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

Post by theturtletalks » Thu, Dec 01, 2022, 3:38 PM UTC

deltaseventhree wrote: post #271

menshiki wrote: post #235

Great news for the US. Great news for Apple, AMD, and Nvidia. Not so good news for Taiwan. The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. Moving the fabs and talent further away from the island will not benefit the people of Taiwan at all. TSMC with its global influence has been a huge factor for guaranteeing safety of the island and peace in…

It is categorically NOT a huge win for the stock. This is all happening because of US subsidies. The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. The subsidies only make this a viable option for political reasons. The decision to create a fab in Arizona is strictly speaking unprofitable and essentially a economically irrational mo…

Post by phkahler » Thu, Dec 01, 2022, 3:44 PM UTC

ScoobleDoodle wrote: post #278

deltaseventhree wrote: post #271

Earlier quoted context omitted.

It is categorically NOT a huge win for the stock. This is all happening because of US subsidies. The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. The subsidies only make this a viable option for political reasons. The decision to create a fab in Arizona is strictly speaking unprofitable and essentially a economically irrational mo…

The “various reasons we all know about” I’m guessing are: theft of intellectual property, theft of the technology and skills. I wonder if Arizona US will be an easier espionage point than Taiwan for China to exfiltrate the tech.

Post by ask_b123 » Thu, Dec 01, 2022, 3:45 PM UTC

macspoofing wrote: post #268

mattbrewsbytes wrote: post #236

Earlier quoted context omitted.

Your build quality comparison is off, a cheap $500 laptop should be compared to prior years Macbook Air M1 which is $300 more, not $2000 more. A $800 macbook has far better build quality than any $500 Windows laptop, probably better than most $800 laptops. Its Windows that's the issue for me. Having too many bad experiences and strong bias against Microsoft, I choose Apple because its not MS and it does work vs. tink…

>A $800 macbook has far better build quality than any $500 Windows laptop Took a peak at the apple store, there is no $800 Macbook for sale. So we're comparing, an older (used?) higher-end Macbook to a budget Windows laptop? Why not compare an older higher-end Windows laptop to an older Macbook? Why not compare a new $500 budget Windows laptop to a $500 used Macbook? >Its Windows that's the issue for me. Having too m…

Post by Mikeb85 » Thu, Dec 01, 2022, 3:55 PM UTC

deltaseventhree wrote: post #282

ScoobleDoodle wrote: post #278

Earlier quoted context omitted.

The “various reasons we all know about” I’m guessing are: theft of intellectual property, theft of the technology and skills. I wonder if Arizona US will be an easier espionage point than Taiwan for China to exfiltrate the tech.

Espionage is a minor reason. Trivial really. The main reason is the looming threat of invasion of Taiwan from China. Such an action is catastrophic for Taiwan and the US. I thought this was obvious. Guess not. The US is an easier espionage point for the US to steal technology from Taiwan. Most likely it will happen. But simple espionage isn't enough for this technology to fully transfer. The expertise and knowhow is…

Post by pjc50 » Thu, Dec 01, 2022, 3:58 PM UTC

LegitShady wrote: post #252

judge2020 wrote: post #251

Earlier quoted context omitted.

> The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. But if they're entirely dependent on the US for defense in case of PRC invasion, is that healthy for the country?

what are the alternatives?