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 (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

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