> The fund’s expansion includes a multibillion-dollar commitment from Apple to produce advanced silicon in TSMC’s Fab 21 facility in Arizona. Apple is the largest customer at this state-of-the-art facility, which employs more than 2,000 workers to manufacture the chips in the United States. Mass production of Apple chips began last month.

Also Chip Wars is really good. I may be confusing which one is which because I read them back to back, but they overlap!

Onshore TSMC fabs followed by Intel fabs.

Properly motivated, I think Intel and Apple could do a lot relatively quickly.

It takes years to bring a fab online. Fab 21 in Arizona took 5 years to enter mass production from ground breaking. Some believe it could be done in two but that’s yet to be demonstrated. Then there are the wafers themselves. The total time it takes to process one wafer at the single nm scale is around 100 days.

So realistically, even if one makes up their mind to make a fab fast, you’re looking at 3 years before you have your first sellable wafer.

We're not giving them EUV and they can't reinvent it, so they're stuck.