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TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

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Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#13
post #4

Quoted post unavailable.

Unfortunately I think you're correct. I see this as a move for the US to pull back as they did with Europe (see economist frontpage this week[^1]). [^1]: https://www.economist.com/leaders/2022/11/24/europe-faces-an...

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Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#14
post #6

I think it cannot be understated how important this may be in the future, given the geopolitical situation btw the US/EU, China and Taiwan.

I wonder if the distribution/import costs would be offset by the wage cost?

W. Buffet has invested in TSMC recently. It can't be a coincidence.

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#15

Does the CHIPS act have anything to do with making this happen? It's funny to think that the supply chain gurus at Apple & NVIDIA may be doing the work of geopolitics in the service of just defending their bottom line from disruption.

Pretty sure.

https://www.congress.gov/bill/117th-congress/house-bill/4346

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#16

Quoted post unavailable.

They're also building a fab in Japan and that one seems to be progressing much faster.

About the Invasion of Taiwan, I kinda doubt it. They just had local elections and the president Tsai said it would be a referendum on her stance against China[1]. IF that is really the case then it seems like the Taiwanese people have voted against being turned into another Ukraine.[2]

I am not currently in Taiwan, but a couple of weeks ago I could see 3 military cargo planes land in Taipei every day. I'd be curious how it looks today.

One thing to remember is that 17(or more?) billion of those arms that are destined to Ukraine were originally intended for Taiwan[3]. With all those (western) reports of the US running out of ammunition because Ukraine uses in 3 days what the US produces in 1 month[4], and given how isolated Taiwan is on a map I wonder how wise the whole endeavour really was.

I get that there are a lot of Tech people in the valley from Taiwan that have a more hawkish view on the relationship between Taiwan and China, but can we acknowledge for a moment that a) the valley is not representative for the world or any countries population and b) we also have to be a bit realistic about the facts on the ground.

[1] https://www.reuters.com/world/asia-pacific/taiwan-president-...

[2] https://asia.nikkei.com/Opinion/The-Nikkei-View/Taiwan-s-rul...

[3] https://www.wsj.com/articles/u-s-effort-to-arm-taiwan-faces-...

[4] https://www.japantimes.co.jp/news/2022/11/27/world/u-s-europ...

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#17

12 hour work shifts sound horrible. Is this possible in the US?

This move doesn't make sense under a capitalistic point of view. This is geopolitics. The US protecting its interests, corporations playing along - they don't have a choice anyway.

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#18
post #15

Does the CHIPS act have anything to do with making this happen? It's funny to think that the supply chain gurus at Apple & NVIDIA may be doing the work of geopolitics in the service of just defending their bottom line from disruption.

Pretty sure. https://www.congress.gov/bill/117th-congress/house-bill/4346

There is also the inflation reduction act that is very enticing to European industry giants that are facing hardship or downright insolvency due to their own governments stupid energy sanctions game. In fact NOW suddenly Macron and Scholz find it unfair that the US is snatching these company's. I can't say I have much sympathy for Europe. Well played US.

I wonder to what extent you can get subsidies from both acts. I assume it shouldn't be a problem.

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#19

Quoted post unavailable.

They're also building a fab in Japan and that one seems to be progressing much faster. About the Invasion of Taiwan, I kinda doubt it. They just had local elections and the president Tsai said it would be a referendum on her stance against China[1]. IF that is really the case then it seems like the Taiwanese people have voted against being turned into another Ukraine.[2] I am not currently in Taiwan, but a couple of…

The US has less "skin in the game" now that the TSMC core tech can be found on US soil - that's what the parent and me are referring to. Taiwan is not able to defend itself without US aid.

ps. I'm not in the valley and it's not about "hawkish" views, it is pure power-play.

Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

#20

Quoted post unavailable.

They're also building a fab in Japan and that one seems to be progressing much faster. About the Invasion of Taiwan, I kinda doubt it. They just had local elections and the president Tsai said it would be a referendum on her stance against China[1]. IF that is really the case then it seems like the Taiwanese people have voted against being turned into another Ukraine.[2] I am not currently in Taiwan, but a couple of…

> b) we also have to be a bit realistic about the facts on the ground.

Realistic facts on the ground for you:

The prime majority of rural Taiwanese who don't speak English are even bigger sinophobes, and have even less relation with the mainland.

Most Sinophilic area in TW is Taipei, where the highest concentration of migrants from China live, and from where the lion share of immigrants to US comes from.

What "facts on the ground" you expected to see?

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