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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.
Yeah the casino bit is the most important part for sure. In light of how financialized everything is, huge costs, massively inflated financial asset & real estate prices etc, labor costs, it’s more likely for Detroit to spring back into being an industrial hub.
We focus all of our political energy on monopolizing the top of the value chain TSMC is a part of and we can’t replace it with our own production bc it’s so crucial for cutting costs down. They can’t even expand the production for lower end chips (ROI isn’t there) now so Russia and China are gonna scoop up orders from expansion in the many industries that use them (low end chips were like 20% of TSMC’s revenue recently, iirc). Which will help them develop their higher end foundries which they definitely can make I mean Rosatom produces super high quality Xray mirrors and the Chinese govt won’t balk at industrial investment or high tech training programs.
ASML’s whole position in this convoluted supply chain means they only make those shipping container sized thingies with the rube goldberg machine of mirrors hooked up to a gallium plasma light thingy, and that ultimately limits the minimum nanometer size of the circuits made in the fabrication units they ship out. If I’m getting that right 🤪. This is really futuristic stuff I’m talking about now but the next-next gen fabrication units beyond Russia and China catching up could even be hooked up to a particle accelerator. That’s pretty hard to export in the same way.
I just don’t see how we can politically or financially solve these problems in the US or EU lol. We’re kind of caught by the balls as workers no?
