Viewing profile — deltaseventhree

Those billions are also mostly R&D. It's also from a country external to Taiwan. ASML, the Ductch. Yes, Obviously there's a lot that goes on in this process, more then "just" silic…

Well that wasn't my idea? You simply assumed that was my idea without me saying it. The idea that tsmc and Samsung can fab better then the US is unequivocally true.

No. My posts suggest none of that. I am simply stating the truth. It is from the perspective of a tsmc shareholder not a patriotic American who wants to beat china for no other rea…

Long sigted. The investment starts from scratch. Why not invest in some places cheaper? Why not invest in a place that has better expertise? Overall the long term vision is to wres…

Possibly. But tsmc itself loses by moving the fabs to a much more expensive area.

Should be a huge portion of the cost. The material is just silicon. The expertise and know how that goes into this is where most of the money goes. For Taiwan, this expertise is be…

Things change. As of right now the US can't compete. In the past the US could compete, but that doesn't speak to the status quo. In the future the US may change but this is unknown…

Inflation is a problem right now. A huge problem. The recession is actually the result of the government pulling back. It is a necessary action. Interest rates will increase spendi…

Vietnam, Korea, many parts of Asia. The US is a arbitrary choice. It is done because of the shared rivalry the US has with Taiwan against China.

It's universally well known that Asian workers work harder and can be paid less. It's not just about intels capabilities. It's about economic wage standards. The cost is just too h…

The subsidies make the plant break even. Defense spending is basically another subsidy. Most of the weapons the US makes is useless in a civilization that has mostly been at peace …

Patriotism for America at best. I'm American. Just not biased. Patriotism is a form of bias. When you have none you see the truth more clearly. Taiwan subsidized tsmc for tech. Onc…

Stock price encompasses many things. Overall outlook is good. However the Arizona plant is not a good move for the company. Your post looks like a rationalization of your own purch…

Espionage is a minor reason. Trivial really. The main reason is the looming threat of invasion of Taiwan from China. Such an action is catastrophic for Taiwan and the US. I thought…