Nathan Lambert

Let's not ignore, Intel was the leader in manufacturing for over 20 years. They brought every technology to market first, besides EUV. Strained silicon, high-k metal gates, FinFET, you know, and the list goes on and on and on of technologies that Intel brought to market first, made the most money from, and manufactured at scale first, best technology. highest profit margins, right?

Let's not ignore, Intel was the leader in manufacturing for over 20 years. They brought every technology to market first, besides EUV. Strained silicon, high-k metal gates, FinFET, you know, and the list goes on and on and on of technologies that Intel brought to market first, made the most money from, and manufactured at scale first, best technology. highest profit margins, right?

So we shouldn't ignore that Intel can't do this, right? It's that the culture has broken, right? You've invested in the wrong things. They said no to the iPhone. They had all these different things regarding like, you know, mismanagement of the fabs, mismanagement of designs, this lockup, right?

So we shouldn't ignore that Intel can't do this, right? It's that the culture has broken, right? You've invested in the wrong things. They said no to the iPhone. They had all these different things regarding like, you know, mismanagement of the fabs, mismanagement of designs, this lockup, right?

So we shouldn't ignore that Intel can't do this, right? It's that the culture has broken, right? You've invested in the wrong things. They said no to the iPhone. They had all these different things regarding like, you know, mismanagement of the fabs, mismanagement of designs, this lockup, right?

At the same time, all these brilliant people, these 50,000 PhDs or masters that have been working on specific chemical or physical processes or nanomanufacturing processes for decades in Oregon, they're still there. They're still producing amazing work.

At the same time, all these brilliant people, these 50,000 PhDs or masters that have been working on specific chemical or physical processes or nanomanufacturing processes for decades in Oregon, they're still there. They're still producing amazing work.

At the same time, all these brilliant people, these 50,000 PhDs or masters that have been working on specific chemical or physical processes or nanomanufacturing processes for decades in Oregon, they're still there. They're still producing amazing work.

It's just like getting it to the last mile of production at high yield where you can manufacture dozens and hundreds of different kinds of chips online. you know, and, and it's good. You customer experience has broken, right? You know, it's that customer experience. It's like the, like part of it is like, people will say Intel was too pompous in the 2000s, 2010s, right?

It's just like getting it to the last mile of production at high yield where you can manufacture dozens and hundreds of different kinds of chips online. you know, and, and it's good. You customer experience has broken, right? You know, it's that customer experience. It's like the, like part of it is like, people will say Intel was too pompous in the 2000s, 2010s, right?

It's just like getting it to the last mile of production at high yield where you can manufacture dozens and hundreds of different kinds of chips online. you know, and, and it's good. You customer experience has broken, right? You know, it's that customer experience. It's like the, like part of it is like, people will say Intel was too pompous in the 2000s, 2010s, right?

They just thought they were better than everyone. The tool guys were like, Oh, I don't think that this is mature enough. And they're like, ah, you just don't know. We know, right. This sort of stuff would happen. Um, and so can the U S bring it to the, uh, can the U S bring leading edge semiconductor manufacturing to the U S emphatically? Yes. Right. And we are right. It's happening.

They just thought they were better than everyone. The tool guys were like, Oh, I don't think that this is mature enough. And they're like, ah, you just don't know. We know, right. This sort of stuff would happen. Um, and so can the U S bring it to the, uh, can the U S bring leading edge semiconductor manufacturing to the U S emphatically? Yes. Right. And we are right. It's happening.

They just thought they were better than everyone. The tool guys were like, Oh, I don't think that this is mature enough. And they're like, ah, you just don't know. We know, right. This sort of stuff would happen. Um, and so can the U S bring it to the, uh, can the U S bring leading edge semiconductor manufacturing to the U S emphatically? Yes. Right. And we are right. It's happening.

Like Arizona is getting better and better as time goes on. TSMC has built roughly 20% of their capacity for 5 nanometer in the US, right? Now, this is nowhere near enough, right? 20% of capacity in the US is like nothing, right? And furthermore, this is still dependent on Taiwan existing, right? There's sort of important way to separate it out. There's R&D and there's high volume manufacturing.

Like Arizona is getting better and better as time goes on. TSMC has built roughly 20% of their capacity for 5 nanometer in the US, right? Now, this is nowhere near enough, right? 20% of capacity in the US is like nothing, right? And furthermore, this is still dependent on Taiwan existing, right? There's sort of important way to separate it out. There's R&D and there's high volume manufacturing.

Like Arizona is getting better and better as time goes on. TSMC has built roughly 20% of their capacity for 5 nanometer in the US, right? Now, this is nowhere near enough, right? 20% of capacity in the US is like nothing, right? And furthermore, this is still dependent on Taiwan existing, right? There's sort of important way to separate it out. There's R&D and there's high volume manufacturing.

Effectively, there are three places in the world that are doing leading edge R&D. There's Hsinchu, Taiwan, there's Hillsborough, Oregon, and there is Pyongyang, South Korea. These three places are doing the leading edge R&D for the rest of the world's leading edge semiconductors. Now, manufacturing can be distributed more globally. right?

Effectively, there are three places in the world that are doing leading edge R&D. There's Hsinchu, Taiwan, there's Hillsborough, Oregon, and there is Pyongyang, South Korea. These three places are doing the leading edge R&D for the rest of the world's leading edge semiconductors. Now, manufacturing can be distributed more globally. right?

Effectively, there are three places in the world that are doing leading edge R&D. There's Hsinchu, Taiwan, there's Hillsborough, Oregon, and there is Pyongyang, South Korea. These three places are doing the leading edge R&D for the rest of the world's leading edge semiconductors. Now, manufacturing can be distributed more globally. right?