this post was submitted on 30 Nov 2023
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[–] [email protected] 1 points 9 months ago (20 children)

Huang is talking about complete independence, not just leading edge node production like i've seen many people assume based on the headline. Achieving this in 10-20 years with the volume of components needed is actually pretty optimistic.

Huang explained that Nvidia's products rely on countless components from around the world, not just Taiwan, although Nvidia's most important components are made in Taiwan.

"We are still 10 to 20 years away from achieving supply chain independence," Huang said.

The truth is, the U.S. and other countries dont really want to create (and spend) for complete chip independence, they just dont want to depend on Taiwan and China. Outside of wartime production, chips would just be sourced from the U.S. and trading partners like Korea, Vietnam, Japan, Ireland, Germany.

[–] [email protected] 1 points 9 months ago (10 children)

Isn't it reliant on places like Israel, Taiwan, and South Korea? And how many of those places invested in such capacities to guarantee a degree of US protection and involvement.

[–] [email protected] 1 points 9 months ago (1 children)

The issue is that Russia has shown us that they don't give a shit about how large the benefit is, they would rather be imperially hostile. Germany and the EU thought that hundreds of billions in trade would be enough to deter Russia, but it clearly wasn't.

The West is now, rightfully so, worried that China is thinking the same way in regards to Taiwan.

[–] [email protected] 1 points 9 months ago

To be fair to Russia I think they envisioned a complete rolling of Ukraine, if they had known that it in fact would be a 2 year+ long war leaving 150k of their men dead and most of the equipment depleted they'd have maybe not done it.

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