Well, our $5B Chip Act was an initiative to START to reduce our huge dependence on SMC, but MANY state and multinational actors (incl US and PRC) have this same dependence at the moment - will take 5+ years to stand up a high end chip foundry in Texas. MOST of Nvidia's high end AI chips are made in Taiwan, and Nvidia provides over 80% of the world supply. EVERYONE who wants to win the AI race, MUST have 10x more Nvidia chips than they had last year. (The 'Moore's Law' of LLM's is a factor of 10 every 18 months.)
It is roughly 1,000,000,000 times easier to break a chip foundry than to make high end AI chips - this is what Taiwan's freedom and security depends on - if it doesn't blink.
I don't think so.
Well, our $5B Chip Act was an initiative to START to reduce our huge dependence on SMC, but MANY state and multinational actors (incl US and PRC) have this same dependence at the moment - will take 5+ years to stand up a high end chip foundry in Texas. MOST of Nvidia's high end AI chips are made in Taiwan, and Nvidia provides over 80% of the world supply. EVERYONE who wants to win the AI race, MUST have 10x more Nvidia chips than they had last year. (The 'Moore's Law' of LLM's is a factor of 10 every 18 months.)
It is roughly 1,000,000,000 times easier to break a chip foundry than to make high end AI chips - this is what Taiwan's freedom and security depends on - if it doesn't blink.