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▲ petcat 13 hours ago

> They've got huge monetary losses, if you're ok with that

USA passed the CHIPS Act and is spending close to a trillion dollars to strategically re-home all of TSMC's most advanced fab technology to Arizona as a matter of national security. Monetary losses don't matter when the point is to not be reliant or China in the event of South China Sea conflict.

I think the point of this article, and the warnings from ASML, is that Europe is not making the same effort.

▲Grimburger 13 hours ago | parent [-]

But that's sorta of hits to the heart of my comment, it's not particularly working well. TSMC has 2 fabs in China and yields+costs are a fraction of whats coming out of Arizona, let alone in Hsinchu.

Like are you really going to buy a chip that costs 70% more out of national pride? Might work on some but think that very few else will sign up for that.

▲petcat 13 hours ago | parent [-]

Pride has nothing to do with it. It's about being able to get the chips at all when an adversary controls the supply.

▲Grimburger 13 hours ago | parent [-]

Will you buy a computer chip with the same specs that costs 70% more? Please be honest with us all.

You'll do that because of national adversity?

▲sampullman 11 hours ago | parent | next [-]

70% extra on top of a trillion or two in investment is a relatively small price to pay when faced with the possibility of that being your only option at some point in the future.

▲jimmydorry 11 hours ago | parent | prev | next [-]

People are spending more than 70% more on memory because that's all that is available. Everything seems to indicate that people will pay a lot more.

▲ 12 hours ago | parent | prev [-]
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