Hacker News new | ask | show | jobs
by pphysch 168 days ago
Destroying the fabs would hurt the West a lot more than China, which is rapidly playing catch up (while US and EU are not).

The other glaring flaw in this pop-geopolitics narrative is that China already has enormous economic leverage over the West, even without the chip supply chain.
1 comments
nicoburns 168 days ago
> Destroying the fabs would hurt the West a lot more than China, which is rapidly playing catch up (while US and EU are not)

Is that true? My understanding is that Intel while somewhat behind TSMC, is (along with Samsung) still broadly keeping pace. Whereas SMIC while rapidly improving is still playing catch-up.

link
Lord-Jobo 167 days ago
I doubt it’s something we could know without it happening.

US has intel and some other options, but it would be a colossal issue and adjustment.

China has its well funded, fast progressing Chinese chiplets, but it would be a colossal issue and adjustment.

All we can tea leaf is this: which party has a better history of making large fast industrial adjustments, and which economy is more reliant on cutting edge chips? I think china wins on both personally, so I would give them the edge, gun to head. But it’s an extremely messy process for either.

link