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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

#261

Post by ChuckMcM »

nl wrote: post #254
lstamour wrote: post #209

Earlier quoted context omitted.

This article explains some of the conflict: https://www.voanews.com/east-asia-pacific/can-taiwans-silico... China’s stance on Taiwan is clear[1] but given Taiwan doesn’t agree, it has remained independent despite what China says. The same was true for Hong Kong until recently, however, so concerns remain. The US is waking up to realizing that they have a heavy reliance on China for civilian goods and a slight to mode…

The situation with Taiwan (an independent - if unrecognised - country) is very different to HK which was a separately governed province of China.

This statement conflicts with my understanding of the British rule of Hong Kong and the accords under which is was placed under the sovereignty of China.

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

#262

Post by barneygale »

whoknowswhat11 wrote: post #206
nwiswell wrote: post #153

Earlier quoted context omitted.

> In the United States, the level of professional dedication is no match to that in Taiwan, at least for engineers What does this even mean? That US engineers expect benefits and work-life balance?

It's a couple of things. 1) Students in Taiwan score highly on PISA and other ranking of math and science skills. Ie, 4th for Math (vs the USA at 38th or so). And engineering is extremely popular as a major. So you've got a strong supply of relatively competent folks. 2) A pretty strong tracking system - 9th grade testing for example means a lot more in Taiwan than in the US which has moved away from tracking efforts…

What's the issue with school uniforms? We have them in the UK and I've always seen them as a way of lessening class divisions between students.

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

#263

Post by croes »

_the_inflator wrote: post #228

"European chip and auto companies, for their part, are mostly lined up against the idea. They would prefer subsidies for the older-generation chips that are heavily used by car manufacturers and are in short supply. Many of TSMC's most lucrative customers, such as Apple, are U.S.-based, while its European customer base is made up of mostly of automakers buying less-advanced chips." Oh boy... This is exactly why EU wi…

Tesla owns VW? Telsa is overvalued and still doesn't make profit from car manufacturing. And it's USPs get fewer and fewer and especially full driving autonomous won't happen in the near future despite Musk's claims

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

#264

Post by nl »

AlchemistCamp wrote: post #114
lousken wrote: post #65

Is automotive industry all that EU cares about? What about IoT/robotics? The fact that TSMC want to build only their older fab here is really disappointing to me.

The EU has also supplied both weapons and technology that are currently threatening Taiwan: https://www.businessinsider.com/european-companies-are-suppl... France alone was the #2 supplier from 2015-2019: https://euro-sd.com/2020/03/news/16688/sipri-biggest-arms-ex... You really can't blame Taiwan for not rushing to put its most cutting edge expertise in the EU.

France also sells arms to Taiwan probably worth more than the sales to China.

https://www.france24.com/en/20200513-china-warns-france-agai...

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

#265

Post by fxtentacle »

schmorptron wrote: post #252
_the_inflator wrote: post #228

"European chip and auto companies, for their part, are mostly lined up against the idea. They would prefer subsidies for the older-generation chips that are heavily used by car manufacturers and are in short supply. Many of TSMC's most lucrative customers, such as Apple, are U.S.-based, while its European customer base is made up of mostly of automakers buying less-advanced chips." Oh boy... This is exactly why EU wi…

Yep. This is sooo frustrating. Why does Europe, and Germany especially, just NOT grasp digitalization at all? I'm growing ever more angry that almost our politicians are 80 year old mega-boomers who are voted in by other boomers and couldn't care less about any interests other than their own. Young people and their climate & computors be damned.

I feel the same way. Talk to your local IHK = chamber of commerce.

I did and mine will soon run an article series in all of northern Germany to educate business leaders about electronics, innovation and how that'll create jobs and lucrative patents.

It was some work for me to collect statistics and experts to cite, but I expect it'll help my business too by increasing demand.

I went with industrial cameras as the example product because they have a market yearning for innovation in factory robotics and optical AI.

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

#266

Post by croes »

schmorptron wrote: post #252
_the_inflator wrote: post #228

"European chip and auto companies, for their part, are mostly lined up against the idea. They would prefer subsidies for the older-generation chips that are heavily used by car manufacturers and are in short supply. Many of TSMC's most lucrative customers, such as Apple, are U.S.-based, while its European customer base is made up of mostly of automakers buying less-advanced chips." Oh boy... This is exactly why EU wi…

Yep. This is sooo frustrating. Why does Europe, and Germany especially, just NOT grasp digitalization at all? I'm growing ever more angry that almost our politicians are 80 year old mega-boomers who are voted in by other boomers and couldn't care less about any interests other than their own. Young people and their climate & computors be damned.

It's a little bit more complicated. TSMC wants subvention for building the fabs, but the chips that will be produced will be sold elsewhere. So the EU gains nothing from it but costs. The EU needs a european chip manufacturer and developer not a subsidiary of Intel or TSMC

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

#267

Post by irrational »

barneygale wrote: post #262
whoknowswhat11 wrote: post #206

Earlier quoted context omitted.

It's a couple of things. 1) Students in Taiwan score highly on PISA and other ranking of math and science skills. Ie, 4th for Math (vs the USA at 38th or so). And engineering is extremely popular as a major. So you've got a strong supply of relatively competent folks. 2) A pretty strong tracking system - 9th grade testing for example means a lot more in Taiwan than in the US which has moved away from tracking efforts…

What's the issue with school uniforms? We have them in the UK and I've always seen them as a way of lessening class divisions between students.

Children wearing ties contravenes the Geneva Convention.

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

#268

Post by speedgoose »

_the_inflator wrote: post #228

"European chip and auto companies, for their part, are mostly lined up against the idea. They would prefer subsidies for the older-generation chips that are heavily used by car manufacturers and are in short supply. Many of TSMC's most lucrative customers, such as Apple, are U.S.-based, while its European customer base is made up of mostly of automakers buying less-advanced chips." Oh boy... This is exactly why EU wi…

Tesla are good electric cars, the best in their categories, but Europe has no problem to produce good electric cars that are the best in their categories too.

The VW group is doing particularly well these days, with the ID4 or the Taycan for example.

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

#270

Post by christkv »

croes wrote: post #266
schmorptron wrote: post #252

Earlier quoted context omitted.

Yep. This is sooo frustrating. Why does Europe, and Germany especially, just NOT grasp digitalization at all? I'm growing ever more angry that almost our politicians are 80 year old mega-boomers who are voted in by other boomers and couldn't care less about any interests other than their own. Young people and their climate & computors be damned.

It's a little bit more complicated. TSMC wants subvention for building the fabs, but the chips that will be produced will be sold elsewhere. So the EU gains nothing from it but costs. The EU needs a european chip manufacturer and developer not a subsidiary of Intel or TSMC

Guess what by putting a factory doing the newest node you educate a whole new generation of engineers that can build and run those next fabs.
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