Comment by hakfoo

Comment by hakfoo 2 days ago

0 replies

They didn't do a very good job of pricing in politics.

Just because they're "lower value" subsectors doesn't mean they have significant real-world impacts.

This sort of announcement will inevitably be used shortsightedly for political reasons. Someone will interpret "We have 3nm at home" as "We can do something foolhardy with Taiwan" or "We can throw up a big, non-surgical tariff". This will soon be followed by "did anyone mention that the 3nm chip is useless without a galaxy of half-cent supporting parts that we outsourced decades ago?" or "people consume products other than highly binned silicon dies, and now we have supply crunches and price spikes from televisions to toasters to turmeric?"