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Nvidia CEO Jen-Hsun Huang : It will take at least 10 years, or even up to 20 years, for the United States to break its dependence on overseas chip manufacturing. (money-udn-com.translate.goog)

submitted 9 months ago by [email protected] to c/[email protected]

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[–] [email protected] 1 points 9 months ago (3 children)

What do Israel and South Korea make that is so unique? I'm pretty sure the primary dependency is on Taiwan (specifically TSMC), which itself has a dependency on technology from the Netherlands (specifically ASML) and supply from China.

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

Israel has a lot of Intel’s fabs and South Korea has a lot of Samsung’s fabs. Losing any one of the three would lead to a chip shortage and economic disaster, but Taiwan is usually the one that’s talked about, because it’s the one in potential geopolitical jeopardy.

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

Don't know about South Korea, but both intel and Nvidia are heavily invested in Israel (Intel does chip assembly in Israel and Nvidia has a number of AI focused projects there)

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

South Korea is the second most advanced fab nation, and they are also very involved in some parts of the supply chain even for TSMC manufactured parts - e.g. SK Hynix does a lot of the CoWoS packaging.

Also, South Korea produces a lot of RAM, Solid State Drives, and many other things like display panels.

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

isreal is where intel's test fab and cpu engineering teams are