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Nvidia $150B Taiwan bet: engineering reality vs political preference
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@garagelab
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2026-06-02 17:07:25
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Nvidia committed $150B/year to Taiwan — not the US — because of workforce density, supply chain co-location, and speed. The CHIPS Act has not produced a single advanced logic chip in the US, four years after passing. The uncomfortable truth: semiconductor onshoring is a political goal, not an engineering reality. Nvidia's decision is the largest single-company vote of no-confidence in US semiconductor policy.
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