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TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

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Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#92
post #66

Welcome to USA. Smart Move TSMC and Taiwan. You have earned a friend for life. For the doubters, this is just the beginning of Re-industrilization of America.

I don't really agree with any of the sentiment here...

> You have earned a friend for life.

The Trump administration has shown that "friend for life" means "for as long as I'm getting exactly what I want, or think I am, and otherwise you can see yourself out."

> For the doubters, this is just the beginning of Re-industrilization of America.

What benefit is there really? This fab will have about 5 jobs, and a bunch of robots who could be anywhere on earth.

I'm not sure this provides any more national security than a stockpile would.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#94

Earlier quoted context omitted.

If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. If TSMC didn't do it, then US State Department would have funded Intel to produce their 5nm fabs here. So yeah, educate yourself and then behave reasonably.

> If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. I know. Where in my comment did I say otherwise? > So yeah, educate yourself and then behave reasonably. Okay, thanks? Did you by any chance respond to the wrong comment? Such bi…

It's rampant nationalism all up and down this thread. Facts be damned.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#95
post #87

Earlier quoted context omitted.

This does not make sense. TSMC is from Taiwan, which is to all practical extent independent from China, politically and economically.

I think the point is that PRC considers Taiwan as part of broader China, and this move makes that statement less likely to be taken seriously. Which is good.

> PRC considers Taiwan as part of broader China

And I believe Staten Island to be my sovereign dominion.

Xi’s views are of limited relevance. Taiwan is a sovereign country boasting a military alliance with America.

Moving production home is good. But safeguarding global assets in Taiwan from Beijing pulling a Falklands is also savvy.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#97
post #66

Welcome to USA. Smart Move TSMC and Taiwan. You have earned a friend for life. For the doubters, this is just the beginning of Re-industrilization of America.

I’m not sure which brands TSMC makes for. But I can promise you if there is an option to buy an USA made AMD, I’d pay a premium for that.

> I’m not sure which brands TSMC makes for.

Basically all of them, to some extent.

> But I can promise you if there is an option to buy an USA made AMD, I’d pay a premium for that.

AMD spun off their own foundry years ago (GlobalFoundaries) and still uses the for some things.

FWIW though TSMC already has a US fab, but all their high-end processes are going to remain in Taiwan.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#98

What is the environmental footprint of a typical fab? From what I understand, modern chips are free of conflict materials, but are there toxic byproducts which would cause trouble with the EPA?

Modern chips are free of conflict materials? How do you even start to come up with a basis for the statement? I also don't understand the connection between "conflict materials" and toxic substances. I thought it was common knowledge that making chips involves lots of extremely toxic chemicals though.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#99
post #87

Earlier quoted context omitted.

This does not make sense. TSMC is from Taiwan, which is to all practical extent independent from China, politically and economically.

I think the point is that PRC considers Taiwan as part of broader China, and this move makes that statement less likely to be taken seriously. Which is good.

> I think the point is that PRC considers Taiwan as part of broader China, and this move makes that statement less likely to be taken seriously. Which is good.

Well, you should tell that to the US government, who believes there's One China and the capital is Beijing.

When Trump got elected he actually took a congratulatory call from Tsai Ing-wen (president of Taiwan) which utterly incensed the PRC. That aside, it's been the position of America since 1972.

For what it's worth Taiwan also believes there's One China, including all territory claimed by the PRC and that the capital is in fact Taipei.

With that all in mind, any major world power has been paying lip service to One China and practically ignoring it, but the PRC exerts its influence over smaller/weaker countries such as recently flipping Sao Tome and Principe in violation of the no-poaching agreement in the One China accords. In reality, no big power believes they're one country, and operates accordingly. No small power does either, but substantially all back the PRC because the West has largely ceded its influence over smaller nations to the PRC.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#100
Someday I would really love to buy an iPhone that says "designed and built by Apple in California"

Stuff like this is just one step closer to that. I would happily pay a premium for it. Excellent news.

And to all of you currently looking at your rent in SF and wondering if you should stay there now that you can work remote: AZ is a pretty awesome place, and more and more it's looking like it actually could become a hardware hub in the US.

To be clear on my point about rent in Phoenix, btw: I am currently sitting about 400 yards from ASU (I live across the street from campus). I rented this house for about 10 years for <$1000/mo (2br, 1ba, now I own it), and there are still apartments/condos in this neighborhood for that price. We don't have an ocean, but we have some of the most beautiful hiking in the world, the city is extremely cycle friendly, and almost every biome you could want is a few hours drive max from here. It's really a great city.

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