[cryptofistMonk]

Right. Other governments are always going to subsidize though (unless you work that into the trade deals I suppose).

Obviously any barriers to the success of US fabs should be removed, but it's not clear if there's a market for more expensive US chips - if there were, you'd think someone would build it without the need for a subsidy

[zepto]

> Other governments are always going to subsidize though (unless you work that into the trade deals I suppose).

Often trade deals do include agreements about subsidies.

> it's not clear if there's a market for more expensive US chips - if there were, you'd think someone would build it without the need for a subsidy

They wouldn’t be more expensive with the subsidy.

[cryptofistMonk]

> Often trade deals do include agreements about subsidies.

Yes but it's complicated when you're dealing with China where the govt is heavily involved in many "private" cos

[zepto]

Agreed