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If you would have said " Invasion of Taiwan likely" that might have been productive. But this is not reddit, just making up "confirmed" is neither mature nor appropriate for a technical audience.
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
#92If the company is Taiwanese is there not still a concern with dependency on China and leaking of information. I realise it's important to have local manufacturing, but is this still essentially a "Chinese" company considering the disputed territory thing? Excuse my ignorance here about how such things work.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#93Earlier quoted context omitted.
China is already working on their own chips. It’s only a matter of time before it’s good enough .
They are lightyears behind. 20 years if not more. These chip machines is work of many decates of iterative work. You cannot simply step in and produce similar tech.
If they are "lightyears behind", and everyone on HN thinks that China will invade Taiwan in order to get chips, then why the ** is the US trying to cripple China's domestic semiconductor industry?!? Isn't this a self-fulfulling prophecy? If HNers are so concerned about Taiwan's peace and independence then why aren't HNers protesting more against the US' effort to cripple China's semiconductor industry so that China has no incentive to invade Taiwan for chips?
These questions are only half rhetorical. I really want to hear what people have to say about this.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#94Earlier quoted context omitted.
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…
> 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. Maybe that’s one of the reasons why china was so supportive of the invasion. It’s a test of Americas ability to supply a war (in proxy).
> a test of Americas ability to supply a war (in proxy)
The line between disorder and order lies in logistics
- Sun TzuRe: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#95Does 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.
Apple spent something like a half-trillion on share buybacks. They could have averted this crisis a decade ago by thinking strategically. They didn't. Why give them credit where little or no credit is due?
No post body was provided.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#96Earlier quoted context omitted.
This is a valid long term concern for Taiwan but 10+ years out.
I'm afraid there could be a hidden math behind this. As in: cost of a war with China vs. economic cost of China acquiring TSMC tech. As long as a war is cheaper, the US is protecting Taiwan. I'm no expert, but it usually comes down to something like this.
US loves expensive faraway wars
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#97Earlier quoted context omitted.
China is already working on their own chips. It’s only a matter of time before it’s good enough .
They are lightyears behind. 20 years if not more. These chip machines is work of many decates of iterative work. You cannot simply step in and produce similar tech.
You underestimate the insane R&D investment china can put on its chip industry to get ahead quicker
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#98Earlier quoted context omitted.
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?
>> don't think Europe has much of a choice.
The choice was made decades ago on the alter of faux environmentalism to export the environmental cost of energy production to another nation so the EU could claim moral superiority in the climate change battle. Completely decimating domestic energy sources.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#99Earlier 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_...
I always find it odd that companies always want to be build things outside of their home state TSMC -> US Intel -> EU Toyota -> US Honda -> US Ford -> MX / Canada GM -> MX / Canada
The most common reason is typically cheaper labour. That’s why Nike produced in Japan and then moved to even cheaper countries. Related might be that some countries have a lot of knowledge workers in their 40-50s who can then manage factories in other countries. Japanse companies producing cars in Europe is an example of that.
For the current trend to move to the US. That has to be government funding. Luckily, fabs require large investments at the start which might break-even more expensive labor. Also, maybe some more automation in the fabs could also help in making the fabs cost competitive.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#100If the company is Taiwanese is there not still a concern with dependency on China and leaking of information. I realise it's important to have local manufacturing, but is this still essentially a "Chinese" company considering the disputed territory thing? Excuse my ignorance here about how such things work.
Taiwan and China are totally separate governments etc. Not totally sure what you mean here.