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ddtayloryesterday at 11:40 PM2 repliesview on HN

The US cannot produce most of what that TSMC can can. And those US factories aren't rolling yet either.


Replies

xp84today at 12:19 AM

TSMC is absolutely critical for 'frontier' silicon but:

1. In a China/Taiwan conflict, China's not getting TSMC output either - Bear in mind that I doubt China would ever want to destroy TSMC though, so I'm talking about a naval blockade rather than artillery destroying the fabs.

2. Although SOTA chips are off the table, we could get older process node stuff. We could still build say, 2015-era chips. We had great missiles in 2015.

cyberaxtoday at 1:50 AM

Most drones don't use anything cutting-edge. Even 15-year-old chips are more than enough.