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 (5 children)

Wrong, that's not what he meant at all. There is zero chance leading nodes will be produced in the US within a decade. There is no talent in the US and they cannot convince the Taiwanese engineers to come here.

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

No talent in the US? You know that Intel has it's fabs in the US, right? Just a few years ago they were definitely the #1 fabs, and the way things are looking I would say they definitely have a shot at taking the crown back.

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

The US graduates vastly fewer electrical engineers than any other comparably large nation. We are about equal to Iran. The idea of moving semi manufacturing here is about as likely as it going to Iran. I am sure you just assumed that the US is the best at everything (or even most things) and this is a shock to you but please look it up. It is a fact that the US is a third tier nation at best in engineering and it has been that way since the 80s

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