Re:TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
by float4 on Thursday December 01, 2022 @07:34AM
(#33815418)
> US companies would much rather rely on an EU country
Agreed
> US local supply will never be enough.
But you won't just have US supply. You'll have US and Taiwanese supply, and I don't believe that Taiwan will happily let TSMC (the only cutting edge foundry left in the world, when you take Samsungs abysmal yields into account) build foundry redundancy in the western world.
But we'll see, you could definitely end up being right. I just hope we'll invest at least an equal amount of money into chip design.
Yes I think so, presuming that there is not an over-supply of capacity.
US companies would much rather rely on an EU country than one that is being threatened with invasion over a small gap of sea. US local supply will never be enough.