I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
I would not assume that TSMC leadership is 100% aligned with the national interests of Taiwan as a country.
TSMC expected to announce $100B investment in U.S.
11–20 of 1001 posts
Re: TSMC expected to announce $100B investment in U.S.
#12What are the chances that this ends up like the Wisconsin Foxconn deal? Is there anything actually driving a follow through on investment?
Their first fab in Arizona is completed and ramping production and the second one's structure is in place so it's probably not likely to be vaporware, but they are probably going to be hyping up what they already have done and started.
Re: TSMC expected to announce $100B investment in U.S.
#13I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
I second this Didn't Trump terminate the Chips act?
The president can’t just unilaterally cancel a piece of legislation already signed into law. But maybe he gets the new congress to repeal it.
Re: TSMC expected to announce $100B investment in U.S.
#14I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
Chips are but a tiny reason the US wants to maintain the independence and integrity of Taiwan. (The same can likely sadly be said of their democracy, given the US stance on Ukraine.)
Taiwanese independence is primarily about containing China's naval power projection and their ability to keep unimpeded shipping lanes open during times of war.
China can currently be easily blockaded, and within a few weeks of such blockades, their supplies of food and energy will be put under tremendous strain. That's why it's so important to the US Navy that China does not obtain Taiwan.
Fighting a war with a superpower that has that kind of Achilles heel is much easier.
Re: TSMC expected to announce $100B investment in U.S.
#15Why the US? Why not Europe? Ireland or UK?
Re: TSMC expected to announce $100B investment in U.S.
#16Earlier quoted context omitted.
I second this Didn't Trump terminate the Chips act?
The president can’t just unilaterally cancel a piece of legislation already signed into law. But maybe he gets the new congress to repeal it.
Sure, but a lot of people at NIST who were in charge of implementing the CHIPS act have been fired. He definitely seems to be doing all he can to sabotage the CHIPS act without needing any congressional action.
Re: TSMC expected to announce $100B investment in U.S.
#17Why the US? Why not Europe? Ireland or UK?
Probably because Europe is not threatening them behind the scenes and perhaps offering money as well.
Diversifying chip manufacturing more globally is pretty crucial to maintaining the world order though. Sadly, having a fab in the US under the current administration is not helpful to the west in general. Getting TSMC or building an alternative to TSMC in Europe, UK, Canada, Australia, would be very smart.
I believe a lot of the machines TSMC depends on are even produced in Europe, so there should be room to make some deal!
Re: TSMC expected to announce $100B investment in U.S.
#18Why the US? Why not Europe? Ireland or UK?
[dead]
Re: TSMC expected to announce $100B investment in U.S.
#19Earlier quoted context omitted.
I second this Didn't Trump terminate the Chips act?
The president can’t just unilaterally cancel a piece of legislation already signed into law. But maybe he gets the new congress to repeal it.
He sure seems to be able to just terminate legislation signed into law. He already did it with USAID, and is in the process of doing it to many other departments.
Re: TSMC expected to announce $100B investment in U.S.
#20I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
Another question is whether it is defendable at this point. It's not clear that China doesn't have military superiority over that area.