An interesting cover story but not grounded in reality. Chips aren't the only thing we need to stockpile - China builds just about everything we use ranging from appliances to computers to clothing. A hot war with China would cut us off from a vast amount of goods which would be crippling. Outside of China Asia is a major manufacturing destination making the region dangerous to do business with as China will exert pressure on its neighbors. It will not be a good time. GPU and RAM will be the least of our worries.
Not the least, I think! Appliances, computers, and especially clothing do have other manufacturers (some in Mexico, some in India). Semiconductors are among the most concentrated manufacturing industries, and also among the hardest to spin up. It takes some time to get an oven factory going, I'm sure, but not as long as a semiconductor fab, and the consequences of having mediocre ovens (or other appliances) are not nearly as great.
Of course, it is true that a lot more than chips will be impacted. And that it "will not be a good time", is certainly true.
An interesting cover story but not grounded in reality. Chips aren't the only thing we need to stockpile - China builds just about everything we use ranging from appliances to computers to clothing. A hot war with China would cut us off from a vast amount of goods which would be crippling. Outside of China Asia is a major manufacturing destination making the region dangerous to do business with as China will exert pressure on its neighbors. It will not be a good time. GPU and RAM will be the least of our worries.
Not the least, I think! Appliances, computers, and especially clothing do have other manufacturers (some in Mexico, some in India). Semiconductors are among the most concentrated manufacturing industries, and also among the hardest to spin up. It takes some time to get an oven factory going, I'm sure, but not as long as a semiconductor fab, and the consequences of having mediocre ovens (or other appliances) are not nearly as great.
Of course, it is true that a lot more than chips will be impacted. And that it "will not be a good time", is certainly true.