US Semiconductor Manufacturing
topic on 2 shows · 3 statements across 3 episodes
3 statements about US Semiconductor Manufacturing, every show
Stephens: Money cannot fix US semiconductor deficit before 2027 Taiwan threat
“Now we're in a position where almost no amount of money is going to fix this problem for us, certainly on a timeline of relevance as it pertains to the risk that Taiwan has in twenty-twenty-seven.”
Su: US-fabricated chips will carry a low double-digit cost premium
“Not, not 50% more. I mean, look, it, it's gonna be, you know, more than five percent, but, you know, let's call it less than 20%. So low, low, low double, let's say low double digits.”
Evans: Leading-edge chip fab capex will climb from $20B to $40B
“Which is why Intel had this, you know, this capital project to build new chip capability in the US, and it was twenty billion dollars. And that's just this generation. And there's going to be 40, it's going to be forty billion dollars next year. And the number…”