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▲ cco 5 hours ago

Intel is incredibly important for American sovereignty and that's why they are semi-nationalized. They are a Boeing now.

A country must feed itself, power itself, and in 2026 it must be able to manufacture its own chips (from ore, to refining, to the foundry).

▲Shitty-kitty 5 hours ago | parent | next [-]

There isn't a single country in the world that can make advanced chips on its own. It takes machines, raw materials an chemicals from over a dozen different countries.

▲cco 4 hours ago | parent [-]

You're absolutely right! And that is why the last couple of years has been fascinating to watch from a geopolitical and trade standpoint.

Watching China push its weight around earlier in the year with REM and REE was crazy. The US, and the rest of the world for that matter, were brought to our knees. Germany's auto industry and weeks of chips left, the US started shipping F35's to allies _without_ radar. Truly astounding trade power to see.

Made it very clear to every nation that you must have a sovereign story to tell about chip manufacturing.

▲melagonster 4 hours ago | parent | prev [-]

ASML: Am I joking to you?