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

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• Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. DPDylan Patel3 Feb 2025Americasemiconductors
• The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own. DPDylan Patel3 Feb 2025Americasemiconductors
• You do not have to believe in AGI to believe in the timelines on which the United States wins the semiconductor race. DPDylan Patel13 Mar 2026Americasemiconductors
• A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. LTLip-Bu Tan18 Jun 2026semiconductors
• A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. JHJensen Huang15 Apr 2026semiconductors

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