GF hasn't gone past the 12nm node. TI is at 45nm. Micron is on relatively recent processes, but they make RAM, not logic (which are totally different processes). Intel is the only chip manufacturer left that is working in logic at anything like the leading edge.

GF is a few nodes behind. Micron doesn't make semiconductors, they mostly make flash and whatnot. TI doesn't have the capacity or knowledge to expand to Intel's size/capacity

Yeah terrible position to be when your own government is investing in your competitors' company using your own tax dollars.

As a software engineer, this isn't an entirely new concept.

GF is a zombie company. Micron and TI are both far far away from leading edge. There is only one American company which is both developing and manufacturing leading edge nodes.

re: Micron - Memory is very different from logic chips. You vast number of repeating cells in memory. If any of them are bad you can just turn them off and bin them as lower capacity. You can do that to some extend with logic chips but not nearly as much as memory.

I believe the most modern TSMC fabs outside of Taiwan are in Arizona. They are just moving to 4nm which is nearly 5 years old and just a revision of 5nm which is getting close to 7 years old.

TSMC aims to have N3 in Arizona by 2028 at the earliest which is 6 years after it first released. By that time, TSMC will have released N3X, N2, N2P, N2X, A16, and A14.

TSMC is heavily sponsored by the Taiwanese government and was created with the express purpose of making Taiwan so valuable that the West would be forced to defend them against China. Moving newer processes out of the country is against their national interests and they've made it clear that there's no plan to do that.

GF is like a decade behind in research. Without years to ramp up and update their fabs they're not relevant.

Global Foundries is on 12nm. TSMC is at 3.

The vast majority of TSMC production is in taiwan. If china invades the fabs will be destroyed. They pretty much would be forced to just stop operating, yes.

Outside of Taiwan TSMC foundries are just pumping out already developed non leading edge fab processes. Everyone who matters to TSMC tech development is in Taiwan.

How to run a company correctly?

Quite the opposite. Part of the reason Trump wanted to end the Russia-Ukraine war so bad was because they wanted to gear up for the "big fight". Ukraine simply wasn't a big strategic priority which is why they wanted to either end the war (best case), or shift responsibility over to Europe if that failed.

Lookup Elbridge Colby - served in first Trump admin and now Undersecretary of Defense. Along with Hegseth and JD Vance, they are all that same line of thought

It also means that China can expect the destruction of Taiwan's fabs to hurt the US less than China.

Combine that with the US's ability to unilaterally destroy Taiwan's fabs, and it sways the calculation a bit

As far as I know none of them manufacture anything resembling a replacement for a Xeon, which is relevant to national security because those are uses in military applications.

I'm surprised to see on https://en.wikipedia.org/wiki/Microchip_Technology that Microchip does in fact have fabs. I thought it was fabless! Its fabs are in the US, but the assembly and test facilities are all across the Pacific.

Neither of them make high performance CPUs or GPUs

Yes

A large bulk of CPU orders comes from Google, Amazon, and Microsoft. Want to say 50% of all AMD revenue is datacenters, and the Hyperscalers represent the largest chunk of that.

Huge order for... what? DoD's needs for chips are quite modest in quantity. Truth is that the US Gov doesn't need the volume which requires Intel to keep afloat.

Government involvement is the fastest way to corrupt the purpose of an organization, hollow out its soul and quickly get rid of all the competant people. There's a reason that the DOGE findings made a laughing stock of government employees.

It is not socialism. Socialism is when the workers control the means of production. Not a fat windbag mobster president and his thugs.

What good would that do if China invades Taiwan?