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
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