I'm rooting for Intel in these efforts. Hopefully someone can pressure TSMC 's prices down and maybe even offer alternative fab sources for chips. Especially with the geopolitical situations with China.
I probably sound like a crazy person, but sometimes I worry about too much global reliance on TSMC and their plants usually being in Asia. Diversity should keep the market more affordable and at lower overall risk.
You do realize that this is exactly what China wants. The less the U.S. needs Taiwan (because they can make their own high end chips) the less likley it is that the U.S. will help defend Taiwan.
We can't limit our supply chain for strategic resources to preserve an incentive to defend an ally. That's nutty.
Chips are the kind of thing where there just aren't enough of them being made. If we come up with a new way to produce more of them cheaply, that won't suddenly flood the market with cheap chips It will just marginally bring down the price of chips they compete with.
There's also a zero sum thing going on here, It's not just that we need chips We need to make sure the China doesn't get them and that strategic goal remains regardless of whether or not we start producing them elsewhere too.
Maybe it will.
The trouble is, can I trust their word on that? Their product lines have been slipping by 6+ months for the past 3+ years. And let's not even talk about how delayed 14nm and 10nm were...
As long as they get funding from Joe I think it'll be fine
Competition is good!
Less yapping.. put up or shut up. TSMC could use some serious competition.
Doubt.
Selling my Intel stock was a good decision.
Less yapping.. put up or shut up. TSMC could use some serious competition.
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