this post was submitted on 30 Nov 2023
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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.
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.
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)
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.