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None of those companies even make a blip on global chip production though. Are they for research or something? Why should I give a shit about a tiny technically existing fraction of production that will never expand?
Go look at where there has been actual foundry production for decades. None of the companies you mentioned even exist in foundry. Who cares if they have A facility or two? That’s just part of figuring out what they’re going to order from TSMC.
Your goalposts, they are moving.
The US has the know-how to produce modern chips at scale, or at least not too far behind in strategic terms. You could bring all production home if that’s what you wanted, it’d cost a lot of money but it’s simply a policy issue. And Amazon wouldn’t suddenly start to run fabs they’d hire capacity from Intel or whomever.
…you’d still be reliant on European EUV machines, though. Everyone is, if you intend to produce very modern chips at scale. But if your strategic interest is making sure that the DMV has workstations and the military guidance computers that’s not necessary, pre-EUV processes are perfectly adequate.
You are the one moving the goalposts with your boasts about how these companies make up LITERALLY an INFINITESIMAL portion of global chip production. Even if you cut out Samsung and TSMC they wouldn’t be global players.
No, we can’t just bring all production home lol. We’ve been saying we will for years. Where is the foundry in Ohio dude? Where is the Arizona foundry that’s supposed to bolster TSMC production?
Lol yeah sure go ask ASML how their business is doing rn in light of the US chip war sanctions. European manufacturing is in as dire a state as the US now due to financialization and now the skyrocketing energy costs.
People said this about our military production too. “Oh, Russia messed up now, we’re going to get serious and amp up our military production.” 🦗🦗🦗🦗🦗🗓️🗓️🗓️🗓️ (time loudly passing and nothing happening)
How many times is it going to take for people to learn it gets transmuted directly into stock buybacks lmao? We don’t have the electrical grid to build up our manufacturing base in the modern world yet. The US is a giant casino for the elite of our empire full of slums.
We don’t have the electrical grid to build up our manufacturing base in the modern world yet. The US is a giant casino for the elite of our empire full of slums.
You won’t hear me disagree with that. But to say, and I quote you directly:
It’s just slapping different designs onto TSMC chips. All our “chip companies” are like this.
While Intel might very well take the tech crown (gate all around with backside power) from TSMC this year is wildly incorrect.
European manufacturing is in as dire a state as the US now due to financialization and now the skyrocketing energy costs.
“Skyrocketing”, yeah. Gas looks similar.
And no European manufacturing is not in nearly as dire a state as in the US. For that to be the case we’d have to have as shoddy infrastructure and decades-long underinvestment and offshoring as the US has. The US has in fact a more advanced chip industry than the Europe: We’re good at the basic science, we’re good at bulk production of specialised stuff, one thing that we’re not great at is top-tier CPUs and GPUs, chips that are their own products, what we produce is the usual “the thing that goes into a thing that goes into a thing you buy”. Like, random example, pretty much every smartphone in the world uses a Bosch gyroscope and they produce those things in-house.
But that doesn’t mean that the US is fucked, in the least: If need be it would be able to spring back to life quite quickly, Thing is, needs do not be, so if your worry is elite casinos maybe don’t focus so much on chips and incorrect statements about US capacity there but said elite casino directly.
None of those companies even make a blip on global chip production though
Neither does TSMC, high end chips is just a tiny part of the number of chips (albeit an important and lucrative part of the market).
TSMC is alone at the top is because it’s so damn expensive and the market is not that big, there’s basically no place for a competitor. Anyone trying to dethrone them has to have very deep pockets and a good reason not to simply buy from TSMC. The Chinese might be able to pull it off, they have the money and a good reason.
