Thanks to President Trump, big win for USA!
TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
101–110 of 438 posts
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#102Earlier quoted context omitted.
I think the point is that PRC considers Taiwan as part of broader China, and this move makes that statement less likely to be taken seriously. Which is good.
> PRC considers Taiwan as part of broader China And I believe Staten Island to be my sovereign dominion. Xi’s views are of limited relevance. Taiwan is a sovereign country boasting a military alliance with America. Moving production home is good. But safeguarding global assets in Taiwan from Beijing pulling a Falklands is also savvy.
JumpCrisscross has entered the nuclear arms race
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#103Someday I would really love to buy an iPhone that says "designed and built by Apple in California" Stuff like this is just one step closer to that. I would happily pay a premium for it. Excellent news. And to all of you currently looking at your rent in SF and wondering if you should stay there now that you can work remote: AZ is a pretty awesome place, and more and more it's looking like it actually could become a h…
Rent in SF is fine! I just live in a one bedroom with 3 people. :-D
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#104Someday I would really love to buy an iPhone that says "designed and built by Apple in California" Stuff like this is just one step closer to that. I would happily pay a premium for it. Excellent news. And to all of you currently looking at your rent in SF and wondering if you should stay there now that you can work remote: AZ is a pretty awesome place, and more and more it's looking like it actually could become a h…
Rent in SF is fine! I just live in a one bedroom with 3 people. :-D
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Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#105Well that's the quickest I've ever seen reality prove itself stranger than I could have ever imagined: https://news.ycombinator.com/item?id=23186174 I'd be taking bets on how quickly this is going to turn out poorly, but my last tiny ember of faith in any corporate actor being capable of rational thought just got extinguished, so I could be really wrong!
why is TSMC building a plant in the US an irrational thought?
What's in TSMC's best interest is the long-term independence and stability of Taiwan. Taking away a strong source of motivation for an administration that's already shown itself to lean toward "stay out of other countries; America First!" as its official foreign policy stance to keep it independent and stable is so short-sighted that it's practically insane.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#106Earlier quoted context omitted.
The US has lots of advanced fabs already. This isn't the part of the supply chain we're missing. This does nothing to reduce our dependence on China for manufacturing. Edit: and this isn't actually a cutting edge fab. By the time it opens in 2024 the cutting edge process will be 3nm or beyond.
I understand, but fabs are realm of competition with China and their 2025 plan. I am big fanboy of Robert Lighthizer, and with Phase 1 effectively ripped we are going to see a lot of moving things. May not happen immediately, first it will be slow then sudden.
Fabs aren't really a realm of competition with China. Leading fabs are in Germany (GlobalFoundaries in Dresden), Taiwan (TSMC's primary fabs), South Korea (Samsung) and even the US (GlobalFoundaries) and Singapore (GlobalFoundaries).
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#107Earlier quoted context omitted.
> Welcome to USA. Smart Move TSMC and Taiwan. They've operated in the US for a while now. From the press release: "In the United States, TSMC currently operates a fab in Camas, Washington and design centers in both Austin, Texas and San Jose, California. The Arizona facility would be TSMC’s second manufacturing site in the United States." > You have earned a friend for life. What a bizarre comment. If they leave, are…
If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. If TSMC didn't do it, then US State Department would have funded Intel to produce their 5nm fabs here. So yeah, educate yourself and then behave reasonably.
What, exactly, is your own understanding of reasonable behaviour?
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#108Well that's the quickest I've ever seen reality prove itself stranger than I could have ever imagined: https://news.ycombinator.com/item?id=23186174 I'd be taking bets on how quickly this is going to turn out poorly, but my last tiny ember of faith in any corporate actor being capable of rational thought just got extinguished, so I could be really wrong!
What a useless comment. You have no explanation and are just relying on your ill conceived gut feeling, which has been clearly proving wrong, to say this doesn't make sense. Why should anyone trust you?
I am an Internet commentator. You don't have to trust me. That's the beauty of Internet discussion sites!
I have an actual reason, and it's in the thread I linked, and in my reply to another response to this comment.
The above comment was for two reasons: one, to publicly acknowledge that a guess I had made just a small time ago was wrong (that TSMC executives were rational actors, or if nothing else, not drastically short-sighted), and secondly to exclaim that I still believe that this is an incredibly short-sighted and quite frankly stupid decision.
EDIT: changed some words to be more generous to TSMC's executives.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#109Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#110Earlier quoted context omitted.
I understand, but fabs are realm of competition with China and their 2025 plan. I am big fanboy of Robert Lighthizer, and with Phase 1 effectively ripped we are going to see a lot of moving things. May not happen immediately, first it will be slow then sudden.
Fabs aren't really a realm of competition with China. Leading fabs are in Germany (GlobalFoundaries in Dresden), Taiwan (TSMC's primary fabs), South Korea (Samsung) and even the US (GlobalFoundaries) and Singapore (GlobalFoundaries).
GlobalFoundries isn't really "leading"; they got out of that race a while ago and are now focusing all their R&D on niche fabrication technologies that aren't in competition for building CPUs, GPUs, or smartphone SoCs. And you didn't mention Intel, which is the only serious competition to TSMC when it comes to advanced fab technology for those kinds of chips.