Hmm
The longer this goes on the happier I am the UK did not join in
If Intel wants larger subsidies for its Magdeburg mega-fab, German officials think the x86 giant should increase its investments to match. Citing people familiar with the matter, the Financial Times reported on Thursday that the German government is willing to consider boosting subsidies, but only if Intel is willing to spend …
It’s all going to end in tears and disappointment…. With the end products just shipped to China anyway for electronics assembly as the related supply chain and manufacturing is being completely ignored….. so any global supply chain issues will still have the same affect if squeezed again for political, war, economic or pandemic issues.
I don’t see any real uptick in alternative supply of basics from the Ukraine even being talked about never mind implemented - grains, cooking fats/oil, fertiliser, minerals. Putin’s economic war is far more impactful than the actual poorly executed physical war.
Yes, I know that semiconductor fabs are immensely expensive and that we now have to ensure that when China invades Taiwan it will not cut us off from our silicon perfusion.
With that in mind, it still seems to me that money attracts money. None of those billions are going to go to a chip fab startup. It'll all be Intel, TSMC etc, in other words, it'll all go to companies who are already valued in the hundreds of billions.
You want to take advantage of this opportunity to start in the semiconductor business ? We like your gusto, kid. Why don't you start with a hot dog stand in New York ? Call us back in 20 years, we'll see what we can do.