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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

#291

Post by TMWNN »

raverbashing wrote: post #280
TMWNN wrote: post #227

Earlier quoted context omitted.

>Please don't signal boost easily falsifiable claims like this. The function of it is to sow division and prevent proper nuanced discussion. The phone numbers on that page is a hotline for general questions. It is absolutely not the same thing as the point mrtksn's Murdoch quote mentioned. A media magnate like Murdoch has the phone number to the White House central switchboard and can get the President on the phone.…

Murdoch meant "who should I call to have the deals I want to make facilitated?" (to put it in PC terms)

Whether one thinks that Rupert Murdoch is a supervillain who manipulates politics in the UK and Australia as easily as a dog's owner gives orders to his pet, or merely an influential billionaire media mogul who gets the ear of world leaders like other billionaire media moguls, my point stands: There is no "there" in the EU for him to talk to.

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

#292

Post by abc03 »

Most Taiwanese fear that they have to re-unite with China. I personally don't think that China will invade Taiwan. If mainland Chinese people will see, that their government is bombarding other Chinese I'm not sure if they approve of that and realize that they don't want to belong to China. The biggest goal of the Communist government is to stay in power. It will probably be too dangerous for them to risk. And by the way, young Taiwanese and Taiwanese that live for many generations in Taiwan don't think they are mainland Chinese. They are Chinese heritage but I haven't heard one say we want to re-unite with China. There are many newer generations from mainland China in Taiwan that probably don't mind as much but people from old families in Taiwan for sure don't associate themselves with mainland China.

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

#293

Post by bserge »

myrandomcomment wrote: post #145
rapsey wrote: post #127

Earlier quoted context omitted.

The US defence of Taiwan is unfortunately just posturing. Should China commit to taking Taiwan they will do it. US military simulations have confirmed this again and again. Chinese military capability is strong enough to overwhelm the US Taiwan forces.

No it is not, which is the reason it will end up in nukes. There are a ton of well researched papers on this. Taiwan is well dug in and any invasion perpetration would be seen months in advance. To be clear, if the USA defense of Taiwan leads to the extinction of the human race, so be it. We should have destroyed nazi germany in 1939. Fīat jūstitia ruat cælum. We are not worthy to survive if we do not defend democrac…

What the hell... No, you don't destroy the human race because you don't like a form of government, that's just insane.

And the Allies did destroy Nazi Germany, what the hell are you talking about. Maybe you wanted to say should've moved on to destroy the Soviet Union?

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

#294

Post by supergirl »

vineyardmike wrote: post #134
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.

TSMC is also likely saving their best tech for where they can control it the best and shop it around the best. The US has lots of high tech customers (Apple, Qualcomm, AMD even Intel) who are willing to pay top price for supply. Add in the US and their heavy national security needs/desire/politics and of course the energy and money is obvious for good fabs in the US. England has some semiconductor industry and so doe…

is TSMC doing anything innovative themselves? I thought they just purchase the machines or at least specs from ASML, a Dutch company. So the "best tech" is designed in EU anyway.

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

#295

Post by archseer »

mjgs wrote: post #232

I wonder how significant it is that there is all this worldwide expansion of chip making factories just as we get to 3nm architectures, I say that because there aren’t very many nm’s left, what happens when we get to zero?

https://spectrum.ieee.org/semiconductors/devices/a-better-wa...

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

#296

Post by bserge »

EvilEy3 wrote: post #255

I remember reading when Europe was center of innovation in the world. What a disgrace.

Well, the EUV lithography equipment that everyone currently uses (and Intel can't figure out how to adapt, apparently) is made in Europe.

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

#297

Post by supergirl »

does TSMC own any valuable tech? I thought they just purchase the machines from ASML, a dutch company. if there is market for chips, why doesn't some EU company set up a foundry in EU? I'm sure there are many capable companies and the lithography tech is already made in EU.

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

#298

Post by varjag »

abc03 wrote: post #292

Most Taiwanese fear that they have to re-unite with China. I personally don't think that China will invade Taiwan. If mainland Chinese people will see, that their government is bombarding other Chinese I'm not sure if they approve of that and realize that they don't want to belong to China. The biggest goal of the Communist government is to stay in power. It will probably be too dangerous for them to risk. And by the…

Right, Chinese killing Chinese and approving of that is unheard of :/

Remember that PRC is transitioning from being committee run to a personalistic dictatorship. If the calculus shifts only so slightly that one Xi would find advantages of an attack overweigh the risks, it will happen.

There is much lower decision threshold now with one person in charge. It's only a combination of objective factors: .tw defence potential, America's reading to defend it and criticality of certain Taiwan assets that keep it from happening.

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

#299

Post by Laforet »

mook wrote: post #271
ChuckMcM wrote: post #157

Geopolitically this makes a lot of sense. Will be interesting to see how China reacts as it moves forward. If Intel is serious this time about letting third parties into their fabs then it could be quite the reversal of fortune. However, as I've said in the past Intel is most likely to do this with "alternate" process streams, in order to not expose their full capabilities to competitors. High hopes but low expectati…

As a first pass, wouldn't this be good for China? TSMC was strategic for Taiwan, as a military takeover of Taiwan (where the plants will likely be damaged or scuttled) would be economically damaging for the US. That might be a bit different if the US has enough high-the fabs internally. I'd love to hear better analysis; I'm not confident of my understanding here.

Politically it would be ideal to keep everything in Taiwan as this greatly increases the stakes for a potential war.

However there is a pressing shortage of electricity in Taiwan. Just yesterday there had been a major blackout as one of the coal fired power stations suddenly went off the grid. I'm sure TSMC has been given priority supply but they are cutting it extremely close. Taiwan is just not a good place to have more fabs right now.

The shortage is unlikely to get better in the long term, with existing nuclear power stations nearing the end of their service life and the replacement stuck in political limbo. And there are already plans to move all 28nm+ process to China so they could better utilize the resources in Taiwan for the more profitable products.

https://amp.scmp.com/tech/big-tech/article/3131823/why-has-t...

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

#300

Post by foepys »

TMWNN wrote: post #250
foepys wrote: post #224

Earlier quoted context omitted.

The EU exported over 200 million doses. If the EU wanted, they could've issued an export ban like the US did. People tend to forget that 3* (with Curevac soon to be 4) of the most effective vaccines are actually from the EU. * not counting Sputnik V as study results currently seem not very reliable, although that might only be because Russia isn't particularly interested in the EU market

>The EU exported over 200 million doses. If the EU wanted, they could've issued an export ban like the US did. Please stop repeating this lie. There is and has never been a US vaccine export ban, and the US has not seized vaccines meant for other countries. The Trump administration last year signed gigantic contracts for every planned vaccine (Operation Warp Speed), because no one knew which ones would work. Like, en…

Then how do you explain this? https://www.reuters.com/business/healthcare-pharmaceuticals/...

It doesn't matter if exports are restricted because of "America first" or because of an outright ban. The result is exactly the same.

The UK is also arguing that they don't restrict exports but when asked how many doses were exported, they cite national security concerns and refuse to answer. Whatever that means.

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