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this post was submitted on 04 Jan 2026
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Unlike for consumer applications, military systems don't need cutting edge 2nm processes. Most military systems use 28nm - 90nm processes, which are more reliable, and which the US can comfortably supply domestically.
Interesting. Didn't think of the military applications. I think both countries care about cutting edge technology markets in general, and not creating economic chaos by shutting down TSMC. But once TSMC in Taiwan itself is no longer essential, all bets are off. Given both US and China want to get away from relying on TSMC, it's only a matter of time.
With the US currently only caring about money and power, all interest in Taiwan's defence will evaporate. I hope for Taiwan's sake politics change before that day comes.
Micron is a US company, but most R&D is done in Taiwan. As long as the US depends on Taiwan education pipeline and propensity for following SOP to the T for producing chips, the Arizona fabs aren't a deal-breaker wrt Silicon Shield.
True, good points.
Not included: the rare-earth minerals, which are a market almost entirely cornered by the same China. And facilities to process those same rare earth minerals, which are impossible to simply build overnight.
Original comment was talking about China attacking Taiwan to suffocate the US from the supply of chips for its military. China can unilaterally choke the US of rare earths without invading Taiwan