@Malmesbury Another factor - for Taiwan, this kind of thing is a guarantee that the rest of the world won't sell them down the river, when the Chinese decide they want Taiwan back... So Taiwan will b… (View Post)

Well, I'm biased of course but if you think about what will drive the economies of the future (5G/6G, A.I., IoT, Power and Energy, Automation, EV and Autonomous Vehicles and so on), semis of all flav… (View Post)

Gelsinger has been taking to "the European Commission" about a new Intel fab in the EU (not Ireland) ... smart money would be on The Netherlands or East Europe. You'd hope the UK would be l… (View Post)

@Philip_Thompson Would it make sense for the UK to invest in this unilaterally? How much would it cost to become a leading chipmaker domestically? And given the national security implications if we w… (View Post)

My pleasure ... I have learned such a lot from all the contributors on PB over the years, who have such a wide range of expertise and experience. Happy to do my little bit to share whatever professio… (View Post)