Live data from Hacker News

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

tsmc.com

181–190 of 438 posts

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

#181
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. You have earned a friend for life.

Remember when Trump floated withdrawing from NATO?

Remember when Trump stopped funding the WHO in the middle of the worst pandemic of the past 100 years?

America First has no room for friends for life. Only friends for the moment.

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

#182
I can see some American politicians are celebrating this as a blow to (communist) China.

But is this not hurting Taiwan in a major strategic long term way? And risks turning the whole island towards mainland.

And for the ones celebrating "Re-industrilization of America". Is the America you envision really a America which does not have anything of importance produced outside America. Even if outside means traditional allies such as Germany, Japan, Taiwan ... ?

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

#183
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…

Sound pointlessly nationalist.

Because of all of my electronics being assembled in China, there have been millions of people that were pulled out of poverty.

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

#184

Earlier quoted context omitted.

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

It’s also technically one of the easiest places in the US to provide all your energy by yourself with solar.

AZ also has the largest nuclear power plant in the country, supplying 27% of the state's electricity.

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

#185
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…

> If China marches into Taiwan, the U.S. will be left with no advanced-node manufacturing and it will have lost the technology race

Can you explain this? If China takes over Taiwan, couldn't the US just take over whatever TSMC plants exist in America?

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

#186

Earlier quoted context omitted.

Any marketers know what happens once the 1nm name is taken? Dose it go negative, go to decimals, start counting back up or just a new naming convention?

Go down to picometre. 1000pm, etc.

But 1000pm looks larger than 1nm. How about “-3 nm”?

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

#187
post #182

I can see some American politicians are celebrating this as a blow to (communist) China. But is this not hurting Taiwan in a major strategic long term way? And risks turning the whole island towards mainland. And for the ones celebrating "Re-industrilization of America". Is the America you envision really a America which does not have anything of importance produced outside America. Even if outside means traditional…

Taiwanese people probably wish to not be strategic in a China-US battle.

That only means the destruction of that island.

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

#188
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.

China won't march into Taiwan until they can win a naval war with the US to keep the US from retaliating. And if China can do that, they won't have to march into Taiwan.

2050 Indo-pacific naval war is my prediction.

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

#189
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.

> Never mind the civil unrest, the entire world would bail out of China.

That is not clear.. at all. Europe, Canada, Australia, New Zealand -- the non-US western allies -- have all known exactly what China's end goal is and have down jack diddly squat to put pressure on them.

The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anything, which is really unfortunate.

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

#190
post #101

Thanks to President Trump, big win for USA!

We might've already been here without Trump.

Regardless off any opinions about Trump, the imposition of tarrifs and his incendiary rhetoric seem to be causing manufacturing operations to hedge their bets. So maybe a some higher skill jobs have shifted to the US (not sure if that really helps Trumps voter base), but Tesla smartly started operations in China.

Hard to speculate on the counterfactuals, but this increases redundancy, which can add new jobs, but the tarrifs can also rout other parts of the economy - and possibly impact Trump's own voter base more than others.

Post reply on HN