this post was submitted on 30 Nov 2023
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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.
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.
I thought it was mostly component issues. Like, Intel has fabs in the US... but all the other stuff, all the components, probably even the silicon ingots wafers are cut from are made where they're cheap to make, where all the integrators, all the board makers are... Asia...