All the more reason to make it profitable for fabs to exist within the US.
I'm particularly interested in this space. Anyone more familiar with it care to comment? Is there a push for more US fab capacity? Any startups? Any political push to change laws to make it more favorable to start one?
What stops Fab Facilities existing in "western" countries at the moment?
Someone told me a major reason for the move was because the chemicals used in top-tier facilities are basically banned in the west. Not technically banned but considered so dangerous (they're all carcinogenic) that the cost (health and safety, insurance, compensation) make them uneconomic.
Is that right?
Does it matter whether fab facilities are near to final manufacturing locations? Will Apple\Foxconn buy chips from a San Fran shop if they then have to be shipped to China for inclusion in the device? Since most devices are put together in SE Asia, the delay might be killer...
https://en.wikipedia.org/wiki/Foundry_model
Additionally there is this: https://en.wikipedia.org/wiki/List_of_semiconductor_fabricat...
Note as a result of this comment I did some digging and it does seem like Global Foundries does do wafer-share: https://www.globalfoundries.com/design-services/multi-projec...
RISC-V is great; a universal commodity ISA is welcome and will remove some impediments. But RISC-V isn't going to reduce the IC business to simple integration and fab. Specialized devices are already indispensable and will only become more critical as the general purpose CPU performance curve continues to flatten.