(09-04-2025 11:25 AM)Attackcoog Wrote: (09-02-2025 01:28 PM)mlb Wrote: Everything you said only makes sense if our weapons are not run on the Intel/x86/x64 architecture. That last sentence makes me wonder why you attack Intel at such a high level, however... Apple left Motorola and shortly afterwards the PowerPC architecture in the early/mid 2000s for Intel. Intel was unquestionably the best at that point. Just finally was Apple able to design and manufacture chips at capacity that were competitive with Intel, hence their reasoning for switching in 2020. So why do you have so much hatred towards Intel, especially considering Apple even left the competitors in the dust 20 years ago themselves?
The problem with your view is something you point out early on---
"While I wish an American company did what Arm did, at least there is solace in knowing Intel has been forever marginalised, and will never have the ability to hold down the market as it once did."
In the current world order where there are now peer threats seeking to undermine the United States, US technology and production cannot be held hostage by foreign nations. Chips are the steel of the early 1900's---as important to the existence of a technology-based superpower today as energy. Intel may not be the best----but its what we have. Would you suggest buying our drones and missles from China or Russia because they had a better drone or missile? Of course not----You'd do what was necessary for American based Raytheon or Boeing (or whoever) to close the tech gap in that weapons line. Its no different for Intel. Chips are not just chips anymore---chips literally represent a national security issue. Im not crazy about Intel---but its pretty much all we have to work with for the forseeable future when it comes to domestic chip production.
That said, what I wouild not mind is some effort to expand the options available domestically. Maybe its an arm of the defense department---doing work to try to move the process forward. The reseaerch could then be shared with the private defense contractors to insure the US maintains its tech edge. Im open to ways that might expand---not just the US chip making capacity---but also the number of competing domestic chip makers.
Taiwan is a good ally, though they are in a precarious position. However, Samsung has a semiconductor process that is almost as good, and they are in Korea. So there is a good second source. Though TSMC is supposed to set up a foundry in the US, I just don't think it will be as good as the Taiwan foundry because you can't control for all variables.
It is super expensive to build a cutting-edge semiconductor factory, and super-expensive to keep up. However, older semiconductor processes are easier to build and run, they just are not near as profitable. Since military equipment typically use embedded processors, they can usually get away with older processes. As an added benefit, they usually have debugged the assembly line so that things are more reliable. Malaysia is picking up a lot of older-process semiconductor work, with Indonesia, Thailand and Philippines getting in the act as well. Because of lower operating costs, reduced environmental regulations and plentiful water, these lower end foundries do have some advantages over production in the US. Could an older US foundry serving the military have enough volume to be price-competitive?
I agree we do need chip manufacturing in the US. And, a glance at the attached map shows that the US does have many chip manufacturing plants. However, the best chips are being made at TMSC and Samsung, in part because of Intel relying on monopoly and market dominance instead of innovating.
Incidentally, I bought an AMD Athlon just after they first came out - and the first one in my research group in grad school. I built a Linux system around it. The senior Grad student in our group was a stuck on WinTel, and thought it would break or would have other errors. While the other grad students were excited about it, it seemed like he didn't want to admit that Intel had been beaten.
https://www.semiconductors.org/ecosystem/