> If everyone wants chips, semiconductor manufacturing supply should be increased. Governments should subsidize domestic semiconductor industries and the conditions for them to thrive (education, etc.) to meet both goals of domestic and economic security, and do it in a way that works.
If there is already demand at this inflated price, shouldn’t we ask why more capacity is not coming online naturally first?
Yes, one of the most valuable companies in the world has been supply strained for years. Unless incredibly well focused investments are made, cash is not the problem. Subsidies are madness.
If there is already demand at this inflated price, shouldn’t we ask why more capacity is not coming online naturally first?