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this post was submitted on 25 Feb 2024
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Technology
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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.
You won't hear me disagree with that. But to say, and I quote you directly:
While Intel might very well take the tech crown (gate all around with backside power) from TSMC this year is wildly incorrect.
"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.
Oh also insurance prices and shit like that here are a nightmare. Legal is too obviously. That's why Nike could never just move all their production here even thought it would be trivial to teach people to make shoes. The convoluted global supply chain is the whole point