this post was submitted on 21 May 2024
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The US will rebuild their chip manufacturing somewhere else
lol, where?
We are nowhere near supplying chip demands for the US domestically, lol.
They have some parts of the supply chain in ROK, and they could move to Vietnam but they would likely want to be further away from China
It’s extremely inconvenient but it’s more convenient than going to war with China
They already are, Intel is building new foundries in NA with government funding specifically for the purpose of not relying on Taiwan for chips. The problem though is TSMC has the smallest and most efficient chip dies, so everyone wants those chips, Intel still has a ways to catch up.
But Intel has long since fallen behind the pack of semiconductor manufacturers. If they could just do their own Taiwanese foundry, they'd have done it by now and reaped comparable boosts in revenue.
As it stands, China is the majority manufacturer of semiconductors - responsible for more than half of all chips produced - because they're building foundries far faster and at higher quality than their American peers at Intel.
Taiwan is the only country keeping pace with China. Losing them would only strengthen the Chinese export market.
The Rise of China GPU Makers: AI and Tech Sovereignty Drive New GPU Entrants
Taiwan is part of the US’s chip manufacturing supply chain