Nathan Lambert

Like BYD is probably going to be the first company in the world to not have to use TSMC for making, because they have their own FAPs, right, for making chips. Now, they still have to buy some chips from foreign, for example, like around like self-driving ADAS capabilities, because those are really high end. But at least like, you know, like an internal combustion engine has 40 chips and an EVE

just for controlling flow rates and all these things. And EVs are even more complicated. So all these different power ICs and battery management controllers and all these things, they're insourcing, right? And this is something that China has been doing since 2015. Now, as far as the trailing edge, they're getting so much capacity there. as far as the leading edge, right?

just for controlling flow rates and all these things. And EVs are even more complicated. So all these different power ICs and battery management controllers and all these things, they're insourcing, right? And this is something that China has been doing since 2015. Now, as far as the trailing edge, they're getting so much capacity there. as far as the leading edge, right?

just for controlling flow rates and all these things. And EVs are even more complicated. So all these different power ICs and battery management controllers and all these things, they're insourcing, right? And this is something that China has been doing since 2015. Now, as far as the trailing edge, they're getting so much capacity there. as far as the leading edge, right?

IE this five nanometer and so on, so forth, right? Where GPUs, they are still behind. And this is the US restrictions are trying to stop them in the ladder.

IE this five nanometer and so on, so forth, right? Where GPUs, they are still behind. And this is the US restrictions are trying to stop them in the ladder.

IE this five nanometer and so on, so forth, right? Where GPUs, they are still behind. And this is the US restrictions are trying to stop them in the ladder.

But, you know, all that's happened, you know, is yes, they've slowed down their five nanometer, three nanometer, et cetera, but they've accelerated their, hey, 45 nanometer, 90 nanometer power IC or analog IC or, you know, random chip in my keyboard, right? That kind of stuff.

But, you know, all that's happened, you know, is yes, they've slowed down their five nanometer, three nanometer, et cetera, but they've accelerated their, hey, 45 nanometer, 90 nanometer power IC or analog IC or, you know, random chip in my keyboard, right? That kind of stuff.

But, you know, all that's happened, you know, is yes, they've slowed down their five nanometer, three nanometer, et cetera, but they've accelerated their, hey, 45 nanometer, 90 nanometer power IC or analog IC or, you know, random chip in my keyboard, right? That kind of stuff.

So, so there is an angle of like the U S's actions have been so from these export, you know, from the angle of the expert controls have been so inflammatory at slowing down China's progress on the leading edge that they've turned around and have accelerated their progress elsewhere because they know that this is so important, right?

So, so there is an angle of like the U S's actions have been so from these export, you know, from the angle of the expert controls have been so inflammatory at slowing down China's progress on the leading edge that they've turned around and have accelerated their progress elsewhere because they know that this is so important, right?

So, so there is an angle of like the U S's actions have been so from these export, you know, from the angle of the expert controls have been so inflammatory at slowing down China's progress on the leading edge that they've turned around and have accelerated their progress elsewhere because they know that this is so important, right?

If the U S is going to lock them out here or if they lock us out here as well, uh, in the trailing edge. And so going back, can the U S build it here? Um, Yes, but it's going to take a ton of money. I truly think like to revolutionize and completely in-source semiconductors would take a decade and a trillion dollars.

If the U S is going to lock them out here or if they lock us out here as well, uh, in the trailing edge. And so going back, can the U S build it here? Um, Yes, but it's going to take a ton of money. I truly think like to revolutionize and completely in-source semiconductors would take a decade and a trillion dollars.

If the U S is going to lock them out here or if they lock us out here as well, uh, in the trailing edge. And so going back, can the U S build it here? Um, Yes, but it's going to take a ton of money. I truly think like to revolutionize and completely in-source semiconductors would take a decade and a trillion dollars.

TSMC has some like 90,000 employees, right? It's not actually that insane an amount. The Arizona fab has 3,000 from Taiwan. And these people, their wives were like, yeah, we're not going to have kids unless you sign up for the Arizona fab. We go to Arizona and we have our kids there. There's also a Japan fab where the same thing happened, right?

TSMC has some like 90,000 employees, right? It's not actually that insane an amount. The Arizona fab has 3,000 from Taiwan. And these people, their wives were like, yeah, we're not going to have kids unless you sign up for the Arizona fab. We go to Arizona and we have our kids there. There's also a Japan fab where the same thing happened, right?

TSMC has some like 90,000 employees, right? It's not actually that insane an amount. The Arizona fab has 3,000 from Taiwan. And these people, their wives were like, yeah, we're not going to have kids unless you sign up for the Arizona fab. We go to Arizona and we have our kids there. There's also a Japan fab where the same thing happened, right?

And so these wives drove these dudes to go to Japan or America to have the kids there. It's an element of culture. Yeah, sure. Taiwan works that hard, but also the US has done it in the past. They could do it now, right? We can just import, I say import, the best people in the world if we want to.