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.
TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
131–140 of 438 posts
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#132Welcome 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.
AMD does make chips in the US via their spun off Global Foundries, and so does Intel. AMD switched some production to TSMC because they had much better defect rates at 7nm. You can buy US made AMD today if you want it just won't be the latest GPU's.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#133Bringing 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…
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#134Earlier 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. 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!
To be fair that's been the US MO for the majority of the last century haha [1] -- who do you think hooked up the Mujahideen?
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#135Earlier quoted context omitted.
why is TSMC building a plant in the US an irrational thought?
What's in TSMC's best interest is the long-term independence and stability of Taiwan. Taking away a strong source of motivation for an administration that's already shown itself to lean toward "stay out of other countries; America First!" as its official foreign policy stance to keep it independent and stable is so short-sighted that it's practically insane.
Long-term independence and stability of Taiwan is a political goal, not necessarily a corporate one. The political-corporate relationship in Taiwan is definitely different (or of a different flavor) than that in the USA right now, which makes this harder to parse for specific corporate objectives. In the aggregate, this could signal a willingness of the government in Taiwan to make bets (assuming they have to approve of things like this, I'm not 100% sure if that's true) that the long term goal (political independence) is best served by further entangling itself with the US. That's probably where the debate should exist.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#136Earlier 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.
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.
I believe the U.S. government is legitimate. That doesn’t mean I believe its every view is so.
Xi’s government’s legitimacy can exist alongside his statements on Taiwan being ridiculous. (I’ll note, too, that Xi and the CPC are outsiderS to Taiwan’s affairs.)
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#137Is this going to be a repeat of the Foxconn-Wisconsin debacle where the state pays a company four billion dollars to buy a bunch of empty buildings and employ nobody?
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#138Welcome 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.
*With extreme automation and minimal employees. Modern Fabs have very few assembly line employee's. They use positive pressure rooms, overhead rail car system, robotic arms, and machines drop down from the fab floor to a maintenance floor when a human is actually needed.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#139Earlier 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…
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#140What 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.