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

reuters.com

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

#51

Post by samatman »

neonological wrote: post #36
chrisco255 wrote: post #24

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…

I don't think this framing is useful at all.

People want to work a job and keep as much of the income as possible. They want to found businesses and make money.

They also don't want poison in their water supply, or any of the numerous externalities which industry is in the habit of creating.

Texas and California strike a very different balance in that landscape. The net result of which is that people are leaving California, and people are moving to Texas.

Characterizing that as "California favors people and Texas favors business" is kinda weird, don't you think? Looks like Texas favors both, right at the moment.

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

#53

Post by anon84598 »

ryanmarsh wrote: post #38
echelon wrote: post #30

Earlier quoted context omitted.

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?

This is not an actual consideration in Taiwan -- the three options are "independence", "becoming a part of China" and "status quo". I think the mentioned preference for joining the US is more likely to come from a question like: "If Taiwan had to join a country, would you rather become a part of China or a part of the US?"

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

#54

Post by klipt »

adventured wrote: post #8
JohnJamesRambo wrote: post #2

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

Arizona has a very long semiconductor industry history: https://www.chipsetc.com/semiconductors-in-arizona.html "The state of Arizona has been home to many semiconductor & electronics manufacturing Companies since the 1950's, including the SouthWest's Pioneer Semiconductor Company - Motorola. Motorola's research and development lab in Phoenix introduced the world's first commercial high-power germanium-based transist…

So is it also full of toxic superfund sites like Silicon Valley?

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

#55

Post by jumelles »

xenihn wrote: 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.

In the event of a full-blown war the United States could just take possession and control of all foreign-owned fabs in the US.

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

#56

Post by elihu »

echelon wrote: post #30
xenihn wrote: 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 don't know, that just raises the stakes so that losing would be much more embarrassing (as if that's the most important thing in geopolitics).

I mean, imagine the scenario where Taiwan becomes a U.S. state and then China invades and takes it anyways. And suppose the U.S. can't take it back without all-out (possibly nuclear) war, so they back down and let China have it.

That's a possible outcome that would have to be contemplated if Taiwan were to join the U.S.

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

#57

Post by sircastor »

mediaman wrote: post #13
JohnJamesRambo wrote: post #2

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.

Apple picked up a lot of talent out west Of Portland where a lot of Intel’s home base is. But I imagine trying to find space out here would be rough.

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

#58

Post by jlduan »

SCAQTony wrote: post #48

The USA is also willing to defend Taiwan and currently the US has carrier groups in the south China sea. This suggests that the idea of building chips in the US may be a diplomatic courtesy and arguably an incentive.

It is a request from the U.S.

https://www.reuters.com/technology/chipmaker-tsmc-eyeing-exp...

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

#59

Post by dillondoyle »

xenihn wrote: 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.

Legitimate question, is the UK actually allowing and if so is there significant migration out of Hong Kong? They said they would but reality is probably different.

I would sure hope so with Taiwan we allow that, but I personally believe if we get to that point we've already lost and the world will look very very different. Unless we're talking about precautionary evacuations and even still doesn't send a lot of confidence.

Seems like TSMC is a great first target too, unless MAD stands.

When will China have enough internal capacity and knowledge? Before the US? I know the US has large old fabs like one in MN I think that are secure for government needs so minimally we have that + Intel.

I'm a big China hawk though and strongly believe in more direction pressure now, let alone squirming away from our bluster & protection commitments if China becomes even more aggressive.

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

#60

Post by snskzbs »

dillondoyle wrote: post #47
echelon wrote: post #30

Earlier quoted context omitted.

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…

We can't even get DC statehood which is very popular, DC residents want it hugely. Republicans block it. I would go for PR too, maybe a tradeoff since it's not reliably blue like you might imagine - or at least the 'blue' most people think of Dem.

First, DC statehood is not popular. Not outside of DC itself and the delusions of the Democrats who realized, upon loosing Miami, that demographics isnt destiny. Most Americans see that the right way to correct the grievance of lack of representation is by returning DC where it came from - Maryland. The political junkies are loath to dillute the insane additional political power they'd wield if they became a state.

Really, tell me, what is the argument for DC statehood that isn’t more fairly addresses by returning it to MD?

Second Puerto Rico is an oppressed colony, and statehood is not a gift but the final step of erasing their dream of independence. As a Latin American “¡Yanquis, pendejos, váyase de L. America!”

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