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Joined 25 days ago
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Cake day: January 18th, 2026

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  • I’m not sure this is meant to compete where the bulk of revenue is generated. It seems more like the EU doubling down on areas where they already dominate, or possibly snatch some future IP while it’s still in the cradle. It’s nice to see either way.

    I think the manufacturing capacity gap is overstated. It’s marginal between the EU and US, presently at least. The enormous differences are in revenue (of the US vs RoW) which makes sense considering the IP for most logic chips is American, so even current EU logic manufacturing delivers most revenue back home to the US.

    I’ve no connection to the field, but it is both interesting and perplexing. RISC-V (like RISC) seems perpetually on the horizon, but this time Open Source. That the US wants to reshore the most difficult but least revenue-generating production stages is unorthodox. Not everybody needs 2nm and I’d love to see more capacity/expertise spread everywhere in the world.