11–20 of 68 posts
Sounds like a tricky situation for everyone, don't want to alienate Taiwan or Apple or China. And TSMC is building capacity in the US. It isn't really a West vs. East game.
It may be true that TSMC and Samsung can meet demand during normal times, but it completely misses the point that NA and EU want significant production capacity locally not to reduce costs, but to secure a critical supply chain. Is this a situation where he may be concerned that significant expansion of production capability away from Taiwan and SK will reduce the West’s reliance on TSMC, which may be a security risk…
I think the leadership at TSMC is being a little naive. Alternatively, they may know very well what's going on here and they are being willfully obtuse to paint as bright a picture as possible of their long-term prospects.
These people are awful.
That's like saying you should never use anything other than RAID0 because anything else costs you more for the same performance. Yeah, sometimes cost/performance aren't the only important metrics!
The pandemic has literally been a real-life example of the downsides of the approach he is advocating.
Earlier quoted context omitted.
Unrealistic given how much fab facotiries cost. Your tariff method would work for say mining copper or say iron screws but not for a fab factory as it can't really be scaled halfway
What's the US military budget? Let's say DOD decides it wants onshore chips. $10B is peanuts; $100B is easily doable if they say it's important enough- which it is.
As if like Champagne it can only be called a chip if made in Taiwan? GTFO