alt Hacker News> Destroying the fabs would hurt the West a lot more than China, which is rapidly playing catch up (while US and EU are not)
Is that true? My understanding is that Intel while somewhat behind TSMC, is (along with Samsung) still broadly keeping pace. Whereas SMIC while rapidly improving is still playing catch-up.
I doubt it’s something we could know without it happening.
US has intel and some other options, but it would be a colossal issue and adjustment.
China has its well funded, fast progressing Chinese chiplets, but it would be a colossal issue and adjustment.
All we can tea leaf is this: which party has a better history of making large fast industrial adjustments, and which economy is more reliant on cutting edge chips? I think china wins on both personally, so I would give them the edge, gun to head. But it’s an extremely messy process for either.