Super Hyper Bubbles

[Eagler]

I think they can only prop it all up for so long..

Look out below 

Eagler

[AKIron]

[AKIron]

We could reclaim the semiconductor production market.

https://www.visualcapitalist.com/cp/ranked-the-countries-with-the-largest-helium-reserves/

[CptTrips]

We could reclaim the semiconductor production market.

https://www.visualcapitalist.com/cp/ranked-the-countries-with-the-largest-helium-reserves/

Wait until China blockades Taiwan next year and cuts off all the chip flow.

But you don't just throw the fab centers together.  It takes HIGHLY skilled workers that must be up-trained.

People might see why the hyper-scalers have been buys vast amounts of hardware before they actually have the income yet.  The chips you buy now might be the last you get for 10 years.

[AKIron]

Factories being built throughout the US, especially in Texas, as we speak. Yeah, production doesn't happen overnight but we've been ramping up.

[Vulcan]

Factories being built throughout the US, especially in Texas, as we speak. Yeah, production doesn't happen overnight but we've been ramping up.

and in Mexico. This has been going on for several years as from a cybersecurity perspective there is growing concern about chinese sourced semiconductors.

[AKKuya]

The Groom Lake Better Business Bureau will make sure all tech production inside Area 51 remains 100% American made.



 

[AKIron]

GlobalWafers recently opened a new plant just down the road. They make 200mm wafers. TI recently expanded the large plant also nearby and continues to grow.

https://www.gw-semi.com/

Interesting video on how silicon wafers are made.