How realistic do you think it would be for TSMC to move from a fabless to fab play. As software design tools get better and easy to use, I wonder if "design" is sustainable moat for American companies
And why has it been so challenging to have an American semi conductor industry? Is the domain expertise in a few peoples heads? Is it an education thing? Or purely an offloaded costs decision?
It seems bizarre to have such critical piece of infrastructure for the rest of the world be so centralized
I think design definitely isn't a sustainable moat for American companies long term! I'm not sure why it's been so hard to build an American foundry company. Perhaps because the profit margins are lower and it's hard to get shareholders excited by it? That might start to change now
How realistic do you think it would be for TSMC to move from a fabless to fab play. As software design tools get better and easy to use, I wonder if "design" is sustainable moat for American companies
And why has it been so challenging to have an American semi conductor industry? Is the domain expertise in a few peoples heads? Is it an education thing? Or purely an offloaded costs decision?
It seems bizarre to have such critical piece of infrastructure for the rest of the world be so centralized
I think design definitely isn't a sustainable moat for American companies long term! I'm not sure why it's been so hard to build an American foundry company. Perhaps because the profit margins are lower and it's hard to get shareholders excited by it? That might start to change now