A Leap Toward Cyber Resilience

Bringing AI supercomputer manufacturing stateside is more than economic patriotism—it’s a massive step toward cyber and national security. By reducing our dependency on overseas fabs, we gain more control over the technologies powering our most critical systems.

As Dimitri Alperovitch, founder of CrowdStrike, explains in his timely book World on the Brink:

“If Taiwan goes offline, it’s not just phones and laptops at risk. The global economy and military stability hang in the balance.”

He’s right. But the threat isn’t theoretical.

The Taiwan Powder Keg: One Fab, One Flashpoint

Here’s the reality: Taiwan is the single point of failure for the global semiconductor industry. And it sits directly in the crosshairs of an increasingly aggressive China.

China has repeatedly signaled its intention to take Taiwan—by force if necessary.

If that happens, the U.S. will be faced with an impossible decision:

• Do we intervene militarily to defend Taiwan—and potentially trigger a war with a nuclear-armed superpower?
• Or do we let China seize the crown jewel of global chip manufacturing?
  
  

Neither option is good. But the stakes couldn’t be higher.

The TSMC fab in Taiwan isn’t just a factory—it’s the most valuable piece of industrial infrastructure on Earth. Losing access to it would cripple global tech, halt AI innovation, and paralyze supply chains from defense to consumer electronics.

This is why NVIDIA’s decision is more than strategic—it’s existential.

Let’s Not Sugarcoat It—This Is Hard. Really Hard.

Let’s give some perspective on just how insanely complex it is to build chips at the scale and precision of TSMC.

To even attempt to replicate Taiwan’s semiconductor capabilities on U.S. soil is like trying to recreate a Swiss watch factory with a sledgehammer and a blueprint.

Here’s what makes this such a colossal challenge:

1. The Machines That Build the Machines

The most advanced chips require EUV (extreme ultraviolet) lithography machines—created by just one company in the world: ASML. Each machine costs $150 million+, weighs over 180 tons, and contains thousands of parts from hundreds of suppliers.

You can’t just order these off Amazon.

They use light so precise it has a wavelength smaller than a virus, mirrors flatter than any surface on Earth, and tolerances measured in atoms. This is physics pushed to its absolute limit.

2. Rare Materials, Global Dependencies

We’re talking about ultra-pure gases, specialty chemicals, rare earth metals—some of which are controlled by geopolitically sensitive countries.

One misstep in the material purity or temperature control and entire batches of wafers can be ruined.

3. An Army of World-Class Engineers

TSMC didn’t just build a fab—it built a culture around perfection. Thousands of engineers train for years to achieve process yields of 99.99%. You don’t copy that overnight. You build it brick by brick, person by person, mistake by mistake.

So Why Try?

Because we have to.

If we don’t, we risk being left behind in the most critical technology shift of our lifetime.

AI runs on silicon. Silicon runs on fabs. Fabs run on stability.

Shout out to Jensen Huang and the NVIDIA team for having the guts to take this on. This is legacy-level leadership. This is playing the long game. This is what being mission-driven looks like.

Let’s Go Viral for the Right Reasons

This isn’t about fear. It’s about focus.

It’s about betting on ourselves. On American innovation. On resilience.

So if you believe in securing our digital future—share this. Talk about it. Read World on the Brink. Rally around these moonshots.

Let’s help build the future here—before someone else decides to build it for us.