21–30 of 48 posts
Used to be that the US would just import scientists and engineers then develop stuff themselves. It'll be interesting in a few years to learn if this Arizona plant was just one head of the capitalist hydra and its success or failure didn't really matter all that much. I suspect that the US doesn't need to import technology in that manner to get good results; it never has in the past and I don't think that much has ch…
I still don't know how they are supplying water to the thing, we don't have much water out here as it is...
I still don't know how they are supplying water to the thing, we don't have much water out here as it is...
Earlier quoted context omitted.
I really don't think you can just import scientists and engineers and essentially develop TSMC. It's not the sixties anymore, Intel has a massive R&D budget but they are not currently able to compete with TSMC. Technology is also quite advanced, I doubt it's just a few years of R&D. In fact, it's so expensive, there are only a few factories on earth capable on producing those chips. China would have done it already i…
> I really don't think you can just import scientists and engineers and essentially develop TSMC. I think it's more a question of being willing to spend the money you need to stay at the cutting edge. Based purely on market logic, you can't build a TMSC because it would be too expensive and risky for modern-day capitalist investors to contemplate. But if you have resources and don't care about making a profit in the…
Earlier quoted context omitted.
> I really don't think you can just import scientists and engineers and essentially develop TSMC. I think it's more a question of being willing to spend the money you need to stay at the cutting edge. Based purely on market logic, you can't build a TMSC because it would be too expensive and risky for modern-day capitalist investors to contemplate. But if you have resources and don't care about making a profit in the…
That was a very similar investment landscape when TSMC started up - it’s a real shame that US capitalists are so short sighted. Or maybe they’re too cheap to invest when they have control of government taps via lobbying. Why invest your own capital when you can lobby for government handouts.
Source: Chip Wars (2022)
Everyone knew that this was just a PR move. This was the intended result. Some policy wonk somewhere thought that this was all on the up-and-up, but everyone else involved, from Apple to TSMC, and all of the mid level politicians that showed up for the photo ops knew that this was virtue signaling for votes, kickbacks, and subsidies/tax breaks.
I find it sad issues like visas for Taiwanese experts are at the fore here. I would look at as an opportunity to bootstrap local talent through collaboration and some percentage of those visas will turn into citizens and permanent residents, aka Americans.
Earlier quoted context omitted.
That was a very similar investment landscape when TSMC started up - it’s a real shame that US capitalists are so short sighted. Or maybe they’re too cheap to invest when they have control of government taps via lobbying. Why invest your own capital when you can lobby for government handouts.
Taiwan Government own 48% of TSMC stock at it founding. TSMC is not a product of free market capitalism. It is a product of the Taiwanese state. Source: Chip Wars (2022)
The article also seems incredibly short-sighted, but since it's coming from an Apple clickbait farm that's not too surprising.
I’ve heard that the problem isn’t the lack of skilled engineers in AZ, but the union trades. At Intel they have to prepare the location for an electrical pull three days ahead of time. The pull must be between 9am and 4pm, M-F. I expect the unions are making similar demands at TSMC, and the Taiwanese, just like every other American business owner are pissed. However the Taiwanese think that bringing over people to do…