this post was submitted on 21 May 2024
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The US will rebuild their chip manufacturing somewhere else
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 reason why they produce half of all semi conductors, probably has more to do with the type of semi conductors they produce, mainly IC chips. As opposed to things like CPUs and GPUs, they've only recently started getting into that space. The intels and TSMCs of the world produce highly optimized designs and fab processes specifically for things like CPUs and GPUs.
A chip with 8 and gates on it is probably vastly easier to produce than an 8088 cpu, for example.
The Rise of China GPU Makers: AI and Tech Sovereignty Drive New GPU Entrants