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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

#381

Post by ta_ca »

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…

fuck china accounts or usa accounts. i myself never downvote a comment.

you just broke all the rules of hackernews yet no mod here to flag/shadowban/warn you, how fair. you also discarded the entire human race based on your distorted ideas on good/bad yet here you are visible to all eyes.

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

#382

Post by babayega2 »

Dah00n wrote: post #343
babayega2 wrote: post #317

Earlier quoted context omitted.

As someone from Africa with knowledge of USA involvement in toppling some governments here, I sometimes wonder who's worst? A country I know for certain it has invaded unilaterally others (USA) or a country with potential of one day in the future for invading countries (China).

I can't say which outcome will be better but I do personally like China's way of buying their way in with money, roads, etc. better than the "old way" with selling guns to rebels, using CIA agents etc. I wish both would stop meddling in Africa though. Such a horrific history of greed. I'm curious how you see the difference though?

I was raised and taught to think in a liberal way. The American way. That America guarantee the free trade of goods and "American peace" (with toppling governments it doesn't want!) and no other country needs to build huge armies as long as they follow the "American rule of law". This has led to a long period of "worldwide peace" ( No peace thaugh! since American's president didn't bother to lift his finger to stop my ancestors being slaughtered because... we are not strategic!).

Then Trump passed by and showed "us" that really, American needs to think about itself beforehand. like build its crumbling highways before coming to build Africa highways in order to counter China.

Now I see China has lifted more than 700M peoples out of poverty without firing a single shot and not interfering blatantly in our politics ( Well... lol. They provided arms to all the warring factions in my country... they let us fight, because we were stupid.).

And more importantly China tells me it has a new order where countries [Westerners that have been colonizing us... Seen French colonies?] respect sovereignty of each other and has money to build me highways in exchange of raw materials and stuff [it is recycling the surplus of USD gained trading with USA!!!].

And I might have a say in the new order.

So what do you think I might chose ? As an African citizen ?

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

#383

Post by shakna »

jeeeb wrote: post #376
shakna wrote: post #331

Earlier quoted context omitted.

> Should Australia tax or ban rare earth exports to try to force value add industries here? You're right that doing so would appear to be a hamfisted approach to creating a homegrown economy that is attractive to industry, and would likely be doomed to failure. Rather than trying to browbeat the industry into slowing exports, provide the opportunities for using the materials here, within the nation. That is done by p…

I pretty much agree with everything you said except that for the most part I think we do that already. This year’s federal budget has large allocations towards infrastructure projects - e.g. inland rail and port upgrades. That’s on top of the state infrastructure projects already in the pipeline. Heck even the planned gas plants make sense in terms of keeping energy costs down for industry. Fundamentally none of that…

> Fundamentally none of that is a path to a specific outcome - such as onshoring of value add industries based on rare earths though. Rather it’s a bet that industry will find a way to utilise the infrastructure.

That I think is one of the key problems - all the investments seem to make it easier to import/export/transport... But none of them seem to actually be aimed at creating industry inside the actual country. Our manufacturing industry is practically nonexistent. This latest budget hasn't tried to shift the needle on that.

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

#384

Post by adriancr »

supergirl wrote: post #360
andy_ppp wrote: post #305

Earlier quoted context omitted.

If it was that simple loads of companies would be smashing out 5nm chips...

not saying it's simple. there are big companies in EU like Siemens that I bet are capable of doing it, if it makes sense economically. I guess so far it didn't. probably the reason was that it's cheaper to get the chips from Asia, same as it's cheaper to make iphones in Asia, etc.

Intel isn't capable yet and they are pouring money and have all the incentives to get leading edge node...

You think Siemens which has none of those will be capable to churn out leading edge fabs just like that?

Lets face it, it's not a simple task.

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

#385

Post by fnord77 »

crocodiletears wrote: post #111
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.

I would argue that by the time China comes to take Taiwan (when, not if), the US will be in a position where it is unwilling/able to expend the lives and funds required to provide a prolonged defense of a piece of land firmly in China's front yard. Personally, I think we're at the point where the US would consider the costs of Taiwan's defense well beyond any potential benefits. It's too economically integrated with…

if there were any conceivable way for china to take Taiwan without it turning into a massive disaster, china would have done so already. It just will not happen. If it does, it will either result in China being completely ostracized by all other nations or it will spiral into a nuclear war.

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

#386

Post by mensetmanusman »

fxtentacle wrote: post #258
_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…

Other people have called this the greatest strength of Nintendo: build stuff with slightly older parts that are cheap and proven to work, so that you don't have to sell at a loss That aside, I'm in the process of designing an USB gadget and I find process shrinks quite pesky. Of course it'll reduce production costs for the manufacturer of the IC but it also reduces flanking times which causes more electromagnetic int…

This happened to Kodak.

Unfortunately it is a truism that MBA led companies are incentivized for short term profits, which translates to selling future innovation by outsourcing now.

They aren’t thinking about what the next generation will be doing (I.e. they will be contracting for the companies still innovating.)

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

#387

Post by trasz »

scythe wrote: post #175
crocodiletears wrote: post #111

Earlier quoted context omitted.

I would argue that by the time China comes to take Taiwan (when, not if), the US will be in a position where it is unwilling/able to expend the lives and funds required to provide a prolonged defense of a piece of land firmly in China's front yard. Personally, I think we're at the point where the US would consider the costs of Taiwan's defense well beyond any potential benefits. It's too economically integrated with…

>Personally, I think we're at the point where the US would consider the costs of Taiwan's defense well beyond any potential benefits. It's too economically integrated with China, and the sheer number of bodies it would take aren't worth the moral victory. It's not merely a moral victory. And while I myself would pick up a rifle for 24 million people, it's not even that. You can't simply let your allies be invaded. It…

US ignoring its allies is nothing new, see Ukraine.

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

#388

Post by mensetmanusman »

fxtentacle wrote: post #265
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.

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 exa…

Did you publish your research?
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