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TSMC looks to double down on U.S. chip factories as talks in Europe falter

reuters.com

31–40 of 511 posts

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#31
post #28

I've been thinking about what would happen if there's an actual military crisis between China and Taiwan. I wonder if the United States would allow (and aid with) unlimited immigration from Taiwan for educated specialists, in an attempt to capture/retain as much skills and knowledge as possible.

The TSMC chip bottleneck makes it a red line for the US and China knows that. They're patient, no need to do it in a time period when it guarantees maximum blowback.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#32
post #15

I don't think EU cuts deals with specific companies. What would TMSC expect here? That EU gave them money straight up? I don't know how this would work, but maybe I am missing something. If anything, EU would create a generic fund to subsidize any such investment coming from any company interested, but at EU level, it would definitely take time. Or they can talk to individual countries about subsidies, just like they…

>I don't think EU cuts deals with specific companies.

Airbus?

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#33

You guys ever wonder why they don't choose California? These factories have huge environmental impacts that California is not okay with. These factories produce massive amounts of waste that cannot be recycled. This is also very likely to be the same exact reason as to why these talks didn't go so well in Europe. Arizona like Texas is more business friendly at the expense of not looking out for the well being of peop…

I don't really like the euphemism of "business friendly" when it means "companies don't have to pay for their externalities." California is extremely entrepreneur-friendly, and have absolutely massive amounts of business compare to Arizona or Texas. The externalities are not minor either, there are 23 superfund sites in Santa Clara county from Silicon Valley's early years, where they did not bother to properly dispos…

[deleted]

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#34

I have no knowledge of the situation, why did they choose Arizona?

Interestingly this came as a loss to Washington, where there is already a significant fab owned by TSMC called WaferTech. Their facility is on the WA side of the Portland suburbs. Many felt WA was in the running because of the talent already there. This caused concerns that the future of the WaferTech fab facility is dimmer than before, since it probably makes less sense to pump billions more into it in the future.

I live in WA and I don't blame them. The state government is not on a pro-business bent right now; most of the discussion is about how to make corporations pay their "fair share".

(also, the gross receipts tax is... pretty dumb)

If there's a more business-friendly state, absolutely would take it in a heartbeat.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#35

You guys ever wonder why they don't choose California? These factories have huge environmental impacts that California is not okay with. These factories produce massive amounts of waste that cannot be recycled. This is also very likely to be the same exact reason as to why these talks didn't go so well in Europe. Arizona like Texas is more business friendly at the expense of not looking out for the well being of peop…

I don't really like the euphemism of "business friendly" when it means "companies don't have to pay for their externalities." California is extremely entrepreneur-friendly, and have absolutely massive amounts of business compare to Arizona or Texas. The externalities are not minor either, there are 23 superfund sites in Santa Clara county from Silicon Valley's early years, where they did not bother to properly dispos…

Not sure the California of today is comparable to CA of decades ago when these superfund sites were mostly created. That being said we don't need any more thanks.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#36

You guys ever wonder why they don't choose California? These factories have huge environmental impacts that California is not okay with. These factories produce massive amounts of waste that cannot be recycled. This is also very likely to be the same exact reason as to why these talks didn't go so well in Europe. Arizona like Texas is more business friendly at the expense of not looking out for the well being of peop…

If Texas is so bad then why are so many Californians moving here? It's not because they were unemployed in California.

Let me make it clear. I never said Texas is bad. The other guy who replied to me thought I was saying California was bad. I'm giving an unbiased view. Both are bad, and both are good at the same time.

I'm saying the pros and cons are not clear. California laws favor the people at the expense of business. So business leaves and people follow. Texas favors business at the expense of the people.

Businesses chase profit at expense of the people, however profit is paid for from people themselves so usually when businesses harm people it's insidious and subtle and doesn't become apparent until years later. Big Tobacco, Big Pharma and the whole pain killer scandal are primary examples. The harm these companies did to people were not apparent until much much later.

What will happen in Texas is that the harm done to people by unregulated businesses will not be apparent until many years later. At that time regulations will slowly build up as people protest and demand the government to protect the people. This is what happened in California.... history repeating itself.

It might take a decade or your entire lifetime for this change to occur and become fully realized. Meanwhile people will be harmed while California becomes more and more like Michigan.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#38
post #30
post #28

I've been thinking about what would happen if there's an actual military crisis between China and Taiwan. I wonder if the United States would allow (and aid with) unlimited immigration from Taiwan for educated specialists, in an attempt to capture/retain as much skills and knowledge as possible.

The US should invite Taiwan to become the 50-nth state. Perhaps several states, to give them more Senate votes. Numerous polls of the Taiwanese show that they would want to join the US if given the choice between independent statehood, joining the mainland, and joining the US. Plus, the US gets a nice permanent military base and gets to monitor all future Chinese submarine activity. If China attacks a US state, it wo…

I’ve never heard of this idea of granting Taiwan statehood. Is this actually a concept which has been seriously considered by public officials, ever?

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#39

Earlier quoted context omitted.

If Texas is so bad then why are so many Californians moving here? It's not because they were unemployed in California.

Let me make it clear. I never said Texas is bad. The other guy who replied to me thought I was saying California was bad. I'm giving an unbiased view. Both are bad, and both are good at the same time. I'm saying the pros and cons are not clear. California laws favor the people at the expense of business. So business leaves and people follow. Texas favors business at the expense of the people. Businesses chase profit…

Right; the folly is folks who say "place X has awful politics and stupid people and place Y is much better".

No, place X has the same people with the same human impulses as place Y. They simply have different circumstances and different experiences at different times.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#40

You guys ever wonder why they don't choose California? These factories have huge environmental impacts that California is not okay with. These factories produce massive amounts of waste that cannot be recycled. This is also very likely to be the same exact reason as to why these talks didn't go so well in Europe. Arizona like Texas is more business friendly at the expense of not looking out for the well being of peop…

> Ironically, right now by being more business friendly more people want to move to places like Arizona or Texas for jobs.

This isn’t “ironically”, this is literally the primary argument in favor of this policy angle.

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