China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

Re:China Tells Telecom Carriers to Phase Out Foreign Chips i... by Kim_Bruning on Friday April 12, 2024 @10:56AM (#40013661)

Making money is not the primary object.

Currently chips for civilian and military applications often come out of Taiwan.

The strategic and political situation of Taiwan is -fluid. Losing these fabs would be a heavy blow to the west both economically and more importantly qua military defense.

Thus extra fabs in other (western) countries are pro-indicated for this reason alone. It's insurance.

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Re:China Tells Telecom Carriers to Phase Out Foreign Chips i... by The_Colonel on Friday April 12, 2024 @01:10PM (#40015217)

Losing Taiwan fabs would have only minimal military impact. Military hardware uses older computing tech, built on larger nodes (its development takes many years / decades). It's also relatively low volume and military can outbid almost any other customer.

I believe the importance of Taiwanese fabs is very overstated. Taiwan is mainly a (geo) political matter.

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