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by 15155
799 days ago
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TSMC controls 60% of global semiconductor production, not "90%+." If your argument is: "well, they control the advanced nodes!!" - if Taiwan is attacked, the things you're using these advanced chips for will no longer be relevant. Missiles and radar powered by Intel/Altera chips will do the job just fine until more domestic fab capacity can be spun up. Most defense products are running on processes from two decades or more ago and are already legally forced to consider adversarial supply chain issues. |
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2. "the things you're using these advanced chips for will no longer be relevant", "Missiles and radar powered by Intel/Altera chips will do the job just fine until more domestic fab capacity can be spun up." Hard-disagree. US advantage is in high resolution AESA sensors, thermals, and fast advanced processing and comms. We aren't talking Tomahawks and PESA radars when it comes to competitive advantage.
Finally, there is a reason why domestic fab capacity is ramping up slowly in the US and Russia doesn't have such capability to speak of - it's hard and the major powers are behind.