For TSMC's factory built in Arizona, the necessary building materials are manufactured in Taiwan and then shipped to Arizona in thousands of containers for assembly so that consumers will have to bear the high cost. Since then, the production of the Arizona factory has required importing raw materials from Taiwan every day. Therefore, if the production line encounters a problem that the fabs located in Taiwan can solve in an hour, it will take dozens of hours, days, or weeks to solve in Arizona. Also, whenever Taiwan is affected by geopolitical risks, TSMC still has to close its factory in Arizona, so having a factory in a country with no supply chain and no talents does not diversify risks and only increases costs. Therefore, it makes no sense at all.

We all know this is geopolitics of US hegemony. Chips Act is just one of them but at the end China will win this as China has talent and market.

Without the Chip War, China will continue to purchase large volumes of microchips from West or West-friendly suppliers, which will support West's capital intensive microchip R&D. With the Chip War, China will be forces to invest more and build its own microchip capacity. It may take a decade for China to manufacture its own microchips. As long as microchips are made by human, China will eventually success.

Cooperation with China and Russia to develop semiconductors will be similar to a joint development effort of nuclear bombs and missiles with them. Think about that.

I think people doesn't really understand what Silicon Shell means. It doesn't only mean deterring CCP aggression militarily. Chip manufacturing also safeguarding Taiwan's economic and technology growth.

Chips act, is designed solely for geopolitics..

ASML makes the EUV lithography machines that are necessary but not sufficient for the most advanced chip fabrication. But, the fab (e.g., TSMC, Intel, etc) must still design the process: what are the steps in the process? How is the ASML equipment actually used? This is another "secret sauce" that Chinese companies would have to design or (more likely) steal. And even if they steal it, that doesn't mean they understand it. When something goes slightly wrong, does the Chinese company know how to address the difficulty? How does one acquire that expertise? Can they get the special materials (e.g., high-K dialectics, dopants, etc)?

It was cheaper for China to buy reliable Western chips, benefiting both sides. China spends more on chip imports than on oil. The sanctions prompted China to invest in its own supply chain. Local manufacturers are now more willing to use the perceived less reliable local chips. When self-sufficient, China can provide the world with cheaper chips, while the West and its allies lose access to both the Chinese and global markets. The US is developing its own supply chain, but without access to a large market, it cannot be competitive. The US is leaving no knees untouched in its Tonya Harding competition strategy. The Chinese government had very little success in being self-sufficient in technology; they are very grateful to the US for pushing them towards self-sufficiency. Thanks to the US, China now has its own GPS system and space program.

Ha ha were they ever wrong

There are also parts of those lithographs machines that are made in America! The Dutch can’t build a lithograph machines without those components..

We don't see advanced chips on the battlefield? Are you asleep? Little, agile, extremely capable commercial drones are absolutely critical on the battlefield in Ukraine and elsewhere in the world. These drones have a few highly advanced chips to control the flight, communicate with the operator, collect and enhance and compress images and video so that it's possible for the operator to control and fly the drone, and more. The better the chip fabrication, the more capable and lower-power and lighter weight the electronics in a drone can be. Soon, almost-self-aware AI will be possible in a commercial drone. This capability will be, I argue, even more important than possession of nuclear weapons. Nuclear weapons are almost unusable. Drones can be deployed in thousands. They, arguably, can replace soldiers up to a point. And drones are just one application. Targeting and aiming systems for all existing conventional weapons are another. Anything to do with avionics is another.

you must remember chinese-american built the chips advance not white or black ok

So like I'm reading the book right now and like it is difficult to under stand technology manufacturing. But of little I know this and the book just because its so complicated is it just an oversimplified or is also closer to being an editorialized marketing of east Asian as tech countries when in my opinion like the us and east Asian countries are diabolical to different spheres cultural and politically. Like chips are part of our life but its not neutral in how its being implemented. Like how did this get so out of hand to the point of when doesn't the us manufacturing chips and left it to authoritarian country. Like really we left our future to a country that doesn't let you say what you want to say. And the thing is we are so far in terms of the practical use of technology that we are stagnated of what we could do because we left all our chips in an authoritarian country. Who did that. Like names. And its getting bad like what does it mean for kids to have smartphones and social media. Who is getting all that data and how are they using it. Like what are those policies. Its not neutral. Like explain it to an alien. Do you even know how passive you guys are how peoples lives are in just a few hands.

Huawei release mate 60 pro with 5G 7nm chip, made in China, US already lose the chip war.

Why no one thought about fundamentally change or remove CCP/Xi Jing Ping?

He talks like an out dated robot, so much echoing, difficult to lesson to.

𝓅𝓇o𝓂o𝓈𝓂 🤗

Asian is winning chips - japan, china taiwan, south korea - lol