What is happening, page-3474

haha FHC I think seagulls are conserving energy these days. Saving it for the big announcements.

and thanks to crisendy for the WEF battle for chips chat. Battle lines drawn. China on one side, the rest of the world on other. Going to take time to re-work supply chains.

Case in point, the biochip supply chain is one AXE is building for itself, piece by piece and scaling production is also taking many small steps. Unlike going to TSMC with a design and hey presto a million chips produced in no time. Looks like the goal is to avoid the big fabs, which means more delay while things are put in place that remove any exposure to China risk of takeover or industrial espionage or whatever else is worrying them.

Now if Mo is engaged in all of this bigger strategy plays and has to weigh every development opportunity against geopolitical risk, then we have to be even more patient. Time lines will blow out. Will the 12CQ development also now have to look away from the initial TSMC client agreement. If we take the WEF confab of defense and big tech narrative seriously then yes, looks like TSMC is not the pathway.