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dyauspitrtoday at 6:26 AM3 repliesview on HN

Apple, Google Microsoft Amazon should all set up memory and CPU fabs. I don’t understand why they don’t do it. $400 million ASML machine is chump change and you can almost certainly find/train locals or provide incentives to immigrants to come here as workers to fill the roles there.


Replies

andriy_kovaltoday at 5:31 PM

fabs probably was low margin business compared to selling Ads before current AI boom.

dborehamtoday at 10:47 AM

30 years ago that's how the industry was structured. IBM was the largest memory manufacturer. MBAs spent decades undoing the arrangement you're now suggesting.

eecctoday at 6:47 AM

Well, isn’t Musk doing something similar with his new solar panels fab?

Frankly it’s ridiculous how we (the West) dropped renewables like a hot potato because it became synonymous with subsidizing China’s dominance in the field.

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