Monday, March 17th 2025
US Self-Sufficiency of Semiconductors Unlikely According to Japanese Expert
According to Akira Amari, a Japanese politician and semiconductor industry expert, it's unlikely that the US will ever reach self-sufficiency when it comes to semiconductor production. This has nothing to do with foundries, as the US might manage to be self-sufficient in terms or raw chip production needs, but the country is said to be unlikely to be able to reach a complete supply chain of everything else needed to produce the chips. Countries like Japan, Taiwan, the Netherlands, Belgium, South Korea and more are heavily invested in supplying not only components needed to produce semiconductors, but also machinery and chemicals.
Amari is suggesting that these countries should form a co-operative alliance to help strengthen their supply chains at home, rather than putting all eggs in one basket to try and appease the US. This statement comes after TSMC promised to invest an additional US$100 billion over an unspecified time frame in the US. Time will tell if he's right or not, but it's unlikely that any country will ever be self-sufficient when it comes to making semiconductors, regardless of how big they are or what natural resources they have access to locally.
Sources:
via Focus Taiwan, Image of Akira Amari from Wikipedia
Amari is suggesting that these countries should form a co-operative alliance to help strengthen their supply chains at home, rather than putting all eggs in one basket to try and appease the US. This statement comes after TSMC promised to invest an additional US$100 billion over an unspecified time frame in the US. Time will tell if he's right or not, but it's unlikely that any country will ever be self-sufficient when it comes to making semiconductors, regardless of how big they are or what natural resources they have access to locally.
18 Comments on US Self-Sufficiency of Semiconductors Unlikely According to Japanese Expert
The company? Is that the US or is that a typo?
Makes sense though. :toast:
They give them money and space to work. They provide infrastructure such as transportation, energy and water, basic things. All of this has a high cost and China does everything.
Korea also invested billions in Samsung so that it would be self-sufficient.
The US lost the race for chips because it stopped investing and China managed to invest in research and development while attracting companies founded in the US.
wickedleeks.riverford.co.uk/opinion/thoughts-from-a-southern-road-trip/
www.prosocial.world/posts/evolution-and-the-enigma-of-reason-brian-boyd-interviews-hugo-mercier-and-dan-sperber-on-their-new-book
Don't forget #BoycottUS
An idea so idiotic it could hardly be considered by anyone who knows anything about ASML. Sounds like something Trump might propose if he was European.