giving Intel a huge payout by exaggerating this threat.