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