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this post was submitted on 25 Feb 2024
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Technology
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Intel, Ti and IBM all made chips before pure-play and fabless were even a thing, and are still doing so. Intel has 16 fabs in the US, Ti 8, IBM... oh, they sold their shit, I thought they still had some specialised stuff for their mainframes. Well, whatever.
Of all companies, the likes of Amazon and Google not fabbing their own chips should hardly be surprising. They're data centre operators, they don't even sell chips, if they set up fabs they'd have to start doing that, or compete with TSMC to not have idle capacity standing around costing tons of money. A fab is not like a canteen which you can expect to actually be in use all the time so there's going to be no need to compete in the restaurant business to make it work.
And that's only really looking at logic chips, e.g. Micron also has fabs at home in the US.
None of those companies even make a blip on global chip production though. Are they for research or something? Why should I give a shit about a tiny technically existing fraction of production that will never expand?
Go look at where there has been actual foundry production for decades. None of the companies you mentioned even exist in foundry. Who cares if they have A facility or two? That's just part of figuring out what they're going to order from TSMC.
Your goalposts, they are moving.
The US has the know-how to produce modern chips at scale, or at least not too far behind in strategic terms. You could bring all production home if that's what you wanted, it'd cost a lot of money but it's simply a policy issue. And Amazon wouldn't suddenly start to run fabs they'd hire capacity from Intel or whomever.
...you'd still be reliant on European EUV machines, though. Everyone is, if you intend to produce very modern chips at scale. But if your strategic interest is making sure that the DMV has workstations and the military guidance computers that's not necessary, pre-EUV processes are perfectly adequate.
You are the one moving the goalposts with your boasts about how these companies make up LITERALLY an INFINITESIMAL portion of global chip production. Even if you cut out Samsung and TSMC they wouldn't be global players.
No, we can't just bring all production home lol. We've been saying we will for years. Where is the foundry in Ohio dude? Where is the Arizona foundry that's supposed to bolster TSMC production?
Lol yeah sure go ask ASML how their business is doing rn in light of the US chip war sanctions. European manufacturing is in as dire a state as the US now due to financialization and now the skyrocketing energy costs.
People said this about our military production too. "Oh, Russia messed up now, we're going to get serious and amp up our military production." 🦗🦗🦗🦗🦗🗓️🗓️🗓️🗓️ (time loudly passing and nothing happening)
How many times is it going to take for people to learn it gets transmuted directly into stock buybacks lmao? We don't have the electrical grid to build up our manufacturing base in the modern world yet. The US is a giant casino for the elite of our empire full of slums.