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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

#431

Post by eloff »

throwaway4good wrote: post #393
babayega2 wrote: post #340

The Nikkei has a detailed article [0] on the steps that China is taking to compete with TSMC and other western chip factories. I think a lot of commenters would be meaningful if they took time to read the other side of the problem and not just run into nationalist and inflammatory war. [0] https://asia.nikkei.com/Spotlight/The-Big-Story/US-China-tec...

That is a fantastic article. I have tried submitting it here unfortunately it didn't catch much interest. Very sad at the level of discussion here at hn when it comes to the US-China tech war. It is quite fascinating what is happening in China where the country is forced to rebuild a full semiconductor industry. Every established player here in the west has a Chinese counterpart being forstered. It is really a Chines…

> However a considerable minority (maybe even a majority in business circles) in Taiwan see themselves as Chinese and are not at all sympathetic to US containment policies on China.

That's an odd position for anyone living in Taiwan to take, seeing as how their democracy and country exist only because China does not yet have the military strength to change that. I find it highly probable that they cease to exist as a separate entity within the next two decades.

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

#433

Post by Roritharr »

mips_avatar wrote: post #432

Someone from TSMC reached out to me on LinkedIn to apply to a 4 year program (2 years in Taiwan 2+ years in Arizona). As a software PM I don’t know they pegged me right, but interesting how they are recruiting.

Did they offer relocation?

I'm always curious what kind of deals are in place for the families involved.

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

#434

Post by epistasis »

neonological wrote: post #200
scsilver wrote: post #147

Earlier quoted context omitted.

California is one of the most economically richest places on earth, and I only say that from the point of view of a world traveler and without bias.

What I don't understand is how you think world traveler gives any credit or support for your stance. First the stronger point is made through evidence and the weaker point is made through reputation. Second of all, a "world traveler" is not really much of a reputable status that lends any additional weight to your thesis. California is rich. But California is trending down economically. This has been increasing for a…

> But California is trending down economically. This has been increasing for a decade and accelerated due to covid.

Is there some sort of higher-information content article or video you can post than that YouTube video? It's a slow roll out of rather basic history with some unsubstantiated claims thrown in in the first 6 minutes, and I'm not going to waste any more time on that.

Particularly when it's talking about an "economic downturn" without stating any support for that. I know this video was made 7 months ago, and that sort of unsubstantiated claim gained lots of traction with right-wingers, but it was a completely false rumor. California's economy is killing it, and our largely income-tax-based government is swimming in an unprecedented surplus because of how incredibly resilient California was when other areas were hurting.

That leads to the second egregious unsupported claim in the first few minutes: "California was particularly hard hit by the globally economic downturn"--no it wasn't and that was a preposterous statement to make, even 7 months ago, California was doing great and there was absolutely no reason to think it was doing worse.

California is not a perfect paradise; we are weirdly focused on keeping people out of the state, which means that people without land or without high incomes are continuously forced out. But the economic engine continues on as we do this.

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

#435

Post by throwaway4good »

eloff wrote: post #431
throwaway4good wrote: post #393

Earlier quoted context omitted.

That is a fantastic article. I have tried submitting it here unfortunately it didn't catch much interest. Very sad at the level of discussion here at hn when it comes to the US-China tech war. It is quite fascinating what is happening in China where the country is forced to rebuild a full semiconductor industry. Every established player here in the west has a Chinese counterpart being forstered. It is really a Chines…

> However a considerable minority (maybe even a majority in business circles) in Taiwan see themselves as Chinese and are not at all sympathetic to US containment policies on China. That's an odd position for anyone living in Taiwan to take, seeing as how their democracy and country exist only because China does not yet have the military strength to change that. I find it highly probable that they cease to exist as a…

If you dig deeper into it you would probably find that this is not a black and white issue at all. After all there is reason why it is called "Republic of China".

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

#436

Post by milofeynman »

eloff wrote: post #431
throwaway4good wrote: post #393

Earlier quoted context omitted.

That is a fantastic article. I have tried submitting it here unfortunately it didn't catch much interest. Very sad at the level of discussion here at hn when it comes to the US-China tech war. It is quite fascinating what is happening in China where the country is forced to rebuild a full semiconductor industry. Every established player here in the west has a Chinese counterpart being forstered. It is really a Chines…

> However a considerable minority (maybe even a majority in business circles) in Taiwan see themselves as Chinese and are not at all sympathetic to US containment policies on China. That's an odd position for anyone living in Taiwan to take, seeing as how their democracy and country exist only because China does not yet have the military strength to change that. I find it highly probable that they cease to exist as a…

That's because they're not Taiwanese :) they're spreading Chinese propaganda talking points.

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

#437

Post by thu2111 »

Laforet wrote: post #398
cm2187 wrote: post #361

Earlier quoted context omitted.

I read the main problem at the moment for fabs in Taiwan is water shortages. https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-ta...

TSMC reportedly uses over 50 million tonnes of water per year, which is a drop in the bucket compared to the annual 12 billion tonnes consumed by agriculture. https://highscope.ch.ntu.edu.tw/wordpress/?p=42837 In any case, the current drought is likely to ease at some point but the electricity problem is only going to get worse.

Are those numbers really comparable? Agriculture can use more or less any kind of water, can handle sporadic supply and is spread over a wide area. Fabs need very large quantities of highly purified water in very small high density locations and it's an industrial facility so can't handle interruptions well. It could easily be that there's a shortage of water affecting fabs whilst agriculture is fine.

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

#438

Post by eloff »

throwaway4good wrote: post #435
eloff wrote: post #431

Earlier quoted context omitted.

> However a considerable minority (maybe even a majority in business circles) in Taiwan see themselves as Chinese and are not at all sympathetic to US containment policies on China. That's an odd position for anyone living in Taiwan to take, seeing as how their democracy and country exist only because China does not yet have the military strength to change that. I find it highly probable that they cease to exist as a…

If you dig deeper into it you would probably find that this is not a black and white issue at all. After all there is reason why it is called "Republic of China".

Nothing is black and white, I still find it hard to believe that could ever be a non minority view though.

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

#439

Post by neonological »

epistasis wrote: post #425
Turing_Machine wrote: post #162

Earlier quoted context omitted.

> The idea that California could become an economic wasteland is absolutely preposterous. At one time people would have said the same about the Rust Belt. Times change.

Yes, I agree with this. I should have added the qualifier "soon" to my prediction of California's future.

No. Detroit became a wasteland well within our lifetimes. Whether this happens for California soon or not soon is well outside the realm of "preposterous." Your post is not just off by a word, it is entirely off.

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

#440

Post by will4274 »

throwaway4good wrote: post #435
eloff wrote: post #431

Earlier quoted context omitted.

> However a considerable minority (maybe even a majority in business circles) in Taiwan see themselves as Chinese and are not at all sympathetic to US containment policies on China. That's an odd position for anyone living in Taiwan to take, seeing as how their democracy and country exist only because China does not yet have the military strength to change that. I find it highly probable that they cease to exist as a…

If you dig deeper into it you would probably find that this is not a black and white issue at all. After all there is reason why it is called "Republic of China".

> After all there is reason why it is called "Republic of China".

Surely one of those reasons is that if they changed the name, the "People's Republic of China" would invade?

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