Anyone want to start a fab with me? We can buy an ASML machine and figure out the rest as we go. Toronto area btw
As someone with no skills in the space, no money, and lives near Ottawa: I'd love to help start a fab in Ontario.
I hope you have very deep pockets. But I'm cheering you on from the sidelines.
But what if it's a bubble driven by speculation?
It wouldn't pay off.
Starting a futures exchange on RAM chips, on the other hand...
Sure, we can work on brining in TinyTapeout to modern fab
A dozen or so well-resourced tech titans in China are no doubt asking themselves this same question right now.
Of course, it takes quite some time for a fab to go from an idea to mass production. Even in China. Expect prices to drop 2-3 years from now when all the new capacity comes online?