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A lot come from US fabs!

People here are talking like Intel fabs have all ceased to exist or something. They haven't. It's really Europe that needs to panic about China/Taiwan (where there are NO firms that can manufacture semiconductors at scale), but, they aren't of course.



Intel has fabs but they don't make anything except Intel products. They tried a few years ago to set up a contract foundry business, but it didn't work out despite signing some big deals initially (Nokia).


No, but if TSMC was destroyed in a war or captured by the PRC, then suddenly their fabs would be a lot more attractive for contract fab users.


But...vee häff ze mächinz which make ze chips! (ASML)




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