IMO the most likely way by quite a bit that we get an AI bust is if there is international conflict, most obviously TSMC gets mostly destroyed, and supply chains threatened. Chip manufacturing is easily set back by 10+ years giving how incredibly complex the supply chain is. Preparing for that also involves preparing for computer HW to get set back and be more expensive for a while also.
TSMC has multiple fabs outside of Taiwan. It would be a setback but 10+ years seems to be misinformed. Also there would likely be more effort to restore the semi supply chain than post covid. (I could see the military try being mobilized to help or the Defense Production Act being used)
Last time I looked the most advanced ones were in Taiwan? Also if China invades Taiwan then expect to see Korea/​Japan shipping trade and economies massively disrupted also. How long do you think it will take to build a new world leading factory from scratch in the USA now?
IMO the most likely way by quite a bit that we get an AI bust is if there is international conflict, most obviously TSMC gets mostly destroyed, and supply chains threatened. Chip manufacturing is easily set back by 10+ years giving how incredibly complex the supply chain is. Preparing for that also involves preparing for computer HW to get set back and be more expensive for a while also.
TSMC has multiple fabs outside of Taiwan. It would be a setback but 10+ years seems to be misinformed. Also there would likely be more effort to restore the semi supply chain than post covid. (I could see the military try being mobilized to help or the Defense Production Act being used)
Last time I looked the most advanced ones were in Taiwan? Also if China invades Taiwan then expect to see Korea/​Japan shipping trade and economies massively disrupted also. How long do you think it will take to build a new world leading factory from scratch in the USA now?
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