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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.

#171
post #145

Earlier quoted context omitted.

I appreciate the good-natured disagreement! Long-term independence and stability of Taiwan is necessary for TSMC to keep existing. It's in its best interest to keep existing. I'm pretty sure the government doesn't need to approve of this sort of thing; VIA got away with it. Further entangling itself with the US would be keeping itself for the most part in Taiwan. "We have drastically better tech than you, and your mi…

Good point, on the last part. But I think the likelihood of an actual invasion of Taiwan is extraordinarily low. There's terrain and weather reasons for why any land invasion would be telegraphed well ahead of time and would be a complete bloodbath for any invading force. What is quite possible imo is an air bombardment as an attempt to force the Taiwanese government into capitulation. This would obviously precipitat…

Agreed on the point that an amphibious invasion of Taiwan could quickly become more chaotic than the PRC wants. I think the PRC's strategy is probably to build up for a naval battle with the US Navy and use a victory to threaten a multi year blockade of Taiwan like the US did with Cuba. If China can secure naval dominance within the second island chain and a corridor across the Indian ocean to the Middle East and Africa they have all the time in the world to leave Taiwan in a pressure cooker.

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

#172
post #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 h…

Unless you care about the environment of course. Arizona is an unsustainable amount of air conditioning to fight against deadly temperatures.

Arizona is electric unsustainable? California has rolling blackouts now

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

#173
post #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 h…

Rent in SF is fine! I just live in a one bedroom with 3 people. :-D

[deleted]

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

#174
post #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 h…

Unless you care about the environment of course. Arizona is an unsustainable amount of air conditioning to fight against deadly temperatures.

Is Sweden using an unsustainable amount of heaters to fight against deadly winter temperatures? Air conditioning is much more efficient than a heater. Arizona will usually only get more than 15 degrees warmer than a comfortable indoor temperature. In places with cold winters, sometimes temperatures will get more than 25 degrees cooler than a comfortable indoor temperature.

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

#176
post #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 h…

Nationalism is a powerful thing huh. I wouldn’t want to buy a ‘Made in CA’ iPhone. How would this be any different to one with chips made in Taiwan?

Keep in mind Apple is sold around the world. Not everyone is American.

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

#179
post #64

Actually, this is true. The big question is what's going on behind the scenes. China has been busy building up its own supply chain after the U.S. closed off shipments of any U.S.-based R&D to Huawei last summer. It also has made statements that Taiwan is part of China since then, which has left the U.S. without an advanced-node fab. Intel is at least a node behind both Samsung and TSMC, and the U.S. has no trusted f…

China marching into Taiwan would be a losing move. Never mind the civil unrest, the entire world would bail out of China. Japan, Korea, Vietnam, Malaysia, Singapore and Thailand + India would be even more alerted than they are right now with HK situation. The narrative in these countries is quickly evolving. CCP is over playing their hand by engaging in asymetrical trade.

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

#180

Great move. Bring manufacturing back to US. Decouple everything with China when CCP is in charge of it. CCP is the root of everything evil.

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