If Ukraine has taught us anything, no guarantees are enough.

Thankfully for Taiwan it takes more than 4 years to build and bring up a state of the art fab at a new tech node.

Kind of a weird post, it’s a pretty long book why did you keep going? It’s a fun bit of wish fulfillment, a story about engaging in serious and violent revolution against a colonizing empire. It’s a bit on the nose, yes, but if you hated the book instead of just thinking it was a bit cartoonish in certain respects, then you might want to ask yourself some deeper questions.

How long do you think fabs take to build and upgrade? Intel was working on fixing 10nm for years, this isn’t a software situation where turnaround times are measured in days or weeks. Going from tapeout to silicon for a single line is a 6 month process after the technology process is solidified, forget if you’re doing it while trying to figure out yield problems.

This is a pretty dumb take, honestly. Intel for basically forever operated using their own fab exclusively. After failures to maintain good yield rates at their 10nm node, they had the option of continuing to delay new product lines and be eaten by the competition in AMD, or give in to TSMC temporarily while they worked on fixing their fab in parallel. In fact, they were criticized greatly for not switching to TSMC much earlier.

A major issue for the US is that when the president changes, the DOJ can simply elect to stop processing the suit. It’s hard to get 8 years of uninterrupted movement on an action like this.