US Semiconductor Supply Chain

US don't need to manufacture ALL, because US have strong enough friendship with countries, manufacture most important parts.You may don't know, but except Taiwan, ALL top CPUs manufacturing in G7 countries.For RAM and Flash things are worse, more than 50% manufacturing in China/Hong Kong, but they are not so vital important, you could imagine, you could just buy computer with half RAM/SSD size.

I see you getting downvoted which seems a bit harsh given it seemed like a very honest question. As far as I understand, a huge amount of materials and intermediate steps and companies are over in Taiwan or Shenzen or other places in Mainland China. Even if you could do some parts in the US (like final production) all the sub-components and companies who can actually produce them are dotted over Asia. This is part of the problem in raw economic terms: there is a large vendor and/or geograph

Some might ask; well if this is the case, can we move production (back) to the US? The answer (imo) is no. The Chinese have done an amazing job building the supply chain. Need a part, go right down the street and meet the vendors, need packaging, its just down the other street. The infrastructure built to bring products to market is their real advantage here. Try sourcing a new chip in the states and then try over there. This is true not just for electronics, but also with textile production.

This requires a supply chain that the US no longer has, AFAIK. I mean, do know of any electronics still made in the USA? Shenzen is the world's 3D printer, and its non-trivial to clone it.

There is an important incentive to manufacture some category of products that are necessary for security. How do you feel about EVERY single non-trivial chip and piece of electronics manufactured outside US? Can you, currently, buy ANY kind of computer that is not being handled in China?It sure will cost more, but the industry does not grow overnight and people do need time to get experienced and I think it is vital that some country other than China supplies electronics, too.

I think electronics could work in the US. Lead times are very important. It takes a very long time for a component to arrive from Shenzen. If you have a domestic electronics industry, even a bad one, it's always at a huge advantage - since they're just a phonecall away. If you have an acceptable one, you can have really low inventory, make phones as people buy them, and cut a corner on your competitors that way.

US wants me fabs in-house. For company, Korea/Taiwan or Israel may make more sense. So, US is paying up for it.

Because there's nowhere in the US like Shenzhen, Guangdong or Hong Kong.Remember how Apple couldn't just pick up and move the production of iPhones to India or Vietnam? You need all the ancillary industries around the production to be there, along with being competitive and commoditized as well.When a supplier has something go wrong a line of manufacturing doesn't go down. You go down the street to the same guy selling the same thing and have them pick up the slack. If you w

> You metaphorically need to invent the universe to make it work in the US.You didnt answer the obvious question of the why things are the way they are now? US used to have their entire electronic supply chain, save from raw materials, in USA in the 70s... So why cant US build its own Shenzhen or Hong Kong? taxes? corporate taxes are relatively low in some US states, infrastructure? US has all the infrastructure needed. Engineers? US claims to have the best universities in the world...

> It's also impossible to bring back horses as main vehicle of transportation until you have a civilisation collapseThat’s a bad read of the situation. It’s not like no one makes chips.The reasons people cite for why manufacturers don’t come to America are largely political. The reality is that manufacturing is alive and well but those with industry knowledge aren’t American, and America has most left low margin and high labor manufacturing not all manufacturing. In this case, Amer