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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

#71

Post by DoreenMichele »

KirillPanov wrote: post #70
bpodgursky wrote: post #34

Earlier quoted context omitted.

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.

The kneejerk downvotes of this post make me ashamed of HN. > (also, the gross receipts tax is... pretty dumb) ... for manufacturers who aren't Boeing. It's true though. Taxing revenue instead of profit is a ridiculous policy which punishes manufacturers and favors every other industry at their expense. Giving one company (Boeing) its own special preferential revenue tax rate [1] of $\epsilon$ percent is not a solutio…

The kneejerk downvotes here make me ashamed of HN.

Lots of subs on Reddit grew tremendously during the pandemic. I'm guessing HN did too and has a worse case than usual of "eternal September."

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

#72

Post by irrational »

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.

I would think the western suburbs of Portland would be more attractive. Intel has 5 huge fabrication plants in the Aloha/Hillsboro area. That is a large talent base to hire for the plant.

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

#73

Post by irrational »

sircastor wrote: post #57
mediaman wrote: post #13

Earlier quoted context omitted.

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.

There is actually quite a lot of room because of the Urban Growth Boundary.

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

#74

Post by 0134340 »

bpodgursky wrote: post #34
mediaman wrote: post #13

Earlier quoted context omitted.

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.

Are you saying it's not fair in comparison to individuals? Is it any more than individuals pay (see graph) [0]? Because I see so many complaints here about poor businesses and the taxes they do (don't) pay. Don't forget that businesses need people, it's a symbiotic relationship, one isn't more important than the other.

0: https://www.forbes.com/sites/mikepatton/2015/10/31/a-brief-h...

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

#75

Post by philliphaydon »

snskzbs wrote: post #50
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…

The day this is even seriously proposed, China invades Taiwan. And anyway, the vast majority of Americans wouldn't see and attack of a Taiwanese US state as a Pearl Harbor because its non sensical. Taiwan has 100 million people. Theres no way that population transfers to create the bonds necessary to make Taiwan “American” could occur. Hawaii had been a US colony for 50 years and mainland Americans had moved in displ…

> Taiwan is Chinese. Their family bonds are deep, and they share a common language and culture. The ancestor shrines for most Taiwanese (being refugees from the mainland) are in China.

Taiwan and Taiwanese people don’t feel this way at all.

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

#76

Post by nradov »

bigpumpkin wrote: post #69
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.

Currently, no carrier group is in the South China Sea [1] [1] https://news.usni.org/category/fleet-tracker

True, but US carrier strike groups do occasionally operate close to Taiwan and smaller surface action groups make more frequent FONOPs through the Taiwan Strait and South China Sea. For now at least the US appears committed.

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

#77

Post by sanxiyn »

culturestate wrote: post #11
bpodgursky wrote: post #9

Earlier quoted context omitted.

It's also geologically fairly stable.

Is this really a primary concern? Most of their main fabs are in Taiwan, which is very seismically active.

Yes it is. All South Korean fabs are between Suwon and Cheongju, the most geologically stable region in South Korea.

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

#78

Post by SllX »

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.

Within DC and because one party (rightly) believes it would give them a temporary political advantage in the Senate.

I would much rather return it to Maryland the same way Virginia withdrew its contribution to the District.

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

#79

Post by mkj »

icelancer wrote: post #23
jimmcslim wrote: post #17

I’m dismayed that Australia isn’t doing more to foster local fabs.

Their massive import/export taxes on anything related to technology basically kills any of those types of ideas, unfortunately.

Looks like semiconductor equipment is zero tariff? https://www.abf.gov.au/importing-exporting-and-manufacturing...

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

#80

Post by KirillPanov »

irrational wrote: post #73
sircastor wrote: post #57

Earlier quoted context omitted.

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.

There is actually quite a lot of room because of the Urban Growth Boundary.

Aren't manufacturing plants required to be inside a UGB?

In Washington State they are, although existing plants are grandfathered.

I guess they could expand the UGB, which is what the Eastern Washington counties do in order to attract manufacturers.

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