You know that when there were COVID related supply chain disruptions to microchips coming out of Taiwan, Europe and the US actually found it impossible to make the right number of cars?
TSMC is absolutely critical for 'frontier' silicon but:
1. In a China/Taiwan conflict, China's not getting TSMC output either
- Bear in mind that I doubt China would ever want to destroy TSMC though, so I'm talking about a naval blockade rather than artillery destroying the fabs.
2. Although SOTA chips are off the table, we could get older process node stuff. We could still build say, 2015-era chips. We had great missiles in 2015.
The US can produce these chips. South Korea can also do that.
You know that when there were COVID related supply chain disruptions to microchips coming out of Taiwan, Europe and the US actually found it impossible to make the right number of cars?
The US cannot produce most of what that TSMC can can. And those US factories aren't rolling yet either.
TSMC is absolutely critical for 'frontier' silicon but:
1. In a China/Taiwan conflict, China's not getting TSMC output either - Bear in mind that I doubt China would ever want to destroy TSMC though, so I'm talking about a naval blockade rather than artillery destroying the fabs.
2. Although SOTA chips are off the table, we could get older process node stuff. We could still build say, 2015-era chips. We had great missiles in 2015.
1 reply →
Most drones don't use anything cutting-edge. Even 15-year-old chips are more than enough.
2 replies →