Electronics Weekly Electronics Design & Components Tech News
“If you want to reestablish a complete semiconductor supply chain in the U.S., you will not find it as a possible task,” said Chang in Taipei last night, “even after you spend hundreds of billions of dollars, you will still find the supply chain to be incomplete, and you will find that it will be very high cost, much higher costs than what you currently have.”
Chang gave a similar warning back in July. “If no one says anything about this, it could turn out to be terrible,” he said, “what may happen is that after hundreds of billions and many years have been spent, the result will still be a not-quite-self-sufficient and a high-cost supply chain.”
Politicians in the US and Europe, reacting to the chip shortage, are trying to boost domestic production but the complexity of the semiconductor supply chain may be so great that this is an impossible task however much is spent.
Certainly sounds like Mr. Chang is protecting his assets more than he is trying to give honest advice. I agree the complexity of the supply chain is great for old people. I am a young 47, and appreciate the AI and Big data era. Yes I know its a buzzword used by executives who have not written a line of code or have not trained or written a FFNN in their life. I speak from experience to say that YOU WILL BE SURPRIZED to see the brain capacity of our young prodigy, and guess what?? U.S. has many if not most of the young prodigy’s in the world, so as far is Intellectual Capital is concerned the U.S. has the ability to pull a rabbit out of the hat, and make that “big hurdle” called complexity just fade away in the past. I do think that all the billions spent on freight from the East must rather be spent on investing locally.
There are a couple of U.S. databases that drive, if not control, choices on semiconductors and passives with all the English and German Speaking countries in the world. So with a flip of a switch all new designs can be swung over any direction chosen by these data owners….