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← Building fabs in America does not reduce dependence on Taiwan: without…

17 connected korrents · 13 moments on record from 3 May 2024 to 7 Sept 2026. Nearly all of them are about semiconductors.

Everything filed under America America Everything filed under China China Everything filed under Europe Europe Everything filed under tariffs tariffs Everything filed under government government Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. Building fabs in America does not reducedependence on Taiwan: without Hsinchu,TSMC's Arizona plant would stop producingwithin a couple of years. Last stated 2 years ago 3 Feb 2025 DP Dylan Patel — holds since 2025-02-03 — tap for who they are Same subject: Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. — tap to centre the map on it Completely in-sourcing semiconductormanufacturing to the United Statesis possible, and it would take adecade and a trillion dollars. Last stated 2 years ago 3 Feb 2025 DP Dylan Patel — holds since 2025-02-03 — tap for who they are Same subject: 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. — tap to centre the map on it The largest hole in America's GPUexport controls was never physicalsmuggling but renting: ByteDanceruns over 500,000 GPUs it does notown. Last stated 2 years ago 3 Feb 2025 DP Dylan Patel — holds since 2025-02-03 — tap for who they are Same subject: You do not have to believe in AGI to believe in the timelines on which the United States wins the semiconductor race. — tap to centre the map on it You do not have to believe in AGI tobelieve in the timelines on whichthe United States wins thesemiconductor race. Last stated 6 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in itschipmaker is ordinary infrastructurepolicy — Taiwan, Japan and Singaporeall did it. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: 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. — tap to centre the map on it A homebuilt accelerator forces youto be your own operator; Nvidiasystems are designed for anyone tooperate, which is why they are inevery cloud. Last stated 5 months ago 15 Apr 2026 JH Jensen Huang — holds since 2026-04-15 — tap for who they are Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what itcosts because it is amass-production factory that has tohold atomic precision around theclock. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly itstools; the building around them isthe cheap part. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many waysbetter than NVIDIA's and it does notmatter, because the software gulf istoo large and AMD has neverresourced closing it. Last stated 2 years ago 3 Feb 2025 DP Dylan Patel — holds since 2025-02-03 — tap for who they are Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its ownindustrial strategy and call thesame policy cheating when China doesit. Last stated a year ago 15 May 2025 HR Hannah Ritchie — holds since 2025-05-15 — tap for who they are Same subject: A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. — tap to centre the map on it A few square miles at the Moon'ssouth pole are the only lunar realestate that matters, and whoevergets there first sets the terms. Last stated 3 weeks ago 18 Aug 2026 EB Eric Berger — holds since 2026-08-18 — tap for who they are Same subject: A nation of a million people cannot rule hundreds of millions by warfare; the Mongol Empire lasted because it offered its subjects things they actually wanted. — tap to centre the map on it A nation of a million people cannotrule hundreds of millions bywarfare; the Mongol Empire lastedbecause it offered its subjectsthings they actually wanted. Last stated a year ago 31 Jul 2025 JW Jack Weatherford — holds since 2025-07-31 — tap for who they are Same subject: Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. — tap to centre the map on it Cutting off trade with tariffs wouldforce a huge interest-rate spike andprobably a debt crisis, because thebudget deficit would have to befinanced at home. Last stated a year ago 14 Apr 2025 JC John H. Cochrane — holds since 2025-04-14 — tap for who they are Same subject: Reducing trade deficits and reviving manufacturing would not end the resentment fueling right-wing authoritarian movements. — tap to centre the map on it Reducing trade deficits and revivingmanufacturing would not end theresentment fueling right-wingauthoritarian movements. Last stated yesterday 7 Sept 2026 PK Paul Krugman — holds since 2026-09-07 — tap for who they are Same subject: Tariffs on Chinese clean energy reduce the total number of clean-energy jobs, because most of those jobs are in deployment rather than manufacturing. — tap to centre the map on it Tariffs on Chinese clean energyreduce the total number ofclean-energy jobs, because most ofthose jobs are in deployment ratherthan manufacturing. Last stated a year ago 15 May 2025 HR Hannah Ritchie — holds since 2025-05-15 — tap for who they are Same subject: A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work. — tap to centre the map on it A company doing something at theedge of the Overton window has tohold two cultures at once — the truebelievers and the seriousprofessionals who think they arecrazy — and integrating them is whatmakes it work. Last stated a month ago 7 Aug 2026 MH Max Hodak — holds since 2026-08-07 — tap for who they are Same subject: A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it. — tap to centre the map on it A new world order based on raw poweris being drawn right now, and Europehas to fight for its place in it. Last stated 12 months ago 10 Sept 2025 UL Ursula von der Leyen — holds since 2025-09-10 — tap for who they are Same subject: A tiny fraction of ancestry can carry the most important thing about a population: Yamnaya is only a few percent of DNA in India and yet it brought the language. — tap to centre the map on it A tiny fraction of ancestry cancarry the most important thing abouta population: Yamnaya is only a fewpercent of DNA in India and yet itbrought the language. Last stated 4 months ago 8 May 2026 DR David Reich — holds since 2026-05-08 — tap for who they are
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At the centre Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. Last stated 3 Feb 2025 · 2 years ago Holds Dylan Patel Read this korrent →