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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.

#201

Post by tanilama »

fermienrico wrote: post #179
Lind5 wrote: 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 is of no interests to Taiwan in normal times.

The hostile rhetoric towards Taiwan is a CCP relic, it is Mao's legacy to close off civil war, not anything else.

It is like Abortion to GOP, which is all about identity, other than actual purpose of pursuing such ideal.

If occupying Taiwan is worthy of losing global trade and business and tens of millions of Chinese' livelihood, CCP would already act on it. The only reason it hasn't done anything is because it doesn't want/care to.

It is probably true that both China/Taiwan to stay in the status quo, with ever so often mainly symbolic bickering.

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

#202

Post by gok »

lliamander wrote: post #192
marcell wrote: post #185

Earlier quoted context omitted.

> 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?

No TSMC plants exist in America right now.

Actually, TSMC has operated a fab in Camas, Washington for many years.

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

#203

Post by renw0rp »

fermienrico wrote: post #179
Lind5 wrote: 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.

You can't be seriously that naive. Were you born yesterday?

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

#204

Post by remarkEon »

magicsmoke wrote: post #171
remarkEon wrote: post #155

Earlier quoted context omitted.

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 Afr…

Yes, this is a strategy I'd consider. "Invasion of Taiwan" is the wrong way to think about this. Blockade and isolation would be the objective, and then use that as a tax on US military resources to further sap an already overextended country.

>If China can secure naval dominance within the second island chain

Skeptical that they'll be able to do this though, unless it represents a significant change in naval operations and they achieve this via drone or other submarine operations. PLA has had a difficult time getting the aircraft carrier concept to work, even after buying several Soviet era carrier vessels (if my memory serves). It might be a false signal, but that they haven't gotten the aircraft carrier concept to work (which would of course be required for an air bombardment of Taiwan) might mean they're working on other naval hardware that exploits US weaknesses, and thus crippling any US Navy activity via submarine or missile warfare in the Taiwan Straight is the ultimate objective for the above mentioned reasons.

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

#205

Post by renw0rp »

YinLuck- wrote: post #47
ChuckMcM wrote: post #32

This would be an interesting turn of events if it came to pass. It would certainly add good data to the argument that TSMC chips are cheaper because of the economics of east Asia. The geopolitical aspects are, to me at least, a bit over blown. Yes there has been growing concern about the integrity of the supply chain for critical resources, but that is the whole globalization problem in a nutshell. I find the calls t…

>(For context, I see globalization as a means of maximizing profits, not about politics) Globalization is just a euphemism for hegemony. First it was the British Empire, then the American Empire.

And now is the Chinese turn?

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

#206

Post by ac29 »

harpratap wrote: post #154
60secz wrote: post #144

> This facility, which will be built in Arizona, will utilize TSMC’s 5-nanometer technology for semiconductor wafer fabrication Wow Intel can't even get 10 nm working. Big win for Apple and AMD tho.

Isn't Intel's fab always better than TSMC's? Intel 10nm competes with TSMC's 7nm

By the time Intel gets anywhere near the 10nm production volume that TSMC does on 7nm right now, TSMC will probably already be moving to 5nm.

Its also difficult to say that "Intel 10nm competes with TSMC's 7nm" because in so many ways, it doesnt. Ice Lake server was supposed to be out this year with a new microarchitechture (the first since Skylake), but still is nowhere to be seen (though it certainly seems likely the big cloud players already have early silicon).

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

#207

Post by marcell »

lliamander wrote: post #192
marcell wrote: post #185

Earlier quoted context omitted.

> 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?

No TSMC plants exist in America right now.

I'm not really following the logic... GP said this (TSMC intending to build a factory in US) was bad for US, because China could march into Taiwan and cut off US ability to make chips.

Wouldn't a TSMC plant in US be good? Since US would have the factory on its own soil? What am I missing?

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

#208

Post by fermienrico »

tanilama wrote: post #201
fermienrico wrote: post #179

Earlier quoted context omitted.

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 is of no interests to Taiwan in normal times. The hostile rhetoric towards Taiwan is a CCP relic, it is Mao's legacy to close off civil war, not anything else. It is like Abortion to GOP, which is all about identity, other than actual purpose of pursuing such ideal. If occupying Taiwan is worthy of losing global trade and business and tens of millions of Chinese' livelihood, CCP would already act on it. The onl…

Symbolic bickering?

https://www.nytimes.com/2019/07/09/world/asia/taiwan-arms-sa...

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

I don't know, I guess the entire field of diplomacy and international relations can be characterized as "symbolic bickering" - as opposed to "non-symbolic bickering" - which would involve dropping bombs over the other party's territory.

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

#209

Post by adventured »

jlebar wrote: post #181
sremani wrote: 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.

> Remember when Trump floated withdrawing from NATO?

I remember when Trump took no actions at all toward pulling the US out of NATO, and did nothing other than use it as a rather dumb prop to try to coax NATO allies into meeting their spending obligations.

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

I remember when the WHO cooperated with China to knowingly lie about the pandemic, including trying to forestall borders from being closed, trying to forestall the isolation of China, lying about the nature of the virus including the risk that it posed, and committed global genocide in the process.

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

#210

Post by tanilama »

fermienrico wrote: post #208
tanilama wrote: post #201

Earlier quoted context omitted.

China is of no interests to Taiwan in normal times. The hostile rhetoric towards Taiwan is a CCP relic, it is Mao's legacy to close off civil war, not anything else. It is like Abortion to GOP, which is all about identity, other than actual purpose of pursuing such ideal. If occupying Taiwan is worthy of losing global trade and business and tens of millions of Chinese' livelihood, CCP would already act on it. The onl…

Symbolic bickering? https://www.nytimes.com/2019/07/09/world/asia/taiwan-arms-sa... https://en.wikipedia.org/wiki/List_of_US_arms_sales_to_Taiwa... I don't know, I guess the entire field of diplomacy and international relations can be characterized as "symbolic bickering" - as opposed to "non-symbolic bickering" - which would involve dropping bombs over the other party's territory.

I don't think those arms sales are even remotely relevant.

Under what timeline a regime won't need to arm itself? Even China and Russia are armed near the border, or China/North Korea.

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