Comment by yieldcrv
3 hours ago
Its the opposite
China isn’t going to invade China until after we get our semiconductors up and running in Arizona for real
(because US won’t have to think about that situation ever again)
removing dependence imperils that island, CCP already has an EUV machine so the inevitable sanctions and export controls on ASML’s in Europe won’t matter either
It technically does not matter today. Sure the SOTA fabs only exist in a few places, but it’s not like a 2010/2015/2020 era chip is unusable trash. All of which are more geographically distributed.
For any critical workload a chip is considered trash after 5-7 years. They still run , of course, but increased incidents on platforms that are supposed to be 99.99 are hard to work with. Now if you mean there’s unused stock of those , that would maybe work, but I am not aware of significant unused stocks.
I am talking about making new chips on older nodes. If China only has access to 7nm, but TSMC is at 3nm, that’s unfortunate, but not the end of the world.