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by alephnerd 50 days ago
The issue is compute is constraint and export controlled, as is even knowhow in model training.

Edit: Can't reply

> Time to build fabs back in the states

We are and did. The Intel and TSMC fabs have already started 2nm fabrication.
3 comments
bushido 50 days ago
Compute was constrained. There is a lot happening, especially with chinese chips which currently points to a massive upcoming increase in non-US capacity.

ex: https://www.youtube.com/watch?v=8ekndZwyOzo

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alephnerd 50 days ago
They are export controlled in most cases as well.

Also, the EU, Japan, SK, ASEAN, and India are not supportive of using Chinese tech after China export controlled rare earth exports last years [0].

Software supply chain regulations also make utilizing Chinese software risky for ExChina players and make using ExChina tech risky for Chinese players.

Expect to see RFCs now demanding visibility into what models are used and right of refusal - this is already the norm in F1000s. Similar ones are likely to arise in the EU as well with some of the upcoming industrial policy changes being proposed.

[0] - https://www.reuters.com/world/china/china-is-making-it-harde...

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tancop 49 days ago
> as is even knowhow in model training

you think its that hard to get trade secrets from some openai or anthropic engineer if you promise them anonymity and a new better paid position? hell they might even give it away for free if they think what their company is doing is morally wrong. know how is not source code, you cant catch it with dlp or online leak scanners. you would need 24/7 combined human and electronic surveillance and thats something even the cia reserves for top level targets, it takes too much manpower to use it on everyone.

SMIC hired hundreds of TSMC employees and now its a couple years away from 3nm equivalent chips in full production. export controls only work against poor countries with less advanced industry like russia. china has the resources and export controls give the motivation. and if the eu/us relations get even worse i wouldnt be surprised if the dutch government let asml start selling euv machines to everyone just to get back at trump.

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jazzyjackson 50 days ago
If you’re talking about TSMC Arizona they aren’t fabricating at N3 until end of next year at the earliest, N2 isn’t slated until “end of decade”. I think they’re manufacturing Blackwell there which is N4 / 4nm

Source: https://www.tsmc.com/static/abouttsmcaz/index.htm

https://www.tomshardware.com/tech-industry/semiconductors/nv...

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