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Ouch. Automakers were already struggling with chip supply. This is going to shut down production lines.
Ouch. Automakers were already struggling with chip supply. This is going to shut down production lines.
It really feels like nobody appreciated just how critical to all aspects of our lives semiconductors have become - tiny little chips have caused heavy industry to grind to a halt in some places.
This is horrible. What keeps me up at night is thinking about TSMC. One company. Just needs an earth quake, fire, explosion, something and the whole world is crippled. I know we have samsung, intel, etc other fabs. But if TSMC ever went down it would make the thailand floods for hard drives look like a joke.
This is horrible. What keeps me up at night is thinking about TSMC. One company. Just needs an earth quake, fire, explosion, something and the whole world is crippled. I know we have samsung, intel, etc other fabs. But if TSMC ever went down it would make the thailand floods for hard drives look like a joke.
It might even be a good investment to build a fab just to clean up in the event of a shortage. Kind of like how if anyone in Texas had the good foresight to winterize they could have made a year of profit in a few days...
We as a society are going to have to reckon with how fragile our silicon supply chain is eventually... It seems like every other year we hear about a fab fire here, or a fab flooding there, and then seeing prices rise by 200% for months.
Anyone know more?