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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

#31

Post by soco »

rjzzleep wrote: post #16
i_have_an_idea wrote: post #2

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…

I wonder how people would vote, if forced to choose between acting like Ukrainians or being treated like Uighurs.

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

#32

Post by pjc50 »

squarefoot wrote: post #24

Hopefully we'll do something like that here in the EU too. We're experiencing the hard way how's like depending on the energy and resources of warmongering criminal dictators; it would be wise to start moving away from technological dependence on China asap.

There's an "EU Chips Act" happening as well: https://www.weforum.org/agenda/2022/09/a-revitalized-semicon...

It makes sense. ASML are in the Netherlands, as are NXP. ST are in France. Germany has quite a bit of semiconductor production for the automotive industry.

It'll be slow and expensive to get there though. There's not many places in the EU where you could simply drop a Shenzen in, demolishing historic buildings and natural environment along the way.

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

#33

Post by Aromasin »

squarefoot wrote: post #24

Hopefully we'll do something like that here in the EU too. We're experiencing the hard way how's like depending on the energy and resources of warmongering criminal dictators; it would be wise to start moving away from technological dependence on China asap.

Already being planned by Intel. They're building a new leading edge fab in Magdeburg, Germany [1]. This is backed by the new European Chips Act [2]. Wheels have started turning very quickly with regards to home-grown semiconductors in 2022.

[1] https://www.intel.co.uk/content/www/uk/en/newsroom/news/eu-n... [2] https://ec.europa.eu/commission/presscorner/detail/en/ip_22_...

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

#35

Post by midasz »

rjzzleep wrote: post #18
ktta wrote: post #15

Earlier quoted context omitted.

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…

I don't think Europe has much of a choice. It's either sanctioning Russia and suffering ourselves, or allowing Ukraine to be taken with the horrors that come with that. If it would end there, maybe but still no, but it won't end there. Who is next on Russia's list?

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

#37

Post by xiphias2 »

Aromasin wrote: post #33
squarefoot wrote: post #24

Hopefully we'll do something like that here in the EU too. We're experiencing the hard way how's like depending on the energy and resources of warmongering criminal dictators; it would be wise to start moving away from technological dependence on China asap.

Already being planned by Intel. They're building a new leading edge fab in Magdeburg, Germany [1]. This is backed by the new European Chips Act [2]. Wheels have started turning very quickly with regards to home-grown semiconductors in 2022. [1] https://www.intel.co.uk/content/www/uk/en/newsroom/news/eu-n... [2] https://ec.europa.eu/commission/presscorner/detail/en/ip_22_...

If Intel is not good enough for US, why would it be good for EU?

It's clear that EU did what US wanted instead of what would be in its interest.

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

#38

Post by iancmceachern »

bell-cot wrote: post #27
mccorrinall wrote: post #10

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

Long shifts are pretty common in important real-world (vs. office) jobs. For instance, hospital ICU nurses: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3786347/ Table 1 (n = 5,831) shows that 80% of the ICU nurses reported that their last shift was 12-13 hours. Another 5% reported a >13 hour sift.

Also very common in oil and gas, mining, etc.

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

#39

Post by ChuckNorris89 »

Aromasin wrote: post #33
squarefoot wrote: post #24

Hopefully we'll do something like that here in the EU too. We're experiencing the hard way how's like depending on the energy and resources of warmongering criminal dictators; it would be wise to start moving away from technological dependence on China asap.

Already being planned by Intel. They're building a new leading edge fab in Magdeburg, Germany [1]. This is backed by the new European Chips Act [2]. Wheels have started turning very quickly with regards to home-grown semiconductors in 2022. [1] https://www.intel.co.uk/content/www/uk/en/newsroom/news/eu-n... [2] https://ec.europa.eu/commission/presscorner/detail/en/ip_22_...

How leading edge will Intel's Germany fab be when it's finished? 10nm++?

While TSMC will be on what, 1nm by then?

Intel's PR link doesn't go into details on this.

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

#40

Post by totalZero »

xiphias2 wrote: post #37
Aromasin wrote: post #33

Earlier quoted context omitted.

Already being planned by Intel. They're building a new leading edge fab in Magdeburg, Germany [1]. This is backed by the new European Chips Act [2]. Wheels have started turning very quickly with regards to home-grown semiconductors in 2022. [1] https://www.intel.co.uk/content/www/uk/en/newsroom/news/eu-n... [2] https://ec.europa.eu/commission/presscorner/detail/en/ip_22_...

If Intel is not good enough for US, why would it be good for EU? It's clear that EU did what US wanted instead of what would be in its interest.

Intel is making the right capex moves to position itself for a future situation where Taiwanese production could get interrupted. Intel is right alongside TSMC and Samsung at the leading edge and it would be an exaggeration to suggest otherwise. Marginal differences in road map and quality over the short term don't tell us the full picture in a business where course-corrections take years and years to bear fruit.

20B in Ohio: https://www.intel.com/content/www/us/en/newsroom/news/intel-...

20B in Arizona: https://www.intel.com/content/www/us/en/newsroom/news/intel-...

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