How will this affect Intel?
TSMC expected to announce $100B investment in U.S.
111–120 of 1001 posts
Re: TSMC expected to announce $100B investment in U.S.
#112I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
Doubtful that would ever happen. And all sides know it.
Re: TSMC expected to announce $100B investment in U.S.
#113I am a bit skeptical about all the announcements. Are companies really investing, or just making announcements? I wish it were the latter!
Re: TSMC expected to announce $100B investment in U.S.
#114Earlier quoted context omitted.
OTOH, If they have production outside of Taiwan, then they can more credibly threaten to destroy the Taiwanese fabs if China invades.
This was my first thought when I heard about this. If Taiwan ever looks like it's going to fall, I think that there's going to be a massive concerted effort to extract all the talent and production equipment over to America so that it's not in China's hands.
Sure, TSMC would want to do that to salvage what they can. I wonder if the Taiwanese government is as keen on that arrangement though; TSMC plants are their biggest bargaining chip, and Trump has upending the entire world order mere weeks into his term.
Re: TSMC expected to announce $100B investment in U.S.
#115I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
This comes so often in HN it is wild. Risking WW3 and killing millions just because Samsung is 2 years behind TSMC. To save a year we would set world decades or centuries back.
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Re: TSMC expected to announce $100B investment in U.S.
#116Earlier quoted context omitted.
Sigh. From the horse's mouth: https://www.youtube.com/watch?v=Sa7MH1zLEYU Lutnick: "America um under the Biden Administration uh tsmc received a $6 billion Grant and that encouraged them to build 65 billion dollar so America gave tsmc 10% of the money to build here and now you're seeing the power of Donald Trump's presidency because tsmc the greatest manufacturer of chips in the world is coming to America with a hund…
But that horse doesn't sound reliable. TSMC never pays tariffs anyways, whomever did the importing does so companies like Apple, GM, Tesla, etc. An announced deal really should be worthless politically, we've all seen Foxconn or Apple announce big investments during Trump's first presidency for them to just walk it back later.
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Re: TSMC expected to announce $100B investment in U.S.
#117Earlier quoted context omitted.
USAID is a waste of money. Good riddance.
Yeah, kids starving and dying of cholera.. fuck em /s > The Inspector General also warned that $489 million in humanitarian food aid was at risk of spoiling due to staff furloughs and unclear guidance. The Office of Presidential Personnel fired the Inspector General the next day, despite a law requiring 30 days notice to Congress before firing an Inspector General.
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Re: TSMC expected to announce $100B investment in U.S.
#118I am a bit skeptical about all the announcements. Are companies really investing, or just making announcements? I wish it were the latter!
I think (hope) you mean the former :-)
Re: TSMC expected to announce $100B investment in U.S.
#119I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
Doubtful that would ever happen. And all sides know it.
Fearmongering the American public into believing that it would happen is how Trump leveraged this deal, and how he spins it to his base that he wins yet another negotiation to make America stronger. Same playbook as the Apple and OpenAI/Oracle "investment" announcements.
Re: TSMC expected to announce $100B investment in U.S.
#120Earlier quoted context omitted.
This is me halfremembering recent comment on HN. It's structured so that the ip is owned by an American company that licenses to ASML or something like that.
Dude if Europe is stopping ASML from selling to the US Europe isn't going to be enforcing patent laws for the US.
ASML make laser sources in San Diego, without them there would be no EUV machines. So it isn't just patents. ASML as we know today wouldn't exist without US R&D and manufacturing.