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Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years.

Drawn from what Dylan Patel said

SubjectsAmericasemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Interesting
A private bookmark. Not a position, and never counted.

What Dylan Patel actually said

Word for word, with the source under each one. They did not write this page.

  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    Arizona is a paperweight. If Hsinchu disappeared off the face of the planet, within a year, couple years, Arizona would stop producing too.

    Where this was said

    Watch from 1:43:24 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 12th

Added to korrents 3 Feb 2025 · How quotes work · Something wrong? Tell us

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