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Cross Link
Zeihan on Geopolitics
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Comments by "Cross Link" (@crosslink1493) on "Intel Keeps Playing Catch-Up with TSMC || Peter Zeihan" video.
Using a simple kitchen cabinet manufacturing analogy: Intel designed them, TSMC manufactured them, and ASML built the woodworking equipment TSMC used to manufacture them.
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From my past employment life a little over a decade ago - A lot of the top-end weapons 'chips' are not made in Taiwan, but home-made here in the USA. While TSMC may focus on the high-end processing that puts more transistors on a tiny chip of semiconductive silicon (or other base material), there are quite a few smaller ops in the USA focused on making a chip based on the final application like the violent forces and temps of a missile launching, flying through the atmosphere, acquiring its target, and exploding properly. Hi-tech as hi-teach can get. Not sure if that's still the same these days but I imagine it is.
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