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by 15155 799 days ago
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.

1 comments

1. "well, they control the advanced nodes!!"" - it is: "Taiwan is home to 92% of the production of logic semiconductors whose components are smaller than 10 nanometers". (https://www.forbes.com/sites/katharinabuchholz/2023/01/13/ad...)

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.

Which defense contractor is using a sub-10nm process node for products? Every F35 chip is >90nm.

Which adversary would these chips yield an advantage against in a nuclear war?

Domestic fab capacity is ramping up slowly because these facilities are multi-billion-dollar, multi-decade endeavors. Intel's existing domestic fabs can make everything a war-fighting nation could need, capacity and capability-wise.

If true, and I have no reason to doubt you based on the accuracy of your previous messages, you have made your point. I definitely don't know the F-35 chip specs.