America’s semiconductor boom [video]

Post by fungi » Fri, Oct 17, 2025, 4:57 AM UTC

yieldcrv wrote: post #14

fungi wrote: post #9

how competitive will american made cpu's be? will american consumers just end up paying n * more for same product that the rest of the world gets from taiwan?

Have you seen how much of a premium Americans are already paying for chips in the face of constrained supply? Gamers are still buying them and so is everyone else Given that this is the same curiosity and question since pre-pandemic and now we have many examples of a premium, I think its not a real worry as long as the chips perform

Post by bobthepanda » Fri, Oct 17, 2025, 5:02 AM UTC

safety1st wrote: post #56

nebula8804 wrote: post #36

Earlier quoted context omitted.

I keep seeing this in every industry. "We can't give up America because they buy so much" "China needs the American market because they can't make up the numbers for the rest of the world combined in the short term" Can people here help answer where the heck does everyone have the money to buy all this stuff? Especially post COVID with all the layoffs? The US is only 5% of the world population. Europe isn't that poor…

It's wild but true. History provides a partial explanation. In 1960 the US was 40% of the world economy while only being 5% of the world population. It's still about 25% of the world economy today. The thing is that WW2 decimated most of the advanced economies outside of the US, and for decades afterwards many of them simply weren't managed for growth (i.e. the Soviet bloc). So the US had a huge head start and never…

Post by fortzi » Fri, Oct 17, 2025, 5:07 AM UTC

tonyhart7 wrote: post #38

nebula8804 wrote: post #35

Earlier quoted context omitted.

Chaos monkey yes...but more like desperation for survival. Its the same mentality that drives Israel. As been shown a few times, it mutates into a sick culture with unintended consequences...but obviously it does produce results.

"death river strategy"

Post by dluan » Fri, Oct 17, 2025, 5:17 AM UTC

ansk wrote: post #10

itsnowandnever wrote: post #6

Earlier quoted context omitted.

I always thought it was funny that for my entire lifetime people have talked about Arizona being perfect for fabs because it's dry there and not subject to tremors meanwhile Taiwan where 60% of all chips are produced (and 90% of the most sensitive ones) is tropical and has earthquakes fairly frequently.

I can only imagine what the Taiwanese can do in Arizona. Truly a synergy for the ages.

Post by eru » Fri, Oct 17, 2025, 6:07 AM UTC

WillPostForFood wrote: post #44

x3n0ph3n3 wrote: post #39

Earlier quoted context omitted.

So are they going to give back the money they got from the feds to build them?

Intel didn't cancel any fabs in Arizona, one just came online. They killed plans Fabs in Poland and Germany, and the Ohio fab is on hold. You don't get the money up front, so nothing to give back.