They must win back the process advantage. It's existential for them, and important for the U.S. geopolitically.
Their fabs need more customers to justify the astronomical investment. They must expand their foundry business.
Their fabs need more customers to justify the astronomical investment. They must expand their foundry business.
I expect the federal government to take action here, probably by giving huge monetary incentives to Intel/AMD for creating a state-of-the-art fab in the US.
TMSC is planning to build a fab factory in the US. https://www.forbes.com/sites/willyshih/2020/05/15/tsmcs-anno...