I work in semiconductors, and I don’t think the numbers are necessarily unfair. There are a lot of small companies and academic research labs receiving funding from the CHIPS act, and their work gets done faster when there are fabs in the country to tape out their designs.
Can’t say I know a ton about the industry but it’s wild how many fabless companies are so influential. So much of business is vertical integration, yet many of the biggest names in chips are fabless
Chip fabs simply do not work at a small scale, if you want to sell them at anything resembling a reasonable cost. Modern chip lithography takes a truly titanic amount of capital to set up, and it takes years. And by then the industry has moved on.
I work in semiconductors, and I don’t think the numbers are necessarily unfair. There are a lot of small companies and academic research labs receiving funding from the CHIPS act, and their work gets done faster when there are fabs in the country to tape out their designs.
Can’t say I know a ton about the industry but it’s wild how many fabless companies are so influential. So much of business is vertical integration, yet many of the biggest names in chips are fabless
Chip fabs simply do not work at a small scale, if you want to sell them at anything resembling a reasonable cost. Modern chip lithography takes a truly titanic amount of capital to set up, and it takes years. And by then the industry has moved on.