Comment by enragedcacti
4 days ago
Yeah definitely unfortunate. That said, I'm guessing the overall cost of overseas packaging is really tiny, otherwise Intel would've made a great customer since they are already packaging TSMC N6, N5, and N3 in New Mexico for their Arrow Lake CPUs.
It basically rounds down to $0 if you’re willing for it to be slow. A single shipping container can fit millions of chips
This is not adversarial thinking. Ukraine would be delighted to hit one container with all Russia's advanced chips going to e.g. Vietnam or China to be packaged and sent back.
This is a massive supply chain weakness and presumably will be addressed as soon as possible.
Just because something fits in a single shipping container doesn't mean it'll be sent out in a random single shipping container via the lowest bidder.
It just illustrates it is really quite cheap and so won't be that expensive in the grand scheme of things.
(Also not certain the GP's comment is necessarily correct even.)