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The U.S. is expected to increase domestic semiconductor manufacturing capacity by 203% by 2032, a decade after the establishment of the CHIPS and Science Act, according to a new report from the Semiconductor Industry Association (SIA) and Boston Consulting Group (BCG). The projected rate of growth is “the largest projected percent increase in the world” over that time, according to the SIA. By comparison, the U.S.’s chip manufacturing capacity only grew 11% between 2012 and 2022, the report said — the smallest growth among major chip-producing regions.
I guess my main concern is that China annexing Taiwan seems inevitable. Nobody stepped in when Russia took Crimea. Nobody stepped in when China took HK (though HK was set to revert to Chinese control in a few years anyway). China is watching Ukraine closely and I can't help but worry that when Putin eventually takes Ukraine without any NATO countries putting boots on the ground, that China will be confident they can take Taiwan with no lasting geopolitical penalties.
Still in China's sphere of influence. Chips from Taiwan, Vietnam, Malaysia etc... are no safer than the $1B a year we import directly from China.
Yeah, Apple manufactures chip sets in China as do all major Android phone makers. Cloud data centers are full of Chinese chips and boards. AI runs on GPUs and other hardware manufactured in China.
We dominate the world in finance, tech, and media but it all runs on Chinese silicon.
I am conflating the two. Though we do import $1B in a year in Chinese chips, the rest are manufactured in China's zone of control, in countries they are increasing their economic control over.
Nvidia manufactures in Taiwan, which the US would presumably lose access to in any scenario where we lose access to China.
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I'm uncomfortable that our high-tech service economy depends almost entirely on chips manufactured by an adversary.