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← Completely in-sourcing semiconductor manufacturing to the United…
17 connected korrents · 14 moments from 3 May 2024 to 24 Sept 2026. Nearly all of them are about semiconductors .
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data centers
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politics Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade 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: Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. — tap to centre the map on it 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 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 GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own. 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 to believe in the timelines on which the United States wins the semiconductor race. Last stated 7 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 its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 4 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 you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 6 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 it costs because it is a mass-production factory that has to hold atomic precision around the clock. 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 its tools; the building around them is the 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: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. — tap to centre the map on it A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. Last stated 4 months ago
9 Jun 2026
SP
Sarah Paine — holds since 2026-06-09 — 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 own industrial strategy and call the same policy cheating when China does it. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A country's scientific trajectory can keep advancing even if political instability or economic uncertainty slows its broader progress. — tap to centre the map on it A country's scientific trajectory can keep advancing even if political instability or economic uncertainty slows its broader progress. Last stated 7 months ago
21 Mar 2026
TG
Tanner Greer — holds since 2026-03-21 — tap for who they are
Same subject: A country should raise revenue by tariffing foreign countries rather than by taxing its own citizens. — tap to centre the map on it A country should raise revenue by tariffing foreign countries rather than by taxing its own citizens. Last stated 2 years ago
20 Jan 2025
DT
Donald Trump — holds since 2025-01-20 — tap for who they are
Same subject: A trade dispute escalated by aggressive tariffs can still end in a negotiated outcome that leaves all sides better off. — tap to centre the map on it A trade dispute escalated by aggressive tariffs can still end in a negotiated outcome that leaves all sides better off. Last stated a year ago
30 May 2025
GS
Guy Spier — holds since 2025-05-30 — 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 would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. Last stated 2 years ago
14 Apr 2025
JC
John H. Cochrane — holds since 2025-04-14 — tap for who they are
Same subject: A backlash against women's economic rise is not automatic; it happens only where politicians choose to mobilise it. — tap to centre the map on it A backlash against women's economic rise is not automatic; it happens only where politicians choose to mobilise it. Last stated 2 years ago
1 Dec 2024
AE
Alice Evans — holds since 2024-12-01 — tap for who they are
Same subject: A candidate's political success is increasingly disconnected from their actual record of accomplishment. — tap to centre the map on it A candidate's political success is increasingly disconnected from their actual record of accomplishment. Last stated 2 months ago
31 Aug 2026
DD
Daniel W. Drezner — holds since 2026-08-31 — tap for who they are
Same subject: A citizen deciding politically should ask what is good for the community, not what is good for themselves — tap to centre the map on it A citizen deciding politically should ask what is good for the community, not what is good for themselves
JT
Joseph Tussman — holds since c. 2000 — tap for who they are
At the centre
Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars.
Holds 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.
Holds
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.
Holds
You do not have to believe in AGI to believe in the timelines on which the United States wins the semiconductor race.
Holds
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
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.
Holds
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for.
Holds
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds
A country's scientific trajectory can keep advancing even if political instability or economic uncertainty slows its broader progress.
Holds
A country should raise revenue by tariffing foreign countries rather than by taxing its own citizens.
Holds
A trade dispute escalated by aggressive tariffs can still end in a negotiated outcome that leaves all sides better off.
Holds
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.
Holds
A backlash against women's economic rise is not automatic; it happens only where politicians choose to mobilise it.
Holds
A candidate's political success is increasingly disconnected from their actual record of accomplishment.
Holds
A citizen deciding politically should ask what is good for the community, not what is good for themselves
Last stated c. 2000
Holds