Competition is great, but also in this case geographical redundancy; having the entire world depend on chips produced in one of the world's most likely military hotspots is terrifying.
Still pretty amazing that there's basically one global top-tier chip supply chain, with hundreds of companies, some of which are sole-source at the scale of 6-12mo+. ASML is as much a bottleneck as TSMC.
Still pretty amazing that there's basically one global top-tier chip supply chain, with hundreds of companies, some of which are sole-source at the scale of 6-12mo+. ASML is as much a bottleneck as TSMC.