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The tech is mostly from US funded research. Taiwan itself wouldn’t even exist without US military. Give me a break.
lol, what kind of reason is that? Existing thanks to the US' military means what exactly?
That's what the parent comment meant
Manufacturers in almost all sectors, including silicon foundries, have had manufacturing operations worldwide for decades. Centuries even. For all sorts of economic, customer, and government reasons, as well as simple diversification.
Taiwan is still going to be TSMC's home base.
Besides, if TSMC didn't open a US foundry then the US government would just throw money at Intel's foundry operation until they caught up. They're not that far behind. To be honest that's probably going to happen anyway.
The tech is mostly from US funded research. Taiwan itself wouldn’t even exist without US military. Give me a break.
Kudos for providing the opportunities for these brilliant people, great success through the year of executing programs for bringing Nazi scientists, Soviet scientists etc. but if we are going to keep tabs you might find out that that the American science and technology is not that much American after all.
Not stealing. More like convincing.
The tech is mostly from US funded research. Taiwan itself wouldn’t even exist without US military. Give me a break.
lol, what kind of reason is that? Existing thanks to the US' military means what exactly?
And at least reading between the lines with China, Taiwans days are numbered.
They’re choice is move their factories offshore or give them up to China.
In 20 years when tsmc has effectively transferred to america, taiwan will stop being contested and go the way of other chinese islands like hk. This is the logical solution to the us-china cold war.
Seems like a well sourced video. Here are some notes of what's discussed: - The factories are not joint ventures, they are fully owned by Taiwan. - Build-outs in US are not going to be the most cutting edge technology. - TSMC has ~$36bn in capital expenditures in 2022. The Arizona fab is ~$9bn a year. Majority of TSMC investment remains in Taiwan. - TSMC produces ~15m waifers a year, ~80% produced in Taiwan. Arizona…
Seems like a well sourced video. Here are some notes of what's discussed: - The factories are not joint ventures, they are fully owned by Taiwan. - Build-outs in US are not going to be the most cutting edge technology. - TSMC has ~$36bn in capital expenditures in 2022. The Arizona fab is ~$9bn a year. Majority of TSMC investment remains in Taiwan. - TSMC produces ~15m waifers a year, ~80% produced in Taiwan. Arizona…
And how many of TSMC’s 15m wafers/year are recent nodes? If the majority are 60nm that’s not a super meaningful number.
I agree that this TSMC investment is not going to make the US self sufficient by totally replacing all Taiwan-made chips with US-owned production. But I don’t think anyone ever made that claim?