'Without companies located in Taiwan, a country China covets, the U.S. preeminent position in AI would collapse. Unfortunately, Biden’s CHIPS Act promises about technology supremacy were hot political air.' -James Rogan
All of the promises of AI are dependent on the most advanced semiconductor technology, design, and fabrication. And while the U.S. is preeminent in designing the most advanced semiconductors, it lags woefully in the fabrication area. In fact, the U.S. is completely dependent on semiconductor fabrication facilities in Taiwan for the most advanced chips. Without companies located in Taiwan, a country China covets, the U.S. preeminent position in AI would collapse.
Taiwan Semiconductor will not begin to fabricate advanced semiconductors at its new Arizona facility until the end of 2024, a lifetime in the semiconductor space. Construction of advanced semiconductor facilities is being delayed because semiconductor companies resist the conditions imposed by the Biden administration on the release of funds from the CHIPS Act.
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