The Semiconductor Ecosystem Explained
Infographic is outdated and borderline propaganda.<p>The war with China has started. SMIC is shut to outsiders. Hong Kong fell to China. Taiwan is expected to fall next.<p>So what&#x27;s going down? Everyone getting into the chip game because they must.<p>Europe’s Chip Act, Infineon is building chips in Germany<p>Chips for USA Act hasn&#x27;t quite passed yet. Biden issued an executive order that is unchallenged by anyone. US sanctioned SMIC.<p>Samsung will be building a fab in Taylor Texas near to Austin. Intel will be building 2 fabs in Arizona(RISCV!)<p>Samsung obviously also building much more in Korea.<p>TSMC is building a fab in Japan with Sony. Everyone hoping the fabs in taiwan don&#x27;t fall. Really good chance those fabs will be destroyed if China moves on them.<p>India is blowing up big time with fabs.<p>The number of secret fabs is surprising as well. Tons of them popping up in the midwest, primarily sourcing for the automotive industry. Makes sense to keep them quiet because it seems there&#x27;s lots of fabs catching fire or being hacked and shutdown. Oh the nature of war...