Yeah this reads like an attempt to push the "made in America" narrative the admin wants. "Things will cost more but it's made in the US" And this is good because...why? It's not about broadening the supply chain to the consumers benefit. It's about avoiding the disaserous tariff strategy which the company isn't even paying in the first place.

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tensor 5 days ago | parent [-]

What would be good for the rest of the world is if there were SOTA chips that were not produced by the US nor Taiwan. Frankly, even the ones produced in Taiwan are under US control.

The world needs a healthy diversified CPU/GPU chip market. At least there is ARM on the CPU side, but it's not nearly enough.

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renewiltord 5 days ago | parent | next [-]

Where could it be? The places with abundant energy are where these things establish. US is about at the lower limit. Korea, Taiwan, Japan. China has SMIC and Huawei. But Europe doesn’t have enough energy to run air conditioning. They’d struggle to add more industry. India has power shortages. Africa isn’t reliable. Australia? South America too unstable.

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jajuuka 5 days ago | parent | next [-]

That's a good point. I don't think it's a good idea for corporations to come in and set up stable energy sources to then hoard it themselves. Would be similar to Amazon setting up shop in Cartolandia. And long time investment plans like China's Belt and Road Initiative don't necessarily benefit the host country as much as it benefits the builder.

Branching out supply chains and industry is a big problem to solve effectively because it touches so many different pieces.

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ginko 5 days ago | parent | prev [-]

>But Europe doesn’t have enough energy to run air conditioning.

That's just silly.

	▲	ggreer 5 days ago \| parent [-]
		It's not that dire, but energy costs in the EU are quite high compared to the US. US retail prices for electricity average 13 cents per kWh.[1] The EU's average is around 28 cents per kWh.[2] The only EU countries with advanced fabs are Germany and Ireland. In Germany, retail electricity is 35 cents per kWh. Ireland is almost as bad at 31 cents per kWh. Industrial plants tend to pay lower rates and can supplement their grid consumption with things like on site solar, but that's also true in the US. 1. https://www.eia.gov/electricity/monthly/epm_table_grapher.ph... 2. https://ec.europa.eu/eurostat/web/products-eurostat-news/w/d...

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jajuuka 5 days ago | parent | prev [-]

To a degree sure. I think a common architecture should be prioritized to ensure software portability. Similar to x86/x64. Where anyone can make hardware for the platform and porting software is much easier. Returning to the old days of every computer have their own unique architechture is not a good idea. Just caused insane fragmentation and nobody could truely invest in a computer without being worried about not getting certain products or software.

CPU space is definitely easier to disrupt but the GPU space requires a HUGE investment and you're fighting uphill against proprietary technology like CUDA that has become industry standards. Intel, Qualcomm, Samsung and Google have made inroads with budget to mid range which is the highest selling segment. But to compete with Nvidia or AMD on the high end you either need a whole datacenter or many years of R&D with very little return for a long time. Apple would be on this list but they have siloed off themselves entirely.