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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.

#121

Earlier quoted context omitted.

Fabs aren't really a realm of competition with China. Leading fabs are in Germany (GlobalFoundaries in Dresden), Taiwan (TSMC's primary fabs), South Korea (Samsung) and even the US (GlobalFoundaries) and Singapore (GlobalFoundaries).

Having worked in the semiconductor industry, manufacturing specifically, I can attest that this is a false statement - US technology in semiconductor manufacturing is not simply from running the fabs, but building fabrication equiment that fabs purchase to process and package wafers. The US (Teredyn, Applied Materials, Entegris, KLA Tencor, Lam Research), Netherlands (ASML) and Japan (Daifuku, Hitachi, TEL, Advantest…

Good point about fab equipment.

The other side of the equation is EDA tooling, which is primarily US-based (Cadence, Synopsys, and Mentor Graphics).

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

#122

Earlier quoted context omitted.

> 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.

Xi's views are of limited relevance to you and me, perhaps, but they are not of limited relevance to how PRC operates. Of course they're relevant, and then by extension that makes them relevant for how global politics plays out. >Taiwan is a sovereign country boasting a military alliance with America. Yep, this is certainly true, and part of maintaining that military alliance will be further entangling things like hi…

> I actually don't know as much as I should about the Falkland Islands War, other than the UK took a decent amount of losses surprisingly.

Good summary, actually! :)

Argentina and Britain lost about the same number of ships, with Britain having an edge on the air war. British troops marched into Port Stanley with dysentery from drinking bog water, but defeated the Argentine conscripts.

Ignoring Argentine military and etiquette lapses, the modern war lessons were:

1) Although subsonic, Harriers were ok ish for defending the fleet against an inferior force.

2) Argentine pilots used terrain masking (fly in on the deck at the bow, similar to "crossing the T") to sink some ships, so good tactics are always in style:

https://en.wikipedia.org/wiki/Nap-of-the-earth

https://en.wikipedia.org/wiki/Crossing_the_T

3) Without first-rate satellite intelligence, the British tried and failed to find and sink Argentine's aircraft carrier using subs. (Argentina withdrew their carrier to preserve it, after the traumatic sinking of the Belgrano. So tactically the British achieved the same result, but there's always uncertainty with a ship that's still floating.)

4) A British troop carrier was bombed at anchor with the soldiers ordered to remain onboard. That was a command mistake on par with US amphibious landing mistakes in the WW2 Italy campaign. Anzio, anybody?

5) Aluminum ships burn, like the Sheffield.

Having said that, the result could have been very different considering how few Harriers Britain had, or if Argentina had 10 more Exocet missiles.

(Little-known fact: An Exocet destroyed one British ship without the warhead even detonating, just the rocket fuel. The watch saw it coming, and couldn't do anything about it.)

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

#124
post #87

Bringing back manufacturing and other things of industrial nature from China isn't just good strategic planning in a time of uncertainty. It is also a gesture of good faith because supporting a dictatorship that actively imprisons over a million people in concentration camps and uses them for organ harvesting should, at the very least, be punished economically. There is no finding equal ground or compromise with thos…

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

Politically yes, Taiwan is de facto independent, but economically they are deeply intertwined; although they have their own currency, stock exchange etc., a lot of major companies operating in China are under Taiwanese ownership (Foxconn and Pegatron for example) and the commerce between China and Taiwan is significant; China is Taiwan's largest trading partner at 30% of Taiwan's total trade.

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

#125
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.

> Welcome to USA. Smart Move TSMC and Taiwan. They've operated in the US for a while now. From the press release: "In the United States, TSMC currently operates a fab in Camas, Washington and design centers in both Austin, Texas and San Jose, California. The Arizona facility would be TSMC’s second manufacturing site in the United States." > You have earned a friend for life. What a bizarre comment. If they leave, are…

Thanks for making me aware of TSMC's existing foundry, I only thought they had design here.

As far as bizarre goes -- bizarre is better than boring!

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

#126

Earlier quoted context omitted.

> 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.

Xi's views are of limited relevance to you and me, perhaps, but they are not of limited relevance to how PRC operates. Of course they're relevant, and then by extension that makes them relevant for how global politics plays out. >Taiwan is a sovereign country boasting a military alliance with America. Yep, this is certainly true, and part of maintaining that military alliance will be further entangling things like hi…

> Xi's views are of limited relevance to you and me, perhaps, but they are not of limited relevance to how PRC operates

Fair enough. I amend my earlier statement to Xi’s messaging on Taiwan is of limited relevance to American economic, foreign and military policy. He’s playing to a domestic audience.

It could become more relevant in the future. But for day to day policymaking, it can usually be ignored.

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

#127
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.

The US has lots of advanced fabs already. This isn't the part of the supply chain we're missing. This does nothing to reduce our dependence on China for manufacturing. Edit: and this isn't actually a cutting edge fab. By the time it opens in 2024 the cutting edge process will be 3nm or beyond.

There's no guarantee there will ever be "3nm and beyond".

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

#128

Earlier quoted context omitted.

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.

To be fair, it's not strictly Xi's views, and China's government can't be so easily be dismissed as illegitimate by outsiders.

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

#129

Earlier quoted context omitted.

Xi's views are of limited relevance to you and me, perhaps, but they are not of limited relevance to how PRC operates. Of course they're relevant, and then by extension that makes them relevant for how global politics plays out. >Taiwan is a sovereign country boasting a military alliance with America. Yep, this is certainly true, and part of maintaining that military alliance will be further entangling things like hi…

> I actually don't know as much as I should about the Falkland Islands War, other than the UK took a decent amount of losses surprisingly. Good summary, actually! :) Argentina and Britain lost about the same number of ships, with Britain having an edge on the air war. British troops marched into Port Stanley with dysentery from drinking bog water, but defeated the Argentine conscripts. Ignoring Argentine military and…

My analogy to the Falklands War was in it being a failing junta‘s Hail Mary, an attempt to detract from problems at home.

Galtieri gambled Britain would ignore the provocation. He was wrong. He lost. And then he was deposed.

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

#130

Earlier quoted context omitted.

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 b…

Someone should really say something to the US military. They’ve been selling top tier military equipment to and coordinating with illegitimate rebels for decades!
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