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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.

#291
post #242

Earlier quoted context omitted.

What did the US do to prevent Russia "taking out" Crimea that the cowardly rest of the world didn't?

I am not saying it is obvious that the US would confront China militarily if it was to invade Taiwan. But Europe did let a friendly country at its immediate border get invaded and didn’t even stop buying the main resource the invader relies on (oil and gas). Let alone have any military involvement.

> The memorandum was originally signed by three nuclear powers: the Russian Federation, the United Kingdom, and the United States.... included security assurances against threats or use of force against the territorial integrity or political independence of Ukraine, Belarus and Kazakhstan.

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

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

#292
post #274
post #257

Earlier quoted context omitted.

Russia took crimea without any issue. Do you really think anything will happen if china took taiwan by force? It's a matter of time before china takes taiwan.

As much as I like the Ukrainian people, no one cared about Crimea because it was of absolutely no strategic importance to anyone but Russia. Taiwan is critically important to the US. The US _will_ go to war to defend it, and China knows this.

Just a change in who is President is all that China is waiting for.

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

#293
post #242

Earlier quoted context omitted.

I am not saying it is obvious that the US would confront China militarily if it was to invade Taiwan. But Europe did let a friendly country at its immediate border get invaded and didn’t even stop buying the main resource the invader relies on (oil and gas). Let alone have any military involvement.

> and didn’t even stop buying the main resource the invader relies on (oil and gas) The problem is that Europe depends on (cheap) Russian gas for heating.

Right. And we are realising now how dependant we are on the Chinese supply chain.

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

#294

Earlier quoted context omitted.

Intel's 10nm process does finally exist in a shippable form, but it's not yet mature enough or high-volume enough to handle the entire breadth of their CPU product line. Intel launched new 14nm processors last month, 5.5 years after introducing their first 14nm processors. Meanwhile, TSMC's 7nm process has been shipping since Q3 2018, and their EUV-based N7+ process is now in mass production. There's no question that…

Although what you say is technically true, intel’s 10nm is more advanced than TSMCs 7nm — they aren’t using a shared scale. The biggest mistake intel made was probably being too ambitious.

> intel’s 10nm is more advanced than TSMCs 7nm

Depends on which Intel 10nm you're talking about, and which TSMC 7nm. Comparing Intel's failed initial 10nm from Cannonlake against something that is in mass production on the TSMC side isn't exactly fair. With respect to the 10nm Intel product that you can actually buy, TechInsights has this to say: "Produced in Intel's new 10 nm 2nd Gen process that should offer comparable performance to TSMC’s 7 nm process"— and that's coming from the pros with electron microscopes who teardown these chips to reverse engineer process tech. Numbers reported elsewhere (eg. WikiChip) indicate that TSMC's 7nm allows for about a 15% smaller SRAM cell, and AMD's Renoir notebook processors seem to have about the same overall transistor density advantage over Intel's Ice Lake notebook processors.

And as far as I can tell, AMD's not even using the EUV 7nm process from TSMC yet.

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

#295
post #189

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.

> 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 anythi…

Sad, but true about EU. Until EU forms an army of its own, that's how it's going to be. Thing is, I'm not sure that's doable with current intra-relationships.

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

#296
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.

All trade is asymmetrical, just their trade is a little more asymmetrical.

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

#297

Earlier quoted context omitted.

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.

A naval war in 2050? I suspect that in 2050 mach 20 missiles are going to be the norm, not the exception, and point defense is essentially... pointless against those. It's already inadequate against today's (~mach 5) supersonic missiles. And china has literally tens of thousands with thousands of kilometers range stationed along their coast. A navy that pokes its head out is not going to last long. China's missile su…

The inherent cost effectiveness of missiles is also a problem for China if they want to invade Taiwan. Taiwan has a large arsenal of anti-ship missiles that can be launched from trucks. Combined with naval mines, they can make an invasion by sea very costly.

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

#298
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.

at what environmental cost though? Say what you will about the US, it does a decent enough job at protecting the environment from business. If we poison the planet in the process of bringing millions out of poverty I think that's a net loss.

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

#299
post #274

Earlier quoted context omitted.

As much as I like the Ukrainian people, no one cared about Crimea because it was of absolutely no strategic importance to anyone but Russia. Taiwan is critically important to the US. The US _will_ go to war to defend it, and China knows this.

Just a change in who is President is all that China is waiting for.

Do you mean they're waiting for Biden, or just some hypothetical future president?

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

#300
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…

> More MACs equals more performance.

What does the acronym MAC stand for please?

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