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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

#541
post #374

Earlier quoted context omitted.

the issue is "is it healthy for the country" which being taken over by china is not, so you aren't really addressing either the question I was responding to, or my question.

Well that's debatable. It depends entirely on how you define "healthy". We tend to look at things from a Western perspective, but that's rather presumptive isn't it?

What's presumptive is to call something debateable without making a persuasive or even barely logical argument, throwing in a random jab at perspective without offering any opinion to talk about, and then calling your opponent presumptive.

Basically you have no argument and no position except to be rude.

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

#542

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…

> The best place for tsmc to expand is actually china.

The chinese are vastly worse at fab than americans. Why do you point out that american workers are worse than TW, but neglect to mention that Chinese are even worse?

Not trying to make a judgment about people from USA, CN, TW as a whole - mostly just a function of experience.

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

#543

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 best place for tsmc to expand is actually china. The chinese are vastly worse at fab than americans. Why do you point out that american workers are worse than TW, but neglect to mention that Chinese are even worse? Not trying to make a judgment about people from USA, CN, TW as a whole - mostly just a function of experience.

> neglect to mention that Chinese are even worse?

Because they're not. PRC has worst fabs due to equipment sanctions, and now expertise sanctions (first by TW, then US). But said sanctions were placed at all because the cost and quality (east asian work ethic etc) of PRC semi workers weren't in question. Versus US workers being described as "group of giant babies" by TSMC employees ranting on PPT about doing more work for less pay than Americans in Arizona. Experience doesn't matter if you don't work hard enough. It's precisely because PRC workers, who can keep up with TSMC "military" pace, have demonstrated potential to run great fabs that led to companies like TSMC expanding in PRC in the first place, and why US had to do export controls, and do massive CHIPs subsidy to get fabs on US soil.

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