> The fabs anyways don’t ship chips to the devices they go into, they do to a separate site where they get tested, packaged and then are sent off.
I see, but I think you are still skipping the major point that the chips need to be installed in a device to be useful. That device assembly is largely in Asia, and the US does not have the ready capacity to suddenly start assembling devices.
> not about scale but process capability and adding security to supply chain in case Taiwan gets in a conflict
> Samsung and Intel could run a similar fab but their yields, efficiency and process development
If we don't need scale, then why couldn't Intel just produce the chips inefficiently in case of conflict? Or if this is about protecting the supply chain for consumer goods as well, then I am back to my initial question about siting chip production far from the places the chips are installed into devices.
I see, but I think you are still skipping the major point that the chips need to be installed in a device to be useful. That device assembly is largely in Asia, and the US does not have the ready capacity to suddenly start assembling devices.
> not about scale but process capability and adding security to supply chain in case Taiwan gets in a conflict
> Samsung and Intel could run a similar fab but their yields, efficiency and process development
If we don't need scale, then why couldn't Intel just produce the chips inefficiently in case of conflict? Or if this is about protecting the supply chain for consumer goods as well, then I am back to my initial question about siting chip production far from the places the chips are installed into devices.