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0 pointsdralley2y ago0 comments

No. What you're missing is that the fabs moving to the US are pretty much just the ones the US military might need.

TSMC isn't moving their cutting edge production here. The fabs will be a node or two behind.

0 comments

Which is why there is a lot of pressure on Intel to pull off their new EUV-2 fabs.

j / k navigate · click thread line to collapse

0 pointsdralley2y ago0 comments

No. What you're missing is that the fabs moving to the US are pretty much just the ones the US military might need.

TSMC isn't moving their cutting edge production here. The fabs will be a node or two behind.

Which is why there is a lot of pressure on Intel to pull off their new EUV-2 fabs.

j / k navigate · click thread line to collapse