[paulgerhardt]

Yes and no.

A benefit of those same restrictions means TSMC is building foundries in the US for a change.

GaAs sensors are awesome. Combine those chips with ML optimized compute on a silicon interposer and drone warfare gets a hockey stick in adoption.

As civilians we get functional self driving cars via trickle down.

[Zak]

ITAR isn't, or shouldn't be about economic protectionism; it's for restricting the flow of weapons of war.

If the US government wants to encourage domestic chip production, it has other ways to incentivize that.

[vigilans]

ITAR blocks export, not import. It has nothing to do with TSMC building fabs here. $50B in incentives might have something to do with that.

And like sister comment says, ITAR is not about industrial or economic policy. It’s about maintaining a qualitative edge in weaponry. How is there a qualitative edge when you can buy the restricted components freely from China?

Just noticed the other comment on GP saying they’re restricted through a different list (EAR). It serves the same purpose so I’m leaving my response as is.