[godelski]

Fwiw, I think theres so much demand that we could be building 10x as much and still depend on Taiwan. Chip fabs take a long time to build. Probably don't need to worry about that for at least a decade, if not two. Especially now with intel dying

[bayindirh]

True. We think about very narrowly when it comes to ICs. Mostly CPUs and GPUs, but there's a whole fleet of supporting ICs or other purpose built silicon which needs fabs, from simple capacitors, to power regulators and ASICs.

So, having them spread over is nice, but not enough.